Wealth Management Firms in New York, NY

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Wealth Management Firms in New York, NY

Manhattan Wealth Management Group
SEC File# 801-78961
CRD# 169885

5 out of 5

Location 280 Madison Ave #600, New York, NY 10016, USA
Phone (212) 810-6961
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Merrill Lynch Wealth Management

5 out of 5

Location 200 Park Ave 13th Floor, New York, NY 10166, USA
Phone (212) 338-6000
Gramercy Wealth Management Group - UBS Financial Services Inc.
Location 1285 6th Ave, New York, NY 10019, USA
Phone (212) 713-8593
Strategic Wealth Management Group
SEC File# 801-64228
CRD# 125882
Location 250 W 57th St #2322, New York, NY 10107, USA
Edge Wealth Management
SEC File# 801-67345
CRD# 142380
Location 805 3rd Ave, New York, NY 10022, USA
Phone (212) 682-0133
UBS Private Wealth Management

3 out of 5

Location 299 Park Ave 26th floor, New York, NY 10171, USA
Phone (212) 821-7000
Piermont Wealth Management
SEC File# 801-61254
CRD# 119376
Location 100 Park Ave, New York, NY 10017, USA
Phone (888) 910-1666
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
The Polk Wealth Management Group - Morgan Stanley
Location 1585 Broadway 22nd Fl, New York, NY 10036, USA
Phone (212) 761-0867
Ritholtz Wealth Management
SEC File# 801-78479
CRD# 168652

2 out of 5

Location 24 W 40th St, New York, NY 10018, USA
Phone (212) 625-1200
Time Monday: Open 24 hours Tuesday: Open 24 hours Wednesday: Open 24 hours Thursday: Open 24 hours Friday: Open 24 hours Saturday: Open 24 hours Sunday: Open 24 hours
Voice Wealth Management
Location 370 E 76th St ste 1805-b, New York, NY 10021, USA
Phone (646) 630-0980
Seasons of Advice Wealth Management
SEC File# 801-119603
CRD# 310448

5 out of 5

Location 120 W 45th St, New York, NY 10036, USA
Phone (212) 977-3111
Team Global at Morgan Stanley Private Wealth Management - Morgan Stanley
Location 101 Park Ave 23rd Floor, New York, NY 10178, USA
Phone (212) 503-2480
Merrill Lynch Wealth Management Advisor Jimmy Quan

5 out of 5

Location 75 Rockefeller Plaza, New York, NY 10019, USA
Phone (212) 415-7389
ADM Wealth Management - UBS Financial Services Inc.
SEC File# 801-78899
CRD# 169933
Location 299 Park Ave, New York, NY 10171, USA
Phone (212) 333-8892
DG Wealth Management - UBS Financial Services Inc.
Location 1251 6th Ave 2nd Floor, New York, NY 10020, USA
Phone (212) 626-8699
Rubin Wealth Management - UBS Financial Services Inc.
Location 1251 6th Ave 2nd Floor, New York, NY 10020, USA
Phone (212) 626-8795
Morgan Stanley Private Wealth Advisors
SEC File# 801-70103
CRD# 149777

5 out of 5

Location 1585 Broadway 21st Fl, New York, NY 10036, USA
Phone (212) 761-0700
Morgan Stanley Financial Advisors
SEC File# 801-70103
CRD# 149777
Location 1 Pennsylvania Plaza 43rd Fl, New York, NY 10119, USA
Phone (212) 643-5700
Thirteen Mile Wealth Management Group - Morgan Stanley
Location 55 E 52nd St 29th Fl, New York, NY 10055, USA
Phone (212) 903-7766
Rick Perlman, CFP®, AIF® - The Perlman Group: Private Wealth Management
SEC File# 801-79198
CRD# 148107
Location 2 Wall St 10th floor, New York, NY 10005, USA
Phone (973) 975-4715
Barter Worden Wealth Management - UBS Financial Services Inc.
SEC File# 801-78899
CRD# 169933
Location 299 Park Ave, New York, NY 10171, USA
Phone (212) 333-8992
Altfest Personal Wealth Management
SEC File# 801-18320
CRD# 110130

5 out of 5

Location 445 Park Ave 6th floor, New York, NY 10022, USA
Phone (212) 406-0850
Norris Wealth Management - UBS Financial Services Inc.
Location 1251 6th Ave 2nd Floor, New York, NY 10020, USA
Phone (212) 626-8859
CGF Wealth Management - UBS Financial Services Inc.
Location 1251 6th Ave 2nd Floor, New York, NY 10020, USA
Phone (212) 626-8596
CIBC Private Wealth Management
SEC File# 801-57986
CRD# 109644

3 out of 5

Location 1177 6th Ave 42nd floor, New York, NY 10036, USA
Phone (212) 259-3800
HSG Wealth Management - UBS Financial Services Inc.
SEC File# 801-78899
CRD# 169933
Location 299 Park Ave, New York, NY 10171, USA
Phone (212) 821-2043
Excelsior Wealth Management - Morgan Stanley
Location 522 5th Ave 15th Floor, New York, NY 10036, USA
Phone (212) 296-1026
New York, NY Private Wealth Management - UBS Financial Services Inc.
Location 299 Park Ave 26th floor, New York, NY 10171, USA
Phone (212) 821-7001
Ridell Wealth Management - UBS Financial Services Inc.
SEC File# 801-78899
CRD# 169933
Location 299 Park Ave, New York, NY 10171, USA
Phone (212) 821-2701
J2 Wealth Management - UBS Financial Services Inc.
SEC File# 801-78899
CRD# 169933
Location 299 Park Ave, New York, NY 10171, USA
Phone (212) 821-2710
GGM Wealth Management Group - Morgan Stanley
Location 1 Penn Plaza 43rd Fl, New York, NY 10119, USA
Phone (212) 643-5757
Forefront Wealth Management, LLC
SEC File# 801-114299
CRD# 299003
Location 7 Times Sq, New York, NY 10036, USA
Phone (212) 607-2488
RBC Wealth Management Branch - New York Metro
SEC File# 801-13059
CRD# 31194

3 out of 5

Location 1211 6th Ave Suite 3300, New York, NY 10036, USA
Phone (212) 703-6000
Mariner Wealth Advisors
SEC File# 801-111823
CRD# 289886

3 out of 5

Location 1500 Broadway 27th Floor, New York, NY 10036, USA
Phone (212) 869-5900
Coiro | Glickstein Wealth Management

5 out of 5

Location 1251 6th Ave, New York, NY 10020, USA
Phone (212) 626-8595
Merrill Lynch Wealth Management Advisor David J Katz
Location 75 Rockefeller Plaza, New York, NY 10019, USA
Phone (212) 415-7717
The BlueStone Wealth Management Group - Morgan Stanley
Location 1290 6th Ave Fl 12, New York, NY 10104, USA
Phone (212) 692-2972
Lion Wealth Management Group - Morgan Stanley
Location 1290 6th Ave Fl 13, New York, NY 10104, USA
Phone (212) 492-6925
Drucker Wealth Management

5 out of 5

Location 2 Park Ave #300, New York, NY 10016, USA
Phone (212) 681-0460
Wealthspire Advisors
SEC File# 801-49390
CRD# 106181

5 out of 5

Location 521 5th Ave 15th Floor, New York, NY 10175, USA
Phone (212) 973-1200
Park Avenue Financial Advisors

5 out of 5

Location 1 Pennsylvania Plaza #2420, New York, NY 10119, USA
Phone (212) 685-3260
Water Street Wealth Management - Morgan Stanley
Location 1 Penn Plaza 43rd Fl, New York, NY 10119, USA
Phone (212) 643-5746
Johnson Wealth Management - UBS Financial Services Inc.
Location 1285 6th Ave, New York, NY 10019, USA
Phone (212) 309-3271
Gottlieb Rose Wealth Management - UBS Financial Services Inc.
Location 299 Park Ave, New York, NY 10171, USA
Phone (212) 821-2027
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About New York, NY

New York City is the most populous city in the United States with over 8 million residents. The city is made up of five boroughs: Manhattan, Brooklyn, Queens, the Bronx, and Staten Island. Manhattan is the most densely populated borough and is home to many of the city's iconic landmarks, including Times Square, the Empire State Building, and Central Park. Wall Street is in lower Manhattan and is the financial center of the world. Other major neighborhoods in Manhattan include Chelsea, Greenwich Village, and SoHo. Brooklyn is home to Coney Island and Prospect Park. Queens is home to LaGuardia Airport and Flushing Meadows Corona Park. The Bronx is home to Yankee Stadium and Pelham Bay Park. Staten Island is known for its large parkland and beaches. Some of New York City's top employers are Apple, Google, JPMorgan Chase, Pfizer, and Verizon. The city has a thriving economy and is home to many major corporations and industries. Major highways and streets in New York City include the Brooklyn-Queens Expressway, the Franklin D. Roosevelt East River Drive, and Fifth Avenue. Neighborhoods in New York City include Chinatown, Little Italy, Harlem, and Bed-Stuy.

Related Services

Banks and Credit Unions

Banks in New York, NY provide a variety of services to their customers. These services include checking and savings accounts, loans, mortgages, and credit cards. In addition, banks offer a wide range of investment products, such as stocks, bonds, and mutual funds. They also provide wealth management and financial planning services.

Retirement Planning

Retirement planning in New York City is a complex process that can be difficult to navigate. There are many different factors to consider, including the cost of living, taxes, and Social Security benefits. In addition, retirees may need to find new housing and healthcare options in a city where the cost of living is notoriously high.

Tax Services

A tax accountant in New York, NY can expect to work long hours during tax season. They will be responsible for preparing and filing tax returns for their clients. In addition to federal taxes, they may also be responsible for state and local taxes. A tax accountant must be familiar with a variety of software programs, as well as the latest changes to the tax code.

Financial Advisor

A financial advisor in New York, NY helps clients save money and plan for their future. They work with individuals and businesses to create investment plans, manage assets, and provide advice on financial planning. Advisors must be licensed by the state in which they work, and most have a degree in finance or economics.

Insurance Broker

An insurance broker in New York, NY is responsible for selling and servicing insurance products to individuals and businesses in the local community. They work with a variety of clients, from those who need car insurance to those who need life insurance. Brokers must be licensed by the state in which they work, and most hold a degree in business or finance. Speak to an insurance broker today to learn more about the services available to you.

Mortgage Loan Officer

Mortgage loan officers in New York, NY work with clients to help them get the loans they need to purchase or refinance a home. They work with a variety of lenders to find the best interest rates and terms for their clients, and they also help clients through the mortgage application process. They typically have a lot of experience in the mortgage industry, so they can provide valuable advice to their clients.

Estate Planning Lawyer

An estate planning lawyer in New York, NY helps you to create a will and plan for the distribution of your assets after you die. They can also help to set up trusts and other legal documents to protect your loved ones. If you have a family business, they can help you to transfer it to the next generation in a way that minimizes taxes and ensures that everyone involved is treated fairly.