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.
Tiedemann Advisors, LLC
New York, NY
CRD 147189
Firm filing updated July 10, 2026 ·
- $31BAssets
- 461Clients
- 64Advisory staff
- 614Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals407
- Charities31
- Pooled vehicles23
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 407 | $24.1 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 23 | $4.5 billion |
| Charitable organizations | 31 | $2.4 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$31.0 billion
- Accounts614
- Discretionary$26.5 billion · 440 accounts
- Non-discretionary$4.6 billion · 174 accounts
People
- Employees182
- Advisory staff64
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients251 to 500
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 147189, SEC file 801-69865.
- Registered with the SEC as an investment advisor (status date on record: February 10, 2009).
Is Tiedemann Advisors, LLC a fiduciary?
Short answer: Tiedemann Advisors, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: the firm has a related broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
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.