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 organized as an LLC and SEC-registered in 2019. The firm serves both individual and family clients as well as institutional accounts, charging fees based on a percentage of assets under management. Its advisory services include financial planning and portfolio management across individuals, pooled investment vehicles, small businesses, and larger institutions. Williams Jones also conducts other financial product sales activities and maintains several industry affiliations that cover broker-dealer and sponsor roles. The firm reports it is not an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator. Williams Jones has appeared on industry lists from Forbes and Barron's across multiple years (Forbes 2022, Forbes 2024; Barron's Top 100 in 2023, 2024, 2025).