Asset Manager

Updated:

EisnerAmper

EisnerAmper operates a dual-platform model. The core is a global accounting and advisory firm with more than 475 partners and 4,700 staff, providing assurance,...

EisnerAmper

EisnerAmper operates a dual-platform model. The core is a global accounting and advisory firm with more than 475 partners and 4,700 staff, providing assurance, tax, advisory, and outsourcing services. Alongside it sits EisnerAmper Wealth Advisors, a registered investment advisor for high-net-worth individuals and institutional clients. The precise founding year of the wealth management practice was not publicly documented in available sources. The wealth advisory group deploys capital through financial planning, direct portfolio management, pension consulting, and the selection of private fund managers. The firm advises on AI governance and cybersecurity — two exposures increasingly central to family-office investment and operating-company risk. The practice draws on more than 4,700 colleagues across an unspecified number of regional offices. EisnerAmper does not publicly break out dedicated wealth-management headcount, but the group leverages the wider partnership. In May 2026, the firm announced a combination with KLG Business Valuators & Forensic Accountants, deepening its forensic accounting, business valuation, and litigation support capabilities — a direct input into pre-transaction diligence and post-acquisition dispute work for private clients. EisnerAmper's structural differentiator is its accounting-firm anchor. Most registered investment advisors start from a planning or brokerage heritage. EisnerAmper Wealth Advisors launches from inside a top-20 audit-and-tax partnership, giving it in-house command of the transaction structuring, estate planning, and valuation work that other wealth managers must outsource. This architecture makes the advisory relationship a byproduct of the tax return and the audit, not a separate sales process.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Sector focus

Real EstateCybersecurityArtificial Intelligence

Frequently asked questions

How does EisnerAmper's wealth management practice source its private fund investments?

EisnerAmper Wealth Advisors discloses that it provides selection of private fund managers as a core service. The broader firm's assurance and tax relationships with private equity sponsors, real estate operators, and venture-backed companies offer a proprietary window into manager performance and fund terms that is unusual for a standalone RIA. The firm has not publicly described a formal sourcing committee or allocation process.

How is the wealth management unit related to EisnerAmper's accounting practice?

EisnerAmper Wealth Advisors operates as a distinct regulated entity alongside the larger CPA and advisory firm. This structure allows the group to offer fiduciary investment advice while the accounting side delivers tax compliance, estate planning, and business valuation. The two share a brand, client referral channels, and professional resources, but are legally separated as required by professional practice and securities regulations.

What investment stages or asset classes does the firm emphasize on the tax and advisory side?

The parent firm publishes extensive guidance on real estate (cost segregation, 1031 exchanges, Opportunity Zones), qualified small business stock under IRC Section 1202, AI governance, and cybersecurity risk. While these publications serve broad tax and advisory clients, they indicate the asset-class expertise available to wealth-management clients.

How does EisnerAmper Wealth Advisors charge for its services?

EisnerAmper does not publish a fee schedule for its wealth management services. As a registered investment advisor, it is permitted to charge asset-based fees, fixed retainers, or hourly fees. The parent firm emphasizes “reasonableness of rates” across its service lines, but no specific wealth-advisory fee structure is disclosed.

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