​Clarfeld Financial Advisors, LLC, established in 1981, is a wealth management firm specializing in financial planning, investment counseling, estate and trust planning, and tax planning services. In 2018, Citizens Financial Group acquired Clarfeld to enhance its wealth management offerings. Clarfeld operates as part of Citizens Private Wealth, providing integrated services to high-net-worth and ultra-high-net-worth clients. As of March 29, 2023, Clarfeld manages approximately $7.1 billion in assets across 3,448 accounts. The firm’s headquarters are located at 520 White Plains Road, Tarrytown, NY 10591. ​