In the bustling financial hub of New York City, finding the right financial advisor can make a significant difference in achieving your financial goals. Whether you’re looking for investment advice, retirement planning, or wealth management, these top financial advisors have established reputations for excellence and client satisfaction. This article highlights the top 10 financial advisors in New York, exploring their backgrounds, specialties, and contributions to the financial industry.
Top 10 Financial Advisors in New York
1. Geller Advisors LLC
Comprehensive Wealth Management
Geller Advisors LLC offers a comprehensive range of financial services tailored to high-net-worth individuals and families. Founded by Martin Geller, the firm has a strong reputation for personalized financial planning and investment management.
Key Services
Wealth Management: Customized strategies for asset allocation, investment management, and risk management.
Financial Planning: Detailed financial plans addressing retirement, estate planning, and tax strategies.
Business Advisory: Services for business owners, including succession planning and corporate advisory.
Client Approach
Geller Advisors LLC focuses on understanding clients’ unique needs and goals, offering tailored advice and proactive management. Their team of experts provides continuous support to ensure clients’ financial well-being.
2. Gerstein Fisher
Quantitative Investment Strategies
Founded by Gregg S. Fisher, Gerstein Fisher is known for its quantitative investment strategies and evidence-based approach to financial planning. The firm leverages academic research and technology to deliver superior investment solutions.
Key Services
Investment Management: Diversified portfolios based on quantitative models and academic research.
Retirement Planning: Comprehensive retirement strategies, including 401(k) rollovers and pension plans.
Tax-Efficient Investing: Strategies to minimize tax liabilities and maximize after-tax returns.
Client Approach
Gerstein Fisher emphasizes transparency and education, empowering clients with the knowledge to make informed financial decisions. Their data-driven approach ensures robust and reliable investment performance.
3. Summit Rock Advisors
Holistic Financial Solutions
Summit Rock Advisors specializes in providing holistic financial solutions for ultra-high-net-worth individuals and families. The firm takes a comprehensive approach to wealth management, integrating investment management, financial planning, and family office services.
Key Services
Wealth Management: Tailored investment strategies, including alternative investments and private equity.
Family Office Services: Comprehensive services, including philanthropy, tax planning, and estate planning.
Risk Management: Strategies to mitigate financial risks and preserve wealth across generations.
Client Approach
Summit Rock Advisors focuses on building long-term relationships with clients, offering personalized and proactive financial advice. Their team of experts works closely with clients to address their unique financial needs and goals.
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4. Silvercrest Asset Management Group
Independent Wealth Management
Silvercrest Asset Management Group provides independent wealth management services to high-net-worth individuals, families, and institutions. The firm combines personalized service with institutional-quality investment management.
Key Services
Investment Management: Custom portfolios designed to meet clients’ risk tolerance and financial objectives.
Financial Planning: Comprehensive financial plans addressing retirement, estate planning, and philanthropy.
Family Office Services: Integrated services for complex financial needs, including tax planning and risk management.
Client Approach
Silvercrest’s client-centric approach emphasizes personalized service and long-term relationships. Their team of experienced advisors provides customized solutions to help clients achieve their financial goals.
5. Evercore Wealth Management
Independent, Trusted Advice
Evercore Wealth Management offers independent, trusted advice to high-net-worth individuals, families, and institutions. The firm provides a range of financial services, including investment management, financial planning, and trust and fiduciary services.
Key Services
Investment Management: Diversified portfolios tailored to clients’ investment goals and risk tolerance.
Financial Planning: Comprehensive plans addressing retirement, estate planning, and philanthropic goals.
Trust and Fiduciary Services: Expertise in trust administration, estate planning, and wealth transfer strategies.
Client Approach
Evercore Wealth Management focuses on delivering personalized, objective advice to help clients achieve their financial goals. Their team of experienced advisors provides continuous support and guidance.
6. Bessemer Trust
Multigenerational Wealth Management
Bessemer Trust specializes in multigenerational wealth management, serving high-net-worth families and individuals. Founded in 1907, the firm has a long history of providing comprehensive financial services.
Key Services
Wealth Management: Custom investment strategies, including private equity and real estate.
Estate Planning: Expertise in estate planning, trust administration, and wealth transfer strategies.
Philanthropic Advisory: Guidance on charitable giving and philanthropic initiatives.
Client Approach
Bessemer Trust’s approach emphasizes long-term relationships and personalized service. Their team of experts works closely with clients to address their unique financial needs and goals, ensuring wealth preservation and growth across generations.
7. Glenmede
Investment and Wealth Management
Glenmede provides investment and wealth management services to high-net-worth individuals, families, and institutions. The firm is known for its disciplined investment approach and client-centric service.
Key Services
Investment Management: Custom portfolios designed to meet clients’ risk tolerance and financial objectives.
Wealth Planning: Comprehensive financial plans addressing retirement, estate planning, and philanthropy.
Institutional Services: Investment management and advisory services for endowments, foundations, and other institutions.
Client Approach
Glenmede’s client-centric approach emphasizes personalized service and long-term relationships. Their team of experienced advisors provides customized solutions to help clients achieve their financial goals.
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8. Creative Planning
Holistic Financial Planning
Creative Planning offers holistic financial planning and investment management services to high-net-worth individuals and families. The firm takes a comprehensive approach to financial planning, integrating investment management, tax planning, and estate planning.
Key Services
Investment Management: Custom portfolios designed to meet clients’ risk tolerance and financial objectives.
Financial Planning: Comprehensive financial plans addressing retirement, estate planning, and tax strategies.
Tax Planning: Strategies to minimize tax liabilities and maximize after-tax returns.
Client Approach
Creative Planning focuses on building long-term relationships with clients, offering personalized and proactive financial advice. Their team of experts works closely with clients to address their unique financial needs and goals.
9. Merrill Lynch Wealth Management
Comprehensive Wealth Management Solutions
Merrill Lynch Wealth Management provides comprehensive wealth management solutions to high-net-worth individuals, families, and institutions. The firm offers a range of financial services, including investment management, financial planning, and banking services.
Key Services
Investment Management: Custom portfolios designed to meet clients’ risk tolerance and financial objectives.
Financial Planning: Comprehensive financial plans addressing retirement, estate planning, and philanthropy.
Banking Services: Integrated banking solutions, including lending and cash management.
Client Approach
Merrill Lynch Wealth Management focuses on delivering personalized, objective advice to help clients achieve their financial goals. Their team of experienced advisors provides continuous support and guidance.
10. UBS Wealth Management
Global Wealth Management Expertise
UBS Wealth Management offers global wealth management expertise to high-net-worth individuals, families, and institutions. The firm provides a range of financial services, including investment management, financial planning, and banking services.
Key Services
Investment Management: Custom portfolios designed to meet clients’ risk tolerance and financial objectives.
Financial Planning: Comprehensive financial plans addressing retirement, estate planning, and philanthropy.
Banking Services: Integrated banking solutions, including lending and cash management.
Client Approach
UBS Wealth Management focuses on delivering personalized, objective advice to help clients achieve their financial goals. Their team of experienced advisors provides continuous support and guidance.
Conclusion
Choosing the right financial advisor is crucial for achieving your financial goals and ensuring long-term financial well-being. The top 10 financial advisors in New York highlighted in this article are renowned for their expertise, personalized service, and commitment to client success. Whether you need investment management, financial planning, or specialized services, these advisors offer a range of solutions tailored to meet your unique needs. By partnering with one of these top advisors, you can confidently navigate the complexities of financial planning and achieve your financial objectives.
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