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Home Wealth & Asset Management United States New York New York City

Top Asset Management Companies in New York City

Ratings Updated: April 1, 2026
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3 Leaders 15 Contenders

64 Companies

Country: United States
State: New York
City: New York City

List of the Top New York City Wealth and Asset Management Companies

  • Schneider Wealth Strategies Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    New York, NY

    Services provided

    40% Financial Advising & Planning
    20% Business Consulting
    20% Financial Consulting +1
    20% Insurance Services & Brokers

    Focus Areas

    60% Wealth & Asset Management
    40% Retirement Planning

    Schneider Wealth Strategies is a small New York, New York-based Financial Advising & Planning company. Their services include Financial Advising & Planning and Business Consulting.

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  • Business Development Machine Logotype

    Not yet reviewed

    $10,000+
    $300+ / hr
    2 - 9
    Merrick, NY

    Services provided

    15% Financial Advising & Planning
    50% Business Consulting
    15% Marketing Strategy +2
    10% Corporate Training & Coaching
    10% Other Marketing

    Focus Areas

    50% Wealth & Asset Management
    50% Retirement Planning

    Business Development Machine is a Business Consulting company launched in 2014. The firm focuses on Business Consulting and Marketing Strategy.

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    Merrick, NY

    1962 Horatio Avenue
    Merrick, NY 11566

    2 - 5

    1-516-544-8118

    See All Locations (2)
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  • CPA Clinics Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    Hicksville, NY

    Services provided

    25% Financial Advising & Planning
    40% Business Consulting
    25% Accounting +1
    10% Financial Consulting

    Focus Areas

    20% Wealth & Asset Management
    20% Actuarial Services
    20% Debt Consulting +2
    20% Mortgage & Loan Brokerage
    20% Retirement Planning

    CPA Clinics is a Business Consulting company. The Hicksville, New York-based firm was founded in 2017. Their team specializes in Business Consulting and Accounting.

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  • Financial Advisors Diddel Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    Stamford, CT

    Services provided

    70% Financial Advising & Planning
    15% Financial Consulting
    15% Funding & Investment

    Focus Areas

    55% Wealth & Asset Management
    25% Retirement Planning
    20% Debt Consulting

    Financial Advisors Diddel is a Financial Advising & Planning company. They offer Financial Advising & Planning and Funding & Investment and were established in 1985.

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  • Investment Insight Wealth Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Massapequa, NY

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    35% Wealth & Asset Management
    35% Stocks Portfolio Management
    30% Retirement Planning

    Financial Advising & Planning company Investment Insight Wealth Management was launched in 2004. Located in Massapequa, New York, the team offers Financial Advising & Planning.

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  • Legacy Edge Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Syosset, NY

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    50% Wealth & Asset Management
    50% Retirement Planning

    Legacy Edge is a Financial Advising & Planning company. The team offers Financial Advising & Planning and is based in Syosset, New York.

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  • Badran Tax LLC Logotype

    Not yet reviewed

    $5,000+
    Undisclosed
    2 - 9
    New Brunswick, NJ

    Services provided

    15% Financial Advising & Planning
    20% Tax Law
    15% Business Consulting +4
    15% Finance & Accounting Outsourcing (FAO)
    15% Financial Consulting
    10% Accounting
    10% Business Valuation Services

    Focus Areas

    25% Wealth & Asset Management
    40% Debt Consulting
    15% Stocks Portfolio Management +4
    5% Actuarial Services
    5% Mortgage & Loan Brokerage
    5% Retirement Planning
    5% Securities Brokerage

    Badran Tax LLC, a Tax Law company, is based in New Brunswick, New Jersey. Founded in 1985, the team offers Tax Law and Business Consulting.

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  • Lucern Capital Partners Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Red Bank, NJ

    Services provided

    20% Financial Advising & Planning
    35% Commercial Financing
    35% Funding & Investment +1
    10% Business Consulting

    Focus Areas

    100% Wealth & Asset Management

    Lucern Capital Partners is a Commercial Financing company. The firm is based in Red Bank, New Jersey. Their services include Commercial Financing and Funding & Investment.

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  • Unique Sports Management International Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    2 - 9
    Melville, NY

    Services provided

    20% Financial Advising & Planning
    20% Branding
    20% Corporate Training & Coaching +3
    20% Sports Marketing
    10% Commercial Development
    10% Social Media Marketing

    Focus Areas

    80% Wealth & Asset Management
    20% Retirement Planning

    Unique Sports Management International is a branding agency. They provide Branding and Corporate Training & Coaching and are based in Melville, New York.

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  • United Tax Group Logotype

    Not yet reviewed

    $1,000+
    Undisclosed
    2 - 9
    Hauppauge, NY

    Services provided

    25% Financial Advising & Planning
    50% Accounting
    25% Financial Consulting

    Focus Areas

    100% Wealth & Asset Management

    United Tax Group is a small Hauppauge, New York-based Accounting company. Their services include Accounting and Financial Advising & Planning.

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  • Wetherby Asset Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Services provided

    100% Financial Advising & Planning

    Focus Areas

    100% Wealth & Asset Management

    Wetherby Asset Management is a Financial Advising & Planning company. The San Francisco, California-based agency was established in 1990. Their services include Financial Advising & Planning.

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    New York, NY

    One Rockefeller Plaza, Suite 2610
    New York, NY 10020

    212-292-4809

    See All Locations (3)
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  • BakerAvenue Wealth Management Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Services provided

    50% Financial Advising & Planning
    25% Accounting
    25% Commercial Financing

    Focus Areas

    50% Wealth & Asset Management
    50% Retirement Planning

    BakerAvenue Wealth Management is a San Francisco, California-based Financial Advising & Planning company. They provide Financial Advising & Planning and Commercial Financing.

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    New York, NY

    55 Thompson St., TH
    New York, NY 10012

    (212) 202-3188

    See All Locations (5)
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  • Veris Wealth Partners, LLC Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Services provided

    80% Financial Advising & Planning
    10% Business Consulting
    10% Financial Consulting

    Focus Areas

    100% Wealth & Asset Management

    Veris Wealth Partners, LLC, a Financial Advising & Planning company, was launched in 2007. The team focuses on Financial Advising & Planning and Business Consulting.

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    New York, NY

    17 State Street, Suite 2450
    New York, NY 10004

    212.349.4172

    See All Locations (4)
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  • VRC (Valuation Research Corporation) Logotype

    Not yet reviewed

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Services provided

    20% Financial Advising & Planning
    80% Commercial Financing

    Focus Areas

    25% Wealth & Asset Management
    50% Debt Consulting
    25% Retirement Planning

    VRC (Valuation Research Corporation) is a Commercial Financing company launched in 1975. Their services include Commercial Financing and Financial Advising & Planning.

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1 Imperial Advisory, CFOs
2 VantagePoint Benefit Administrators
3 Baharestani & Ritt LLP

List of the Top 3 New York City Wealth and Asset Management Companies

  1. Imperial Advisory, CFOs Logotype

    Imperial Advisory, CFOs

    Undisclosed
    Undisclosed
    2 - 9
    Valley Stream, NY

    Ability to deliver

    23.2/40.0
    15.6/20 Reviews
    2/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    80% Financial Advising & Planning
    20% Wealth & Asset Management
    20% Other
    View Profile Visit Website
  2. VantagePoint Benefit Administrators Logotype

    VantagePoint Benefit Administrators

    $5,000+
    $200 - $300 / hr
    10 - 49
    Lynbrook, NY

    Ability to deliver

    23.6/40.0
    16.2/20 Reviews
    1.7/10 Clients & Experience
    5.7/10 Market Presence

    Service focus

    10% Financial Advising & Planning
    25% Wealth & Asset Management
    90% Other
    View Profile Visit Website
  3. Baharestani & Ritt LLP Logotype

    Baharestani & Ritt LLP

    Undisclosed
    Undisclosed
    2 - 9
    New York, NY

    Ability to deliver

    16.2/40.0
    16.2/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  4. Finsmart Accounting Logotype

    Finsmart Accounting

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Ability to deliver

    8.6/40.0
    0/20 Reviews
    1.8/10 Clients & Experience
    6.9/10 Market Presence

    Service focus

    25% Financial Advising & Planning
    50% Wealth & Asset Management
    75% Other
    View Profile Visit Website
  5. Marshall & Stevens Incorporated Logotype

    Marshall & Stevens Incorporated

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Ability to deliver

    5.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    35% Financial Advising & Planning
    40% Wealth & Asset Management
    65% Other
    View Profile Visit Website
  6. Alliance Global Partners Logotype

    Alliance Global Partners

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Ability to deliver

    5.6/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.6/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    100% Wealth & Asset Management
    70% Other
    View Profile Visit Website
  7. Wealth Enhancement Group Logotype

    Wealth Enhancement Group

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    80% Financial Advising & Planning
    50% Wealth & Asset Management
    20% Other
    View Profile Visit Website
  8. Even Financial Logotype

    Even Financial

    Undisclosed
    Undisclosed
    50 - 249
    New York, NY

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    50% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  9. The Colony Group Logotype

    The Colony Group

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    60% Wealth & Asset Management
    60% Other
    View Profile Visit Website
  10. KKR Logotype

    KKR

    Undisclosed
    Undisclosed
    1,000 - 9,999
    New York, NY

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    100% Wealth & Asset Management
    60% Other
    View Profile Visit Website
  11. Canaccord Genuity Group Logotype

    Canaccord Genuity Group

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    100% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  12. Piper Sandler Logotype

    Piper Sandler

    Undisclosed
    Undisclosed
    1,000 - 9,999
    New York, NY

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    40% Financial Advising & Planning
    100% Wealth & Asset Management
    60% Other
    View Profile Visit Website
  13. Oppenheimer & Co. Inc. Logotype

    Oppenheimer & Co. Inc.

    Undisclosed
    Undisclosed
    1,000 - 9,999
    New York, NY

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    40% Wealth & Asset Management
    70% Other
    View Profile Visit Website
  14. Mortar Group Logotype

    Mortar Group

    $250,000+
    Undisclosed
    2 - 9
    New York, NY

    Ability to deliver

    6.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    6.2/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    100% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  15. CITIC Capital Logotype

    CITIC Capital

    Undisclosed
    Undisclosed
    250 - 999
    New York, NY

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    30% Financial Advising & Planning
    100% Wealth & Asset Management
    70% Other
    View Profile Visit Website
  16. Outsourced Accountants Logotype

    Outsourced Accountants

    $25,000+
    $100 - $149 / hr
    250 - 999
    New York, NY

    Ability to deliver

    5.2/40.0
    0/20 Reviews
    0/10 Clients & Experience
    5.2/10 Market Presence

    Service focus

    20% Financial Advising & Planning
    14% Wealth & Asset Management
    80% Other
    View Profile Visit Website
  17. United Fund Advisors Logotype

    United Fund Advisors

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    50% Financial Advising & Planning
    100% Wealth & Asset Management
    50% Other
    View Profile Visit Website
  18. Lyrical Asset Management Logotype

    Lyrical Asset Management

    Undisclosed
    Undisclosed
    10 - 49
    New York, NY

    Ability to deliver

    0/40.0
    0/20 Reviews
    0/10 Clients & Experience
    0/10 Market Presence

    Service focus

    60% Financial Advising & Planning
    100% Wealth & Asset Management
    40% Other
    View Profile Visit Website

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