RIA Intel›Advisers›New York›WILLIAMS JONES WEALTH MANAGEMENT, LLC

WILLIAMS JONES WEALTH MANAGEMENT, LLC

Advisory

N·NEW YORK, NY

Data as of Mar 11, 2026 · Source: SEC Form ADV

Total AUM

$12.5B

1-Year AUM Growth

+13.3%

3-Year CAGR

+4.1%

Employees

24

Assets Under Management

Total AUM$12.5B

Discretionary AUM$12.4B

Non-Discretionary AUM$55M

Discretionary %99.6%

Total Clients1,687

Team

Total Employees24

Investment Advisers52

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record18

First FilingJun 12, 2019

Latest FilingMar 11, 2026

🔒 Full AUM trend chart and 18 historical filings spanning 7+ 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 WILLIAMS JONES WEALTH MANAGEMENT, LLC

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