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.

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.

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.

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.

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.

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.

Dunuwila Wealth Management specializes in investment management, offering personalized financial planning services aimed at ensuring clients achieve comfortable living and retirement. Their comprehensive approach and ongoing personal service distinguish them in the industry, fostering trust among individuals and families seeking financial guidance.

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.

Wall Street Alliance Group

wallstreetag.com

wallstreetag

🇺🇸 450 7th Ave Suite 605

Wall Street Alliance Group specializes in comprehensive wealth management within the financial services industry, offering a holistic approach to addressing clients' diverse financial needs. Their mission-driven philosophy emphasizes a commitment to enhancing clients' financial well-being and overall fulfillment.

yat

greenekennedy.com

greeneandcompany

🇺🇸 641 Lexington Ave 13th Floor

Specializing in staffing and recruiting within the financial services sector, this firm offers innovative talent solutions for a range of roles from entry to senior levels across various financial disciplines, including investment banking and asset management. Their unique approach includes tailored executive search and professional resume design services to meet the specific needs of diverse client organizations.