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Evercore Wealth Management is ranked among the leading Registered Investment Advisors (RIA) with assets of $1billion and over by Financial Advisor.
The article cited Chris Zander, CEO and President of Evercore Wealth Management,who said; “Our firm’s trust offering has been a key element to our growth strategy and the attraction of talent to the firm, since trust services are a critical component to every family in the ultra-high-net-worth category.” To view the rankings, visit here: https://www.fa-mag.com/news/goodbye-to-all-that-68646.html?section=2
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