Tiedemann Advisors, LLC

RIASEC RegisteredEst. 2009

Total AUM

$31B

Discretionary

$26.5B

85% of AUM

Avg account

$50.5M

Accounts

614

Employees

182

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 147189
Registered since: February 10, 2009
Website: alti-global.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., THE BANK OF NEW YORK MELLON
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI77.72%
Pooled Investment Vehicles14.5%
Charitable Organizations7.78%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Tiedemann Advisors, LLC is an independent, SEC-registered RIA that positions itself as a capital allocator for wealthy individuals, families and institutions. The firm provides financial planning and discretionary portfolio management across individual, pooled and institutional mandates, and it also selects and sponsors other managers and pooled vehicles. Fee arrangements include both percentage-of-AUM and fixed-fee structures. Tiedemann identifies as an active ESG investor and maintains commodity pool/operator or CTA capabilities as part of its business activities. The firm has been recognized in industry rankings, appearing in Financial Times’ Top 300 RIAs (2020), FA Magazine’s Top RIA Firms (2020) and Barron’s Top 100 RIA Firms in 2021, 2022 and 2025, signaling recurring visibility among peers.