SILVERCREST ASSET MANAGEMENT GROUP LLC

RIASEC RegisteredEst. 2002

Total AUM

$28.3B

Discretionary

$23.8B

84% of AUM

Avg account

$23.5M

Accounts

1,205

Employees

175

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 118333
Registered since: March 19, 2002
Website: www.silvercrestgroup.com
Custodians: CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI66.84%
Pension & Profit Sharing Plans11.16%
Investment Companies10.99%
Charitable Organizations4.63%
State / Municipal Government3.2%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Silvercrest Asset Management Group LLC is an independent, SEC-registered RIA that has been operating since 2002. Organized as an LLC, the firm positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory services span financial planning and portfolio management for individuals, pooled investment vehicles, businesses and institutions, along with selection of sub‑advisers. The firm also operates in commodity pool operator/commodity trading adviser (CPO/CTA) capacities and acts as sponsor, general partner or managing member for pooled vehicles. Fee arrangements include percentage-of-AUM, fixed fees and performance-based fees. The firm identifies as an active ESG investor and has appeared on industry lists such as Barron’s Top 100 RIA Firms (2021–2025), Financial Times Top 300 RIA Firms (2020), Forbes Top RIA Firms (2024) and CNBC Top 100 Financial Advisory Firms (2025).