Cannell & Spears
TL;DR
Formed in 2024 by combining Cannell & Co. (operating since 1973) and Spears Abacus Advisors (2016), serving individuals and families with investment management.
$7.0 billion
Regulatory AUM
As of ADV filing 2026-03-30
2,577
Accounts / Clients
2,394 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
40
Team Size
employees, 17 advisory
19 yrs
Years Registered
First registered 2007
About Cannell & Spears
Formed in 2024 by combining Cannell & Co. (operating since 1973) and Spears Abacus Advisors (2016), serving individuals and families with investment management.
Office: 535 Madison Avenue, 14th Floor, New York, NY 10022.
Best for: Families above $2M wanting a principal-led investment management firm
Fee model and designations stated on the guide
Advisory feesPlanning designations named
Form ADV data
CRD142633
RegistrationSEC-registered
First registration2007
Regulatory AUM$7.0 billion
ADV filing date2026-03-30
Accounts2,577
Clients2,394 individual and high-net-worth clients
Employees40
Advisory employees17
Fee modelAdvisory fees as a percentage of assets; fee-only not stated in ADV 2A
Minimum$2,000,000 for a new relationship, negotiable (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP, CFA and CPA named on the people page
Source: SEC Investment Adviser Public Disclosure, CRD 142633, as of ADV filing 2026-03-30, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in New York, NY (2026): rank 6 of 10
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