The 2026 Elite List
Wealth advisors reviewed for fiduciary standards, professional credentials, planning depth, investment discipline, and fee transparency. These standouts serve New York and the surrounding New York City market.
Editorial research pilot
Best for multi-generational private wealth
Bessemer Trust stands out among New York wealth management companies for multi-generational private wealth, with its public firm information emphasizing investment management, family office services, trust services.
1271 Avenue of the Americas, New York, NY 10020Advisory services
Best for long-term value investing
First Manhattan stands out among New York wealth management companies for long-term value investing, with its public firm information emphasizing investment management, wealth planning, family advisory.
399 Park Avenue, New York, NY 10022Also serves Manhattan
Advisory services
Best for integrated global family-office advice
Rockefeller Global Family Office stands out among New York wealth management companies for integrated global family-office advice, with its public firm information emphasizing family office services, investment management, estate strategies.
45 Rockefeller Plaza, Fifth Floor, New York, NY 10111Advisory services
Best for custody-backed private wealth services
BNY Wealth stands out among New York wealth management companies for custody-backed private wealth services, with its public firm information emphasizing investment management, trust services, family office services.
200 Park Avenue, New York, NY 10166Advisory services
Best for private banking for families and owners
Brown Brothers Harriman Private Banking stands out among New York wealth management companies for private banking for families and owners, with its public firm information emphasizing private banking, investment management, business-owner planning.
140 Broadway, New York, NY 10005Advisory services
Best for trust-centered wealth stewardship
Fiduciary Trust International stands out among New York wealth management companies for trust-centered wealth stewardship, with its public firm information emphasizing trust services, investment management, estate planning.
One Madison Avenue, Suite 2000, New York, NY 10010Advisory services
Best for comprehensive fiduciary planning
Cerity Partners stands out among New York wealth management companies for comprehensive fiduciary planning, with its public firm information emphasizing financial planning, investment management, tax planning.
99 Park Avenue, New York, NY 10016Advisory services
Best for independent wealth planning
Wealthspire Advisors stands out among New York wealth management companies for independent wealth planning, with its public firm information emphasizing financial planning, investment management, retirement planning.
400 Broadhollow Road Suite 301 Melville, NY 11747Advisory services
