Silvercrest Asset Management Group Inc. Overview
Pro stress-test →Silvercrest Asset Management Group is a publicly traded wealth management firm providing investment advisory and family office services to ultra-high net worth individuals, families, and institutional investors. The company manages $37.6 billion in assets as of September 2025 and operates across the United States with a focus on personalized wealth management solutions.
Strategic Profile
Pro stress-test →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.
Competitive Landscape
Pro stress-test →Silvercrest competes in the mid-sized wealth management segment ($2.5B-$40B AUM) against firms like Kohlberg Kravis Roberts (KKR), Lazard, and regional private banks offering similar family office services. The competitive landscape favors firms with scale, technology capabilities, and institutional distribution, where Silvercrest maintains differentiation through personalized service and employee ownership rather than product breadth.
Industry Context
Silvercrest Asset Management Group Inc. operates in Wealth Management & Asset Management.
Key facts
Founded: 2002 · Headquarters: New York, United States · Market cap: $215M