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New York City stands as a global financial hub, attracting a vast array of individuals and families seeking tailored financial solutions. From high-net-worth individuals to tech employees and business owners, choosing the right wealth manager can have a significant impact on achieving long-term financial success. Below is a curated list of reputable wealth management firms in New York City, each offering unique services and personalized guidance.
1. Drucker Wealth Management
Founded in 1959, Drucker Wealth is a third-generation, family-owned wealth management firm known for its “planning-first” philosophy. The firm offers a comprehensive suite of services including financial planning, tax strategies, investment management, and estate planning—especially tailored to professionals at firms like Google and Amazon. Led by Gideon Drucker, CFP®, Drucker Wealth focuses on radical transparency and personalized advice through its Financial Life Plan®. The firm is also known for its “How to Avoid HENRY Syndrome®” education series for high earners not rich yet.
Phone: 212-382-8472
Address: 2 Park Ave 20th floor, New York, NY 10016
Website: druckerwealth.com
2. Chemistry Wealth Management – Ameriprise Financial
Chemistry Wealth Management is a team within Ameriprise Financial that offers a holistic approach to wealth planning. The team provides customized strategies that include retirement planning, estate solutions, and tax-efficient investment management. Their client-centric model integrates personalized service with Ameriprise’s national resources, aiming to support clients in reaching short- and long-term goals.
Phone: 212-236-5428
Address: 111 Broadway rm 602, New York, NY 10006
Website: ameripriseadvisors.com/team/chemistry-wealth-management
3. Manhattan Wealth Management Group
Led by Mathew Goldberg, Manhattan Wealth Management Group focuses on helping clients make informed decisions through a three-step approach: Assess, Strategy, Manage. Services include investment and retirement planning, insurance, tax strategies, and estate planning. As an independent firm, they offer unbiased advice and tailor plans based on individual client goals.
Phone: 212-422-2166
Address: 370 Lexington Ave #1512, New York, NY 10016
Website: manhattanwealth.com
4. Felton and Peel Wealth Management
Felton & Peel is a fee-only firm that operates on a subscription-based model to provide accessible and personalized financial planning. Co-founded by Malik S. Lee, CFP®, the firm emphasizes fiduciary duty and serves a diverse clientele including millennials, educators, and nonprofits. Services include cash flow planning, retirement, tax optimization, and estate strategies—all supported by tech-driven financial tools.
Phone: 212-784-6999
Address: Broadway, New York, NY 10006
Website: feltonandpeel.com
5. Larrea Wealth Management
Specializing in serving Latino executives and entrepreneurs, Larrea Wealth Management offers high-touch wealth management services. Founded by Aquiles Larrea Jr., the firm focuses on long-term investment strategies and comprehensive financial planning. Their proprietary four-step portfolio system incorporates quantitative analysis and active market monitoring.
Phone: 212-557-1144
Address: 77 Water St #8th, New York, NY 10005
Website: larreawealth.com
6. BakerAvenue Wealth Management
With a strong commitment to values-based investing, BakerAvenue offers fiduciary wealth management tailored to individuals, families, and institutions. Their Mosaic process integrates financial planning with macroeconomic, technical, and fundamental investment insights. As a Certified B Corp and PRI signatory, the firm aligns investment goals with social responsibility.
Phone: 504-593-6040
Address: 66 Hudson Blvd E Fl 24, New York, NY 10012
Website: bakerave.com
7. Ritholtz Wealth Management
Founded by financial influencers Barry Ritholtz and Josh Brown, Ritholtz Wealth Management delivers fee-only advisory services rooted in transparency and fiduciary ethics. The firm offers full-service planning along with innovative tools like its robo-advisor platform, Liftoff, catering to a range of clients from tech-savvy millennials to institutional investors.
Phone: 212-500-4830
Address: 24 W 40th St, New York, NY 10018
Website: ritholtzwealth.com
8. Morgan Stanley Private Wealth Advisors
For clients with significant assets and complex needs, Morgan Stanley’s Private Wealth division offers a bespoke financial experience. Services include estate and trust planning, philanthropic strategies, family governance, and investment management—all backed by the firm’s global network and research capabilities.
Phone: 646-374-4710
Address: 1585 Broadway 21st Fl, New York, NY 10036
Website: morganstanley.com
9. Samra Wealth Management
Led by founder Indy Samra, this fee-only fiduciary firm delivers holistic financial planning to a wide spectrum of clients—from families and business owners to public institutions. Their six-phase planning process ensures goal-aligned strategies in investment, estate, insurance, and tax planning, all executed through a collaborative, team-based model.
Phone: 212-492-7000
Address: One World Trade Center, 85th Floor, New York, NY 10007
Website: samrawealthmanagement.com
10. BNY Wealth – New York Office
As part of BNY Mellon’s longstanding legacy, the 200 Park Avenue office provides premier wealth management services to affluent clients and families. Their proprietary Active Wealth framework helps clients manage, invest, borrow, and protect wealth across generations, backed by institutional-grade solutions and global resources.
Phone: 504-207-8555
Address: 200 Park Ave, New York, NY 10017
Website: bny.com
Navigating the complex world of wealth management in New York City requires the guidance of a trusted, experienced advisor who understands your unique goals and financial landscape. Whether you’re a high-earning professional, a successful entrepreneur, or planning for multi-generational wealth, the right wealth manager can provide the strategic insight and personalized planning you need to grow and protect your assets.
Each of the firms featured above brings something distinct to the table—from fee-only fiduciary services and subscription-based models to specialized support for tech employees and Latino executives. By exploring your options and asking the right questions, you’ll be better equipped to choose a wealth management partner who aligns with your financial vision and values.
If you’re ready to take control of your financial future, consider reaching out to one of these reputable firms in New York City.
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