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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.
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.
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.
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.
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.
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.
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 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.
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.
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.
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.
A private wealth management advisory firm specializing in investment management for ultra-high-net-worth investors and families, offering tailored financial strategies and personalized service.
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.
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.
A private equity and boutique investment banking firm, specializing in advisory services and investment banking, catering to a diverse global clientele.
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.
GoalVest Advisory operates in the financial services industry, specializing in creating innovative, individualized investment portfolios for high-net-worth clients and corporations. Their unique approach emphasizes financial control through comprehensive investment management, cash flow maximization, and tailored strategies across various asset classes.
Cognetic Capital Advisors
🇺🇸 505 Fifth Avenue 14th FloorCognetic 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.
PS Investments specializes in financial services, offering comprehensive solutions in private banking, business development, and project finance. The firm is distinguished by its global portfolio management and innovative approaches to venture capital and project advisory across various sectors, including real estate and infrastructure.
Golden Eagle Capital Advisors Inc
🇺🇸 845 Third Avenue 6th floor New York, NY 10022, USAn international financial institution specializing in independent investment advisory and banking services, focusing on wealth management and capital raising for diverse clients. Notably, it offers a unique "Smart Industry 4.0" investment portfolio, targeting future technologies to drive economic progress while ensuring tailored strategies that align with clients' risk profiles and financial goals.
Rothschild Malaysia Sdn Bhd
🇺🇸 1251 Avenue Of The Americas New York, NY 10020, USRothschild Malaysia Sdn Bhd operates in the financial services industry, offering specialized financial solutions and advisory services. Its innovative approaches position it as a key player in delivering tailored financial strategies.
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.
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