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 RIA and capital allocator that manages wealth for high-net-worth individuals, families and institutions. The firm is SEC-registered (since 2009) and operates as a limited liability company. Its advisory scope includes financial planning, discretionary portfolio management for individuals, small businesses and pooled vehicles, selection of outside managers, and activities consistent with operating as a CPO/CTA. The firm reports being an active ESG investor and uses a mix of percentage-of-AUM and fixed-fee billing. Tiedemann has received industry recognition, including placement on Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020) and Barron’s Top 100 RIA Firms in 2021, 2022 and 2025.