RIA Intel›Advisers›New York›TIEDEMANN ADVISORS, LLC

TIEDEMANN ADVISORS, LLC

Advisory

N·NEW YORK, NY

Data as of Jul 10, 2026 · Source: SEC Form ADV

Total AUM

$31.0B

1-Year AUM Growth

+12.9%

3-Year CAGR

+11.4%

Employees

64

Assets Under Management

Total AUM$31.0B

Discretionary AUM$26.5B

Non-Discretionary AUM$4.6B

Discretionary %85.3%

Total Clients470

Team

Total Employees64

Investment Advisers182

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record57

First FilingJan 5, 2009

Latest FilingJul 10, 2026

🔒 Full AUM trend chart and 57 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TIEDEMANN ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.