Advisors Capital Management
Advisors Capital Management is a privately held SEC-registered investment adviser that partners with independent financial advisors and RIAs, providing outsourced portfolio management, model accounts, a PathFinder SDBA platform, and OCIO services across $8B in AUM and 10,000+ accounts.
- Company typePrivate
- Founded1998
- HeadquartersRidgewood, United States
- Headcount51–100
- GTM typeB2B
- OfferingServices
What Advisors Capital Management does
Advisors Capital Management, LLC is a privately held SEC-registered investment adviser founded in 1998 by Dr. Charles Lieberman, headquartered in Ridgewood, New Jersey. The firm operates a B2B distribution model in which it partners with independent financial advisors and RIAs to deliver outsourced portfolio management, investing 10,000+ client accounts and roughly $8B in assets under management through a 70-person team. Revenue is generated through subscription and fee-based investment advisory charges across private accounts, model accounts, a self-directed brokerage account (SDBA) platform, and Outsourced CIO (OCIO) services, with specific fee schedules disclosed in Form ADV Part 2A.
The firm's core offerings are private separate accounts with individually constructed portfolios, model accounts for advisor use, the PathFinder SDBA platform integrating research and trading support, individual securities management using top-down and bottom-up approaches, and tax-efficiency strategies. The PathFinder platform was extended in January 2026 through a strategic partnership with WealthFeed, embedding AI-powered money-in-motion prospecting signals to help advisors identify prospects experiencing liquidity events, business sales, or inheritance. The partnership is framed as a prospecting enhancement rather than a core technical build, and ACM's own AI/ML footprint is limited to integration rather than in-house model development.
ACM also maintains a majority-owned insurance agency subsidiary, Advisors Capital Planning, LLC, providing adjacent financial services. Distribution is built on direct enterprise sales to advisors, supported by a content-marketing engine (market commentary, whitepapers, 10 Second Interview Show) and recurring media appearances on Bloomberg, CNBC, BBC, Yahoo Finance, and Schwab Network by CIO Dr. Lieberman and Partner/Portfolio Manager Dr. JoAnne Feeney. The firm invests nationally in the United States with no disclosed international footprint.
Advisors Capital Management firmographics
Firmographics- Name
- Advisors Capital Management
- Legal name
- Advisors Capital Management, LLC
- Website
- https://advisorscapital.com
- Company type
- Private
- Founded year
- 1998
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Advisors Capital Management is a privately held SEC-registered investment adviser that partners with independent financial advisors and RIAs, providing outsourced portfolio management, model accounts, a PathFinder SDBA platform, and OCIO services across $8B in AUM and 10,000+ accounts.
- Ownership category
- akta.pro rank
Advisors Capital Management industry classification
Industry- Product category
- Investment Advisory & Asset Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industry
- Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
Keywords
Where Advisors Capital Management is headquartered
LocationHeadquarters
- HQ city
- Ridgewood
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Advisors Capital Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Advisory Services: Advisors Capital Management operates as a registered investment adviser providing tailored portfolio management solutions. The firm generates revenue through investment advisory fees charged to clients for portfolio management, research, trading support, and operational efficiencies.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Investment Advisory Services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Advisors Capital Management product offering
Product offeringCore offering
Advisors Capital Management is a Registered Investment Advisor that provides discretionary investment-management services to financial advisors and their clients. Its offerings include the PathFinder SDBA platform, Private Accounts (separately managed accounts), Model Accounts, and Individual Securities, supported by quantitative research and multi-asset portfolio construction. The firm manages approximately $8 billion in assets across more than 10,000 accounts for the advisor intermediary channel.
Product overview
Advisors Capital Management (ACM) operates as a registered investment adviser providing a unified wealth management platform. The core offering consists of the PathFinder platform (Self-Directed Brokerage Account/SDBA) integrated with AI-powered prospecting from WealthFeed, supplemented by Private Accounts and Model Accounts for portfolio management. Additional services include Individual Securities management utilizing top-down and bottom-up stock selection, Tax Efficiencies strategies, and OCIO partner services. The firm serves over 10,000 accounts with $8B in assets under management through a 70-person team.
Differentiator
Problem solved
Functional benefit
Brands
- PathFinder: A self-directed brokerage account (SDBA) platform offered by Advisors Capital to help advisors streamline investment management responsibilities.
Products and services
- PathFinder SDBA Platform Proprietary Separately Diversified Brokerage Account (SDBA) platform that delivers tax-efficient, customized multi-asset portfolios at the individual client level through financial advisors. Designed for advisors seeking outsourced discretionary portfolio management with personalization.
- Private Accounts (SMAs) Discretionary Separately Managed Accounts (SMAs) providing individualized multi-asset portfolio management for advisor clients. Built on ACM's quantitative research and macroeconomic outlook.
- Model Accounts Model-portfolio solutions that financial advisors can implement for clients, leveraging ACM's multi-asset research and portfolio construction framework without full SMA customization.
- Individual Securities Overlay Customized individual-security portfolio overlays that allow advisors and their clients to access ACM's research-driven security selection within tailored portfolios.
Quantifiable outcome
- Enables advisors to identify prospects experiencing key life events such as business sales, inheritance, and liquidity events
Companies that use Advisors Capital Management
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles2 records
Advisors Capital Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
AI capability2 records
Feature1 record
Advisors Capital Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- WealthFeedcoreNational RIA Advisors Capital Management announced a strategic partnership with AI-powered prospecting platform WealthFeed, integrating WealthFeed's real-time money-in-motion signals into ACM's PathFinder retirement planning platform. The combined offering enables advisors to identify prospects experiencing key life events such as business sales, inheritance, and liquidity events, and engage them with comprehensive retirement guidance.
Scale indicators3 records
Recent moves5 records
Expansion highlights5 records
Advisors Capital Management competitors and assessment
Company assessmentDirect peers
- AssetMark: AssetMark is a leading turnkey asset management platform (TAMP) that provides portfolio solutions, practice management, and technology to independent financial advisors. It is directly comparable to ACM as both serve independent RIAs with outsourced portfolio management and model-based solutions.
- Lockwood Advisors: Lockwood Advisors (a SMBC subsidiary) provides managed account programs and portfolio construction services to broker-dealers and advisors. It is a direct competitor to ACM's private account and model account offerings for the advisor channel.
Broad incumbents
- Envestnet: Envestnet is the largest TAMP and provider of integrated wealth management software to advisors, offering portfolio construction, reporting, and practice management tools. It competes with ACM on outsourced investment management and advisor technology, with a much broader product portfolio.
- SEI Investments: SEI's Investment Manager Services division provides outsourced investment management and OCIO services to advisors and institutional clients. SEI is a broader incumbent operating in adjacent segments but directly competes for OCIO mandates that ACM also pursues.
- Russell Investments: Russell Investments operates an OCIO and advisor platform business providing outsourced portfolio management, model portfolios, and practice solutions to advisors and institutions. It is a broad incumbent comparable to ACM on the OCIO and model account side.
Emerging players
- Orion Advisor Solutions: Orion provides advisor-facing technology including portfolio management, reporting, and model marketplaces for RIAs. It overlaps with ACM's technology-led, advisor-support positioning, particularly through model account and rebalancing capabilities.
- Cetera Financial Group: Cetera is a network of independent broker-dealers and RIAs that provides advisors with model portfolios, managed account solutions, and practice management support. Its advisor-focused investment solutions overlap with ACM's offerings to independent advisors.
- Cambridge Investment Research: Cambridge is an independent broker-dealer and RIA platform providing advisor services including model portfolios and managed solutions. Comparable to ACM on the advisor support and portfolio management dimensions, though with a broker-dealer anchor.
- Focus Financial Partners: Focus Financial Partners is a partnership of independent RIAs and wealth management firms providing scale, technology, and investment solutions to advisors. Its model of supporting independent RIAs with investment capabilities makes it a comparable emerging peer to ACM.
Regional players
- Brighthouse Financial: Brighthouse Financial provides annuity and investment solutions distributed through financial advisors, with an advisor-support platform that includes models and managed account services. It is comparable to ACM on the advisor distribution and managed account dimensions.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Advisors Capital Management social profiles
Digital presenceAdvisors Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Advisors Capital Management leadership team
Management profileNumber of profiles
Profiles3 records
Advisors Capital Management subsidiaries and ownership
Company hierarchySubsidiaries1 record
Advisors Capital Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Advisors Capital Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Advisors Capital Management
What does Advisors Capital Management do?
Advisors Capital Management is a Registered Investment Advisor that provides discretionary investment-management services to financial advisors and their clients. Its offerings include the PathFinder SDBA platform, Private Accounts (separately managed accounts), Model Accounts, and Individual Securities, supported by quantitative research and multi-asset portfolio construction. The firm manages approximately $8 billion in assets across more than 10,000 accounts for the advisor intermediary channel.
Is Advisors Capital Management a public or private company?
Advisors Capital Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Advisors Capital Management founded?
Advisors Capital Management was founded in 1998. It employs 51 to 100 people.
Where is Advisors Capital Management based?
Advisors Capital Management is headquartered in Ridgewood, United States, in the North America region.
How does Advisors Capital Management make money?
One revenue line is on record: investment Advisory Services.
Who are Advisors Capital Management's main competitors?
Direct peers on record are AssetMark and Lockwood Advisors. Broad incumbents are Envestnet, SEI Investments and Russell Investments. Emerging players are Orion Advisor Solutions, Cetera Financial Group, Cambridge Investment Research and Focus Financial Partners. Brighthouse Financial is listed as a regional player.
Does Advisors Capital Management have an API?
No public API is recorded for Advisors Capital Management.
What industry is Advisors Capital Management in?
Advisors Capital Management's product category is Investment Advisory & Asset Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAEABAB, Broker-Dealer Affiliated Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.