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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-16-1988
- Office Locations
- 2
Office Locations
About Klingenstein Fields Advisors
Klingenstein Fields Advisors is an independent New York–based wealth manager serving families across generations. Dedicated teams build comprehensive wealth plans (cash management, asset preservation and growth) and design customized portfolios using a collaborative, research-based process with both traditional and nontraditional investments. High-touch service is supported by low client-to-advisor ratios and senior investment and planning involvement.
Reported data analysis
What the numbers show
Between July 31, 2025 and May 18, 2026, reported AUM decreased 0.8%, from $4.7B to $4.7B.
Across 5 reported observations, AUM decreased 10.1% between August 11, 2022 and May 18, 2026, from $5.2B to $4.7B.
Of the latest reported AUM, 84.4% is discretionary and 15.6% is non-discretionary.
The firm reports 18 advisory representatives and 1,309 clients, or 72.7 clients per representative. That equates to $3.6M in reported AUM per client.
The profile lists 2 reported office locations and 37 years in operation. The source data was last updated on July 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JAMES WAGNER FIELDS
Co-Chief Executive Officer, Financial Advisor, General Partner, Limited Partner, President
- CRD
- #2702347
- Ownership
- 10% but less than 25%
KENNETH HARVEY FIELDS
Executive Chairman, Limited Partner
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 8 owners & executives
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David Beck Raphael
Senior Advisor
- CRD
- #7754422
Showing 1 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,967,042,588 | $3,082,395 |
| Non-Discretionary | $731,790,713 | $33,263,214 |
| Total | $4,698,833,301 | $3,589,636 |
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Separately Managed Accounts
SMA allocation detail is available
Klingenstein Fields Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Klingenstein Fields Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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