Silvercrest Asset Management Group Inc. — Cyborg Score 6/10
Mixed
Wealth Management & Asset Management
Strategic Profile
Silvercrest differentiates itself through independent, employee-owned operations and a specialized focus on the ultra-high net worth segment, competing in the mid-sized firm category within the wealth management industry. The firm has expanded its geographic footprint with offices in New York, Boston, California, Virginia, Wisconsin, New Jersey, and Georgia to serve its institutional and family office clientele.
Cyborg Score Rationale
Silvercrest demonstrates solid market positioning with $37.6B AUM and ranking #6 in Nasdaq eVestment's brand awareness among mid-sized peer firms (Q4 2025). However, the company faced earnings misses in Q2 and Q3 2025, with EPS underperformance, suggesting execution challenges in a competitive environment.
Top Insights
Strong AUM growth trajectory: Grew from $13.6B (March 2013) to $37.6B (September 2025), reflecting 2.76x expansion over 12+ years
Ranked #6 among consultants in Nasdaq eVestment's Q4 2025 Brand Awareness Rankings for mid-sized firms, demonstrating competitive positioning
Recent earnings misses in Q2 and Q3 2025 on both EPS and revenue indicate margin compression or operational headwinds in current market conditions
Independent employee-owned structure provides cultural differentiation and alignment with client base, though constrains capital availability for growth
Named Competitors
Family Office & Wealth Advisory — Global asset management and financial advisory services
Wealth Management Services — Ultra-high net worth advisory and family office services
Family Office & Investment Advisory — Alternative asset management with family office capabilities
Recent Developments
(Q4 2025) Ranked #6 in Nasdaq eVestment Brand Awareness Rankings among mid-sized wealth management firms
(Q3 2025) Reported earnings miss on EPS ($0.19 vs. $0.28 expected) and revenue expectations
(Q2 2025) Reported earnings miss on EPS ($0.21 vs. $0.30 expected) and revenue targets
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