Top High Net Worth Advisors in New York City

FinanceHQ’s team of experts conducted thorough research on financial advisors that cater to high-net-worth clients in New York City. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best high-net-worth financial advisors in NYC range from $30,000,000 to $2,700,000,000 in AUM, and have an average of 11 years of experience.

Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Last Updated: November 30, 2023
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Opal Wealth Advisors

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About Opal Wealth Advisors

High Net Worth in New York, NYInvestment Advisor Firm
Assets Managed: $600,000,000Total Number of Advisors: 4In Business Since: 2019

Opal Wealth Advisors is a registered investment advisor (RIA) based in New York, specializing in providing personalized financial solutions for high-net-worth individuals. Founded in 2019, their expert team offers comprehensive services, including retirement planning, estate management, risk assessment, tax optimization, strategic asset allocation, portfolio management, and investment diversification. With a client-centered approach and a commitment to transparency, Opal Wealth Advisors guides clients through the complexities of wealth management, helping them achieve their unique financial goals while maintaining the highest standards of integrity and professionalism.

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Retirable

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About Retirable

High Net Worth in New York, NYInvestment Advisor Firm
Assets Managed: $30,000,000Total Number of Advisors: 2In Business Since: 2019

If you're looking for a boutique advisor service that caters to high-net-worth individuals, Retirable specializes in retirement planning for affluent clients in New York. Founded in 2019 and headquartered in New York, they offer guidance and personalized strategies in areas such as housing, legacy goals, lifestyle, taxes, health care, social security, investing, and financial advising. Retirable stands out by providing holistic well-being support and real-time adjustments, ensuring retirees have a trusted partner to navigate every aspect of their retirement journey.

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Ritholtz Wealth Management

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About Ritholtz Wealth Management

High Net Worth in New York, NYInvestment Advisor Firm
Assets Managed: $2,700,000,000In Business Since: 2013

Ritholtz Wealth Management is one of the best high-net-worth advisors in New York because they specialize in providing wealth management services, behavioral investment counseling, holistic financial planning, portfolio construction, risk management, market-driven investment, and client education. Founded in 2013, their focus is on simplifying the complexities of wealth management through a streamlined approach, guiding high-net-worth clients in New York towards rational investment decisions and helping them shape their financial futures.

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Eagle Strategies

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About Eagle Strategies

High Net Worth in New York, NYInvestment Advisor Firm
Assets Managed: $892,233,633Total Number of Advisors: 1,885In Business Since: 1994

We chose Eagle Strategies as one of the top high-net-worth advisors in New York because they offer a wide range of financial solutions, including financial planning, investment advisory programs, charitable investing, and brokerage services. Founded in 1994, Eagle Strategies is a financial advisor company specializing in serving high-net-worth individuals in the same region. With a team of over 90 investment professionals, their advisors work closely with clients to create tailored strategies and adapt them to changing circumstances, while maintaining a commitment to trust and the values of their parent company, New York Life.

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Brooklyn Fi

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About Brooklyn Fi

High Net Worth in New York, NYInvestment Advisor Firm
Assets Managed: $130,000,000Total Number of Advisors: 2In Business Since: 2017

Brooklyn Fi is a forward-thinking financial advisory firm founded in 2017 and headquartered in Brooklyn. They specialize in providing personalized and comprehensive financial planning services to high-net-worth individuals in New York. Their specialty areas include investing, tax filing, outsourced accounting, financial planning, and investment management. They distinguish themselves through their commitment to building strong client relationships, expertise in managing modern financial challenges, and utilization of technology for a seamless and effective client experience.

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Frequently Asked Questions

What are the key considerations for high-net-worth individuals when choosing a financial advisor in New York City?

When selecting a financial advisor in NYC, high-net-worth individuals should focus on expertise in estate planning, tailored investment strategies, and in-depth knowledge of local tax regulations. NYC's real estate intricacies demand specialized advice, making it essential to consider an advisor's ability to optimize rental income, diversify property holdings, and navigate 1031 exchanges for tax efficiency. In addition, market-savvy advisors understand the ever-evolving economic landscape of NYC, ensuring investments align with the city's unique market conditions.

How can a financial advisor in New York City assist with managing substantial real estate investments?

Financial advisors' expertise typically extends to property management, tenant selection, and recognizing opportunities in NYC's dynamic real estate market. High-net-worth clients benefit from their insights, enabling informed decisions on buying, selling, or holding real estate assets in this competitive market.

Are there specialized services for high-net-worth clients in New York City, such as family office solutions?

New York City's status as a global financial hub, along with its abundance of wealthy individuals and families, has contributed to the proliferation of family offices in the area. Many wealthy families in the city establish family offices to help them manage their assets, plan for future generations, and navigate the complexities of financial and estate planning. These services encompass estate planning, tax optimization, investment management, philanthropic strategies, and generational wealth transfer.

What role does philanthropy play in the financial planning for high-net-worth individuals in New York City?

Philanthropy is pivotal in financial planning for high-net-worth individuals in New York City. Advisors assist in establishing charitable foundations and donor-advised funds to make a meaningful impact on the community while maximizing tax benefits. This ensures that philanthropy aligns with the client's financial and personal goals while navigating the complex regulatory environment surrounding charitable giving.

How can a financial advisor in New York City address the complexities of cross-border wealth management for high-net-worth clients?

Experienced financial advisors handle the complexities of cross-border wealth management by providing comprehensive solutions, addressing international tax compliance, investment diversification, and estate planning. They navigate dual tax regulations and cross-border investments while coordinating with a global network of experts to ensure clients with international interests have a well-coordinated financial plan. This approach maximizes opportunities and minimizes risks in a global financial landscape, making it suitable for high-net-worth clients with diverse assets.

Methodology

The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.

We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.

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** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

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