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Silvercrest Asset Management Group Inc. helps wealthy individuals and institutional investors manage their portfolios, using its own investment strategies and selected services from unaffiliated firms. Most revenue comes from accounts where clients authorize Silvercrest to make investment decisions. Clients pay fees largely based on the value of those assets; individual clients account for most assets managed with this authority.
Silvercrest also handles family-office work, such as tax planning and preparation, accounting and consolidated wealth reporting. These clients generally pay negotiated fees based on the work involved, rather than portfolio values.
Its main fee income depends on portfolio values and clients keeping assets with the firm. A relatively small group of large client relationships accounts for most assets under management, and retaining portfolio managers matters because clients may follow them if they leave. Investment decisions must follow client guidelines and legal limits. Certain changes of control also require client consent to transfer separate-account advisory contracts; mutual-fund advisory contracts automatically terminate upon assignment.
The risk section is the longest, dullest part of the filing. This keeps only what can really hurt you: where it hits, how hard, when it plays out.
Every company claims an edge. Each one is checked against hard numbers like margins and returns: which hold, and which line gives way first.
AlTi Global, Inc. competes with Silvercrest for wealthy families and institutional clients paying for investment advice and family-office services. Watch AlTi’s client retention and recurring advisory and administration fees: they speak to the same client relationships that support Silvercrest’s family-office revenue.
WESTWOOD HOLDINGS GROUP, INC. and Silvercrest compete to manage investments for wealthy individuals and institutions, with fees largely tied to client assets. Westwood’s managed assets and investment-advisory revenue offer a comparison for Silvercrest’s exposure to changing portfolio values and client demand.
Virtus Investment Partners, Inc. competes with Silvercrest to manage individual and institutional clients’ separate investment accounts; both earn asset-based fees that change with investment returns and client inflows or withdrawals. Watch Virtus’s retail separate accounts and institutional accounts rather than its total fund business for the closer comparison with Silvercrest.
Affiliated Managers Group’s affiliated firms compete with Silvercrest to manage separate investment accounts for individual and institutional clients, and some also provide wealth advice. Their separately managed strategies and customized investment counseling are the closest overlap with Silvercrest, rather than AMG’s entire investment lineup.
Ameriprise Financial, Inc. competes with Silvercrest in financial planning and managed investment accounts, where clients pay fees tied to account assets. Its Advice & Wealth Management managed-account fees are the useful comparison for Silvercrest’s advisory revenue, rather than Ameriprise’s banking, lending or insurance businesses.
Acadian Asset Management Inc. competes with Silvercrest for institutional clients’ investment mandates, using data-driven systematic strategies rather than Silvercrest’s company-by-company fundamental stock selection. Acadian’s institutional managed assets are the relevant comparison for Silvercrest’s efforts to win institutional equity mandates.
Invesco and Silvercrest compete to manage clients’ active equity and fixed-income portfolios, and both need clients to keep assets invested to sustain management fees. Watch retention in Invesco’s active portfolios: its clients can withdraw or reduce assets at short notice, making retained assets more telling than its broad product range.
Cohen & Steers Inc. competes with Silvercrest for investment mandates from institutions and investors served through wealth-management firms, but is far more concentrated in real estate securities. Those strategies held approximately 63.8% of its managed assets at December 31, 2025, so its institutional and wealth-channel business is a more useful competitive comparison than treating all its asset changes as a signal for Silvercrest.
Silvercrest Asset Management Group Inc. earningsThis company
Silvercrest's advisory fees largely move with discretionary assets, so this report will show whether client assets are sustaining that fee income.
Read discretionary assets alongside management and advisory fees, and separate market movements from net client inflows or outflows. Assets and fees rising while clients stay or add money would show a firm core fee base; assets rising only with markets while clients withdraw would show growth without stronger client demand; falling assets and fees alongside outflows would mean withdrawals are eroding that base. Family-office fees are generally not tied to asset values, so steady fees there would provide a separate source of support. The conclusion is whether revenue growth comes from clients staying and adding assets, or mainly from markets lifting asset values.
Acadian Asset Management Inc. earningsAAMI
Acadian's institutional managed assets will show whether institutions are still entrusting equity money to active managers, a market where Silvercrest also seeks mandates.
Watch whether Acadian's institutional managed assets grow or shrink. Growth would suggest institutions are still allocating money to investment managers, leaving demand for the institutional equity mandates Silvercrest seeks; a decline would point to money leaving or shifting managers and a more difficult market for those mandates. Acadian uses data-driven systematic strategies while Silvercrest relies on fundamental stock selection, so this report is a read on the institutional mandate market, not Silvercrest's own results.
WESTWOOD HOLDINGS GROUP, INC. earningsWHG
WESTWOOD HOLDINGS GROUP's managed assets and investment-advisory revenue will show how it is faring for individual and institutional client money, which also drives Silvercrest's advisory fees.
Read WESTWOOD HOLDINGS GROUP's managed assets alongside its investment-advisory revenue. Growth in both would show that this type of investment manager is still attracting or retaining fee-paying assets, a supportive market signal for Silvercrest; declines in both would show market values or client withdrawals weighing on the same asset-based fee model. This is a signal from a comparable business, not a result for Silvercrest.
AlTi Global, Inc. earningsALTI
AlTi's client retention and recurring advisory and administration fees will show whether wealthy families keep paying for services that also connect to Silvercrest's family-office business.
Watch whether AlTi retains clients and keeps recurring advisory and administration fees steady. Retention and stable fees would show that wealthy families continue to use these investment and family-office services; client losses and weaker fees would signal tougher competition to win and keep such relationships, a market Silvercrest's family-office business also serves. AlTi's results do not replace Silvercrest's own client and revenue figures.
