Advisors Capital Management, LLC

RIASEC RegisteredEst. 2003

Total AUM

$12.2B

Discretionary

$12.2B

100% of AUM

Avg account

$673K

Accounts

18,140

Employees

103

Advisory reps

Firm details

Headquarters: Ridgewood, New Jersey
CRD number: 112266
Registered since: May 16, 2003
Website: acmwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI51.81%
Individuals41.11%
Corporations / Businesses2.92%
Other1.43%
Insurance Companies1.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Advisors Capital Management, LLC is an independent registered investment adviser that has been SEC-registered since 2003. The firm serves both individual and family clients and institutional/business clients, offering financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting, and educational seminars. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm is not identified as an active ESG investor and is not a capital allocator; it relies on external managers for alternative exposures. Advisors Capital Management was recognized on industry lists in 2020, appearing in the Financial Times Top 300 RIA Firms and in FA Magazine’s Top RIA Firms.