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Read verified customer reviews of the most reliable financial planners in New York, NY. Save time and money by comparing prices, getting expert recommendations, and finding the perfect fit for your needs.

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Altfest Karen C

Altfest Karen C

altfest.com
Altfest Personal Wealth Management is a comprehensive wealth management firm that offers a truly objective approach to investing and planning for financial success. With over three decades of experience, our team of experts is dedicated to guiding clients' portfolios and helping them achieve their financial goals. We believe that by putting our clients at the core of everything we do, we can truly meet their unique needs and help them achieve financial peace of mind.
The reviewers praise Altfest for its trusted advisors, excellent financial planning, and beneficial management of accounts, leading to a secure financial future.
5.0
Based on 4 reviews
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XYZ Advisory

XYZ Advisory

xyzadvisory.com
We are a team of expert financial advisors who help our clients achieve their goals by providing them with innovative solutions and expert guidance. Our team has decades of combined experience in the financial industry, and we are committed to providing our clients with the best possible outcomes. We believe that financial planning is not just about making money, but about living life to the fullest. We offer a range of services, including investment management, retirement planning, and insurance planning. Our goal is to help our clients feel confident and secure in their financial futures. Whether you are just starting out or nearing retirement, we can help you achieve your financial goals.
These reviewers highly praise the platform's collaborative approach, shared content, and positive impact on clients' lives.
5.0
Based on 4 reviews
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Apogee Wealth Advisors

Apogee Wealth Advisors

apogeewealthadvisors.com
Apogee Wealth Advisors is a wealth management company that provides financial guidance and services to individuals and helps them achieve their long-term financial goals. The company's mission is to deliver a customized approach to wealth management, focusing on advice-not products-and catering to the unique needs of each client. With a team of expert advisors, Apogee Wealth Advisors offers a wide range of services, including investment management, financial planning, and retirement planning.
5.0
Based on 3 reviews
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Source Financial Advisors

Source Financial Advisors

sourcefa.com
Source Financial Advisors is a relationship-based firm that provides comprehensive wealth management and investment planning services to its clients. The firm is led by CEO Michelle Smith, a certified divorce financial analyst, who has dedicated her 29-year career to the financial services industry. The firm offers a range of services, including goal-based planning, intergenerational planning, and strategic tax planning.
The exceptional service and personalized attention provided by Michelle and her team has had a significant positive impact on clients' lives.
5.0
Based on 3 reviews
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Park Avenue Financial Advisors

Park Avenue Financial Advisors

parkavenuefinancialadvisors.com
Park Avenue Financial Advisors is a boutique wealth management and financial consulting firm that provides exceptional service and individual attention to its clients. We help individuals and businesses navigate the complexities of the financial planning process, offering personalized solutions to cater to their unique needs and objectives. Our services include asset management, financial consultations, and planning for a confident and independent financial future.
5.0
Based on 1 review
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Medina Private Wealth

Medina Private Wealth

jamwealth.com
Medina Private Wealth is a financial services company that helps clients achieve their long-term financial goals. We provide tailored wealth management solutions, investment advice, and insurance services to individuals and families. Our team of professionals has years of experience in the financial industry and is committed to always acting in our clients' best interests. We take pride in our transparent and open communication, and we strive to build long-term relationships with our clients. Our services include retirement planning, estate planning, investment strategies, and tax services. We believe in creating personalized plans that take into account each client's unique situation, goals, and risk tolerance.
5.0
Based on 1 review
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Drucker, Lance

Drucker, Lance

druckerwealth.com
Drucker Wealth is a third-generation financial planning firm that provides comprehensive financial planning and investment management services to high-earning professionals. We help our clients build, protect, and preserve their wealth through a combination of technology and personal attention. With our experienced team and holistic approach, we help our clients achieve their financial goals and plan for the future. Our services include financial planning, tax planning, equity compensation planning, investment management, and estate and insurance planning.
The clients of Drucker Wealth are highly satisfied with the services they have received, praising the advisors for their expertise, professionalism, and personalized attention.
4.9
Based on 62 reviews
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Williams Jones & Associates

Williams Jones & Associates

williamsjones.com
Williams Jones is a trusted wealth management firm that provides personalized financial services to individuals and families. With over 30 years of experience, our team of experts offers customized investment management, financial planning, and wealth management solutions. We focus on long-term growth and capital preservation, using a proprietary investment approach that combines asset allocation, equity, and fixed income management. Our goal is to deliver strategic and uncompromised recommendations that meet our clients' unique financial objectives.
4.8
Based on 5 reviews
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Cais Group

Cais Group

caisgroup.com
CAIS is a leading alternative investment and structured note platform that connects independent financial advisors with leading asset managers. With over $30 billion in transaction volume and a network of over 34,000 advisors, CAIS has revolutionized the way financial advisors access and execute alternative investments and structured notes. The company was founded in 2009 with the goal of making alternative investments more accessible to financial advisors and has since grown to become a major player in the wealth management industry.
4.2
Based on 5 reviews
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Global Leasing Service

Global Leasing Service

globalfinanciallending.com
Global Financial Services is a company that provides alternative funding solutions to small and medium-sized businesses and real estate investors. With over 37 years of experience, the company offers a wide range of financial products and services, including equipment financing, SBA loans, working capital, and commercial real estate lending. Whether you are a new startup or a well-established company, Global Financial Services can help you find the right financing solution. With a team of experienced professionals, the company provides personalized services to its clients, guiding them through every step of the process. At Global Financial Services, we are committed to helping businesses grow and thrive through innovative financing solutions.
Positive comments praise Global Financial for their exceptional service, support, and successful outcomes.
Negative comments criticize Global Financial for its lack of integrity and poor communication.
4.0
Based on 8 reviews
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Clear Harbor Asset Management

Clear Harbor Asset Management

clearharboram.com
Clear Harbor Asset Management is an independent, SEC-registered investment advisory firm focused on providing holistic wealth management advice and asset management solutions to individuals, families, foundations, and corporations. With offices in Stamford, CT, and Plano, TX, the firm is owned entirely by its employees - a team of veteran financial professionals with unparalleled breadth of knowledge and experience. The firm provides wealth management services, including investment management and values-based portfolio construction, to help clients achieve their financial goals. Our team works closely with clients to protect and grow their wealth through best-in-class service and comprehensive financial advice.
4.0
Based on 1 review
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Pardo Capital

Pardo Capital

baronfunds.com
Our investment philosophy is centered around a deep understanding of the companies we invest in, and we believe that our active management approach can help investors achieve their financial objectives. We offer a range of investment strategies, including small cap, mid cap, large cap, and international sector equity, to help investors diversify their portfolios and manage risk.
Some reviewers praised the performance of the funds and appreciated the informative newsletters and functional website.
Many reviewers expressed frustration with the company's customer service, citing issues with lost paperwork and unhelpful phone calls.
3.2
Based on 9 reviews
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Voice Wealth Management

Voice Wealth Management

voicewealth.com
Plan. Protect. Prosper. Voice Wealth Management (Voice) is a fee-based, independent financial services firm serving busy professionals, entrepreneurs, and their families with financial planning and wealth management in New York City and beyond. Voice helps clients make better financial decisions so they can spend less time worrying
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Thinking Big Financial

Thinking Big Financial

thinkingbigfinancial.com
Thinking Big Financial is a holistic, values-driven financial planning and investment management firm dedicated to empowering individuals to live the life they envision. By understanding clients' values and dreams, the firm helps them develop a healthier relationship with their finances and achieve financial stability and freedom.
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Aptus Business Consulting Service

Aptus Business Consulting Service

aptusbcs.com
Aptus provides comprehensive strategic, financial, and operational consulting services for healthy, underperforming, and distressed businesses. Our value-enhancing services include risk management and organizational effectiveness consulting, investment advisory services, and emergency management planning. With a holistic approach, we help clients reduce risks, improve operational efficiency, and increase enterprise value. Our experts work closely with clients to identify and mitigate potential threats, develop response protocols, and implement strategies for recovery and restoration. We help businesses achieve their goals by providing tailored solutions that meet their unique needs, goals, and objectives. Our services are designed to enhance organizational effectiveness, reduce costs, and improve overall performance.
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Manhattan Ridge Advisors

Manhattan Ridge Advisors

manhattanridge.com
Manhattan Ridge Advisors is a boutique financial planning and wealth management firm that provides customized retirement planning, private wealth management, and corporate retirement planning services to individuals and companies. With a client-centric approach, we listen to our clients' goals, values, and aspirations to create tailored financial solutions that meet their unique needs. Our team of experienced professionals combined with our independence from large financial institutions allows us to provide unbiased guidance and holistic support to our clients. Whether you're looking to start a business, plan for retirement, or achieve financial freedom, our expertise and partnerships can help you build a brighter financial future.
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Francis Financial

Francis Financial

francisfinancial.com
Francis Financial is a Fiduciary, Fee-Only firm dedicated to helping women navigate financial decisions with confidence. We specialize in providing financial planning and investment strategies to women experiencing divorce or a loss of a loved one. Our team of Certified Financial Planners, Certified Divorce Financial Analysts, Certified Estate and Trust Specialists, and Certified Private Wealth Advisors work together to provide a personalized approach to financial planning. We help our clients achieve their short and long-term goals by creating a customized financial plan and investment strategy that considers all aspects of their life.
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Iridian Asset Management

Iridian Asset Management

iridian.com
Iridian Asset Management is a 100% employee-owned, value-oriented equity manager serving institutional investors. We employ a rigorous investment process that identifies opportunities and uncovers potential value. We focus on firms undergoing significant corporate change and leverage our expertise to unlock value for our clients. With a strong investment philosophy and a team of experienced professionals, we strive to provide consistent returns to our investors. Our team consists of Todd Raker, Chief Executive Officer, Eric Stone, Managing Director, Heidi Andersen, Managing Director, Ray Scanlan, Managing Director, and Joseph Wyatt, Managing Director. With over 30 years of combined experience, our team is dedicated to delivering exceptional investment results and exceptional client service. We take pride in our independent research, investment rigor, and risk mitigation capabilities to ensure the assets entrusted to our care are successfully managed.
N/A
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Premier Wealth Advisors

Premier Wealth Advisors

yourpremierwealth.com
We are a fully independent, SEC Registered Investment Advisor, and proudly adhere to the "Fiduciary Standard". This means it's our legal obligation to always put the interests of our clients first. Not coincidentally, that standard fully embodies both our personal and professional values.
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Beech Hill Securities

Beech Hill Securities

bh-adv.com
Beech Hill Advisors is a traditional, boutique investment advisory firm in New York City. We take great pride in providing client-acclaimed expertise grounded in honesty and integrity. For over three decades, our principals have been working closely with our clients to develop investment strategies and build individual portfolios to meet each client's evolving financial goals and investment objectives. We manage equity, fixed income, and balanced-investment portfolios on a discretionary basis, driven by an obligation to provide security to our clients. We add value to the advisory relationship through a truly client-centered approach. It starts with dialogue that explores circumstances and interests, helping clients think about short- and long-term goals and the range of possibilities. One consistent result is a good rapport with clients - an essential element of success.
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Vanderbilt Avenue Asset Management

Vanderbilt Avenue Asset Management

vaamllc.com
Vanderbilt Avenue Asset Management is a leading independent investment manager that is registered under the Investment Advisors Act of 1940. The firm is 100% owned by its active employees, with all clients working directly with Principals who have a deeply personal commitment to their investment programs. The firm's investment process is rigorous and disciplined, with a time-tested philosophy applied consistently since its inception. With a strong track record of success, the firm is well-positioned to help clients achieve their financial goals.
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Savvy Ladies

Savvy Ladies

savvyladies.org
Savvy Ladies is a 501(c)(3) nonprofit organization providing free financial education to all women. We empower women to take control of their finances by providing a professional network of support & guidance, offering free financial advisors & educational programming to help women make informed & confident financial decisions. Our dedicated volunteers are passionate about helping women gain the confidence and knowledge they need to build their personal financial roadmap to attain financial security.
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PRB Wealth Management

PRB Wealth Management

denzildias-ihtwm.com
PRB Wealth Management is a leader in Individual and Corporate Financial Advisory services, aiming to create financial strategies that achieve results through a forward-thinking approach. We provide financial planning, risk management, and corporate benefits to individuals, corporations, and non-profit organizations. Our experienced team of professionals will work with you to explore your financial goals and create a personalized strategy tailored to your needs. With a focus on providing exceptional service, we strive to help our clients make informed financial decisions and achieve their financial goals. Our services include Individual and Family Financial Advisory, Business Owners, Non-Profits, Private Client Portfolios, and more.
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Remerdex Consulting

Remerdex Consulting

remerdex.com
Remerdex Consulting Inc is a licensed business consultant based in New York, NY, and serves the local areas by providing business management and business financing for individuals and small businesses. We offer the experience of affordable and reliable business advisors who can handle anything that you need to become a successful business. We provide business development by helping people build their profile for approval on credit lines and business funding. Our business consulting and financial advisors will help businesses step by step in building a corporate profile so that they can be quickly approved for financing, business credit, and to receive the business funding that you need. If you are interested in acquiring our small business advisors or if you would like to learn more about what we can do for you, go ahead and contact us at Remerdex Consulting Inc today for more information. What Makes Me Proud Honest Quality Service Reliable.
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Fielder Capital Group

Fielder Capital Group

fieldercapital.com
Fielder Capital Group LLC is an SEC-registered investment adviser providing holistic financial advisory services to families and institutions across 20 states in the US. With a team of experienced professionals, we offer customized portfolio management, family office services, and fiduciary guidance. Our team believes in diligent research, creative thinking, and differentiated views to stack the odds of success in our clients' favor. We provide comprehensive financial planning, investment management, and estate planning services tailored to each client's unique needs and goals.
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Fuest & Klein Wealth Advisors

Fuest & Klein Wealth Advisors

fuestklein.com
Fuest & Klein Wealth Advisors, LLC is a fee-only Registered Investment Advisor focused on wealth and investment management. We help clients reach their goals by planning, monitoring, and structuring their household and financial assets. As fiduciaries, we put our clients' interests ahead of our own. We believe in redefining wealth management to meet our clients' expectations. With over 9 years of experience, our team is dedicated to providing transparency, trust, and tenacity in our services. We offer a blend of personal service and technology to ensure our clients' financial success.
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444 Madison Ave

444 Madison Ave

jbsfinancial.com
JBS Financial Services is a full-service financial organization dedicated to the well-being of our clients. We provide expertise in tax research, planning and compliance, as well as funding for businesses and personal financial assistance. Our services are performed with extreme professionalism, with the interests of our clients being our sole concern. We're known for our expertise and client service in all Federal and 50 State return preparation. Our planning and innovative techniques are second to none and we service all our clients, both large and small, with the same degree of professionalism.
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SQN Capital Management

SQN Capital Management

sqncapital.com
SQN Capital Management (SQN) is an international finance company and a multinational alternative investment manager specializing in collateralised, non-correlated, income-producing investments. SQN manages seven funds catering to a broad array of investors including institutions and pension plans, banks, funds of funds, wealth managers, and retail investors in the United States.
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Livian

Livian

livianco.com
Livian & Co., LLC is an investment management firm that provides asset management, financial planning, and advisory services to high net worth individuals, families, and businesses. With a quantitative and data-driven approach, they offer personalized plans and investment strategies to help clients grow, protect, and transfer their wealth. They also provide digital advisory services, private funds, and second opinion services.
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Larrea Wealth Management

Larrea Wealth Management

larreawealth.com
Larrea Wealth Management is a privately owned, Manhattan-based independent financial advisory firm, providing expert financial advice to a wide range of clients. Our team-based approach delivers a unique blend of specialist skills linking financial planning, tax efficient structuring and management of the underlying assets. Whether you are a private individual, a company, a trust, or a charity, we have the technical know-how and relationship experience to assist you with all of your wealth matters. We proudly serve individuals, corporations, and many others.
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Marius Wealth Management

Marius Wealth Management

mariuswealth.com
Marius Wealth Management, LLC is a fee-only, independent financial and investment advisory firm that works with individuals/families, senior-level executives, and small businesses. We provide personalized financial planning and investment advice to help our clients grow and protect their wealth, and achieve their most important financial goals. Our mission is to serve as a trusted adviser for all aspects of our clients' financial lives. We work closely with our clients using a consultative process to help them make smart financial and investment decisions, and gain confidence in having a secure financial future.
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BH Wealth Management

BH Wealth Management

bhwealth.com
BH Wealth is a comprehensive financial planning and wealth management firm that helps individuals and families achieve financial stability and success. Our team of experienced professionals provides personalized guidance on retirement planning, investment management, risk assessment, and insurance solutions. With a unique approach that combines financial expertise with music and humor, we empower our clients to take control of their financial futures and achieve a state of financial harmony. Our services include advanced planning, portfolio management, philanthropy, trusts, insurance, and tax-advantaged investing. Whether you're seeking to secure your financial well-being or plan for the future, BH Wealth is dedicated to providing personalized advice and guidance to help you achieve your goals.
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Bay View Asset Management

Bay View Asset Management

bayview.com
Bayview is an investment management firm focused on investments in mortgage and consumer credit, including whole loans, asset backed securities, mortgage servicing rights, and other credit-related assets. With a long history dating back to 1993, Bayview has managed approximately $18.5 billion in assets under management (AUM) as of March 31, 2024. The company has a team of over 210 professionals dedicated to sourcing, pricing, trading, and analyzing credit-related investment opportunities. Its expertise in operational management enables the company to create value across credit markets. Bayview's diversified platform allows it to invest in a wide range of credit assets, from whole loans to asset-backed securities.
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Miac Analytics

Miac Analytics

miacanalytics.com
MIAC Analytics is a provider of pricing, risk management, and accounting solutions for the mortgage and financial services industries. With over 30 years of experience, the company serves over 300 clients worldwide. The company offers a range of services including data auditing, due diligence, private securitization, and whole loan and MSR valuations. Their solutions are designed to meet the needs of originators, servicers, agencies, regulators, investors, and capital markets participants.
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Vision Financial Service

Vision Financial Service

myvisionfinancial.com
Vision Financial Planning is a financial planning company that helps individuals and business owners feel confident in their financial future. We strive to manage your wealth and help you leave a legacy for future generations. Our team is dedicated to providing personalized financial planning services to meet your unique needs and goals. We offer a wide range of resources, including research articles, financial calculators, and newsletters. Contact us to learn more about our services and how we can help you achieve your financial goals.
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Abernathy Group

Abernathy Group

abernathyfinancial.com
Financial Advisors provides personalized financial advice and guidance to individuals and businesses, helping them make informed decisions about investments, savings, and financial planning. Our experts offer a range of services, from financial planning and investment management to company financing and tax policies. Whether you're looking to save money, invest for the future, or start a new business, we can help you achieve your financial goals.
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Deltec Asset Management

Deltec Asset Management

deltec-ny.com
Deltec Asset Management is a boutique multi-asset class solution provider focused on delivering outperformance and exceptional service to its valued clients since 1946. The company offers a range of investment strategies, including emerging market equities, emerging market income, emerging market debt, global multi-asset class, and special situations event-driven opportunities. With a team of experienced investment professionals, Deltec Asset Management provides proprietary analysis and research, first-class client service, and a disciplined and repeatable decision-making process to deliver high-risk-adjusted returns.
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Invemed Associates

Invemed Associates

hyipmoney.com
HYIPMoney is an online platform that provides a comprehensive directory of investment advisors, financial planners, and investment companies. Our website offers a range of financial services, including investment management, financial planning, and money transfer. With a simple and intuitive search function, users can find investment managers, asset managements, and other investment advisors companies quickly and easily. Our platform also provides information on financial topics such as financial advisors, financial planning, investment managers, investment companies, and investment bankers. Whether you're seeking investment managers, financial planners, or retirement management, HYIPMoney is here to help.
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NCheng

NCheng

ncheng.com
NCheng LLP is a professional services firm established in 1989 in New York City, dedicated to providing high-quality financial management, audit, technology, and advisory services to not-for-profit organizations. The firm offers a range of services, including financial planning and budgeting, financial statement preparation, audit preparation, tax planning and compliance, technology assessment and implementation, and senior advisory services. With a team of experienced and knowledgeable professionals, NCheng LLP strives to deliver innovative and cost-effective solutions to help clients achieve their mission and drive social change.
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Tocqueville

Tocqueville

tocqueville.com
Tocqueville Asset Management L.P. is a privately owned partnership founded in 1985, focusing exclusively on the long-term growth and preservation of our clients' capital. With two guiding principles - providing excellent client service and avoiding speculation and fads - we strive to deliver exceptional results for our clients. With over 30 years of experience, our team of experts leverages rigorous proprietary research to identify undervalued companies with long-term earnings potential. We do not follow trends, instead investing in companies with a proven track record of delivering solid returns over the long run. Our firm takes the time to get to know each client, recognizing that no two families are alike.
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Sicart Associates

Sicart Associates

sicartassociates.com
As a financial and investment advisor, Sicart Associates, LLC provides personalized services to families to help them grow and prosper over multiple generations. With a proven investment discipline and international experience, the company offers expert guidance on financial management, estate planning, and family affairs. By combining investment expertise with a deep understanding of family dynamics, Sicart Associates, LLC helps preserve wealth and ensure harmonious family relationships.
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Satovsky Asset Management

Satovsky Asset Management

satovsky.com
Satovsky Asset Management (SAM) is a New York City-based independent boutique wealth management firm offering a hyper-personalized approach to multi-generational wealth advisory, combining financial planning, investment management, and behavioral coaching to help clients achieve financial freedom and peace of mind. With a commitment to fiduciary excellence and a focus on meaningful relationships, SAM provides innovative solutions tailored to each client's unique needs and goals.
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Lionshead Wealth Management

Lionshead Wealth Management

lionsheadwealth.com
Lionshead Wealth Management, LLC offers comprehensive financial planning, wealth management, and retirement planning services to individuals, families, and business owners in New York City. Our team of experienced professionals provides personalized attention, creative solutions, and unbiased advice to help clients achieve their financial goals.
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Kurtosys

Kurtosys

kurtosys.com
InvestKursys is a cloud-based platform that helps investment managers automate their reporting, create engaging investor websites, and deepen client relationships. With its easy-to-use tools, the platform seamlessly integrates data and content to deliver automated reporting, secure client portals, and engaging website experiences.
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Cabot Lodge Securities

Cabot Lodge Securities

clsecurities.com
Cabot Lodge Securities is a financial services firm uniquely positioned to offer clients a combination of traditional investment offerings and boutique-style alternative investment solutions. The company provides a broad spectrum of investment products and services through its comprehensive open-architecture product platform. With a focus on providing a well-conceived investment strategy to better plan their financial future, Cabot Lodge Securities offers a disciplined and designed investment approach that considers specific needs and goals and accounts for evolving market conditions. The company's financial advisors form long-term relationships with clients and strive to serve their clients' best interests every day.
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Mark Wang, CFA, CPA, CFP, FRM

Mark Wang, CFA, CPA, CFP, FRM

abdginc.com
Alpha Beta Delta & Gamma Inc. is a comprehensive financial services firm providing accounting, tax preparation, financial planning, insurance, and investment management services to individuals, families, and businesses. Our experienced team of professionals is dedicated to helping clients achieve their financial goals through personalized attention and expert advice. With years of experience and expertise in various fields, we are equipped to tackle any financial issue, no matter how complex. We strive to provide exceptional service, making us a reliable partner for all your financial needs.
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Lifelaidout

Lifelaidout

lifelaidout.com
lifelaidout is a financial planning firm that helps individuals take control of their finances and achieve their goals. With over 10 years of experience, Roger Ma, a CERTIFIED FINANCIAL PLANNER, provides expert guidance on financial planning, simplifying complex financial concepts, and helping clients make informed decisions about their money. From financial planning to investing, Roger offers personalized services to help clients achieve peace of mind and achieve their financial goals. His unique approach focuses on understanding clients' goals and values, providing straightforward and unbiased advice to ensure they make the best decisions for their financial situation. Whether you're seeking to change careers, get married, start a family, or plan for retirement, Roger's expertise will help you navigate the complexities of financial planning and make informed choices to ensure your financial future.
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Stacey Braun Associates

Stacey Braun Associates

staceybraun.com
Stacey Braun Associates, Inc. was founded in 1977 to provide asset management services to labor-management pension funds, union and corporate organizations, and individuals. With over $4.5 billion in assets under management, the company offers comprehensive investment planning, financial services, and boutique financial planning.
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Bernath Rosenberg & Mandel

Bernath Rosenberg & Mandel

bernathandrosenberg.com
Bernath & Rosenberg is a professional services firm that provides comprehensive accounting, tax, and wealth management services to businesses and individuals. With over 35 years of experience, our dedicated team helps clients achieve their financial goals through expert guidance in areas such as business consulting, individual tax services, audit and assurance, business tax services, and not-for-profit services. We pride ourselves on exceptional client service and commitment to helping our clients succeed in all stages of life, from business ownership to retirement.
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Comprehensive Portfolio Management

Comprehensive Portfolio Management

ritholtzwealth.com
The Compound is a dynamic team of investment professionals dedicated to providing comprehensive financial planning tailored to your unique goals. We specialize in wealth management solutions, including tax planning, insurance services, estate planning, and corporate retirement planning. Our team of experts, led by Barry Ritholtz, uses a holistic approach to wealth management, focusing on empowering you with informed decision-making and personalized strategies.
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Flores Wealth Planning

Flores Wealth Planning

floresfinancialplanning.com
Arthur Flores Wealth Planning offers comprehensive financial planning services designed to help individuals, families, and business owners achieve their financial goals. With over 20 years of experience, Arthur Flores provides objective advice, education, and choices to help clients save, grow, and protect their assets. The firm offers personalized financial planning, investment management, and a holistic approach to financial planning.
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Forsyth Street Advisors

Forsyth Street Advisors

forsythstreet.com
Forsyth Street Advisors is a leading financial advisory firm that provides in-depth, high-value financial advisory services for public agencies, non-profit organizations, philanthropies, and social enterprises. The company helps clients develop, finance and run new programs and mission enterprises, and provides asset management services for impact-oriented investment funds. The company also specializes in affordable housing finance for for-profit and non-profit developers.
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Fortis Lux Financial

Fortis Lux Financial

fortislux.com
Fortis Lux Financial is a comprehensive financial planning company that aims to simplify your life and help you achieve your financial goals. We offer a range of services, including financial planning, wealth management, insurance solutions, and retirement planning. Our team of experts takes a holistic approach to understand your unique financial situation and develop customized strategies to help you reach your financial objectives.
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n-Tier Fs

n-Tier Fs

ntierfs.com
n-Tier is an innovative financial technology company that couples deep industry expertise with a unique software platform to help firms minimize the risks and costs associated with complex data management. Our platform is designed to provide a comprehensive solution for monitoring and managing critical business processes across various industries, including financial services. Our team of experts provides customized solutions for firms to manage their data effectively and ensure compliance with regulatory requirements.
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Wisdom International Asset Management

Wisdom International Asset Management

e1am.com
E1 Asset Management is a financial services firm that offers a range of investment solutions and financial planning services to individuals, families, and investors. With over 20 years of experience, our team of experts helps clients create customized financial strategies to achieve their unique investment goals and risk tolerance. We offer a wide range of services, including investment management, retirement planning, insurance planning, and stock options. Our team is dedicated to providing personalized service, transparency, and a commitment to delivering optimal results. Whether you're building your wealth, generating income, or planning for your future, we can help you achieve your financial goals.
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Rnrlam

Rnrlam

rnrlam.com
At RNR Financial Services, we strive to provide a comprehensive financial view to our clients by providing personalized advisory services tailored to their unique needs. Our team of licensed professionals, including a CPA and a CFP, will help you plan and file your taxes, as well as provide comprehensive planning for your financial wealth, including retirement planning, college fund planning, and life event change planning. With extensive knowledge in tax and personal finance products, we can help you save thousands of dollars each year by utilizing tax codes and financial products correctly.
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AXA Private Equity Fund

AXA Private Equity Fund

ardian.com
At Ardian, we are dedicated to fostering a culture of excellent customer service and a drive to exceed our clients' expectations and earn their loyalty. Our team of extremely talented people works together to create lasting change in the world of finance. With a focus on sustainability, we aim to invest in a way that creates sustainable, long-term value and fulfils our social responsibilities. Our investment expertise spans across private markets, including private equity, real assets, and credit. We build trusting, long-term partnerships with our investors and strive to promote diversity and inclusion in everything we do.
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Paxton Financial Services

Paxton Financial Services

paxtonfs.com
At Paxton Financial Services, our team of expert financial professionals is dedicated to providing comprehensive wealth management solutions to high-net-worth individuals and families. We specialize in tax-efficient income and wealth management strategies, retirement planning, estate planning, and risk management. Our boutique service approach ensures personalized attention to our clients' unique financial needs. With a commitment to integrity, expertise, and personalized service, we help our clients achieve their investment goals and secure their financial futures.
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Dixon Advisory USA

Dixon Advisory USA

dixon.com.au
Dixon Advisory & Superannuation Services Pty Limited is a leading financial planning and superannuation services company based in Australia. They provide a comprehensive range of services including SMSF accounting and administration, estate planning, and other legal services. With a strong focus on personal financial advice, Dixon Advisory helps clients make informed decisions about their financial future. Their team of experienced professionals offers tailored solutions to meet each client's unique needs and objectives.
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Petrocelli Financial Services

Petrocelli Financial Services

robertpetrocelli.com
Petrocelli Financial Services LLC is a leading financial services company based in New York, NY, providing holistic financial solutions to individuals, professionals, and businesses. With over 40 years of experience, our team of experts is committed to delivering unparalleled expertise, knowledge, and service to our clients. Our custom financial solutions help you protect the life you've built and create a secure, meaningful future. Whether you're looking for a specific service or comprehensive support, we'll work with you to identify the best resources to help you accomplish your goals.
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W Wealth Stratigies W

W Wealth Stratigies W

wwealthllc.com
W Wealth Strategies LLC is a full-service Financial Planning & Wealth Management firm based in New York City and New Jersey, providing comprehensive and objective financial planning services to clients throughout the US. Our team of experts assists clients in maximizing wealth accumulation and formulating generational preservation strategies. We offer a range of services including retirement planning, investments, personal finance, estate planning, and insurance. Our mission is to help our clients achieve their financial goals and secure their financial futures.
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The Roosevelt Investment Group

The Roosevelt Investment Group

rooseveltinvestments.com
Roosevelt Investments is a financial planning and wealth management firm with a history dating back over 50 years. They manage wealth with integrity, trust, and exceptional client service, focusing on risk management and long-term capital protection. Their services include portfolio management, wealth management, and investment advice for individuals, families, and institutional clients.
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Edge Wealth Management

Edge Wealth Management

edgewealth.com
Edge Wealth Management is a financial services company that provides wealth management services to its clients. The company believes in adhering to a coherent investment philosophy and uses a set of core beliefs to guide its investment decisions. Edge Wealth Management's investment strategy is focused on maximizing investment returns through a diversified portfolio of fixed income and equity products. The company's approach to investing is flexible, with a focus on capital preservation and long-term growth. Edge Wealth Management's team of professionals uses a rigorous and disciplined investment process to identify sustainable investment opportunities. The company's investment philosophy is to prudently maximize investment returns, seeking long-term growth and capital preservation.
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Epsilon Asset Management

Epsilon Asset Management

epsilonmgmt.com
Epsilon Asset Management is an investment adviser that pursues bottoms-up stock-selection alpha through a systematic investment process. The company uses data science to establish rankings of domestic equity securities, akin to factor investing. Unlike a value or momentum factor, their rankings are based upon the revealed skills of all active managers investing in domestic equities. They access manager position-sets through public regulatory filings and test their portfolios for predictive signals. The company is quantitative in approach, but invests in low-turnover, fundamentally oriented securities. The Epsilon team came from Novus Partners, an industry leader in position-level data analytics for active managers.
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Deane Financial Partners

Deane Financial Partners

deanefinancial.com
Wealth Strategist Network offers expert financial planning and wealth management services, providing individuals and businesses with personalized financial strategies to achieve their goals. Our team of experienced financial advisors specializes in wealth management, financial planning, and due diligence, helping clients navigate the complexities of financial capital landscape. We provide tailored financial solutions, including budgeting, savings plans, and investment strategies, to ensure our clients' financial well-being and prosperity. Whether you're a millennial looking to manage your finances or a corporation seeking to optimize your financial capabilities, we are here to guide you towards a brighter financial future.
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VCap

VCap

kbkwealth.com
KBK Wealth Management offers comprehensive financial planning and wealth management services tailored to every stage of life. Our team of experienced and knowledgeable professionals provide personalized advising, helping clients enhance their financial future. With fiduciary principles, we ensure our clients receive the utmost competence and care through life's most challenging transitions. Our firm is dedicated to building lasting relationships with our clients, providing steady, principled advice that guides their financial decisions. With over 30 years of experience, we have a legacy of high-quality, full-service wealth management.
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Shikiar Asset Management

Shikiar Asset Management

shikiar.com
Shikiar Asset Management, Inc. is a 100% employee-owned New York based registered investment advisor. We seek to provide optimal returns while limiting risk through consistent and long-term investments based on rigorous research and market tested experience. As a trusted adviser, we maintain strong relationships with client accountants, lawyers, business managers, trustees and investment consultants. Our investment team has an average of 25 years of market-tested experience, providing innovative ideas and investing opportunities during various market conditions. We offer investment management and strategic wealth planning services to individuals, families, corporations, trusts, foundations, and tax-exempt portfolios.
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Treasury Partners At Hightower

Treasury Partners At Hightower

treasurypartners.com
Hightower Advisors is a leading wealth management firm that provides a broad range of cash and wealth management services to individual and corporate investors. With a team of 28 professionals, we deliver customized solutions, high-touch service, and safeguard client assets. Our advisors operate with a fiduciary standard, always acting in the best interest of our clients.
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Forte Capital Group

Forte Capital Group

fortecapitalgroup.com
We're a full-service wealth management firm that provides innovative investment strategies and personalized service. With over 15 years of experience, we have a deep understanding of the financial markets and a proven track record of delivering exceptional results. Our team of experts will work with you to create a customized investment plan that aligns with your unique financial goals and risk tolerance. Whether you're seeking a comprehensive wealth management solution or a tailored approach to investing, we are committed to helping you achieve financial freedom.
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Coastal Partners

Coastal Partners

brixpartners.com
Brix Partners is a financial planning and wealth management firm that provides innovative and practical solutions to life's financial problems through its proprietary Wealth Empowerment process. The firm offers comprehensive financial planning across various disciplines, including wealth enhancement, protection, business transition, and exit planning. With a unique approach to financial planning, Brix Partners helps clients achieve their long-term goals and build a legacy.
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Oberon Asset Management

Oberon Asset Management

oberonasset.com
Oberon Asset Management LLC is a SEC-registered investment adviser providing separate account management services for individuals, partnerships, trusts, and pension plans. Our objective is long-term growth of capital, achieved by investing in undervalued common stocks of companies with potential for growth. We focus on intrinsic value, shareholder-oriented management, and solid financials.
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Agnone & Associates

Agnone & Associates

agnonefinancial.com
Agnone & Associates Financial Services is a financial services company that provides expert guidance on investment advice, financial planning, and retirement planning. Our team of advisors uses a data-driven approach to help individuals, families, and businesses achieve their financial goals. We offer a range of services, including investment services, retirement plans, and estate planning. Our mission is to help our clients build a secure financial future through a comprehensive and personalized approach. We strive to provide expert advice and guidance to help our clients achieve their financial goals, from building wealth to securing retirement and creating a lasting legacy. With our expertise and tailored solutions, our clients can feel confident in their financial decisions and look forward to a brighter financial future.
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Asset Strategies

Asset Strategies

assetstrats.com
At Asset Strategies, Inc., we offer comprehensive financial planning, investment management, and tax planning services designed to help individuals, families, and business owners achieve their financial goals. Our expert advisors work together to provide personalized solutions, utilizing a collective approach to address each client's unique needs. With a focus on honesty, industry experience, and a commitment to being a fiduciary, we strive to make a positive impact on our clients' lives, personally and financially.
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Star Mountain Capital

Star Mountain Capital

starmountaincapital.com
Star Mountain Capital is a specialized asset management firm focused exclusively on the lower middle-market by investing debt and equity directly into established operating companies and purchasing secondary positions. With $1.2 billion in assets under management, Star Mountain Capital provides strategic capital to entrepreneurs and businesses. The firm's investors include private equity firms, family offices, and institutional investors. With a strong track record of delivering returns, Star Mountain Capital has become a leader in the alternative investment space.
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Michaels Clifford, CFP

Michaels Clifford, CFP

conservativeadvice.com
Clifford Michaels provides a holistic approach to financial planning and wealth management, helping clients accumulate and distribute wealth through a 5-step process. Our team of experts offers investment management, retirement planning, insurance, and more to ensure financial security and independence.
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MainStreet Financial Planning

MainStreet Financial Planning

mainstreetplanning.com
MainStreet Financial Planning, Inc. is a fee-only financial planning firm that provides comprehensive financial planning, tax preparation, and estate plan creation services to individuals and businesses. Our experienced team of Certified Financial Planners (CFPs) helps clients make informed financial decisions, achieve their goals, and avoid costly financial mistakes. With offices in Maryland, Washington D.C., NYC, SoCal & NorCal, we serve a diverse population of clients from all walks of life.
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Balyasny Asset Management

Balyasny Asset Management

bamfunds.com
Balyasny Asset Management is a diversified global investment firm that offers a range of investment strategies, including equities, macro, commodities, and systematic investments. With over $20 billion in assets under management, the firm employs more than 1,900 people across 20 offices globally. The firm's mission is to deliver consistent, uncorrelated returns for its investors through its collaborative and innovative approach.
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Yuba Group

Yuba Group

yubagroup.com
The Yuba Group is a financial advisory firm that provides independent, objective, and thoughtful advice and analysis to higher education and not-for-profit institutions. With a focus on long-term stability and enduring success, we offer customized advisory services in support of institutional finance and treasury functions. Our team has varied and extensive backgrounds in higher education and not-for-profit finance, credit rating, swap advisory, consulting, investment banking, and governmental entities. We are committed to serving as general advocates for the higher education and not-for-profit industry, and seek to engage in constructive dialogue with financial institutions, rating agencies, and other industry participants to benefit our clients and the industry as a whole.
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Fithian

Fithian

fithianllc.com
Fithian invests in exceptionally high-quality businesses through a long-only global equity investment strategy on behalf of institutional investors and high net worth individuals. We offer a concentrated portfolio of 15 to 25 holdings, designed to perform under a wide range of economic scenarios. Our investment process combines a journalistic heritage, rigorous due diligence, and a careful analytical assessment of each business. We strive to combine excellence in research, investments, and our own firm culture to generate above-market results over time.
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Nhld

Nhld

northforkassetmanagement.com
North Fork Asset Management is an investment management, financial planning and wealth advisory firm founded to deliver customized wealth management solutions to successful families and individuals. Our unique approach combines retirement planning, estate planning, risk management and tax considerations to develop a long-term plan that's right for you. We invest the time to understand your unique situation and develop customized plans with strategies designed to achieve your specific goals and objectives. Our team of experts works closely with you to create a tailored plan that fits your needs, helping you achieve financial freedom and security. With our expertise and personalized service, you can trust that your financial future is in good hands. We believe that financial planning is not just about managing investments, but about facilitating outcomes - empowering your financial success.
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Quantbot Technologies

Quantbot Technologies

quantbot.com
Quantbot is a leading global investment management firm that harnesses the power of quantitative investment strategies to deliver exceptional returns for clients. With a strong focus on research and technology, the company uses a unique approach to provide tailored investment solutions, harnessing the power of global markets. The firm differentiates itself through its innovative hedge fund strategies and integrated solutions, leveraging a consistent global footprint, rigorous backtesting processes, and streamlined operations. By doing so, Quantbot empowers investors with quantitative expertise and cutting-edge solutions, enabling them to achieve their financial goals.
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Wander Financial Svc

Wander Financial Svc

wanderfinancial.com
Wander Financial Services LLC is a full-service financial planning firm that helps answer the question "Will I be ok?" when it comes to enjoying your future lifestyle with financial security. We cater to executives, professionals and business owners in their prime earning years who want to get their financial house in order. We help you save time so you can focus on the things that are truly important to you. Our experts will work with you to create a customized financial plan tailored to your unique needs and goals, providing you with the confidence and peace of mind that comes with financial security.
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Guggenheim Investments

Guggenheim Investments

guggenheiminvestments.com
Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners with more than $234 billion in total assets across fixed income, equity, and alternative strategies. We focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, wealth managers, and high-net-worth investors.
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