Evercore Wealth Management, LLC

RIASEC RegisteredEst. 2008

Total AUM

$15.5B

Discretionary

$15.4B

99% of AUM

Avg account

$3.2M

Accounts

4,895

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 148399
Registered since: October 1, 2008
Website: www.evercore.com
Custodians: EVERCORE TRUST COMPANY, N.A., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI89.37%
Investment Companies3.26%
Pooled Investment Vehicles2.21%
Corporations / Businesses1.45%
Charitable Organizations1.41%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Evercore Wealth Management, LLC is an independent registered investment adviser and limited liability company that has been SEC-registered since 2008. The firm serves individuals, families and institutional clients and describes itself as a capital allocator, offering fee arrangements that include percentage-of-AUM billing alongside fixed and other fee structures. Core advisory capabilities include financial planning and portfolio management across individual, pooled and institutional mandates, selection of outside managers, and publication/education services. The firm flags itself as an active ESG investor and maintains industry affiliations spanning broker-dealer, bank/thrift and trust company relationships. Evercore Wealth Management has appeared on several industry lists, including Financial Times’ Top 300 RIAs (2020), FA Magazine’s Top RIA Firms (2020) and Barron’s Top 100 RIA Firms for multiple years (2021–2025).