AdvisorCensus / Financial advisors / Georgia / Atlanta / Earnest Partners, LLC
Earnest Partners, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 1999, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated July 13, 2026.
Quick answers
From the filingHow is Earnest Partners, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Earnest Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Earnest Partners, LLC located?
Earnest Partners, LLC's principal office is in Atlanta, GA, according to its Form ADV.
Is Earnest Partners, LLC registered with the SEC or a state?
Earnest Partners, LLC is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 107926.
How much does Earnest Partners, LLC manage?
Earnest Partners, LLC reports $42,608,633,836 in regulatory assets under management in its Form ADV filing dated July 13, 2026 (100% discretionary).
How have Earnest Partners, LLC's assets and staff changed since 2021?
In the Form ADV data for Earnest Partners, LLC: Regulatory assets under management: $28,296,334,689 in the October 2021 data and $42,608,633,836 in the October 2026 data, up 51%. Total employees: 43 in October 2021 and 47 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Earnest Partners, LLC serve?
By number of clients on Form ADV Item 5.D: other (7,128); state or municipal government entities (including government pension plans) (88); corporations or other businesses not listed above (51).
Which custodians does Earnest Partners, LLC use?
Earnest Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of New York Mellon, State Street Bank and Trust Co. and The Northern Trust Company as custodians holding 10% or more of its separately managed account assets.
Does Earnest Partners, LLC report any disciplinary disclosures?
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/107926
What changed in Earnest Partners, LLC's recent Form ADV filings?
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies. See the firm's brochure (dated March 30, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$42,608,633,836 as of October 2026, filing dated July 13, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1999 (27 years)
- Employees
- Total: 47. Performing investment advisory functions: 16.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
53 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $42,608,633,836 | 47 | July 13, 2026 |
| October 2025 | $38,257,299,156 | 43 | May 5, 2025 |
| October 2024 | $35,289,452,223 | 44 | May 7, 2024 |
| October 2023 | $29,382,478,158 | 43 | June 12, 2023 |
| October 2022 | $31,693,580,376 | 42 | June 29, 2022 |
| October 2021 | $28,296,334,689 | 43 | April 27, 2021 |
Regulatory assets under management: $28,296,334,689 in the October 2021 data and $42,608,633,836 in the October 2026 data, up 51%.
Total employees: 43 in October 2021 and 47 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Updated its list of owners and control persons (Schedule A).
- July 2026
- Updated its list of owners and control persons (Schedule A).
- June 2026
- Updated its list of owners and control persons (Schedule A).
- April 2026
- Regulatory assets under management went from $38,257,299,156 to $42,608,633,836 (+11%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Earnest Partners, LLC (CRD 107926): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/earnest-partners-llc-atlanta-ga-107926