21 Noteworthy Wealth Management Firms in New York (2024)

Table of Contents
Top 21 wealth management companies in New York 1. Citi 2. Bernstein Private Wealth Management 3. Lenox Advisors 4. Fiduciary Trust International 5. Fifth Avenue Financial 6. Tiedemann Advisors 7. Silvercrest Asset Management 8. Clarfeld | Citizens Private Wealth 9. First Manhattan Co. 10. Summit Trail Advisors 11. Morgan Stanley 12. Park Avenue Securities 13. StepStone Group 14. Elliott Investment Management L.P. 15. Sculptor Capital Management 16. Cerity Partners 17. American Portfolios 18. Segal Marco Advisors 19. Geller Advisors LLC 20. Offit Capital 21. Mariner Investment Group, LLC Want to find more wealth management companies? With Inven you'll also get to know the company's:

The wealth management industry is a significant player in New York's financial landscape. This industry is populated by institutions providing a comprehensive range of services to cater to the wealth accumulation, preservation, and transfer needs of individuals, corporations, and governments. Services are multifaceted and can encompass everything from investment guidance to estate planning, and insurance provision. As the economic dynamics shift, the industry is embracing technology to provide more personalized and efficient services. The future will likely see wealth management companies evolving, and offering more customized digital solutions and sustainable investment options.


Top 21 wealth management companies in New York

1. Citi

  • Website: citigroup.com
  • Headquarters: New York, New York, United States
  • Founded: 1812
  • Headcount: 10001+
  • Latest funding type: Post Ipo Equity
  • LinkedIn

Citigroup is a global financial institution that offers a wide range of banking and financial services to individuals, corporations, and governments. It provides services such as corporate and investment banking, consumer banking, wealth management, and treasury and trade solutions. With a presence in over 100 countries, Citigroup aims to facilitate growth and economic progress for its clients and communities worldwide.


2. Bernstein Private Wealth Management

  • Website: bernstein.com
  • Headquarters: New York, New York, United States
  • Founded: 1967
  • Headcount: 1001-5000
  • LinkedIn

Bernstein Private Wealth Management is an investment manager that provides an uncommon level of transparency and personalized guidance to a diverse client base. They offer wealth strategy creation, investment research, manager selection, and personalized service. Clients have access to elite Bernstein managers as well as those from outside the firm.


3. Lenox Advisors

Lenox Advisors is a financial services company that offers investment and asset management, financial planning, retirement planning, estate planning, and insurance solutions. They provide personalized advice to clients with complex planning needs.


4. Fiduciary Trust International

Fiduciary Trust provides secure online financial services and solutions. They offer a range of investment management and wealth planning services to help clients achieve their financial goals.


5. Fifth Avenue Financial

Fifth Ave Financial is a company that provides financial services and solutions to individuals and businesses. They offer a wide range of services including financial planning, investment management, and wealth management.

See Also
Top 10 Fintech Companies in New York


6. Tiedemann Advisors

Tiedemann Advisors is one of the largest independent investment and wealth advisors offering customized plans and comprehensive services to high-net-worth individuals, families, trusts, foundations and endowments.


7. Silvercrest Asset Management

  • Website: silvercrestgroup.com
  • Headquarters: New York, New York, United States
  • Founded: 2002
  • Headcount: 51-200
  • Latest funding type: Post Ipo Equity
  • LinkedIn

Silvercrest Asset Management Group LLC is an independent, employee-owned registered investment adviser. They provide traditional and alternative investment advisory and family office services to wealthy families and select institutional investors.


8. Clarfeld | Citizens Private Wealth

  • Website: clarfeld.com
  • Headquarters: Tarrytown, New York, United States
  • Founded: 1981
  • Headcount: 51-200
  • Latest funding type: Acquired
  • LinkedIn

Clarfeld is a leading wealth management firm and multi-family office that offers comprehensive financial services to high-net-worth individuals and families. With a global reach and hands-on approach, Clarfeld centralizes and manages all aspects of wealth and financial affairs, providing results and peace of mind.


9. First Manhattan Co.

First Manhattan is an investment advisory and wealth planning firm that provides brokerage and investment advisory services. They offer personalized attention and service, deep investment expertise, and excellence in research to deliver meaningful value for their clients. Their long-term investment approach has been time-tested and they have successfully managed clients’ assets through changing economic conditions.


10. Summit Trail Advisors

Summit Trail Advisors is a partner-owned and operated firm serving as the outsourced family office and chief investment officer for ultra-high net worth individuals, family offices, and non-profit institutions. They provide a dynamic approach to investing and offer personalized investment advisory services.


11. Morgan Stanley

Morgan Stanley is a global financial services firm committed to technological innovation. With a focus on diversity and inclusion, they offer a wide range of solutions for clients of all sizes. Their experienced professionals provide exceptional insights and advice across various industries and markets.


12. Park Avenue Securities

Park Avenue Securities is a financial services company that provides products and tools to help financial professionals achieve financial success for their clients. They offer services such as building long-term investment strategies, saving for college, and capital preservation.


13. StepStone Group

StepStone Group Inc. is a financial services company that specializes in investment banking and advisory services. They offer a wide range of services including mergers and acquisitions, capital raising, and strategic financial consulting.


14. Elliott Investment Management L.P.

Elliott Management is an investment management company offering financial services and investment advice to investors. With a focus on maximizing returns and minimizing risks, the company provides portfolio management, asset allocation, and investment strategies.


15. Sculptor Capital Management

  • Website: sculptor.com
  • Headquarters: New York, New York, United States
  • Founded: 1994
  • Headcount: 201-500
  • Latest funding type: Ipo
  • LinkedIn

Sculptor Capital Management, Inc. is an investment management firm offering a range of investment strategies across multi-strategy, credit, and real estate. With $35.5 billion in total assets under management, Sculptor Capital provides agility, discipline, and performance to its clients. The firm emphasizes responsible investing and diversity & inclusion. Sculptor Capital's expertise and global presence make it a trusted partner in the investment world.


16. Cerity Partners

  • Website: ceritypartners.com
  • Headquarters: New York, New York, United States
  • Founded: 2009
  • Headcount: 201-500
  • Latest funding type: Debt Financing
  • LinkedIn

Cerity Partners is a financial services company that offers tax planning & preparation, financial counseling, retirement plan advisory, financial administration, investment services, and beneficiary counseling. They provide comprehensive solutions for individuals, businesses, non-profits, and executives, helping them manage their financial situations and achieve their goals.


17. American Portfolios

American Portfolios is a financial services company that has been helping people achieve their financial goals for 20 years. They offer investment advisory services and support financial literacy. They recently partnered with Advisor Group. Check their website for more information.


18. Segal Marco Advisors

Segal Marco Advisors is a company that provides investment management services. They offer a range of investment strategies and solutions to institutional clients.


19. Geller Advisors LLC

Geller Advisors is an independent financial services firm providing tailored solutions for individuals, families, non-profit foundations, and businesses. Our comprehensive range of services includes Investment Management, Strategic Financial Planning, Tax Services, CFO Services, and Cyber Services. With over 20 years of experience, we simplify complex financial challenges and offer innovative solutions to achieve our clients' goals.


20. Offit Capital

Offit Capital is an independent investment advisory firm founded in 2007. They provide financial products and services to wealthy individuals, multi-generational families, endowments, and foundations. With a focus on investment professionalism and client service, Offit Capital aims to help clients achieve their long-term financial objectives.


21. Mariner Investment Group, LLC

Mariner Investment Group is an investment firm that offers a range of investment strategies across various sectors. They provide expertise in responsible investment and have a strong leadership team. Mariner Investment Group values privacy and has clear terms of use for their clients.


Want to find more wealth management companies?

If you want to find more companies that provide comprehensive financial services, investment guidance, and personalized advice you can do so with Inven. This list was built with Inven and there are hundreds of companies like these globally.


With Inven you'll also get to know the company's:


  • Ownership: Which of these are private equity backed? Which are family-owned?
  • Contact data: Who are the owners and CEO's? What are their emails and phone numbers?
  • Financials: How do these companies perform financially? What are their revenues and profit margins?

...and a lot more!

21 Noteworthy Wealth Management Firms in New York (2024)
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