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 operates as an independent registered investment adviser and capital allocator with SEC registration dating to 2008. The firm serves both individuals and families as well as institutional clients and combines advisory services—financial planning and portfolio management across individuals, pooled vehicles and institutions—with manager selection, publications and educational programming. Its fee model includes percentage-of-AUM and fixed fees plus other arrangements. Evercore identifies as an active ESG investor and maintains industry relationships that include broker-dealer, other investment adviser, banking/thrift and trust company affiliations. The firm appears to favor an equity-first approach to portfolios while also acting as an allocator to third-party managers and running at least one private fund. Evercore has appeared on several industry ranking lists, including Financial Times’ Top 300 RIAs (2020), FA Magazine’s Top RIAs (2020) and Barron’s Top 100 RIA Firms for multiple years (2021–2025).