WILLIAMS JONES WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2019

Total AUM

$12.5B

Discretionary

$12.4B

100% of AUM

Avg account

$2.6M

Accounts

4,788

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 301925
Registered since: July 22, 2019
Website: www.williamsjones.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, FIDUCIARY TRUST COMPANY INTERNATIONAL
Fee structure: Percentage of AUM
Client types: HNWI87.81%
Corporations / Businesses8.1%
Charitable Organizations2.18%
Individuals1%
Pension & Profit Sharing Plans0.91%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Williams Jones Wealth Management, LLC is an independent registered investment adviser formed in 2019 that serves both high‑net‑worth individuals and institutional clients. The firm operates on a fee‑for‑assets model and offers financial planning alongside discretionary portfolio management for individuals, small businesses, pooled vehicles and institutional entities. It is not classified as an ESG‑focused manager and is not identified as a multi‑state adviser. The firm maintains a broad set of industry relationships—ranging from broker‑dealer and custody ties to affiliations with sponsors of pooled vehicles, insurance and legal professionals—which supports both advisory and product distribution activities. Williams Jones has been recognized in national rankings, appearing in Forbes lists and in Barron’s Top 100 RIA listings across multiple years.