Top 21 Wealth Management Companies in New York

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.

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.

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.

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.

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.

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.

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.

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.

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.

Whitford Management

whitfordmanagement.com

whitford-management-llc

🇺🇸 New York, New York, US

Whitford Management is a private investment firm and single-family office that focuses on allocating permanent capital across diverse public and private market investment strategies and asset classes, emphasizing a tailored approach to wealth management since its establishment in 2021.

Ballymena Advisors LLC

ballymenafund.com

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.

Matrix Asset Advisors Inc

matrixassetadvisors.com

matrix-asset-advisors-inc

🇺🇸 10 Bank St White Plains, New York 10606, US

Matrix Asset Advisors Inc operates in the financial services industry as a Registered Investment Advisor and asset manager, focusing on providing tailored investment strategies and asset management solutions.

GoalVest Advisory

goalvestadvisory.com

goalvest-advisory

🇺🇸 4 World Trade Center 2908

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.

Momentum Advisors

momentum-advisors.com

momentum-advisors-llc

🇺🇸 1120 Avenue of the Americas Fourth Floor

Momentum Advisors is an independent investment firm in the financial services industry, specializing in fee-only wealth management and dynamic financial planning. With a focus on entrepreneurship, the firm uniquely develops private investment opportunities, including franchise acquisitions, while prioritizing client interests as fiduciaries.

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.

KDM CAPITAL

kdmcapital.com

kdmcapital

🇺🇸 379 West Broadway New York, New York 10012, US

KDM Capital specializes in investment management with a focus on long-term asset building and wealth management, employing a factor-based portfolio approach that utilizes targeted investment factors rather than traditional market capitalization. Their innovative strategy emphasizes a mindful and blended methodology to constructing investment portfolios, setting them apart in the financial advisory landscape.

Capital Global, Inc.

capital.nyc

capitalglobalinc

🇺🇸 New York, NY 10001, US

Capital Global, Inc. specializes in private wealth management within the financial services industry, offering tailored investment strategies and personalized financial solutions to high-net-worth clients. Its multi-category approach distinguishes it in the competitive landscape of wealth management.

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.