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Evercore Wealth Management has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers.
The list recognizes top independent RIA firms from across the United States.
Factors considered by the Financial Times include assets under management, asset growth, industry certifications of key employees and the firm’s compliance records.
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