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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 broader firm signals competency across asset classes that matter to private clients: real estate, through cost segregation and 1031 exchange structuring; private equity, via recurring guidance on IRC Section 1202 qualified small business stock; and digital assets, flagged in research on DPRK remote IT workers targeting cryptocurrency markets. 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
Year founded
—
AUM
$782M (Altss estimate)
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Sector focus
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.
Does EisnerAmper participate in direct co-investments or only fund commitments?
Available disclosures state the group manages portfolios and selects private fund managers, but do not explicitly confirm a direct co-investment or deal-by-deal program. The broader firm's transaction advisory and valuation capabilities, including the 2026 addition of KLG's forensic accountants, would support direct diligence if such a program exists.
Which client segments does EisnerAmper Wealth Advisors serve?
The practice serves high-net-worth individuals and institutions. The parent firm's client base spans private companies, public companies, nonprofits, and family enterprises, so the wealth group likely draws heavily from tax and assurance clients whose personal balance sheets have grown complex. No minimum asset threshold has been published.
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.
Does EisnerAmper maintain separate philanthropic or foundation advisory structures?
The firm has noted IRS scrutiny of nonprofit funding in its 2026 tax guidance and provides trust and estate services through its professional practice. A formal philanthropic advisory or foundation management unit separate from the trust and estate practice has not been publicly identified.
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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