Williams Jones Wealth Management, LLC.
Williams Jones Wealth Management, LLC is a New York-based registered investment adviser, founded in 2006 and acquired by Focus Financial Partners. The firm serves high net worth individuals, families, pooled investment vehicles, corporations, charitable organizations, and pension/profit-sharing plans. As of 2025, it has over $11.6 billion in assets under management and a professional staff led by William P. Jones, Jr. and a team of experienced principals. Williams Jones employs approximately 60 professionals and is recognized for its customized wealth management solutions.
Investment Strategy
Williams Jones Wealth Management provides portfolio management services on a fee-only basis, primarily for high net worth individuals and families, pooled investment vehicles, and institutional clients. The firm designs and manages customized investment portfolios, focusing on long-term growth and capital preservation. Strategies incorporate diversified equity and fixed income securities and may include alternative investments to meet client-specific objectives. Williams Jones does not receive compensation from third-party investment managers, maintaining independence and aligning its interests with clients.
Top Holdings
Equity Positions (463)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 5.35% | $447.5M | 899,706 | $195.39 | $497.41 | +$113.5M |
C COST | COSTCO WHSL CORP NEW COM | 5.17% | $432.3M | 436,677 | $299.30 | $989.94 | +$12.8M |
A AAPL | APPLE INC COM | 5.08% | $425.0M | 2,071,258 | $59.55 | $205.17 | -$44.6M |
V V | VISA INC COM CL A | 4.69% | $392.2M | 1,104,508 | $176.42 | $355.05 | +$190.2K |
N NVDA | NVIDIA CORP COM | 3.67% | $306.5M | 1,940,216 | $19.45 | $157.99 | +$100.8M |