SEC-registered independent wealth management RIA
Offit Capital
As of its Form ADV filed August 19, 2026, Offit Capital, an SEC-registered independent wealth management RIA in New York, New York, reported $20.6 billion in regulatory assets under management across 567 accounts, ranking #9 among independent RIAs in New York by assets.
Registration
- Registration
- SEC-registered, Approved
- CRD number
- 144474
- SEC file number
- 801-68155
- Registered since
- August 1, 2007
- Latest Form ADV filing
- August 19, 2026
- Legal name
- OFFIT CAPITAL ADVISORS LLC
- Organized as
- Limited Liability Company
- Fiscal year ends
- December
- Other offices
- 1
Key figures
- Regulatory assets under management
- $20.6 billion
- Discretionary
- $8.6 billion (41.7%)
- Non-discretionary
- $12.0 billion
- Accounts
- 567 (254 discretionary)
- Clients
- 378, approximate as reported
- Employees
- 82
- Advisory staff
- 55 performing investment advisory functions
- Average account
- $36.3 million
- Asset growth, 1 year
- 1.0% (from $20.4 billion a year earlier)
- Asset growth, 3-year annual rate
- 8.7% (from $16.1 billion three years earlier)
- Asset growth, 5-year annual rate
- 6.3% (from $15.2 billion five years earlier)
- Client growth, 1 year
- 9.9% (from 344)
Independent wealth management RIA: individual and high net worth clients hold at least half of its regulatory assets, it offers financial planning or portfolio management for individuals, and it is not a broker-dealer, a bank or part of one by the directory's rules. How firms are classed.
Growth rates come from the SEC's yearly snapshots and are left blank when the years are not comparable.
Rankings
Among independent wealth management RIAs.
| Ranking | Nationally | In New York | Value |
|---|---|---|---|
| Largest independent RIAs by assets under management | #47 | #9 | $20.6 billion |
| Fastest-growing independent RIAs over one year | #6,273 | #347 | 1.0%from $20.4 billion |
| Fastest-growing independent RIAs over three years | #4,498 | #239 | 8.7%from $16.1 billion |
| Fastest-growing independent RIAs over five years | #3,532 | #182 | 6.3%from $15.2 billion |
| Independent RIAs with the biggest asset gains over one year | #1,026 | #70 | $207.5 million |
| Independent RIAs with the most clients | #3,094 | #178 | 378 |
| Independent RIAs with the fastest client growth over one year | #1,554 | #100 | 9.9%from 344 |
| Independent RIAs with the most accounts | #4,403 | #221 | 567 |
| Independent RIAs with the most advisory staff | #160 | #8 | 55 |
| Independent RIAs with the most high net worth clients | #1,322 | #91 | 219 |
Assets over time
Data table
| As of | RAUM |
|---|---|
| October 1, 2010 | $4.2 billion |
| October 3, 2011 | $5.2 billion |
| October 1, 2012 | $5.4 billion |
| October 1, 2013 | $7.1 billion |
| October 1, 2014 | $8.4 billion |
| October 1, 2015 | $9.2 billion |
| October 3, 2016 | $9.2 billion |
| October 2, 2017 | $9.9 billion |
| October 1, 2018 | $11.1 billion |
| October 1, 2019 | $11.6 billion |
| October 1, 2020 | $13.9 billion |
| October 4, 2021 | $15.2 billion |
| October 3, 2022 | $17.8 billion |
| October 5, 2023 | $16.1 billion |
| October 1, 2024 | $18.0 billion |
| September 2, 2025 | $20.4 billion |
| October 2, 2026 | $20.6 billion |
Clients and services
Client mix
| Measure | Bar | RAUM |
|---|---|---|
| High net worth individuals 219 clients | $13.7 billion | |
| Pooled investment vehicles 126 clients | $4.1 billion | |
| Charitable organizations 33 clients | $2.8 billion | |
| Pension and profit sharing plans fewer than 5 clients | $65.1 million |
How the firm is paid
- A percentage of assets under management
- Fixed fees
Advisory services
- Portfolio management for individuals or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Wrap fee program sponsor or portfolio manager: no.
Other business, affiliations and custody
Other business activities (Item 6.A)
- Commodity pool operator or commodity trading advisor
Financial industry affiliations (Item 7.A)
- Sponsor, general partner or managing member of pooled investment vehicles
Advises 123 private funds (Item 7.B).
Custody (Item 9)
The firm reported custody of client cash or securities, $3.2 billion in total.
Investment adviser representatives
- IARs registered with the firm
- 1
- Also registered through a broker-dealer
- 0
- Employees who are IARs (Form ADV 5.B(3))
- 0
0 of the firm's 1 IAR are registered in jurisdictions that require IAR CE. IAR CE requirements by state.
Counts only. AdvisorIQ does not list individual people.
Disclosures
On Form ADV Item 11 the firm answered yes to 0 disclosure questions. See the detail on IAPD.
Succession and acquired firms
On Form ADV Item 4 the firm did not report succeeding to another adviser's business.
Similar-sized firms in New York
| Firm | City | RAUM |
|---|---|---|
| Silvercrest Asset Management Group LLC | New York | $28.3 billion |
| Arax Advisory Partners | New York | $26.5 billion |
| Summit Trail Advisors, LLC | New York | $19.9 billion |
| Williams Jones Wealth Management, LLC | New York | $12.5 billion |
| Tocqueville Asset Management LP | New York | $10.2 billion |
The five independent RIAs nearest in regulatory assets with a main office in the same state.
Elsewhere
- Offit Capital on IAPD: Form ADV, brochures and disclosure detail.
- Firm website: www.offitcapital.com
- Independent RIAs in New York
Firm data as of October 2, 2026, from ia100226.zip. Figures are as the firm reported them; corrections are made on Form ADV and appear after the next monthly reload.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.