Wealth management firms in New York offer tailored financial services to cater to the unique needs of affluent clients. These companies typically provide investment management, estate planning, and tax advisory services. As the market evolves, many are integrating technology to enhance client engagement and operational efficiency. Trends indicate a growing emphasis on sustainable investing and holistic financial planning. Additionally, the industry is facing increasing competition from fintech startups, prompting established firms to innovate and stay relevant in this dynamic environment, shifting traditional paradigms and expanding their service offerings.


This selection highlights 21 prominent wealth management firms in New York. Founded between 1907 and 2019, these firms vary in size—with employee counts from just a few to thousands. Each company specializes in various financial services, including personalized wealth planning, investment management, and estate services. Notable names such as Rockefeller Capital Management and Bessemer Trust reflect the robust expertise circulating within the city’s financial sector. These firms aim to cater to high-net-worth clients, implementing customized solutions to meet their distinctive objectives.


Continue reading to discover the top wealth management companies in New York.


Top 21 Wealth Management Companies in New York


1. Rockefeller Capital Management

  • Website: rockco.com
  • Ownership type: Private
  • Headquarters: New York, New York, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2018
  • Headcount: 1001-5000
  • LinkedIn: rockefeller-capital-management

Rockefeller Capital Management is a financial services firm based in New York City, specializing in wealth management, asset management, and investment banking. Established in 2018, the company serves a wide range of clients, including families, individuals, institutional investors, and corporations. They offer customized financial solutions designed to meet the unique objectives of each client. The firm operates through three main divisions: the Rockefeller Global Family Office, which provides individualized wealth management services; Rockefeller Asset Management, which focuses on innovative investment strategies and sustainable investing; and Rockefeller Global Investment Banking, which offers strategic business advice to both private and public companies. With a team of experienced professionals, Rockefeller Capital Management leverages its historical legacy and extensive network to deliver insights and outcomes that are not commonly found in the investment community. Their approach emphasizes active ownership and engagement with companies to drive positive results for their clients.


2. Bessemer Trust

  • Website: bessemertrust.com
  • Ownership type: Family Owned
  • Headquarters: New York, New York, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1907
  • Headcount: 1001-5000
  • LinkedIn: bessemer-trust

Bessemer Trust is a wealth management firm based in New York City, established in 1907. The company specializes in providing comprehensive financial services to high-net-worth individuals, families, foundations, and endowments. Their offerings include investment management, wealth planning, and family office services, all designed to help clients preserve and grow their wealth across generations. Bessemer Trust prides itself on its personalized service, ensuring that each client receives tailored advice that aligns with their unique financial goals and family dynamics. With a client retention rate of 99% over the past decade, the firm demonstrates a strong commitment to client satisfaction. Bessemer Trust manages over $200 billion in assets and has a client-to-employee ratio of 3:1, which allows for a high level of attention and service. The firm remains privately owned and independent, with a focus solely on managing private wealth, which enhances their ability to provide unbiased advice. Their long history and deep expertise in the industry position them as a significant player in wealth management.


3. Wealthspire Advisors

  • Website: wealthspire.com
  • Ownership type: Private
  • Headquarters: New York, New York, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1995
  • Headcount: 201-500
  • LinkedIn: wealthspireadvisors

Wealthspire Advisors LLC is a private wealth management firm based in New York City, founded in 1995. The firm specializes in providing comprehensive financial planning and investment management services tailored to the unique needs of individuals, families, and businesses. Wealthspire Advisors focuses on optimizing clients' financial lives through personalized strategies and expert guidance. With a team of over 400 professionals, the firm has developed specialized practices to cater to various client segments, including executives, attorneys, business owners, and charitable investors. Wealthspire is also committed to community outreach and promoting diversity, equity, and inclusion within its workforce. As of mid-2024, the firm manages approximately $27.4 billion in assets, reflecting its strong position in the wealth management industry.


4. Cerity Partners

  • Website: ceritypartners.com
  • Ownership type: Corporate
  • Headquarters: New York, New York, United States (USA)
  • Employee distribution: United States (USA) 99%
  • Latest funding: Other (Debt), July 2022
  • Founded year: 2009
  • Headcount: 1001-5000
  • LinkedIn: cerity-partners

Cerity Partners is a financial advisory firm based in New York, established in 2009. The company provides a wide range of wealth management and financial planning services tailored to high-net-worth individuals, families, business owners, and nonprofit organizations. Their offerings include investment solutions, estate and gift planning, tax planning and preparation, insurance planning, and marital financial planning. Cerity Partners also extends its expertise to workplace solutions, providing executive financial counseling and retirement plan advisory services. The firm has a strong presence across the United States, with multiple locations, and is recognized for its commitment to client service and financial education. Cerity Partners has received accolades such as being named one of Barron's Top 100 RIA Firms and Best Financial Advisory Firms of 2023, highlighting its standing in the industry.


5. Tiedemann Advisors

  • Website: tiedemannadvisors.com
  • Ownership type: Private
  • Headquarters: New York, New York, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1999
  • Headcount: 51-200
  • LinkedIn: tiedemann-advisors

Tiedemann Advisors, now known as AlTi Tiedemann Global, is a wealth management firm based in New York City, founded in 1999. The firm specializes in providing personalized financial services, including wealth management, impact investing, and strategic alternatives. They cater to high-net-worth individuals, institutions, and foundations, offering customized investment strategies designed to meet specific financial goals. With a global network and a commitment to creating lasting value, Tiedemann Advisors has positioned itself as a significant player in the wealth management industry. As of June 30, 2024, they manage approximately $72 billion in assets, reflecting their robust client base and investment capabilities. Their focus on impact investing, with $5 billion committed to such strategies, highlights their dedication to aligning financial growth with social responsibility. Tiedemann Advisors operates with a collaborative culture, emphasizing the importance of teamwork and innovative thinking in delivering exceptional client service.


6. Fiduciary Trust International


Fiduciary Trust International is a private wealth management firm based in New York City, founded in 1931. The company focuses on providing tailored investment management and wealth management services to high-net-worth families, foundations, and endowments. With a dedicated team of professionals, Fiduciary Trust employs both top-down and bottom-up investment strategies to manage separate portfolios of equity and fixed income assets. Their global operations reflect a commitment to serving clients with diverse needs, ensuring that each portfolio is aligned with the specific goals and values of their clients. The firm has a strong emphasis on personalized service, which is critical in the wealth management industry, where individual client needs can vary significantly.


7. Ingalls & Snyder

  • Website: ingalls.net
  • Ownership type: Private
  • Headquarters: New York, New York, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1924
  • Headcount: 51-200
  • LinkedIn: ingalls-%26-snyder

Ingalls & Snyder is an investment management firm based in New York City, established in 1924. The company specializes in custom portfolio management and financial advisory services, catering primarily to high-net-worth individuals, families, and institutional investors. With approximately $8.7 billion in client assets managed or advised as of June 2024, Ingalls & Snyder has demonstrated its capability in handling significant wealth. The firm prides itself on a personalized approach, ensuring that clients have direct access to the professionals managing their investments. This direct relationship fosters a deeper understanding of clients' financial goals and preferences. Ingalls & Snyder also offers comprehensive wealth planning and family office services, addressing a wide range of financial needs. Their long history and commitment to prudent asset management have allowed them to navigate various market cycles effectively, reinforcing their position in the investment management industry.


8. Summit Trail Advisors

  • Website: summittrail.com
  • Ownership type: Private
  • Headquarters: New York, New York, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2015
  • Headcount: 51-200
  • LinkedIn: summit-trail-advisors

Summit Trail Advisors is an investment advisory firm based in New York City, with additional offices in Chicago, San Francisco, Boston, Seattle, and Harrisburg. Established in 2015, the firm specializes in providing tailored wealth management and investment services to ultra-high net worth individuals, family offices, and non-profit institutions. Their approach is characterized by customized portfolio construction, comprehensive financial planning, and ongoing investment management. The firm prides itself on its ability to understand the complex financial needs of its clients, leveraging a team of experienced professionals with backgrounds in various sectors, including finance and engineering. Summit Trail Advisors operates as a partner-owned firm, which aligns their interests with those of their clients, ensuring a fiduciary commitment to delivering independent advice across all aspects of financial affairs. They have not reported any funding, indicating a self-sustaining business model focused on organic growth and client service.


9. First Manhattan

  • Website: firstmanhattan.com
  • Ownership type: Private
  • Headquarters: New York, New York, United States (USA)
  • Employee distribution: United States (USA) 96%, China 4%
  • Founded year: 1964
  • Headcount: 51-200
  • LinkedIn: firstmanhattanco

First Manhattan is an investment advisory firm based in New York City, specializing in wealth management and financial planning. Established in 1964, the firm has a strong focus on providing personalized attention to individuals, families, and organizations. Their services include separately managed portfolios, alternative investment strategies, and comprehensive wealth planning. First Manhattan prides itself on building long-term relationships with clients, often managing accounts that span multiple generations. The firm emphasizes a holistic approach to financial health, considering all assets and collaborating with clients to create integrated financial plans. Their team of experienced professionals is dedicated to understanding clients' unique goals and risk tolerances, ensuring that investment strategies are aligned with their long-term interests. First Manhattan is committed to transparency and integrity, which are core values that guide their operations and client interactions.


10. Steward Partners

  • Website: stewardpartners.com
  • Ownership type: Venture Capital
  • Headquarters: New York, New York, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Latest funding: Other (Debt), $140.0M, November 2022
  • Founded year: 2013
  • Headcount: 201-500
  • LinkedIn: steward-partners-global-advisory

Steward Partners, LLC is a financial advisory firm based in New York, specializing in comprehensive wealth management and investment services. Founded in 2013, the firm has grown to employ approximately 438 individuals and operates through a network of advisors across the United States. Steward Partners focuses on providing tailored solutions for family, institutional, and multigenerational investors, ensuring that each client receives personalized attention and service. The firm has achieved significant milestones, including crossing $15 billion in assets under management and being recognized as one of the top firms in the industry, ranking #19 on Barron's Top 100 RIA Firms in 2023. In November 2022, they secured $140 million in funding, which supports their ongoing growth and expansion efforts. With a commitment to excellence and a strong culture of partnership, Steward Partners continues to evolve in the wealth management space, aiming to deliver exceptional client experiences.


11. Loeb Partners Corporation

  • Website: loebpartners.com
  • Ownership type: Private
  • Headquarters: New York, New York, United States (USA)
  • Founded year: 1931
  • Headcount: 51-200
  • LinkedIn: loeb-partners

Loeb Partners Corporation, also known as Overbrook Management Corporation, is a private investment advisory firm based in New York City. Founded in 1931, the firm has evolved from its origins as a family office into a provider of comprehensive investment management and wealth management services. Overbrook caters primarily to high net worth individuals and institutional clients, offering customized investment strategies and financial planning. The firm emphasizes a long-term investment perspective, focusing on preserving wealth across generations. Their investment philosophy includes a mix of public equities and alternative investments, aiming to provide clients with diversification and stability. Overbrook's experienced team is dedicated to maintaining close relationships with clients, ensuring that their unique financial needs are met with integrity and expertise.


12. Wealth Management Real Estate (WMRE)


Wealth Management Real Estate (WMRE) is a financial services firm based in New York, specializing in wealth management and investment planning. Established in 1959, WMRE has built a reputation for providing financial advisory services, wealth planning, and educational resources tailored for both financial professionals and individual investors. The company focuses on equipping clients with the necessary insights and tools to navigate the complexities of financial management. Despite its small size, with a team of around 19 employees, WMRE remains committed to delivering personalized service and expertise in wealth management. The firm operates solely within the United States, ensuring a concentrated approach to its client base.


13. City National Rochdale

  • Website: cnr.com
  • Ownership type: Corporate
  • Headquarters: New York, New York, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Latest funding: November 2018
  • Founded year: 1986
  • Headcount: 201-500
  • LinkedIn: city-national-rochdale

City National Rochdale is an investment management firm based in New York City, established in 1986. The company specializes in providing customized investment solutions and wealth management services primarily for high-net-worth individuals. They work closely with financial advisors to manage client portfolios, ensuring that each strategy is tailored to meet the unique financial needs of their clients. City National Rochdale emphasizes a personalized approach, branded as "Intelligent Personalization®", which involves one-on-one interactions with dedicated portfolio managers. Their services extend to ultra high-net-worth clients, offering comprehensive wealth assessments, business owner advisory, and trust and estate administration. As an SEC-registered investment adviser and a wholly-owned subsidiary of City National Bank, they maintain a strong regulatory standing in the investment management industry.


14. Altfest Personal Wealth Management

  • Website: altfest.com
  • Ownership type: Private
  • Headquarters: New York, New York, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1983
  • Headcount: 11-50
  • LinkedIn: altfestpersonalwealthmanagement

Altfest Personal Wealth Management, based in New York City, is a private wealth management firm established in 1983. The company specializes in providing comprehensive financial planning and investment management services tailored to the unique needs of individuals and families. With a team of experienced professionals, many of whom hold CFP® certifications, Altfest emphasizes a fee-only model that eliminates conflicts of interest by prioritizing the client's best interests. The firm has been recognized multiple times by Barron’s and the Financial Times for its excellence in wealth management, showcasing its commitment to high standards and client satisfaction. Altfest's approach integrates various aspects of financial planning, including retirement, tax, estate, and insurance planning, ensuring a holistic view of each client's financial situation. Their proprietary Total Portfolio Management (TPM®) system reflects their dedication to managing risk while seeking growth, making them a notable player in the wealth management industry.


15. Revere Securities LLC

  • Website: reveresecurities.com
  • Ownership type: Private
  • Headquarters: New York, New York, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1983
  • Headcount: 51-200
  • LinkedIn: reveresecurities

Revere Securities LLC, founded in 1983 and based in New York City, is a private financial services firm that specializes in wealth management and investment banking. The company caters to ultra-high-net-worth individuals, corporate executives, and various organizations, providing tailored financial planning, capital raising, and investment advice. Revere emphasizes personalized service and innovative financial solutions to help clients achieve their financial objectives. The firm is also involved in the sales and trading process, offering extensive compliance and operational support. With a team of seasoned financial professionals, Revere Securities is committed to leveraging technology to enhance client experiences and manage wealth holistically. Their services extend to private wealth management, strategic advisory, and capital raising, making them a significant player in the financial services industry.


16. Ehrenkranz Partners LP

  • Website: eplp.com
  • Ownership type: Private
  • Headquarters: New York, New York, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1966
  • Headcount: 11-50
  • LinkedIn: e%26e-capital-advisors-llc

Ehrenkranz Partners LP, based in New York City, is a private wealth management firm founded in 1966. The firm specializes in investment management and wealth planning services, catering primarily to families of substantial means. With a team of experienced professionals, Ehrenkranz Partners integrates legal and financial expertise to offer comprehensive solutions that address the complexities of wealth preservation and growth. Their services include customized investment strategies, estate planning, tax planning, and philanthropic advising. The firm prides itself on its partner-led approach, ensuring that each client receives personalized attention and tailored advice. With decades of experience navigating various asset classes and market cycles, Ehrenkranz Partners has established a reputation for prudent wealth management and client service.


17. Chilton Trust

  • Website: chiltontrustcompany.com
  • Ownership type: Private
  • Headquarters: New York, New York, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2010
  • Headcount: 51-200
  • LinkedIn: chilton-trust-company

Chilton Trust Company, based in New York, is a private wealth management firm founded in 2010. The company specializes in providing a range of financial services tailored to high-net-worth individuals and families. Their offerings include wealth planning, investment management, family office services, and trust and fiduciary services. With a focus on building trusted relationships, Chilton Trust aims to understand the unique financial needs of each client, ensuring that their investment strategies align with long-term goals. The firm manages approximately $7 billion in assets and serves over 250 families, showcasing its capability in handling substantial wealth. The management team boasts an average of 30 years of experience, further enhancing their credibility in the industry. Chilton Trust operates with a client-first philosophy, prioritizing the interests of their clients above all else, which is critical in the wealth management sector.


18. Farther

  • Website: farther.com
  • Ownership type: Venture Capital
  • Headquarters: New York, New York, United States (USA)
  • Employee distribution: United States (USA) 99%
  • Latest funding: Series C, $72.0M, October 2024
  • Founded year: 2019
  • Headcount: 201-500
  • LinkedIn: fartherfinance

Farther is a wealth management firm based in New York City, established in 2019. The company specializes in providing comprehensive financial planning and investment management services tailored to individuals and families. With a focus on personalized guidance, Farther leverages advanced technology to enhance the wealth management experience for its clients. The firm has successfully attracted significant assets, managing over $5 billion, and has experienced impressive growth, achieving five times year-over-year increases. Farther's team includes experienced advisors supported by a full suite of experts, including financial planners, estate attorneys, and CPAs, ensuring clients receive well-rounded financial support. The firm has also secured substantial venture capital funding, with its latest round raising $72 million in October 2024, underscoring investor confidence in its business model and growth potential.


19. Snowden Lane Partners

  • Website: snowdenlane.com
  • Ownership type: Private
  • Headquarters: New York, New York, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Latest funding: Other (Debt), April 2023
  • Founded year: 2011
  • Headcount: 51-200
  • LinkedIn: snowden-lane-partners

Snowden Lane Partners is a wealth advisory firm based in New York City, founded in 2011. The firm specializes in providing personalized financial planning and investment management services to individuals and families. With a team of experienced advisors, Snowden Lane focuses on understanding clients' unique financial goals and crafting tailored strategies to help them achieve those objectives. The firm operates independently, which allows it to offer unbiased advice without the influence of proprietary products. Their services include financial planning, retirement planning, investment advisory, and estate planning, among others. Snowden Lane is committed to building long-term relationships with clients, ensuring that their financial needs are met with integrity and transparency.


20. RF Lafferty & Co., Inc

  • Website: rflafferty.com
  • Ownership type: Family Owned
  • Headquarters: New York, New York, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 1946
  • Headcount: 51-200
  • LinkedIn: rf-lafferty-%26-co.-inc

RF Lafferty & Co., Inc. is a family-owned financial services firm based in New York City, established in 1946. With over 75 years of experience, the company specializes in wealth management, investment banking, and capital markets. RF Lafferty provides personalized financial planning and investment strategies designed to help both individuals and institutions achieve their financial objectives. The firm prides itself on cultivating close client relationships, ensuring that each client receives tailored advice and support. Their services include financial planning, investment management, retirement planning, and asset protection, among others. As an independent broker-dealer and registered investment advisor, RF Lafferty has the flexibility to select from a wide array of financial products that best meet their clients' needs. They also maintain a strong presence in the capital markets, facilitating transactions and providing advisory services across various sectors.


21. Ritholtz Wealth Management

  • Website: ritholtzwealth.com
  • Ownership type: Private
  • Headquarters: New York, New York, United States (USA)
  • Employee distribution: United States (USA) 100%
  • Founded year: 2013
  • Headcount: 51-200
  • LinkedIn: ritholtz-wealth-management

Ritholtz Wealth Management, based in New York City, is a private wealth management firm founded in 2013. The company specializes in providing a broad array of financial services tailored to individuals, families, and businesses. Their offerings include investment advice, tax planning, estate planning, and corporate retirement planning. Ritholtz Wealth Management prides itself on its fiduciary duty to clients, ensuring that their interests are prioritized in all financial decisions. The firm has gained recognition not only for its personalized financial strategies but also for its significant media presence. With a team of experienced professionals, including authors and thought leaders in finance, Ritholtz Wealth Management actively contributes to industry discussions through various platforms, enhancing its visibility and credibility. Their commitment to client education and engagement is evident in their extensive content library, which includes blogs, podcasts, and videos that attract a wide audience.



Wealth Management Insights: Key Companies in New York


CompanyHeadquarterSizeFoundedOwnership
Rockefeller Capital ManagementNew York, New York, United States (USA)1001-50002018Private
Bessemer TrustNew York, New York, United States (USA)1001-50001907Family Owned
Wealthspire AdvisorsNew York, New York, United States (USA)201-5001995Private
Cerity PartnersNew York, New York, United States (USA)1001-50002009Corporate
Tiedemann AdvisorsNew York, New York, United States (USA)51-2001999Private
Fiduciary Trust InternationalNew York, New York, United States (USA)201-5001931Private
Ingalls & SnyderNew York, New York, United States (USA)51-2001924Private
Summit Trail AdvisorsNew York, New York, United States (USA)51-2002015Private
First ManhattanNew York, New York, United States (USA)51-2001964Private
Steward PartnersNew York, New York, United States (USA)201-5002013Venture Capital
Loeb Partners CorporationNew York, New York, United States (USA)51-2001931Private
Wealth Management Real Estate (WMRE)New York, New York, United States (USA)1-101959Private
City National RochdaleNew York, New York, United States (USA)201-5001986Corporate
Altfest Personal Wealth ManagementNew York, New York, United States (USA)11-501983Private
Revere Securities LLCNew York, New York, United States (USA)51-2001983Private
Ehrenkranz Partners LPNew York, New York, United States (USA)11-501966Private
Chilton TrustNew York, New York, United States (USA)51-2002010Private
FartherNew York, New York, United States (USA)201-5002019Venture Capital
Snowden Lane PartnersNew York, New York, United States (USA)51-2002011Private
RF Lafferty & Co., IncNew York, New York, United States (USA)51-2001946Family Owned
Ritholtz Wealth ManagementNew York, New York, United States (USA)51-2002013Private


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