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Evercore EVR Wealth Management — Revenue

Other product segments

Advisory Fees
$1.24B+123%
Commissions and Related Revenue
$62.66M+13.7%
Underwriting Fees
$55.07M+1.5%
Asset Management and Administration Fees
$22.64M+7.9%

Similar metrics at other companies

East-West Bancorp logo
EWBCWealth management fees — Revenue from contracts with customers
$4.55M-5.9%
Wintrust Financial logo
WTFCWealth management — Revenue from Contract with Customer, Excluding Assessed Tax
$33.53M+1.2%
First Citizens BancShares logo
FCNCAWealth management services — Revenue from contracts with customers
$32.9M+19.1%
First Citizens BancShares logo
FCNCAWealth Management Income — Revenue (Gross)
$24.46M+15.2%
Regions Financial logo
RFWealth Management — Revenue
$88M+12.8%
Citizens Financial Group logo
CFGWealth fees — Revenue from contracts with customers
$100M+23.5%

Other financials

Income statement

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Revenue$1.4B+100%
Net income$301.2M+106%
EPS (diluted)$7.20+107%

Balance sheet

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Cash & equivalents$996.1M+77.0%
Total debt$1.1B+29.6%
Total equity$1.8B+18.3%
Total assets$4.3B+31.9%

Cash flow

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Operating cash flow-$225.9M+58.9%
CapEx$3.1M-84.2%
Free cash flow-$229.0M+59.8%

Valuation

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Market cap$14.38B+51.3%
Enterprise value$14.48B+47.3%
P/E19.3×-2.4×
P/S3.2×+0.1×

Profitability

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Net margin16.4%+2.2pp
FCF margin33.4%+11.8pp

Returns & leverage

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Return on equity45.4%+15.7pp
Debt / equity0.6×+0.1×
Current ratio2.8×-0.5×

Where this comes from

Reported directly by Evercore in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The official record: Evercore’s 10-Q, filed May 6, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Evercore's wealth management — revenue?
Evercore (EVR) reported wealth management — revenue of $22.64M in Q1 2026.
How has Evercore's wealth management — revenue changed year-over-year?
Evercore's wealth management — revenue increased by 7.9% year-over-year, from $20.98M to $22.64M.
What is the long-term trend for Evercore's wealth management — revenue?
Over 4 years (2021 to 2025), Evercore's wealth management — revenue has grown at a 7.3% compound annual growth rate (CAGR), from $65.78M to $87.36M.
What does wealth management — revenue mean?
Total revenue earned from providing wealth management and advisory services to clients.
How do you interpret wealth management — revenue?
An increase indicates growth in assets under management or higher fee generation from existing client portfolios, while a decrease may suggest client attrition or market-driven declines in fee-based assets.
How does wealth management — revenue compare across companies?
Comparable to fee-based advisory revenue reported by other independent investment banks and wealth management firms.