Evercore Wealth Management, LLC

Evercore Wealth Management, LLC (CRD# 148399) is a financial advisory firm headquartered in New York, NY. They manage $6,212,731,511 in 2,403 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,213
    MILLION
  • Total Number of Accounts
    2,403
    ACCOUNTS
  • Average Account Value
    $2,585,406
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, LA, MA, MD, ME, MN, MT, NC, ND, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, VA, WA, WI

Financial Advisors at Evercore Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Michael D. Obrien
CRD#: 1296751
601 South Figueroa Street, 44th Floor, Los Angeles, CA 90017
96
Wealthminder
score

Michael Obrien (CRD# 1296751) is an Investment Advisor Representative working at Evercore Wealth Management, LLC in Los Angeles, CA and has over 33 years of experience in the finance industry.

2
Charles W. Criss
CRD#: 4531740
425 California Street, Suite 1500, San Francisco, CA 94104
93
Wealthminder
score

Charles Criss (CRD# 4531740) is an Investment Advisor Representative working at Evercore Wealth Management, LLC in San Francisco, CA and has over 11 years of experience in the finance industry.

3
Joseph A. Gallagher
CRD#: 1272606
Plymouth, MA
93
Wealthminder
score

Joseph Gallagher (CRD# 1272606) is an Investment Advisor Representative working at Evercore Wealth Management, LLC in Plymouth, MA and has over 33 years of experience in the finance industry.

4
James J. Holihan
CRD#: 1414463
55 East 52nd Street, New York, NY 10055
93
Wealthminder
score

James Holihan (CRD# 1414463) is an Investment Advisor Representative working at Evercore Wealth Management, LLC in New York, NY and has over 31 years of experience in the finance industry.

5
William S. McCreery
CRD#: 1208446
425 California Street, Suite 1500, San Francisco, CA 94104
93
Wealthminder
score

William McCreery (CRD# 1208446) is an Investment Advisor Representative working at Evercore Wealth Management, LLC in San Francisco, CA and has over 33 years of experience in the finance industry.

6
Keith B. McWilliams
CRD#: 1395852
425 California Street, Suite 1500, San Francisco, CA 94104
76
Wealthminder
score

Keith McWilliams (CRD# 1395852) is an Investment Advisor Representative working at Evercore Wealth Management, LLC in San Francisco, CA and has over 20 years of experience in the finance industry. Keith McWilliams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.