Top 21 Wealth Management Companies in New York

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.

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.

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.

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.

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.

AMG Wealth Management

amgwealthmgmt.com

amg-wealthmanagement

🇺🇸 400 Broadhollow Rd Suite 200

AMG Wealth Management specializes in providing expert guidance in wealth management, focusing on building lifelong relationships with clients to help them achieve their financial goals through integrity and strength.

Branch Financial Services, Inc.

branchfinancialsrvcs.com

branch-financial-services-inc.

🇺🇸 21 Bennetts Road Suite 201

Branch 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."

Chera Wealth Management

cherawealth.com

chera-wealth

🇺🇸 8302 13th Ave Brooklyn, New York, US

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.

Cherrydale Wealth Management specializes in providing tailored financial planning and investment management services, focusing on personalized strategies to enhance client wealth and achieve long-term financial goals. Their innovative approach emphasizes a client-centric model that prioritizes individual needs and objectives.

Strategic Wealth Advisors Network

swanwealth.com

strategic-wealth-advisors-network

🇺🇸 Greenlawn, US

Specializing in financial services, this firm focuses on maximizing retirement income for high-net-worth individuals and business owners through a unique "game board" approach that visually organizes wealth management strategies. Their emphasis on protection-first planning and real-life experience enhances their ability to guide clients in making informed financial decisions.

Angel Light Capital Corp.

angellightcapital.com

angel-light-capital-corp

🇺🇸 442 Fifth Avenue #1515

Angel 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.

Custom Wealth Management, LLC

customwealthmanagement.com

teamcwm

🇺🇸 125 E. Jefferson St. Suite 1510

Custom Wealth Management, LLC specializes in comprehensive financial planning and 401(k) retirement services, utilizing a unique planning process to create tailored wealth-building strategies for individuals. Their innovative approach focuses on developing a detailed blueprint to guide clients toward achieving their financial goals for future generations.

Palumbo Wealth Management

palumbowm.com

palumbo-wealth-management

🇺🇸 1010 Northern Blvd 310

Palumbo Wealth Management is a private wealth management firm specializing in personalized financial advisory services for individuals and families, particularly those approaching retirement. With a client-first approach, it emphasizes asset protection, growth, and transfer, leveraging over a century of combined experience and partnerships with top financial institutions to deliver tailored investment solutions.

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.

Sapphire Wealth Advisory Group

sapphirewealthag.com

sapphire-wealth-advisory-group

🇺🇸 2 Park Ave New York, US

Sapphire Wealth Advisory Group specializes in simplifying financial complexities to assist clients in achieving their long-term financial goals. Their unique approach emphasizes a meticulous planning process, likening it to the formation of precious sapphires, ensuring a personalized and thorough strategy for each client.

Heller Wealth Management

hellerwealthmanagement.com

hellerwealthmanagement

🇺🇸 445 Broad Hollow Rd Suite 208

Heller Wealth Management specializes in providing personalized financial planning and strategic investment advice within the financial services industry. With a commitment to a fiduciary relationship, the firm emphasizes a client-first approach, ensuring transparency and tailored solutions to enhance clients' financial confidence and overall quality of life.

Madison Global Partners, LLC

madisonglobalpartners.com

madison-global-partners-llc

🇺🇸 350 Motor Pkwy Suite 205

Madison Global Partners specializes in financial services, offering dynamic investment solutions and comprehensive portfolio management tailored to individual client needs. With a focus on risk management and long-term financial planning, the firm provides innovative strategies in areas such as retirement planning, wealth management, and estate analysis.

Halcyon Financial Partners, A private wealth advisory practice of Ameriprise Financial Services, LLC

ameripriseadvisors.com/team/halcyon-financial-partners

halcyon-financial-partners-a-private-wealth-advisory-practice-of-ameriprise-financial-services-llc

🇺🇸 Garden City, New York 11530, US

Halcyon Financial Partners specializes in private wealth advisory services within the financial services industry, offering tailored financial strategies and innovative investment solutions to meet the unique needs of clients.

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.

Davis Capital Advisors specializes in wealth management and financial services, offering customized portfolio solutions and comprehensive financial planning tailored to individual client needs. Their innovative approach includes fee-based managed accounts and tactical asset allocation, emphasizing personalized interactions to foster long-term client relationships.

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.