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Dive into the forefront of wealth management in New York, featuring 21 top firms renowned for their innovative investment strategies and tailored financial solutions. From private equity specialists to fee-only advisors, these companies cater to diverse needs, including high net worth individuals, family offices, and institutions. Highlighting their unique specialties—from philanthropy advisory to strategic asset allocation—this comprehensive guide offers insights for investment professionals looking to navigate the complex financial landscape.
Samra Wealth Management
🇺🇸 One World Trade Center 85th FLSpecializing 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.
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.
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.
Howard-Martin Capital Group
🇺🇸 42 BROADWAY New York, New York 10004, USHoward-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.
Ostrom Financial
🇺🇸 100 Park Ave New York, New York 10017, USOstrom 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.
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.
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.
Ballymena Advisors LLC operates in the financial services industry, specializing in investment management with a focus on providing tailored financial solutions. The firm emphasizes a personalized approach to asset management, catering to the unique needs of its clients.
TURTLE CREEK INVESTMENT ADVISORS
🇺🇸 500 Fifth Avenue NEW YORK, New York 10110, USTurtle 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.
Spartan Capital Securities, LLC
🇺🇸 45 Broadway New York, New York 10006, USSpartan 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.
Chera Wealth Management is a full-service investment advisory firm specializing in personalized financial services and investment strategies, leveraging its affiliation with Osaic Wealth to provide innovative solutions for wealth management.
Branch Financial Services, Inc.
🇺🇸 21 Bennetts Road Suite 201Branch Financial Services, Inc. is a full-service financial planning and investment advisory firm, emphasizing personalized service over traditional customer support methods. Their innovative approach focuses on building strong client relationships, reflecting their tagline, "You Can't Hug an 800 Number."
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.
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.
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.
Nexus Capital
🇺🇸 1175 Pittsford Victor Rd Pittsford, New York 14534, USNexus Capital is a boutique investment advisory firm specializing in wealth and asset management services for high net worth individuals and institutions. Known for its holistic approach and customized financial solutions, it also offers a platform for independent advisors to efficiently scale their registered independent advisor (RIA) businesses.
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.
Angel Light Capital Corp.
🇺🇸 442 Fifth Avenue #1515Angel Light Capital is a fee-only financial advisory firm specializing in wealth management and strategic financial planning. With a boutique approach, it focuses on personalized service to help clients eliminate financial stress, create passive income streams, and secure their financial futures, enabling them to prioritize their well-being and legacy.
Evercore is a leading independent investment banking advisory firm that specializes in providing innovative and trusted advice on strategic matters such as mergers and acquisitions, restructurings, and capital structure. Additionally, it offers comprehensive capital raising services and wealth management solutions for high net worth and institutional investors.
Walker Capital Advisors
🇺🇸 New York, New York 10001, USWalker Capital Advisors specializes in investment management and financial advisory services, emphasizing a commitment to excellence and personalized client solutions.
NPA Financial, LLC
🇺🇸 1407 ROUTE 9, BLD Clifton Park, New York 12065, USNPA Financial, LLC specializes in providing a comprehensive range of financial services tailored to meet the unique needs of families, business owners, and professionals. With a commitment to delivering a consistent quality financial experience, it positions itself as a trusted partner in navigating financial solutions.
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