SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Earnest Partners, LLC
Atlanta, GA
Earnest Partners LLC, CRD 107926
Firm filing updated July 13, 2026 ·
- $42.6BAssets
- 7,415Clients
- 16Advisory staff
- 7,515Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- OtherNo
Who the firm serves
- State or municipal government entities (including government pension plans)88
- Corporations or other businesses51
- Pension and profit sharing plans44
- Charities44
- Pooled vehicles20
- and 4 more40
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 10 | $143.7 million |
| Investment companies | 14 | $4.2 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 20 | $11.7 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 44 | $3.9 billion |
| Charitable organizations | 44 | $1.3 billion |
| State or municipal government entities (including government pension plans) | 88 | $14.9 billion |
| Insurance companies | 14 | $362.0 million |
| Sovereign wealth funds and foreign official institutions | 2 | $169.8 million |
| Corporations or other businesses not listed above | 51 | $1.6 billion |
| Other: "WRAP PROGRAM PARTICIPANTS AND OTHER EMPLOYEE BENEFIT PLANS" | 7,128 | $4.4 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 4 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Assets and accounts
- Regulatory assets$42.6 billion
- Accounts7,515
- Discretionary$42.6 billion · 7,508 accounts
- Non-discretionary$57.8 million · 7 accounts
People
- Employees47
- Advisory staff16
- Broker-dealer reps0
- Licensed insurance agents0
Registration details
- Legal name: Earnest Partners LLC SEC-registered investment advisor. CRD 107926, SEC file 801-56189.
- Registered with the SEC as an investment advisor (status date on record: January 12, 1999).
Is Earnest Partners, LLC a fiduciary?
Short answer: Earnest Partners, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.