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Evercore Wealth Management was again named to the Barron’s annual ranking of top independent U.S. Registered Investment Advisors, or RIAs.
The ranking, which Barron’s subscribers can view here, includes both quantitative and qualitative considerations, including assets under management, experience and regulatory records. Additional metrics were incorporated, notably technology investment, staff diversity, and succession planning.
Investment and Wealth Management services are provided by Evercore Wealth Management, LLC an investment advisor registered with the U.S. Securities and Exchange Commission (the "SEC") under the Investment Advisers Act of 1940. Registration with the SEC does not imply a certain level of skill or training. Trust and custody services are provided by Evercore Trust Company, N.A. a national trust bank regulated by the Office of the Comptroller of the Currency.
Client retention rate is based on data from 06/30/24 – 06/30/25. Assets under management are as of 06/30/25