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Updated on Friday, November 13, 2020
Choosing a financial advisor in New York City can be difficult given the sheer number of financial advisors in the Big Apple. Narrowing down your options to the right financial advisor for you largely comes down to understanding your financial needs and goals and how much youâ€™re willing to spend.
Still, we understand that comparing firms and data points can be as overwhelming as navigating the subway during rush hour, so we compiled the most pertinent information to help guide your decision. To determine the best advisors in New York City, we solely looked at firms that manage individual accounts and offer financial planning services. We then ranked these firms according to assets under management (AUM), which serves as a general metric for the firmâ€™s size, and client-to-advisor ratio, which indicates how much attention you may get as a client.
Our ranking does not necessarily indicate which firm may be the best choice for you, but it can make your shopping experience easier. Take a look at our list below for the top firms in New York City and their key highlights:
For our search, we looked at firms across New York City. All of the firms considered are bound by fiduciary duty, registered with the U.S. Securities and Exchange Commission (SEC) and offer individual account management and financial planning services.
The firms that met this criteria were ranked based on their AUM and client-to-advisor ratio. These criteria are weighted equally in our scoring metrics. Firms with a higher AUM and lower client-to-advisor ratios garner higher scores. Our ranking system is designed to help compare firms but does not indicate which firm may be best for you.
In our reviews, weâ€™ve listed several other key features that will help you determine which financial advisor is most fitting for your investing style and financial needs. It is important to note that we did not include disciplinary disclosures as a metric for our ranking. We have listed any disciplinary disclosures current as of November 13, 2020, but urge you to evaluate these firms on https://adviserinfo.sec.gov/.
Silvercrest Asset Management Group LLC was founded in 2001 as a firm focused on serving the needs of the ultra wealthy, as well as some institutional investors. Though it does not specify an account minimum requirement, all of the individual investors the firm serves are considered high net worth individuals, which the SEC defines as those with at least $750,000 under management or a net worth of at least $1.5 million. Services offered by Silvercrest include asset management and family office services.
Headquartered in New York City with seven other office locations in the U.S., the firm is a wholly-owned subsidiary of Silvercrest L.P., which is a general partner with a publicly traded C corporation, Silvercrest Asset Management Group Inc.
Clients of Silvercrest Asset Management will generally have one of three types of portfolios: equity, fixed income or balanced. Portfolios are tailored based on clientsâ€™ unique needs, and portfolio managers may use additional objectives and guidelines specific to each client portfolio.
The firm divides its employees into teams, depending on the type of investment, which include equity, fixed income or outsourced investments. Clients also have opportunities for alternative investments, as Silvercrest acts as an advisor to certain of the alternative investment products, including a private fund and funds of funds. Silvercrest Asset Management Group uses in-house proprietary investment capabilities and strategies aimed at delivering quality-oriented, value-based and disciplined investing for its clients.
Silvercrest Asset Management Group does not have any disciplinary disclosures to report. Firms registered with the SEC are required to report information that would be material to clients evaluating the firm, including any civil, criminal or regulatory events involving the firm, its employees or its affiliates from within the past 10 years.
For more information on Silvercrest Asset Management Group, visit the firmâ€™s Investment Advisor Public Disclosure (IAPD) page.
Cerity Partners, formed in 2009, is headquartered in New York City with additional offices in Texas, California, Ohio, Michigan, Illinois and Colorado. The firm primarily offers comprehensive financial management to wealthy individuals, businesses and nonprofits, with a typical minimum account requirement of $2 million. Services offered by Cerity Partners include investment advisory, wealth planning, tax preparation and planning, executive financial counseling and retirement plan services.
Cerity Partners is owned by a holding company that is in turn owned by an investment fund, Lightyear Fund, which is advised by an affiliate of the registered investment advisor, Lightyear Capital LLC.
Advisors at Cerity Partners create asset allocation strategies for each of their clients. Strategies are grounded in Modern Portfolio Theory, which upholds the idea that broad diversification across asset classes spreads risk in the event of changing economic conditions.
To help clients better understand their risk tolerance, Cerity Partners aligns them with one of five investment risk profiles â€” conservative, moderate, balanced, growth and aggressive â€” that then help shape portfolios. The firm uses the following six major asset classes for investing: cash and cash equivalents, global fixed income, global equity, real return, hedge funds and private equity, with 16 additional subcategories nesting within these major asset classes.
Additionally, Certify Partners offers the Special Opportunities Strategy, which focuses on three areas of opportunity: macroeconomic opportunities, market technical opportunities and stock specific opportunities. These strategies try to take advantage of short-term opportunities, but they can be volatile and have a high potential for risk. Thus, the firm does not recommend the strategy as a replacement for its regular asset management, but as a possible supplement.
Cerity Partners does not have any disclosures to report. When a firm is registered with the SEC, it is required to publicly disclose all disciplinary information, including civil, criminal and regulatory infractions. For more information on Cerity Partners, visit the firmâ€™s IAPD page.
Rockefeller Capital Management traces its origins to its namesake, John D. Rockefeller, who established a New York office to manage his familyâ€™s investments in 1882. The current iteration of the company was established in 2018. The company is majority owned by Viking Global Investors, a global investment firm.
Services offered by Rockefeller Capital Management include asset management, strategic advisory and family office service. The firm works with a variety of client types, including individuals (both high net worth and not), businesses, foundations and more.
Rockefeller Capital Management has six additional offices beyond its New York City headquarters, including an additional New York office in Saratoga Springs, as well as locations in the District of Columbia, Pennsylvania, Massachusetts and Connecticut.
Rockefeller Capital Management highlights two main strategies: equity and fixed income. Each strategy also includes dedicated environmental, social and governance (ESG) offerings for investors who are interested in impact investing.
The firm emphasizes using a long-term investment horizon and fundamental research, which is focused on finding the intrinsic value of a company to determine fair market value.
Rockefeller Capital Management has not had any legal or disciplinary events in the last 10 years. SEC-registered investment advisories must report events material to the evaluation of the firmâ€™s integrity on public brochures filed online for current and potential client review. This may include any civil, criminal or regulatory events involving the firm or its employees or affiliates.
For more information, visit Rockefeller Capital Managementâ€™s IAPD page.
BBR Partners became a registered investment advisor in 2000. Headquartered in New York City, with additional offices in San Francisco, Chicago and Charlestown, Mass., BBR Partners provides investment advisory services to wealthy families and individuals, as well as trusts, estates, charitable organizations, family partnerships and foundations. Notably, the firm generally requires a minimum investment of $20 million, though its client base currently does include some individual investors who do not qualify as high net worth.
BBR Partners is owned by a holding company that is controlled by the co-CEOs of the firm, Brett Barth and Evan Roth.
BBR Partners uses whatâ€™s known as fundamental investment strategies to build client portfolios. These strategies include the following, though the first three listed below are its primary strategies:
Advisors at BBR Partners work with clients to create a specific asset allocation plan based on their financial objectives and wealth management needs. The firm mainly allocates client assets among equity and fixed income accounts overseen by third-party investment managers, as well as mutual funds, ETFs and private investment funds, including those created and overseen by BBR Partners.
The firm has no disciplinary events to disclose. All firms registered with the SEC are required to report any legal, civil judicial or criminal incidents regarding the firm or associated employees in their Form ADV paperwork filed with the SEC. To view that paperwork and learn more about BBR Partners, visit the firmâ€™s IAPD page.
Tiedemann Advisors, LLC was formed in 2007, growing out of Tiedemann Trust Company, which was founded in 1999 by the late Carl Tiedemann. Before founding his business, Tiedemann worked on Wall Street for years and served as a governor of the American Stock Exchange from 1969 to 1972.
The firm is an independent investment and wealth advisor serving high net worth individuals (notably none of its current individual clients qualify as high net worth), as well as trusts, foundations and endowments. Additionally, the firm manages or advises a number of private investment funds that it may recommend to its clients.
Headquartered in New York City, the firm has additional offices in California, Colorado, Delaware, District of Columbia, Florida, Maryland, Oregon, Texas and Washington. Tiedemann Advisors is owned by Tiedemann Wealth Management Holdings, LLC.
Financial advisors at Tiedemann Advisors are focused on avoiding permanent loss of capital. The firm values diversified portfolios, spreading assets across risk factors, geographies and classes. Tiedemann Advisors generally uses whatâ€™s known as a â€śmanager of managersâ€ť approach, which means the firm will source and select third-party investment managers to service your portfolio.
Tiedemann Advisors describes its research as starting with an evaluation of macroeconomic trends, and then moving on to several types of analysis. Clients have the option to choose impact investing, with offerings including environment, social and governance strategies (ESG), values-aligned strategies and private impact strategies. The firm also has private investment funds available to clients.
Firms registered with the SEC are required to disclose disciplinary events that would be material to a clientâ€™s evaluation of the firm. Tiedemann Advisors does not have any such information to disclose involving either the firm or its affiliates or employees from within the last 10 years. For more information on Tiedemann Advisors, visit the firmâ€™s IAPD page.
Founded in 2007 by David Dechman and Nancy Donohue, Summit Rock Advisors, LP is an exclusive, independent advisory firm serving select clients who have over $100 million in investable assets. The firm offers financial advice and portfolio management to U.S.-based families and charitable institutions.
Dechman, the firmâ€™s current CEO, and Donohue, chief investment strategist, remain the primary owners of the company. Summit Rock Advisors is located in New York City and has no additional offices.
Each client of Summit Rock Advisors has a customized asset allocation plan that is based on their financial situation. Factors that influence portfolio construction can include risk tolerance, time horizon, tax position and liquidity requirements, among others.
Many Summit Rock Advisors clients hope to preserve their capital and reduce volatility; the firm approaches this objective by using diversification across geography, sector, manager and more. Summit Rock Advisors also offers SRA portfolios, which are privately-pooled investment vehicles generally exclusively available to clients of the firm.
Registered financial advisory firms are required by the SEC to disclose legal and disciplinary events material to a clientâ€™s evaluation of the advisory business or management integrity in their Form ADV paperwork. Summit Rock Advisors does not have any applicable events to disclose. For further information on the firm and to view its Form ADV, visit the firmâ€™s IAPD page.
Evercore Wealth Management, LLC provides investment advisory services to individuals, foundations and endowments located in the U.S. It can also provide financial planning, investment consulting and educational services. Though Evercore does not specify an account minimum requirement, the majority of the individual investors it serves qualify as high net worth.
The firm was founded in 2008 and operates primarily out of its New York City-based office, with four other offices located in San Francisco; Minneapolis; Tampa, Fla.; and West Palm Beach, Fla. Evercore Wealth Management is part of Evercore Inc., a publicly traded financial services firm.
Advisors at Evercore Wealth Management build custom portfolios for clients that emphasize after-fee, after-tax, risk-adjusted returns. The firm relies on an investment platform called Efficient ArchitectureÂ® that helps with determining global asset allocation, using a wide range of asset classes including cash, defensive assets, credit strategies, diversified market strategies, growth assets and illiquid assets.
What assets your portfolio will include and in which amounts, will depend on your goals and other factors, such as your liquidity needs, risk tolerance and tax considerations.
Evercore Wealth Management does not have any legal, criminal or civil judicial events to disclose. Financial advisory firms registered with the SEC must report any facts material to the businessâ€™s integrity for client evaluation in firm materials, such as their brochure or Form ADV. For more information on Evercore Wealth Management, visit its IAPD page.
Summit Trail Advisors, LLC is an independent financial advisory company that serves individuals, high net worth individuals, businesses, trusts, estates, charitable organizations and pension and profit-sharing plans. Services offered by Summit Trail Advisors include investment advisory services, family office services, financial planning and consulting services.
The firm was formed in 2015 and is owned by Summit Trails Holdings LLC. The firmâ€™s headquarters are in New York City, and it has additional offices in Chicago, San Francisco, Boston, Seattle, Harrisburg, Pa., and Chevy Chase, Md.
Summit Trail Advisors categorizes asset classes into three groups: growth, preservation and inflation hedging. Each category has its own risk and value and inherent purpose; advisors at the firm use these categories to help align a clientâ€™s objectives for their portfolio with an allocation strategy.
The firm uses whatâ€™s called open architecture when creating client portfolios. This means that rather than choosing individual securities, Summit Trail Advisors will select specialists in each asset class to then focus their research on a specific area. Most portfolios will consist of a combination of mutual funds, ETFs, separate accounts and limited partnerships.
Summit Trail Advisors has not been involved in any events requiring disclosure. SEC-registered investment advisors are required to report disciplinary actions â€” including any civil, criminal or regulatory events involving the firm, its employees or its affiliates â€” in their Form ADV paperwork. For more information on Summit Trail Advisors, you can visit the firmâ€™s IAPD page.
TAG Associates LLC was founded in 1983 and is a boutique independent investment advisory firm that primarily caters to high net worth individuals and families, as well as institutional investors, such as trusts, estates, endowments and pension and profit-sharing plans.
Services offered by the firm include portfolio management and family office services. TAG Associates is headquartered and operated in New York City and is privately owned by TAG Associates Holding LLC, which is owned by the firmâ€™s chairman, Gary Fuhrman.
Advisors at TAG Associates use both active and passive portfolio management. The former is when an investment manager makes decisions in an effort to outperform the market, while the latter focuses on trying to match the performance of an index rather than beat it.
TAG Associates emphasizes using opportunistic and tactical ideas when investing, meaning it focuses on strategies that take advantage of market events. The firm aims for absolute return, which means seeking a positive return regardless of market fluctuations. Tax impacts are taken into account when investing as well as the potential of illiquid (less easily convertible to cash) investments to achieve a higher return.
Advisors at the firm also use alternative investments in an attempt to generate additional return, smooth volatility, hedge risk and deliver better returns through investing in assets that may not reflect true market value.
TAG Associates does not have any disclosures to report, meaning the firm has a clean disciplinary record. Financial advisory firms registered with the SEC are required to report their disciplinary history on their Form ADV paperwork to provide transparency for prospective or current clients evaluating the firm. For more information on the firm, view its IAPD page.
Founded in 1988, William Jones Wealth Management, LLC serves individuals who are and are not considered high net worth per the SECâ€™s definition, as well as retirement plans, institutions, trusts, estates and nonprofits. The firm, which generally requires an account size of at least $1 million, offers services including portfolio management, financial planning, private investment funds, retirement account advice and lending.
The firm has two offices: its headquarters located in New York City and a second office in Palm Beach, Fla. William Jones Wealth Management is owned by Focus Financial Partners Inc., a publicly traded company that has an advisor network with 60 affiliates.
Clients of William Jones Wealth Management generally have portfolios consisting of stocks, bonds, bond funds, mutual funds, ETFs and private investment funds. The firm targets long-term growth through proper asset allocation. In addition, William Jones Wealth Managementâ€™s investment process includes equity management, fixed income management and hedge funds.
Client portfolios are based on their financial goals and concerns, such as income requirements, tax status, risk tolerance and growth goals.
Williams Jones Wealth Management does not have any disciplinary actions to report. Registered financial advisory firms must disclose facts material to the evaluation of the firmâ€™s integrity for clients and potential clients to review. This includes any civil, criminal or regulatory events within the last decade involving the firm or its employees or affiliates. For more information, visit Williams Jones Wealth Managementâ€™s IAPD page.
New York City residents are subject to both a state income tax as well as a personal income tax. The tax rate is segmented by income brackets, with higher tax rates for higher income earners. New York state also has estate taxes for residents and nonresidents with real or tangible property located in New York. Residents may also be subject to federal estate tax.
Not necessarily. While many, if not most, financial advisor firms offer retirement planning as a keystone service, some firms are more concerned with wealth management or family office services or are solely focused on portfolio management. If retirement planning is a priority, you will want to ask if your financial advisor offers the service and how experienced they are in providing it to ensure you end up working with an advisor who meets your needs.
Not exactly. Free financial advice and counseling, mainly targeting debt management and basic financial skills and taxes, is offered by a number of organizations, such as the cityâ€™s Financial Empowerment Center and Financial Coaching Corps of the Community Service Society of New York. That being said, free financial services generally do not include investment management or advice concerning brokerage accounts, which are two key areas for financial advisors. Most financial advisors work for a fee based on a percentage of assets under management or a flat rate.
As mentioned above, all of the NYC firms on this list are bound by fiduciary duty, which means advisors have to work in the best interests of their clients. If you find a New York City-based financial advisor youâ€™d like to work with that is not on this list, you can ask them if they are a fiduciary. In general, all registered investment advisors must abide by fiduciary duty.
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