If you’re in New York and looking for expert financial advice, you’re in luck. New York State is home to some of the top financial advisor firms in the country. These firms have a wealth of knowledge and experience that can help you navigate your financial goals and secure your future.
Finding a Top Financial Advisor Firm in New York
When it comes to finding a top financial advisor firm in New York, it’s essential to consider several factors. These firms are ranked based on their expertise, assets managed, and the financial services they offer. Let’s take a closer look at some of the leading firms in the state:
1. Summit Rock Advisors, LP
Summit Rock Advisors, LP, takes the top spot with over $19 billion in assets managed. They have a minimum asset requirement of $100 million. The firm offers a range of services, including financial planning, portfolio management, and advisor selection. They are trustworthy and reliable, ensuring your financial needs are met.
2. Cerity Partners, LLC
Cerity Partners, LLC, manages over $53 billion in assets and has no set account minimum. They provide comprehensive financial planning, portfolio management, pension consulting, tax services, and more. With their wide range of services, Cerity Partners, LLC, can cater to various financial needs.
3. Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC, has over $12 billion in assets managed. They have a varied minimum asset requirement based on account type. The firm specializes in financial planning, portfolio management, pension consulting, and financial consulting. Your financial goals are in capable hands with Steward Partners Investment Advisory, LLC.
4. TAG Associates, LLC
TAG Associates, LLC, offers a wide range of financial services, including financial planning, portfolio management, pension consulting, and advisor selection. They manage over $8 billion in assets and have no set account minimum. TAG Associates, LLC, can provide personalized financial solutions for various needs.
5. Wealthspire Advisors
Wealthspire Advisors has over $16 billion in assets under management. They offer portfolio management, financial planning, pension consulting, and advisor selection services. Their account minimum varies based on the type of account. With Wealthspire Advisors, you can expect tailored financial advice to meet your specific goals.
6. Tiedemann Advisors, LLC
Tiedemann Advisors, LLC, manages a substantial $22 billion in assets and has no set account minimum. They specialize in financial planning, portfolio management, and advisor selection. Tiedemann Advisors, LLC, can help you make informed financial decisions to secure your future.
7. First Manhattan Co.
First Manhattan Co. focuses on portfolio management and manages over $23 billion in assets. Their account minimum varies based on the account type. With their expertise in managing portfolios, First Manhattan Co. can help you optimize your investments.
8. Rockefeller Capital Management
Rockefeller Capital Management offers a comprehensive range of financial services, including financial planning, portfolio management, pension consulting, and investment consulting. They manage over $22 billion in assets, with account minimums varying based on the account type. With Rockefeller Capital Management, you can expect holistic financial solutions.
9. Silvercrest Asset Management Group, LLC
Silvercrest Asset Management Group, LLC, has no set account minimum and manages over $28 billion in assets. They specialize in financial planning, portfolio management, and the selection of other advisors. Silvercrest Asset Management Group, LLC, can assist you in building a robust financial portfolio.
10. BBR Partners, LLC
BBR Partners, LLC, manages over $24 billion in assets and has a minimum asset requirement of $50 million. They provide financial planning, portfolio management, and advisor selection services. With BBR Partners, LLC, you can expect personalized financial strategies to achieve your goals.
What We Use in Our Methodology
To determine the top financial advisors in New York State, we follow a rigorous methodology. We start by identifying all firms registered with the SEC in the state. We then filter out firms that don’t offer financial planning services or primarily serve individual clients. Additionally, we exclude firms with disclosures on their record. The qualifying firms are ranked based on their expertise, assets managed, and the services they provide.
All our information is obtained through public records and updated annually after the firms’ form ADV filing. Our rankings are based strictly on the criteria mentioned above, and any business relationship with SmartAsset does not influence the rankings. We are committed to providing reliable and unbiased information to help you make informed financial decisions.
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