Top 21 Wealth Management Companies in New York

Franco Financial Group

francofg.com

franco-financial-group

🇺🇸 41 Madison Ave 31st Floor

Franco Financial Group specializes in financial advisory and wealth management services, offering investment banking, mergers and acquisitions, and strategic consulting for corporations and high net worth individuals. With over 35 years of experience, it provides tailored financial solutions and acts as a value-added CFO, emphasizing a strategic approach to asset allocation and financial planning.

Ostrom Financial

ostromfinancial.com

ostromfinancial

🇺🇸 100 Park Ave New York, New York 10017, US

Ostrom Financial specializes in wealth and philanthropy advisory, investment management, and business services for ultra-high net worth individuals and family offices. With a focus on strategic asset allocation, charitable giving, and tailored investment vehicles, it leverages extensive experience in management consulting and investment banking to deliver comprehensive solutions for its clients.

Samra Wealth Management

samrawealthmanagement.com

samra-wealth-management

🇺🇸 One World Trade Center 85th FL

Specializing in investment management and wealth planning, this firm offers fee-only advisory services with capped management fees at 1%, ensuring total transparency for clients. Their client-centric approach emphasizes personalized financial strategies tailored to the unique goals of families and institutions.

Spartan Capital Securities, LLC

spartancapital.com

spartan-capital-securities-llc

🇺🇸 45 Broadway New York, New York 10006, US

Spartan Capital Securities, LLC is a full-service financial services firm specializing in customized investment advisory, wealth management, and insurance solutions for high net worth individuals and institutions. With a strong emphasis on personalized service and strategic risk management, it leverages extensive market knowledge and decades of industry experience to deliver tailored financial strategies that meet clients' unique objectives.

Howard-Martin Capital Group

howardmartincapitalgroup.com

howard-martin-capital-group

🇺🇸 42 BROADWAY New York, New York 10004, US

Howard-Martin Capital Group specializes in investment management, offering tailored investment and financial planning solutions to enhance the financial foundation of individuals, families, and organizations. Their innovative approach focuses on customization to meet unique client needs.

COVE Private Wealth, LLC

coveprivatewealth.com

cove-private-wealth-llc

🇺🇸 New York, NY, US

COVE Private Wealth is a modern private wealth management firm specializing in personalized financial advisory services for individuals, families, and foundations, emphasizing a client-centered approach and tailored investment strategies akin to a family office.

Hickory Hill Capital

hickoryhillcapital.com

hickory-hill-capital

🇺🇸 New York, New York, US

Hickory Hill Capital specializes in private wealth management, focusing on strategic financial planning to help clients achieve their financial goals. Their innovative approach emphasizes the importance of comprehensive wealth management rooted in personalized financial strategies.

Fundación Clariond

google.com

fundaci%C3%B3n-clariond-creando-ventajas

🇺🇸 New York, US

Fundación Clariond operates in the investment management industry as a private investment office, focusing on tailored investment strategies and wealth management solutions. Its unique approach emphasizes personalized service and innovative investment opportunities.

Trubee Wealth Advisors

trubeewealth.com

trubee-collins-&-co.-inc.

🇺🇸 600 Airborne Pkwy Buffalo, New York 14225, US

Trubee Wealth Advisors specializes in investment management and financial planning within the financial services industry, offering tailored strategies to meet individual client needs. Their focus on personalized financial solutions sets them apart in a competitive market.

Hi2 Global

hi2global.com

hi2global

🇺🇸 747 3rd Ave Suite 2601

Hi2 Global operates in the financial services industry as an innovative Investment as a Service platform, offering fintech-enabled asset management, investment advisory, and investment banking services. It specializes in capital allocation to U.S. and emerging markets through private credit and early-stage venture funds.

Curator Capital, LLC

curatorcap.com

curator-capital

🇺🇸 New York, NY 10023, US

Curator Capital, LLC specializes in investment management and advisory services, offering tailored financial solutions to meet diverse client needs. Their focus on personalized investment strategies sets them apart in the investment management industry.

Oxler Private Wealth

oxlerpw.com

oxlerpw

🇺🇸 800 Westchester Ave Suite 641N

Oxler Private Wealth specializes in financial planning and investment management, focusing on empowering women through tailored advisory services. Their innovative approach emphasizes delivering relatable and clear financial perspectives, addressing the unique needs of their clients.

Steward Partners

stewardpartners.com

steward-partners

🇺🇸 140 East 45th Street 36th Floor

Steward Partners Global Advisory operates in the financial services industry, providing comprehensive wealth management and investment strategies tailored for family, institutional, and multigenerational investors. As an employee-owned partnership, it emphasizes bespoke service and an unwavering commitment to excellence across various specialties, including asset management, private banking, and international advisory.

TURTLE CREEK INVESTMENT ADVISORS

turtle-creek-investment-advisors

🇺🇸 500 Fifth Avenue NEW YORK, New York 10110, US

Turtle Creek Investment Advisors specializes in investment management, offering tailored financial strategies to optimize client portfolios. Their innovative approach focuses on personalized investment solutions to meet diverse financial goals.

Nuvern Wealth Advisors LLC

nuvernwealth.com/contact.php

nuvernwealth

🇺🇸 26 Broadway Suite 934

Nuvern Wealth Advisors LLC is a registered advisory firm in the financial services industry, specializing in comprehensive financial planning, investment management, and retirement planning tailored for every stage of life. Their innovative approach encompasses college savings and asset allocation, providing personalized strategies to help clients achieve their financial goals.

Aligned Wealth LLC

alignedwealthllc.com

aligned-wealth-llc

🇺🇸 757 3rd Avenue 20th Floor

Aligned Wealth LLC specializes in wealth management within the financial services industry, offering tailored financial strategies to enhance clients' financial growth and security.

Link Capital Advisors LLC

link-capital-advisors-llc

🇺🇸 747 3rd Ave 34-B

An independent investment advisory firm specializing in wealth management, focused on helping select global families manage and grow their wealth across generations. It emphasizes a personalized approach to investment management.

Cognetic Capital Advisors

cogneticcapital.com

cogneticcapitaladvisors

🇺🇸 505 Fifth Avenue 14th Floor

Cognetic Capital Advisors specializes in wealth management, offering tailored financial planning and investment strategies to individuals, families, and organizations. With over 20 years of global capital markets expertise, the firm emphasizes a disciplined approach to asset allocation and portfolio management, ensuring a personalized client experience.

Iconoclastic Capital Management LLC

iconocapital.com

iconocapital

🇺🇸 17 Prince St Rochester, NY 14607, US

Iconoclastic Capital Management specializes in straightforward financial planning, emphasizing transparency and objectivity in its approach. The firm distinguishes itself by avoiding jargon and biases, focusing instead on clear and honest communication with clients.

Artemis Wealth Advisors

artemiswa.com

artemis-wealth-advisors

🇺🇸 570 Lexington Ave 39th Floor

Artemis Wealth Advisors specializes in providing independent wealth advisory and outsourced CIO/CSO services exclusively to high net worth families and foundations. With a focus on partnership and a commitment to education, they differentiate themselves by avoiding placement or referral fees, ensuring a client-centric approach to investment management.

Empire Asset Management Company

empiream.com

empire-asset-management

🇺🇸 29 Broadway 12th Floor New York, New York 10006, US

Empire Asset Management specializes in investment management, offering a comprehensive suite of services including brokerage, asset management, and investment banking. With a focus on non-conflicted solutions and customized portfolio strategies, it caters to high net worth individuals and institutions, emphasizing risk management and global diversification.