Wealth Management in New York, NY
Compare trusted local wealth managers in New York — credentials, fees, and reviews.
New York, New York
Top wealth management in New York
Looking for wealth management in New York, NY? Compare local wealth managers below on credentials (CFP®, CFA, CPWA®), fee model, and verified reviews. From Wall Street wealth managers to neighborhood CPAs across the five boroughs, New York has the deepest bench of financial professionals in the country.
CFP®, CFA, CPWA®
CFP®, CFA, CPWA®
CFP®, CFA, CPWA®
CFP®, CFA, CPWA®
How to choose
- Look for integrated tax + estate planning, not just investing.
- Ask about account minimums (often $250k–$1M+).
- Prefer a fiduciary, fee-only structure for transparency.
- Check team depth — CPA and estate attorney access matters.
Typical cost
Typically 0.5%–1.25% of assets annually, often on a sliding scale that drops as your balance grows. Some firms offer flat family-office retainers.
Wealth Management in New York: FAQs
What's the difference between a financial advisor and a wealth manager?
All wealth managers are financial advisors, but wealth management focuses on higher-net-worth clients and layers in coordinated tax, estate, and legacy planning. Account minimums are usually higher.
How much money do you need for wealth management?
Many firms set minimums between $250,000 and $1,000,000 in investable assets, though some boutique and fee-only firms work with growing households at lower thresholds.
How much does a wealth manager cost in New York?
Typically 0.5%–1.25% of assets annually, often on a sliding scale that drops as your balance grows. Some firms offer flat family-office retainers. Rates in New York and the Tri-State area are broadly in line with national averages; always confirm fees in writing before engaging.
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