This week, we're highlighting top performers in New York
RIA Pulse Local Standouts: New York
Each week we give props to high-performing RIA firms of all different sizes in a particular state, selecting a handful of standout firms that perform well across a number of industry benchmarks.
This week, we're highlighting top performers in New York:
All percentiles listed below are relative to firms within the given AUM Band and State. Complete industry benchmarks across all peer groups and locations can be found at riapulse.com.
Under $250M AUM
1. MJB ASSET MANAGEMENT LLC (NEW YORK, NY) Standout metrics: AUM Per Employee (100th percentile), Accounts Per Employee (100th percentile), AUM Per Advisor (98th percentile)
2. INTEGRATED FINANCIAL CONSULTING, LLC (AIRMONT, NY) Standout metrics: Accounts Per Employee (100th percentile), AUM Per Employee (99th percentile), AUM Per Advisor (98th percentile)
3. CLARITY INVESTMENTS + PLANNING LLC (MOUNT KISCO, NY) Standout metrics: AUM Per Employee (99th percentile), Accounts Per Employee (98th percentile), AUM Per Advisor (97th percentile)
4. JBGLOBAL.COM LLC (NEW YORK, NY) Standout metrics: AUM Per Employee (97th percentile), Accounts Per Client (95th percentile), AUM Per Advisor (92th percentile)
5. DOWNTOWN INVESTMENT ADVISORY (WHITE PLAINS, NY) Standout metrics: AUM Per Employee (99th percentile), AUM Per Advisor (97th percentile), Accounts Per Employee (83th percentile)
6. FAMILY CFO, LLC (SARATOGA SPRINGS, NY) Standout metrics: AUM Per Advisor (99th percentile), Average AUM Per Client (95th percentile), Accounts Per Client (95th percentile)
7. TIMECAPITAL INVESTOR ADVISORY SERVICES INC (PORT JEFFERSON STATION, NY) Standout metrics: AUM Per Employee (98th percentile), Accounts Per Employee (97th percentile), AUM Per Advisor (96th percentile)
8. MARATHON WEALTH MANAGEMENT, INC. (MELVILLE, NY) Standout metrics: AUM Per Advisor (99th percentile), AUM Per Employee (89th percentile), Accounts Per Client (88th percentile)
9. FAMA FIDUCIARY WEALTH LLC (ROCHESTER, NY) Standout metrics: AUM Per Employee (95th percentile), Accounts Per Client (95th percentile), Accounts Per Employee (92th percentile)
10. SAFRAN WEALTH ADVISORS, LLC (NEW YORK, NY) Standout metrics: Accounts Per Client (98th percentile), AUM Per Advisor (96th percentile), Accounts Per Employee (90th percentile)
$250M to $500M AUM
1. CARSWELL INVESTMENTS, LLC (EAST SYRACUSE, NY) Standout metrics: Accounts Per Employee (99th percentile), AUM Per Employee (97th percentile), Accounts Per Client (92th percentile)
2. DOMANI ADVISORS (NEW YORK, NY) Standout metrics: AUM Per Employee (98th percentile), Accounts Per Client (96th percentile), Average AUM Per Client (89th percentile)
3. SICART ASSOCIATES, LLC (NEW YORK, NY) Standout metrics: AUM Per Advisor (99th percentile), AUM Per Employee (94th percentile), Client To Advisor Ratio (86th percentile)
4. IFC PERSONAL MONEY MANAGERS, INC. (NEW YORK, NY) Standout metrics: AUM Per Advisor (100th percentile), AUM Per Employee (88th percentile), Average AUM Per Client (88th percentile)
5. HELLER WEALTH MANAGEMENT (MELVILLE, NY) Standout metrics: Accounts Per Client (89th percentile), Accounts Per Employee (86th percentile), AUM Per Advisor (84th percentile)
6. GOLD COAST WEALTH MANAGEMENT, LLC (JERICHO, NY) Standout metrics: AUM Per Employee (96th percentile), AUM Per Advisor (94th percentile), Average AUM Per Client (76th percentile)
7. ENRIGHT, MOLLIN, CASCIO & RAMUSEVIC, INC. (ELMHURST, NY) Standout metrics: AUM Per Advisor (96th percentile), Client To Advisor Ratio (86th percentile), AUM Per Employee (81th percentile)
8. SPIELBERGER & BROOKS, INC. (WOODBURY, NY) Standout metrics: AUM Per Employee (100th percentile), AUM Per Advisor (93th percentile), Client To Advisor Ratio (91th percentile)
9. FINANCIAL ASSET MANAGEMENT CORP (CHAPPAQUA, NY) Standout metrics: Accounts Per Client (97th percentile), Accounts Per Employee (95th percentile), AUM Per Employee (87th percentile)
10. CONGRESS PARK CAPITAL LLC (SARATOGA SPRINGS, NY) Standout metrics: Accounts Per Client (85th percentile), AUM Per Employee (85th percentile), AUM Per Advisor (75th percentile)
$500M to $1B AUM
1. SHULMAN DEMEO ASSET MANAGEMENT, LLC (LAKE SUCCESS, NY) Standout metrics: AUM Per Advisor (99th percentile), Client To Advisor Ratio (97th percentile), AUM Per Employee (95th percentile)
2. REAGAN COMPANIES ASSET MANAGEMENT, INC (MARCELLUS, NY) Standout metrics: Client To Advisor Ratio (100th percentile), Accounts Per Employee (94th percentile), AUM Per Advisor (91th percentile)
3. OGOREK WEALTH MANAGEMENT, LLC (WILLIAMSVILLE, NY) Standout metrics: AUM Per Advisor (95th percentile), Accounts Per Client (95th percentile)
4. THE NORTHSTAR GROUP, INC. (NEW YORK, NY) Standout metrics: AUM Per Employee (97th percentile), Accounts Per Employee (77th percentile)
5. PERENNIAL (NEW YORK, NY) Standout metrics: Accounts Per Client (98th percentile), AUM Per Employee (91th percentile), Average AUM Per Client (84th percentile)
6. GRACE & WHITE, INC (NEW YORK, NY) Standout metrics: AUM Per Employee (99th percentile), AUM Per Advisor (88th percentile), Average AUM Per Client (80th percentile)
7. LIPE & DALTON INVESTMENT COUNSEL (SYRACUSE, NY) Standout metrics: Client To Advisor Ratio (99th percentile), AUM Per Advisor (98th percentile), Accounts Per Employee (86th percentile)
8. GIVERNY CAPITAL ASSET MANAGEMENT (NEW YORK, NY) Standout metrics: AUM Per Employee (96th percentile), AUM Per Advisor (93th percentile), Client To Advisor Ratio (87th percentile)
9. KING WEALTH MANAGEMENT GROUP, LLC (SARATOGA SPRINGS, NY) Standout metrics: Accounts Per Employee (96th percentile), AUM Per Employee (90th percentile), Accounts Per Client (80th percentile)
10. STRATEGIC WEALTH MANAGEMENT GROUP (NEW YORK, NY) Standout metrics: Accounts Per Client (83th percentile), AUM Per Advisor (77th percentile)
$1B to $5B AUM
1. KLINGMAN AND ASSOCIATES, LLC (NEW YORK, NY) Standout metrics: Accounts Per Client (100th percentile), AUM Per Advisor (95th percentile), AUM Per Employee (94th percentile)
2. FAMILY MANAGEMENT CORPORATION (NEW YORK, NY) Standout metrics: AUM Per Employee (98th percentile), Accounts Per Client (97th percentile), Accounts Per Employee (86th percentile)
3. KIMELMAN & BAIRD, LLC (NEW YORK, NY) Standout metrics: AUM Per Advisor (98th percentile), AUM Per Employee (96th percentile)
4. ALESCO ADVISORS LLC (PITTSFORD, NY) Standout metrics: AUM Per Employee (89th percentile), AUM Per Advisor (85th percentile), Accounts Per Client (81th percentile)
5. CAPITAL COUNSEL LLC (NEW YORK, NY) Standout metrics: AUM Per Employee (97th percentile), Accounts Per Client (91th percentile), Average AUM Per Client (84th percentile)
6. GENERATION CAPITAL MANAGEMENT LLC (PITTSFORD, NY) Standout metrics: AUM Per Advisor (94th percentile), AUM Per Employee (87th percentile)
7. FUSION FAMILY WEALTH, LLC (WOODBURY, NY) Standout metrics: Accounts Per Client (91th percentile), AUM Per Employee (79th percentile), Accounts Per Employee (79th percentile)
8. LINDEN GLOBAL STRATEGIES LLC (NEW YORK, NY) Standout metrics: AUM Per Employee (93th percentile), AUM Per Advisor (88th percentile), Average AUM Per Client (80th percentile)
9. NEVILLE, RODIE & SHAW INC (NEW YORK, NY) Standout metrics: AUM Per Advisor (84th percentile), AUM Per Employee (81th percentile)
10. GRANDFIELD & DODD, LLC (NEW YORK, NY) Standout metrics: Client To Advisor Ratio (78th percentile), AUM Per Employee (77th percentile)
Over $5B AUM
1. GOLDMAN SACHS ASSET MANAGEMENT, L.P. (NEW YORK, NY) Standout metrics: Accounts Per Employee (94th percentile), Accounts Per Client (85th percentile), Client To Advisor Ratio (84th percentile)
2. JOEL ISAACSON & CO., LLC (NEW YORK, NY) Standout metrics: AUM Per Advisor (100th percentile), Accounts Per Client (98th percentile), Accounts Per Employee (88th percentile)
3. WILLIAMS JONES WEALTH MANAGEMENT, LLC (NEW YORK, NY) Standout metrics: AUM Per Employee (100th percentile), Accounts Per Client (92th percentile), Client To Advisor Ratio (81th percentile)
4. DOUGLAS C. LANE & ASSOCIATES (NEW YORK, NY) Standout metrics: Accounts Per Client (100th percentile), AUM Per Employee (96th percentile), Accounts Per Employee (92th percentile)
5. PINNACLE ASSOCIATES, LTD. (NEW YORK, NY) Standout metrics: Accounts Per Client (89th percentile), AUM Per Advisor (86th percentile), Accounts Per Employee (77th percentile)
6. CANNELL & SPEARS LLC (NEW YORK, NY) Standout metrics: Client To Advisor Ratio (95th percentile), AUM Per Advisor (91th percentile)
7. CITY NATIONAL ROCHDALE (NEW YORK, NY) Standout metrics: Accounts Per Employee (98th percentile), Client To Advisor Ratio (91th percentile), Accounts Per Client (86th percentile)
8. EAGLE CAPITAL MANAGEMENT LLC (NEW YORK, NY) Standout metrics: Client To Advisor Ratio (100th percentile), AUM Per Account (80th percentile)
9. BRAVE WARRIOR ADVISORS, LLC (NEW YORK, NY) Standout metrics: Accounts Per Client (88th percentile), Average AUM Per Client (87th percentile), AUM Per Account (83th percentile)
10. BBR PARTNERS, LLC (NEW YORK, NY) Standout metrics: Accounts Per Client (91th percentile), AUM Per Employee (88th percentile), Average AUM Per Client (75th percentile)
Want to see how your firm stacks up? RIA Pulse provides comprehensive peer benchmarking and analytics for RIA firms across all AUM bands and geographic regions.
