{
  "crd_number": 112266,
  "slug": "advisors-capital-management-llc-ridgewood-nj-112266",
  "primary_business_name": "ADVISORS CAPITAL MANAGEMENT, LLC",
  "legal_name": "ADVISORS CAPITAL MANAGEMENT, LLC",
  "dbas": [
    "ACM WEALTH",
    "ADVISORS CAPITAL",
    "BRIDGEVIEW WEALTH"
  ],
  "city": "Ridgewood",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2003-05-16",
  "years_registered": 23,
  "period": "2026-10-01",
  "filing_date": "2026-09-08",
  "carried_forward": false,
  "raum_total": 12201257410.0,
  "raum_discretionary": 12201257410.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 103,
  "advisory_employees": 57,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 174991041.0,
      "count": 1,
      "description": "NATIVE AMERICAN TRIBE",
      "fewer_than_5": true
    },
    "charitable": {
      "raum": 103374891.0,
      "count": 59
    },
    "individuals": {
      "raum": 5015342353.0,
      "count": 14979
    },
    "state_municipal": {
      "raum": 1074401.0,
      "count": 1,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 123926366.0,
      "count": 2,
      "fewer_than_5": true
    },
    "pension_profit_sharing": {
      "raum": 105388086.0,
      "count": 64
    },
    "high_net_worth_individuals": {
      "raum": 6321260514.0,
      "count": 2863
    },
    "corporations_other_businesses": {
      "raum": 355899758.0,
      "count": 171
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://acmwealth.com",
    "https://advisorscapital.com",
    "https://advisorscenter.com",
    "https://bridgeviewwealth.com",
    "https://facebook.com/ADVISORSCENTER",
    "https://linkedin.com/company/advisors-capital-management",
    "https://x.com/ACMINVESTORS"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112266",
  "city_as_filed": "RIDGEWOOD",
  "url": "https://advisorcensus.com/firm/advisors-capital-management-llc-ridgewood-nj-112266",
  "display_name": "Advisors Capital Management, LLC",
  "summary": "Advisors Capital Management, LLC is an SEC-registered investment advisory firm in Ridgewood, NJ, registered since 2003, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated September 8, 2026.",
  "citation": "AdvisorCensus. Advisors Capital Management, LLC (CRD 112266): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Advisors Capital Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Advisors Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Advisors Capital Management, LLC located?",
      "a": "Advisors Capital Management, LLC's principal office is in Ridgewood, NJ, according to its Form ADV; the October 2026 filing also lists 22 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Advisors Capital Management, LLC registered with the SEC or a state?",
      "a": "Advisors Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 112266."
    },
    {
      "q": "How much does Advisors Capital Management, LLC manage?",
      "a": "Advisors Capital Management, LLC reports $12,201,257,410 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (100% discretionary)."
    },
    {
      "q": "How have Advisors Capital Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Advisors Capital Management, LLC: Regulatory assets under management: $3,883,906,439 in the October 2021 data and $12,201,257,410 in the October 2026 data, up 214%. Total employees: 28 in October 2021 and 103 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Advisors Capital Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14,979); high net worth individuals (2,863); corporations or other businesses not listed above (171)."
    },
    {
      "q": "Which custodians does Advisors Capital Management, LLC use?",
      "a": "Advisors Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Fidelity Brokerage Services LLC and LPL Financial LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Advisors Capital Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/112266"
    },
    {
      "q": "What changed in Advisors Capital Management, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Changed its office addresses in Denver, CO. Changed its office addresses in East Rochester, NY. Changed its office addresses in Exeter, NH. Changed its office addresses in Irvine, CA. Changed its office addresses in Oak Brook, IL. Changed its office addresses in San Jose, CA. Changed its office addresses in San Mateo, CA. Changed its office addresses in Southlake, TX. Changed its office addresses in Troy, MI. Added an office in Sudbury, MA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 3883906439.0,
      "total_employees": 28,
      "filing_date": "2021-09-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 5346414803.0,
      "total_employees": 55,
      "filing_date": "2022-08-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 5601706059.0,
      "total_employees": 68,
      "filing_date": "2023-04-04"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 7440044457.0,
      "total_employees": 88,
      "filing_date": "2024-08-07"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 9470063452.0,
      "total_employees": 87,
      "filing_date": "2025-07-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 12201257410.0,
      "total_employees": 103,
      "filing_date": "2026-09-08"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Changed its office addresses in Denver, CO.",
        "Changed its office addresses in East Rochester, NY.",
        "Changed its office addresses in Exeter, NH.",
        "Changed its office addresses in Irvine, CA.",
        "Changed its office addresses in Oak Brook, IL.",
        "Changed its office addresses in San Jose, CA.",
        "Changed its office addresses in San Mateo, CA.",
        "Changed its office addresses in Southlake, TX.",
        "Changed its office addresses in Troy, MI.",
        "Added an office in Sudbury, MA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Added the business name Advisors Capital.",
        "Employees performing advisory functions went from 41 to 57.",
        "Regulatory assets under management went from $9,470,063,452 to $12,201,257,410 (+29%).",
        "Changed its office addresses in Nashville, TN.",
        "Added an office in Concord, MA.",
        "Added an office in Middleburg Heights, OH.",
        "Added an office in San Jose, CA.",
        "No longer lists an office in Akron, OH.",
        "No longer lists an office in Cambridge, MA."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    },
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/advisors-capital-management-llc-ridgewood-nj-112266.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 14979,
      "fewer_than_5": false,
      "raum": 5015342353.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 2863,
      "fewer_than_5": false,
      "raum": 6321260514.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 64,
      "fewer_than_5": false,
      "raum": 105388086.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 59,
      "fewer_than_5": false,
      "raum": 103374891.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1074401.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 2,
      "fewer_than_5": true,
      "raum": 123926366.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 171,
      "fewer_than_5": false,
      "raum": 355899758.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 1,
      "fewer_than_5": true,
      "raum": 174991041.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112266",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}