High Net Worth Advisors in New York

Ritholtz Wealth Management is a New York-based financial advisor company founded in 2013. They specialize in wealth management, behavioral investment counseling, holistic financial planning, portfolio construction, risk management, market-driven investment, and client education. Their approach focuses on simplifying complexity, developing globally diversified, low-cost portfolios, and guiding high-net-worth clients toward rational investment decisions, emphasizing the importance of investing in markets as they are.

Cobblestone Capital Advisors is a well-established investment advisory firm founded in 1986 and headquartered in Rochester. With over $2 billion in assets under management, they serve a diverse client base of individuals, families, and institutions in New York. Their expertise lies in investment management, wealth management, private investments, and family office services. They offer comprehensive solutions to help high-net-wroth clients build, preserve, and grow their wealth while acting as independent fiduciaries.

Courier Capital is a prominent independent investment advisory firm headquartered in Buffalo. With over five decades of experience, they specialize in retirement planning, investment management, and investment planning. Their comprehensive services include custom investment management, investment consulting services, and 401(k)/retirement plans, catering to high-net-worth clients in New York.

Howe & Rusling, Inc. is a seasoned and woman-owned registered investment advisor (RIA) founded in 1930. Headquartered in Rochester and assisting high-net-worth clients in New York, they specialize in wealth management, investment management, stocks, bonds, and ETFs. As fiduciaries, they prioritize their clients' best interests, offering a fee-only structure to ensure transparency and align their success with their affluent clients.

Forté Capital LLC is a wealth management firm based in Rochester. Founded in 1996, they specialize in providing holistic financial services to clients in New York. Their areas of expertise include wealth management and 401(k) plan management, and they operate under a strict fiduciary standard to ensure affluent clients' interests are prioritized.

Founded in 1996 and headquartered in Albany, Atlas Private Wealth Management is a financial advisor company that works with clients in New York. They specialize in financial planning, investment management, tax planning, and retirement plan services. Guided by the principle of building successful, enduring relationships based on mutual trust, they prioritize ongoing client education to provide a supportive partnership on life's financial journey.

Eagle Strategies, a New York Life Insurance Company subsidiary, is a registered investment adviser (RIA) based in New York City. Founded in 1994, they specialize in financial planning and charitable investing, offering clients a comprehensive suite of financial solutions. With over 90 investment professionals, their financial advisors work closely with clients to construct tailored strategies that evolve with changing circumstances while maintaining a commitment to trust and mirroring the values of their parent company, New York Life.

Founded in 2016 and headquartered in Buffalo, Sterling Investment Counsel is a financial advisor company specializing in investment management, including stocks, bonds, mutual funds, and cash. Led by a team with over 90 years of combined experience, they offer personalized and diversified investment strategies to clients in New York, focusing on long-term wealth growth through strategic asset allocation and meticulous attention to detail.