Top 21 Wealth Management Companies in New York

4 min read

Get started

Trusted by data-driven investors

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 logo

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.

investment management
wealth management
financial planning
retirement planning
fee-only advisor
client transparency
asset allocation
portfolio management
Company size: 2-10
Franco Financial Group logo

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.

financial advisory
wealth management
investment banking
mergers
acquisitions
strategic planning
asset allocation
investment management
estate planning
retirement planning
management consulting
investor relations
Company size: 2-10
Founded: 1992
Fundación Clariond logo

Fundación Clariond

🇺🇸 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.

investment management
private equity
asset allocation
portfolio management
financial advisory
Company size: 2-10
Founded: 2008
Howard-Martin Capital Group logo

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.

investment management
financial planning
asset allocation
portfolio management
wealth management
financial advisory
Company size: 11-50
Founded: 2013
Ostrom Financial logo

Ostrom Financial

🇺🇸 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.

wealth advisory
philanthropy
investment management
asset allocation
portfolio management
trust planning
tax planning
estate planning
private funds
venture capital
business consulting
mergers and acquisitions
Company size: 11-50
Founded: 2021
Hickory Hill Capital logo

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.

financial services
wealth management
financial planning
investment strategy
client advisory
portfolio management
asset allocation
risk management
Company size: 2-10
Nuvern Wealth Advisors LLC logo

Nuvern Wealth Advisors LLC

🇺🇸 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.

financial planning
investment management
retirement planning
wealth management
asset allocation
college savings
Company size: 1
Founded: 2016
Ballymena Advisors LLC logo

Ballymena Advisors LLC

🇺🇸 New York City, NY, US

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.

investment management
financial advisory
asset management
portfolio management
private equity
wealth management
Company size: 2-10
TURTLE CREEK INVESTMENT ADVISORS logo

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.

investment management
asset allocation
portfolio management
financial advisory
wealth management
Company size: 2-10
Spartan Capital Securities, LLC logo

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.

financial advisory
investment banking
wealth management
asset management
risk management
insurance services
high net worth
customized strategies
client relations
market knowledge
investment guidance
strategic planning
Company size: 51-200
Founded: 2008
Chera Wealth Management logo

Chera Wealth Management

🇺🇸 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.

investment advisory
financial planning
wealth management
asset management
portfolio management
retirement planning
risk assessment
Company size: 2-10
Founded: 2018
Branch Financial Services, Inc. logo

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."

financial planning
investment advisory
asset management
retirement planning
wealth management
portfolio management
Company size: 2-10
Founded: 1974
Link Capital Advisors LLC logo

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.

investment management
wealth management
investment advisory
financial planning
asset allocation
portfolio management
global families
generational wealth
Company size: 2-10
COVE Private Wealth, LLC logo

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.

wealth management
private advising
investment strategies
family office
financial planning
client-centric
asset management
advisory services
portfolio management
Company size: 2-10
Founded: 2021
Curator Capital, LLC logo

Curator Capital, LLC

🇺🇸 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.

investment management
advisory
portfolio management
asset allocation
financial planning
wealth management
Company size: 1
Nexus Capital logo

Nexus Capital

🇺🇸 1175 Pittsford Victor Rd Pittsford, New York 14534, US

Nexus 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.

financial services
wealth management
asset management
financial planning
advisory partnerships
high-net-worth
investment management
portfolio management
private equity
real estate
fixed income
money management
Company size: 2-10
Founded: 2017
Oxler Private Wealth logo

Oxler Private Wealth

🇺🇸 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.

financial planning
investment management
advisory services
wealth management
risk assessment
client relations
financial empowerment
retirement planning
portfolio management
asset allocation
fiduciary responsibility
Company size: 2-10
Founded: 2020
Angel Light Capital Corp. logo

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.

financial advisory
wealth management
portfolio management
financial planning
retirement planning
estate planning
investment advisory
passive income
strategic planning
wealth transfer
asset allocation
due diligence
Company size: 2-10
Founded: 2022
Evercore logo

Evercore

🇺🇸 55 East 52nd Street New York, NY 10055, US

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.

investment banking
corporate advisory
restructuring
capital markets
equity research
wealth management
asset management
private capital
strategic advisory
mergers
acquisitions
Company size: 1001-5000
Founded: 1995
Walker Capital Advisors logo

Walker Capital Advisors

🇺🇸 New York, New York 10001, US

Walker Capital Advisors specializes in investment management and financial advisory services, emphasizing a commitment to excellence and personalized client solutions.

investment management
financial advisory
asset management
portfolio management
wealth management
Company size: 2-10
Founded: 2016
NPA Financial, LLC logo

NPA Financial, LLC

🇺🇸 1407 ROUTE 9, BLD Clifton Park, New York 12065, US

NPA 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.

financial services
investment advisory
securities
portfolio management
wealth management
financial planning
risk assessment
asset allocation
client relationships
tax planning
Company size: 51-200

Updated on

Let our AI browse all websites for you

Save time, improve accuracy, and get ahead of the competition with Cenco.ai.

Get started

You might be interested in