Williams Jones Wealth Management
TL;DR
SEC-registered since 1988, provides portfolio management to high-net-worth individuals and families, with offices in New York and Palm Beach.
$12.5 billion
Regulatory AUM
As of ADV filing 2026-04-30
4,788
Accounts / Clients
1,517 clients
0
Disclosures
Item 11 events
SEC
Registration
SEC-registered
52
Team Size
employees, 24 advisory
7 yrs
Years Registered
First registered 2019
About Williams Jones Wealth Management
SEC-registered since 1988, provides portfolio management to high-net-worth individuals and families, with offices in New York and Palm Beach.
Office: 717 Fifth Avenue, 11th Floor, New York, NY 10022.
Best for: Families above $1M wanting fee-only portfolio management from a long-tenured team
Fee model and designations stated on the guide
Fee-onlyPlanning designations named
Form ADV data
CRD301925
RegistrationSEC-registered
First registration2019
Regulatory AUM$12.5 billion
ADV filing date2026-04-30
Accounts4,788
Clients1,517 individual and high-net-worth clients
Employees52
Advisory employees24
Fee modelFee-only per ADV 2A; insurance placed through an affiliate the client may decline
Minimum$1,000,000 for investment management, waivable (ADV 2A)
Disclosure events (Item 11)0
DesignationsCFP and CFA named on the management team page
Source: SEC Investment Adviser Public Disclosure, CRD 301925, as of ADV filing 2026-04-30, pulled October 10, 2026.
Ranked on ProCloser
- Top 10 Wealth Managers in New York, NY (2026): rank 1 of 10
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