[{"data":1,"prerenderedAt":2988},["ShallowReactive",2],{"top\u002Ffinancial-advisors\u002Fnew-york\u002Fnew-york-city-published":3,"config-published":2048,"i-ph:caret-down-bold":2957,"i-ph:list":2960,"i-ph:instagram-logo":2962,"i-ph:youtube-logo":2964,"i-ph:x-logo":2966,"i-ph:facebook-logo":2968,"i-ph:linkedin-logo":2970,"i-ph:caret-right":2972,"i-ph:caret-up-bold":2974,"i-uil:list-ul":2976,"i-uil:user-check":2979,"i-ph:magnifying-glass":2981,"breadcrumbs-\u002Ftop\u002Ffinancial-advisors\u002Fnew-york\u002Fnew-york-city":2983},{"name":4,"created_at":5,"published_at":6,"updated_at":7,"id":8,"uuid":9,"content":10,"slug":2040,"full_slug":2041,"sort_by_date":18,"position":2042,"tag_list":2043,"is_startpage":1900,"parent_id":2044,"meta_data":18,"group_id":2045,"first_published_at":2046,"release_id":18,"lang":2023,"path":18,"alternates":2047,"default_full_slug":18,"translated_slugs":18},"Financial Advisors in New York City","2026-09-02T14:01:41.856Z","2026-10-19T09:36:37.954Z","2026-10-19T09:36:38.010Z",215728545241868,"082b8315-ac23-4440-b5a0-39ff723eb7c4",{"_uid":11,"body":12,"hero":1975,"author":2000,"series":1902,"sidebar":2025,"hide_cta":1900,"metatags":2030,"reviewer":1902,"component":2035,"updatedAt":2036,"series_order":1902,"bottom_banner":2037,"fullWidthMode":1900,"subcategories":2038,"hideEmbeddedMF":1999,"hide_pro_banner":1999,"intro_paragraph":1902,"series_dropdown":1900,"intro_subheading":1902,"series_navigation":1999,"table_of_contents":1999,"outgrow_calculator":2039,"series_dropdown_label":1902,"hide_email_signup_widget":1999,"show_compound_calculator":1900,"show_roth_ira_calculator":1900,"show_footer_sticky_banner":1900,"show_retirement_calculator":1900,"show_capital_gains_calculator":1900},"fc9fc088-12d2-40fb-bc30-f3859e0894bd",[13,1912],{"_uid":14,"data":15,"component":1911},"0f9d2a96-d93c-4464-9177-2e8b67db4fae",{"type":16,"attrs":17,"content":19},"doc",{"backgroundColor":18},null,[20,27,34,47,52,145,156,167,172,183,188,271,281,291,296,313,318,398,407,416,421,432,437,516,525,534,539,550,555,636,645,654,659,672,677,758,767,776,781,792,797,878,887,896,901,912,917,997,1006,1015,1020,1036,1041,1120,1129,1138,1143,1154,1159,1239,1248,1257,1262,1267,1272,1692,1697,1702,1707,1753,1758,1763,1768,1774,1779,1784,1789,1794,1884,1889,1894,1909],{"type":21,"attrs":22,"content":23},"paragraph",{"textAlign":18},[24],{"text":25,"type":26},"New York City offers everything from independent RIAs to global wealth managers. We evaluated firms based on local presence, breadth of services, fee structures, accessibility, and suitability for different client types.","text",{"type":28,"attrs":29,"content":31},"heading",{"level":30,"textAlign":18},2,[32],{"text":33,"type":26},"1. Cerity Partners",{"type":21,"attrs":35,"content":36},{"textAlign":18},[37,45],{"text":38,"type":26,"marks":39},"Cerity Partners",[40],{"type":41,"attrs":42},"link",{"href":43,"uuid":18,"anchor":18,"target":18,"linktype":44},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fcertiy-partners-financial-advisors","url",{"text":46,"type":26}," is a New York-headquartered registered investment advisor offering comprehensive wealth management for up to 1.50% of assets annually. The firm typically works with clients who have at least $2 million, although it may accept smaller portfolios depending on the relationship and services required.",{"type":21,"attrs":48,"content":49},{"textAlign":18},[50],{"text":51,"type":26},"Its services include investment management, financial planning, tax planning and preparation, estate and gift planning, insurance, and trust services.",{"type":53,"content":54},"bullet_list",[55,68,79,90,101,112,123,134],{"type":56,"content":57},"list_item",[58],{"type":21,"attrs":59,"content":60},{"textAlign":18},[61,66],{"text":62,"type":26,"marks":63},"Founded:",[64],{"type":65},"bold",{"text":67,"type":26}," 2009",{"type":56,"content":69},[70],{"type":21,"attrs":71,"content":72},{"textAlign":18},[73,77],{"text":74,"type":26,"marks":75},"Office:",[76],{"type":65},{"text":78,"type":26}," 99 Park Avenue, New York, NY 10016",{"type":56,"content":80},[81],{"type":21,"attrs":82,"content":83},{"textAlign":18},[84,88],{"text":85,"type":26,"marks":86},"Financial advisor service:",[87],{"type":65},{"text":89,"type":26}," Cerity Partners wealth management",{"type":56,"content":91},[92],{"type":21,"attrs":93,"content":94},{"textAlign":18},[95,99],{"text":96,"type":26,"marks":97},"Fee structure:",[98],{"type":65},{"text":100,"type":26}," Fee-only",{"type":56,"content":102},[103],{"type":21,"attrs":104,"content":105},{"textAlign":18},[106,110],{"text":107,"type":26,"marks":108},"Fees:",[109],{"type":65},{"text":111,"type":26}," ≤1.50%",{"type":56,"content":113},[114],{"type":21,"attrs":115,"content":116},{"textAlign":18},[117,121],{"text":118,"type":26,"marks":119},"Minimum:",[120],{"type":65},{"text":122,"type":26}," $2 million",{"type":56,"content":124},[125],{"type":21,"attrs":126,"content":127},{"textAlign":18},[128,132],{"text":129,"type":26,"marks":130},"Fiduciary:",[131],{"type":65},{"text":133,"type":26}," Yes",{"type":56,"content":135},[136],{"type":21,"attrs":137,"content":138},{"textAlign":18},[139,143],{"text":140,"type":26,"marks":141},"Suited to:",[142],{"type":65},{"text":144,"type":26}," High-net-worth individuals and families who want investment, tax and estate planning coordinated by one firm.",{"type":21,"attrs":146,"content":147},{"textAlign":18},[148,150,154],{"text":149,"type":26},"✅ ",{"text":151,"type":26,"marks":152},"Pros:",[153],{"type":65},{"text":155,"type":26}," Offers an unusually broad range of in-house planning, tax, trust and investment services.",{"type":21,"attrs":157,"content":158},{"textAlign":18},[159,161,165],{"text":160,"type":26},"❌ ",{"text":162,"type":26,"marks":163},"Cons:",[164],{"type":65},{"text":166,"type":26}," Its typical $2 million minimum makes the service inaccessible to many investors.",{"type":28,"attrs":168,"content":169},{"level":30,"textAlign":18},[170],{"text":171,"type":26},"2. Rockefeller Capital Management",{"type":21,"attrs":173,"content":174},{"textAlign":18},[175,181],{"text":176,"type":26,"marks":177},"Rockefeller Capital Management",[178],{"type":41,"attrs":179},{"href":180,"uuid":18,"anchor":18,"target":18,"linktype":44},"https:\u002F\u002Fwww.rockco.com\u002F",{"text":182,"type":26}," offers financial advice through private advisors and family-office teams. Investment management fees range from 0.10% to 1.50%. Although the firm does not impose a formal account minimum, it usually targets relationships above $5 million.",{"type":21,"attrs":184,"content":185},{"textAlign":18},[186],{"text":187,"type":26},"Rockefeller Global Family Office provides portfolio management, financial and estate planning, tax coordination, trust services, philanthropy and support for complex family wealth.",{"type":53,"content":189},[190,200,211,221,231,241,251,261],{"type":56,"content":191},[192],{"type":21,"attrs":193,"content":194},{"textAlign":18},[195,198],{"text":62,"type":26,"marks":196},[197],{"type":65},{"text":199,"type":26}," 2018",{"type":56,"content":201},[202],{"type":21,"attrs":203,"content":204},{"textAlign":18},[205,209],{"text":206,"type":26,"marks":207},"New York City office:",[208],{"type":65},{"text":210,"type":26}," 45 Rockefeller Plaza, New York, NY 10111",{"type":56,"content":212},[213],{"type":21,"attrs":214,"content":215},{"textAlign":18},[216,219],{"text":85,"type":26,"marks":217},[218],{"type":65},{"text":220,"type":26}," Rockefeller Global Family Office",{"type":56,"content":222},[223],{"type":21,"attrs":224,"content":225},{"textAlign":18},[226,229],{"text":96,"type":26,"marks":227},[228],{"type":65},{"text":230,"type":26}," Fee-based",{"type":56,"content":232},[233],{"type":21,"attrs":234,"content":235},{"textAlign":18},[236,239],{"text":107,"type":26,"marks":237},[238],{"type":65},{"text":240,"type":26}," 0.10%–1.50%",{"type":56,"content":242},[243],{"type":21,"attrs":244,"content":245},{"textAlign":18},[246,249],{"text":118,"type":26,"marks":247},[248],{"type":65},{"text":250,"type":26}," Typically $5 million",{"type":56,"content":252},[253],{"type":21,"attrs":254,"content":255},{"textAlign":18},[256,259],{"text":129,"type":26,"marks":257},[258],{"type":65},{"text":260,"type":26}," Yes",{"type":56,"content":262},[263],{"type":21,"attrs":264,"content":265},{"textAlign":18},[266,269],{"text":140,"type":26,"marks":267},[268],{"type":65},{"text":270,"type":26}," Wealthy families who need private-advisor and family-office services for complex financial affairs.",{"type":21,"attrs":272,"content":273},{"textAlign":18},[274,276,279],{"text":275,"type":26},"✅ ",{"text":151,"type":26,"marks":277},[278],{"type":65},{"text":280,"type":26}," Combines investment management with extensive estate, tax, trust and philanthropic planning.",{"type":21,"attrs":282,"content":283},{"textAlign":18},[284,286,289],{"text":285,"type":26},"❌ ",{"text":162,"type":26,"marks":287},[288],{"type":65},{"text":290,"type":26}," Its usual target relationship of more than $5 million puts the service beyond the reach of many investors.",{"type":28,"attrs":292,"content":293},{"level":30,"textAlign":18},[294],{"text":295,"type":26},"3. Ritholtz Wealth Management",{"type":21,"attrs":297,"content":298},{"textAlign":18},[299,301,307,309,311],{"text":300,"type":26},"Founded in New York City in 2013, ",{"text":302,"type":26,"marks":303},"Ritholtz Wealth Management",[304],{"type":41,"attrs":305},{"href":306,"uuid":18,"anchor":18,"target":18,"linktype":44},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fritholtz-wealth-management-review",{"text":308,"type":26}," offers financial advice through its \"Flagship\" service. Clients receive a dedicated financial advisor, comprehensive planning and portfolio management for an annual fee of 0.35% to 1.25%, with a $1 million minimum.",{"type":310},"hard_break",{"text":312,"type":26},"Its services include investment management, retirement planning, tax consulting, estate planning and insurance guidance.",{"type":21,"attrs":314,"content":315},{"textAlign":18},[316],{"text":317,"type":26},"Investors below the \"Flagship\" minimum can consider \"Good Advice,\" which combines technology-supported portfolio management with ongoing reviews from an advisor team. \"Liftoff\" provides automated portfolio management for investors who do not need ongoing financial advice.",{"type":53,"content":319},[320,330,340,350,359,369,379,388],{"type":56,"content":321},[322],{"type":21,"attrs":323,"content":324},{"textAlign":18},[325,328],{"text":62,"type":26,"marks":326},[327],{"type":65},{"text":329,"type":26}," 2013",{"type":56,"content":331},[332],{"type":21,"attrs":333,"content":334},{"textAlign":18},[335,338],{"text":74,"type":26,"marks":336},[337],{"type":65},{"text":339,"type":26}," 24 West 40th Street, New York, NY 10018",{"type":56,"content":341},[342],{"type":21,"attrs":343,"content":344},{"textAlign":18},[345,348],{"text":85,"type":26,"marks":346},[347],{"type":65},{"text":349,"type":26}," Ritholtz Flagship",{"type":56,"content":351},[352],{"type":21,"attrs":353,"content":354},{"textAlign":18},[355,358],{"text":96,"type":26,"marks":356},[357],{"type":65},{"text":100,"type":26},{"type":56,"content":360},[361],{"type":21,"attrs":362,"content":363},{"textAlign":18},[364,367],{"text":107,"type":26,"marks":365},[366],{"type":65},{"text":368,"type":26}," 0.35%–1.25%",{"type":56,"content":370},[371],{"type":21,"attrs":372,"content":373},{"textAlign":18},[374,377],{"text":118,"type":26,"marks":375},[376],{"type":65},{"text":378,"type":26}," $1 million",{"type":56,"content":380},[381],{"type":21,"attrs":382,"content":383},{"textAlign":18},[384,387],{"text":129,"type":26,"marks":385},[386],{"type":65},{"text":133,"type":26},{"type":56,"content":389},[390],{"type":21,"attrs":391,"content":392},{"textAlign":18},[393,396],{"text":140,"type":26,"marks":394},[395],{"type":65},{"text":397,"type":26}," Investors with at least $1 million who want comprehensive planning and portfolio management from a dedicated advisor.",{"type":21,"attrs":399,"content":400},{"textAlign":18},[401,402,405],{"text":149,"type":26},{"text":151,"type":26,"marks":403},[404],{"type":65},{"text":406,"type":26}," Provides broad planning through a dedicated advisor, with additional services available for smaller portfolios.",{"type":21,"attrs":408,"content":409},{"textAlign":18},[410,411,414],{"text":160,"type":26},{"text":162,"type":26,"marks":412},[413],{"type":65},{"text":415,"type":26}," The $1 million minimum for its Flagship service is relatively high.",{"type":28,"attrs":417,"content":418},{"level":30,"textAlign":18},[419],{"text":420,"type":26},"4. Wealthspire Advisors",{"type":21,"attrs":422,"content":423},{"textAlign":18},[424,430],{"text":425,"type":26,"marks":426},"Wealthspire Advisors",[427],{"type":41,"attrs":428},{"href":429,"uuid":18,"anchor":18,"target":18,"linktype":44},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fwealthspire-advisors-reviews",{"text":431,"type":26}," offers financial advice through a dedicated wealth advisor. Its asset-based fees range from 0.40% to 2.00%, and the firm generally recommends at least $2 million for wealth management.",{"type":21,"attrs":433,"content":434},{"textAlign":18},[435],{"text":436,"type":26},"Its services cover investment management, retirement, tax and estate planning, charitable giving, risk management and other complex financial needs.",{"type":53,"content":438},[439,449,459,469,478,488,497,506],{"type":56,"content":440},[441],{"type":21,"attrs":442,"content":443},{"textAlign":18},[444,447],{"text":62,"type":26,"marks":445},[446],{"type":65},{"text":448,"type":26}," 1995",{"type":56,"content":450},[451],{"type":21,"attrs":452,"content":453},{"textAlign":18},[454,457],{"text":74,"type":26,"marks":455},[456],{"type":65},{"text":458,"type":26}," 521 Fifth Avenue, New York, NY 10175",{"type":56,"content":460},[461],{"type":21,"attrs":462,"content":463},{"textAlign":18},[464,467],{"text":85,"type":26,"marks":465},[466],{"type":65},{"text":468,"type":26}," Wealthspire wealth management",{"type":56,"content":470},[471],{"type":21,"attrs":472,"content":473},{"textAlign":18},[474,477],{"text":96,"type":26,"marks":475},[476],{"type":65},{"text":100,"type":26},{"type":56,"content":479},[480],{"type":21,"attrs":481,"content":482},{"textAlign":18},[483,486],{"text":107,"type":26,"marks":484},[485],{"type":65},{"text":487,"type":26}," 0.40%–2.00%",{"type":56,"content":489},[490],{"type":21,"attrs":491,"content":492},{"textAlign":18},[493,496],{"text":118,"type":26,"marks":494},[495],{"type":65},{"text":122,"type":26},{"type":56,"content":498},[499],{"type":21,"attrs":500,"content":501},{"textAlign":18},[502,505],{"text":129,"type":26,"marks":503},[504],{"type":65},{"text":133,"type":26},{"type":56,"content":507},[508],{"type":21,"attrs":509,"content":510},{"textAlign":18},[511,514],{"text":140,"type":26,"marks":512},[513],{"type":65},{"text":515,"type":26}," High-net-worth individuals and families seeking comprehensive advice from a fee-only firm.",{"type":21,"attrs":517,"content":518},{"textAlign":18},[519,520,523],{"text":149,"type":26},{"text":151,"type":26,"marks":521},[522],{"type":65},{"text":524,"type":26}," Provides customized investment management and broad planning through a dedicated advisor.",{"type":21,"attrs":526,"content":527},{"textAlign":18},[528,529,532],{"text":160,"type":26},{"text":162,"type":26,"marks":530},[531],{"type":65},{"text":533,"type":26}," The recommended $2 million minimum limits accessibility, and additional investment expenses may apply.",{"type":28,"attrs":535,"content":536},{"level":30,"textAlign":18},[537],{"text":538,"type":26},"5. Summit Trail Advisors",{"type":21,"attrs":540,"content":541},{"textAlign":18},[542,548],{"text":543,"type":26,"marks":544},"Summit Trail Advisors",[545],{"type":41,"attrs":546},{"href":547,"uuid":18,"anchor":18,"target":18,"linktype":44},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fsummit-trail-advisors",{"text":549,"type":26}," is a New York-headquartered independent advisor specializing in complex and multigenerational wealth. Investment management fees can reach 1.50% annually. Although its disclosures do not specify a standard account minimum, the firm seeks clients with at least $25 million in assets.",{"type":21,"attrs":551,"content":552},{"textAlign":18},[553],{"text":554,"type":26},"The firm offers investment management, financial planning, estate and trust coordination, lending guidance, philanthropy and family-office services.",{"type":53,"content":556},[557,567,577,587,597,607,617,626],{"type":56,"content":558},[559],{"type":21,"attrs":560,"content":561},{"textAlign":18},[562,565],{"text":62,"type":26,"marks":563},[564],{"type":65},{"text":566,"type":26}," 2015",{"type":56,"content":568},[569],{"type":21,"attrs":570,"content":571},{"textAlign":18},[572,575],{"text":206,"type":26,"marks":573},[574],{"type":65},{"text":576,"type":26}," 140 East 45th Street, 28th Floor, New York, NY 10017",{"type":56,"content":578},[579],{"type":21,"attrs":580,"content":581},{"textAlign":18},[582,585],{"text":85,"type":26,"marks":583},[584],{"type":65},{"text":586,"type":26}," Summit Trail wealth management",{"type":56,"content":588},[589],{"type":21,"attrs":590,"content":591},{"textAlign":18},[592,595],{"text":96,"type":26,"marks":593},[594],{"type":65},{"text":596,"type":26}," Fee-only",{"type":56,"content":598},[599],{"type":21,"attrs":600,"content":601},{"textAlign":18},[602,605],{"text":107,"type":26,"marks":603},[604],{"type":65},{"text":606,"type":26}," ≤1.50%",{"type":56,"content":608},[609],{"type":21,"attrs":610,"content":611},{"textAlign":18},[612,615],{"text":118,"type":26,"marks":613},[614],{"type":65},{"text":616,"type":26}," Typically $25 million",{"type":56,"content":618},[619],{"type":21,"attrs":620,"content":621},{"textAlign":18},[622,625],{"text":129,"type":26,"marks":623},[624],{"type":65},{"text":260,"type":26},{"type":56,"content":627},[628],{"type":21,"attrs":629,"content":630},{"textAlign":18},[631,634],{"text":140,"type":26,"marks":632},[633],{"type":65},{"text":635,"type":26}," Affluent families who need personalized advice for complex or multigenerational wealth.",{"type":21,"attrs":637,"content":638},{"textAlign":18},[639,640,643],{"text":275,"type":26},{"text":151,"type":26,"marks":641},[642],{"type":65},{"text":644,"type":26}," Offers independent advice and family-office capabilities for complex and multigenerational wealth.",{"type":21,"attrs":646,"content":647},{"textAlign":18},[648,649,652],{"text":285,"type":26},{"text":162,"type":26,"marks":650},[651],{"type":65},{"text":653,"type":26}," Its $25 million target relationship makes it unsuitable for most investors.",{"type":28,"attrs":655,"content":656},{"level":30,"textAlign":18},[657],{"text":658,"type":26},"6. Morgan Stanley Wealth Management",{"type":21,"attrs":660,"content":661},{"textAlign":18},[662,664,670],{"text":663,"type":26},"Headquartered in New York City, ",{"text":665,"type":26,"marks":666},"Morgan Stanley Wealth Management",[667],{"type":41,"attrs":668},{"href":669,"uuid":18,"anchor":18,"target":18,"linktype":44},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fmorgan-stanley-private-wealth",{"text":671,"type":26}," offers financial advice through managed-account programs. Clients work with a financial advisor, where fees can reach 2.00% annually\u002F Some programs start at $5,000, although the requirement depends on the account and advisor.",{"type":21,"attrs":673,"content":674},{"textAlign":18},[675],{"text":676,"type":26},"Its services include portfolio management, financial planning, retirement and trust services, lending, annuities and insurance. Ultra-high-net-worth clients can also consider Morgan Stanley Private Wealth Management for more complex planning.",{"type":53,"content":678},[679,689,699,709,719,729,739,748],{"type":56,"content":680},[681],{"type":21,"attrs":682,"content":683},{"textAlign":18},[684,687],{"text":62,"type":26,"marks":685},[686],{"type":65},{"text":688,"type":26}," 1935",{"type":56,"content":690},[691],{"type":21,"attrs":692,"content":693},{"textAlign":18},[694,697],{"text":74,"type":26,"marks":695},[696],{"type":65},{"text":698,"type":26}," 1585 Broadway, New York, NY 10036",{"type":56,"content":700},[701],{"type":21,"attrs":702,"content":703},{"textAlign":18},[704,707],{"text":85,"type":26,"marks":705},[706],{"type":65},{"text":708,"type":26}," Morgan Stanley Wealth Management managed accounts",{"type":56,"content":710},[711],{"type":21,"attrs":712,"content":713},{"textAlign":18},[714,717],{"text":96,"type":26,"marks":715},[716],{"type":65},{"text":718,"type":26}," Fee-based",{"type":56,"content":720},[721],{"type":21,"attrs":722,"content":723},{"textAlign":18},[724,727],{"text":107,"type":26,"marks":725},[726],{"type":65},{"text":728,"type":26}," ≤2.00%",{"type":56,"content":730},[731],{"type":21,"attrs":732,"content":733},{"textAlign":18},[734,737],{"text":118,"type":26,"marks":735},[736],{"type":65},{"text":738,"type":26}," $5,000",{"type":56,"content":740},[741],{"type":21,"attrs":742,"content":743},{"textAlign":18},[744,747],{"text":129,"type":26,"marks":745},[746],{"type":65},{"text":133,"type":26},{"type":56,"content":749},[750],{"type":21,"attrs":751,"content":752},{"textAlign":18},[753,756],{"text":140,"type":26,"marks":754},[755],{"type":65},{"text":757,"type":26}," Investors who want financial advice and access to the research and resources of a global wealth management firm.",{"type":21,"attrs":759,"content":760},{"textAlign":18},[761,762,765],{"text":149,"type":26},{"text":151,"type":26,"marks":763},[764],{"type":65},{"text":766,"type":26}," Offers extensive investment, lending and planning services for a wide range of wealthy clients.",{"type":21,"attrs":768,"content":769},{"textAlign":18},[770,771,774],{"text":160,"type":26},{"text":162,"type":26,"marks":772},[773],{"type":65},{"text":775,"type":26}," Fees can be high, and minimums vary by account and advisor.",{"type":28,"attrs":777,"content":778},{"level":30,"textAlign":18},[779],{"text":780,"type":26},"7. Snowden Lane Partners",{"type":21,"attrs":782,"content":783},{"textAlign":18},[784,790],{"text":785,"type":26,"marks":786},"Snowden Lane Partners",[787],{"type":41,"attrs":788},{"href":789,"uuid":18,"anchor":18,"target":18,"linktype":44},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fsnowden-lane-partners-review",{"text":791,"type":26}," is an independent wealth advisory firm founded and headquartered in New York City. Its wrap-account fees range from 0.20% to 2.50% annually, and clients generally need at least $100,000, although the firm may accept smaller accounts at its discretion.",{"type":21,"attrs":793,"content":794},{"textAlign":18},[795],{"text":796,"type":26},"The firm offers investment management, financial planning, retirement and estate guidance, lending strategies and family-office support.",{"type":53,"content":798},[799,809,819,829,838,848,858,868],{"type":56,"content":800},[801],{"type":21,"attrs":802,"content":803},{"textAlign":18},[804,807],{"text":62,"type":26,"marks":805},[806],{"type":65},{"text":808,"type":26}," 2011",{"type":56,"content":810},[811],{"type":21,"attrs":812,"content":813},{"textAlign":18},[814,817],{"text":74,"type":26,"marks":815},[816],{"type":65},{"text":818,"type":26}," 540 Madison Avenue, New York, NY 10022",{"type":56,"content":820},[821],{"type":21,"attrs":822,"content":823},{"textAlign":18},[824,827],{"text":85,"type":26,"marks":825},[826],{"type":65},{"text":828,"type":26}," Snowden Lane wealth advisory",{"type":56,"content":830},[831],{"type":21,"attrs":832,"content":833},{"textAlign":18},[834,837],{"text":96,"type":26,"marks":835},[836],{"type":65},{"text":718,"type":26},{"type":56,"content":839},[840],{"type":21,"attrs":841,"content":842},{"textAlign":18},[843,846],{"text":107,"type":26,"marks":844},[845],{"type":65},{"text":847,"type":26}," 0.20%–2.50%",{"type":56,"content":849},[850],{"type":21,"attrs":851,"content":852},{"textAlign":18},[853,856],{"text":118,"type":26,"marks":854},[855],{"type":65},{"text":857,"type":26}," $100,000",{"type":56,"content":859},[860],{"type":21,"attrs":861,"content":862},{"textAlign":18},[863,866],{"text":129,"type":26,"marks":864},[865],{"type":65},{"text":867,"type":26}," Yes, when providing investment advisory services",{"type":56,"content":869},[870],{"type":21,"attrs":871,"content":872},{"textAlign":18},[873,876],{"text":140,"type":26,"marks":874},[875],{"type":65},{"text":877,"type":26}," Investors who want an independent advisor with access to broader wealth management resources.",{"type":21,"attrs":879,"content":880},{"textAlign":18},[881,882,885],{"text":149,"type":26},{"text":151,"type":26,"marks":883},[884],{"type":65},{"text":886,"type":26}," Combines an independent advisory model with financial planning and family-office support.",{"type":21,"attrs":888,"content":889},{"textAlign":18},[890,891,894],{"text":160,"type":26},{"text":162,"type":26,"marks":892},[893],{"type":65},{"text":895,"type":26}," Its pricing is negotiated and can be more complex than a single published fee schedule.",{"type":28,"attrs":897,"content":898},{"level":30,"textAlign":18},[899],{"text":900,"type":26},"8. Kelleher Financial Advisors",{"type":21,"attrs":902,"content":903},{"textAlign":18},[904,910],{"text":905,"type":26,"marks":906},"Kelleher Financial Advisors",[907],{"type":41,"attrs":908},{"href":909,"uuid":18,"anchor":18,"target":18,"linktype":44},"https:\u002F\u002Fkf-advisors.com\u002F",{"text":911,"type":26}," is a family-run New York City advisory firm offering investment management and financial planning. Its standard asset-based fee is 0.75% on the first $2 million and 0.50% above that level, with a $25,000 minimum for its core service.",{"type":21,"attrs":913,"content":914},{"textAlign":18},[915],{"text":916,"type":26},"The firm works with individuals, families, trusts and businesses, providing portfolio management, retirement and estate planning, insurance analysis and family-office consulting.",{"type":53,"content":918},[919,929,939,949,958,968,978,987],{"type":56,"content":920},[921],{"type":21,"attrs":922,"content":923},{"textAlign":18},[924,927],{"text":62,"type":26,"marks":925},[926],{"type":65},{"text":928,"type":26}," 2003",{"type":56,"content":930},[931],{"type":21,"attrs":932,"content":933},{"textAlign":18},[934,937],{"text":74,"type":26,"marks":935},[936],{"type":65},{"text":938,"type":26}," 100 Wall Street, Suite 804, New York, NY 10005",{"type":56,"content":940},[941],{"type":21,"attrs":942,"content":943},{"textAlign":18},[944,947],{"text":85,"type":26,"marks":945},[946],{"type":65},{"text":948,"type":26}," Kelleher investment management",{"type":56,"content":950},[951],{"type":21,"attrs":952,"content":953},{"textAlign":18},[954,957],{"text":96,"type":26,"marks":955},[956],{"type":65},{"text":100,"type":26},{"type":56,"content":959},[960],{"type":21,"attrs":961,"content":962},{"textAlign":18},[963,966],{"text":107,"type":26,"marks":964},[965],{"type":65},{"text":967,"type":26}," 0.50%–0.75%",{"type":56,"content":969},[970],{"type":21,"attrs":971,"content":972},{"textAlign":18},[973,976],{"text":118,"type":26,"marks":974},[975],{"type":65},{"text":977,"type":26}," $25,000",{"type":56,"content":979},[980],{"type":21,"attrs":981,"content":982},{"textAlign":18},[983,986],{"text":129,"type":26,"marks":984},[985],{"type":65},{"text":133,"type":26},{"type":56,"content":988},[989],{"type":21,"attrs":990,"content":991},{"textAlign":18},[992,995],{"text":140,"type":26,"marks":993},[994],{"type":65},{"text":996,"type":26}," Investors who prefer a smaller New York firm with a relatively accessible minimum.",{"type":21,"attrs":998,"content":999},{"textAlign":18},[1000,1001,1004],{"text":149,"type":26},{"text":151,"type":26,"marks":1002},[1003],{"type":65},{"text":1005,"type":26}," Offers personalized advice with a lower entry point than most independent firms in this ranking.",{"type":21,"attrs":1007,"content":1008},{"textAlign":18},[1009,1010,1013],{"text":160,"type":26},{"text":162,"type":26,"marks":1011},[1012],{"type":65},{"text":1014,"type":26}," Its smaller scale may offer fewer specialist resources than a large national wealth manager.",{"type":28,"attrs":1016,"content":1017},{"level":30,"textAlign":18},[1018],{"text":1019,"type":26},"9. Betterment Premium",{"type":21,"attrs":1021,"content":1022},{"textAlign":18},[1023,1025,1031,1033,1034],{"text":1024,"type":26},"Founded in New York City in 2008, ",{"text":1026,"type":26,"marks":1027},"Betterment",[1028],{"type":41,"attrs":1029},{"href":1030,"uuid":18,"anchor":18,"target":18,"linktype":44},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fbetterment-financial-advisor",{"text":1032,"type":26}," offers financial advice through Betterment Premium. The service combines automated portfolio management with unlimited access to a team of CFP® professionals for a 0.65% annual fee on the first $1 million, with discounted pricing above that level. The minimum is $100,000.",{"type":310},{"text":1035,"type":26},"Betterment Premium includes personalized guidance on investing, retirement and tax strategies alongside automated portfolio management.",{"type":21,"attrs":1037,"content":1038},{"textAlign":18},[1039],{"text":1040,"type":26},"Investors who do not meet this minimum can use Betterment Digital, which manages and rebalances portfolios without ongoing access to an advisor team. It has no minimum, although pricing depends on the client's balance and deposit activity.",{"type":53,"content":1042},[1043,1053,1063,1073,1082,1092,1101,1110],{"type":56,"content":1044},[1045],{"type":21,"attrs":1046,"content":1047},{"textAlign":18},[1048,1051],{"text":62,"type":26,"marks":1049},[1050],{"type":65},{"text":1052,"type":26}," 2008",{"type":56,"content":1054},[1055],{"type":21,"attrs":1056,"content":1057},{"textAlign":18},[1058,1061],{"text":74,"type":26,"marks":1059},[1060],{"type":65},{"text":1062,"type":26}," 450 West 33rd Street, New York, NY 10001",{"type":56,"content":1064},[1065],{"type":21,"attrs":1066,"content":1067},{"textAlign":18},[1068,1071],{"text":85,"type":26,"marks":1069},[1070],{"type":65},{"text":1072,"type":26}," Betterment Premium",{"type":56,"content":1074},[1075],{"type":21,"attrs":1076,"content":1077},{"textAlign":18},[1078,1081],{"text":96,"type":26,"marks":1079},[1080],{"type":65},{"text":100,"type":26},{"type":56,"content":1083},[1084],{"type":21,"attrs":1085,"content":1086},{"textAlign":18},[1087,1090],{"text":107,"type":26,"marks":1088},[1089],{"type":65},{"text":1091,"type":26}," 0.65%",{"type":56,"content":1093},[1094],{"type":21,"attrs":1095,"content":1096},{"textAlign":18},[1097,1100],{"text":118,"type":26,"marks":1098},[1099],{"type":65},{"text":857,"type":26},{"type":56,"content":1102},[1103],{"type":21,"attrs":1104,"content":1105},{"textAlign":18},[1106,1109],{"text":129,"type":26,"marks":1107},[1108],{"type":65},{"text":133,"type":26},{"type":56,"content":1111},[1112],{"type":21,"attrs":1113,"content":1114},{"textAlign":18},[1115,1118],{"text":140,"type":26,"marks":1116},[1117],{"type":65},{"text":1119,"type":26}," Investors with at least $100,000 who want automated portfolio management and ongoing access to CFP® professionals.",{"type":21,"attrs":1121,"content":1122},{"textAlign":18},[1123,1124,1127],{"text":149,"type":26},{"text":151,"type":26,"marks":1125},[1126],{"type":65},{"text":1128,"type":26}," Charges less than many traditional firms while providing unlimited access to an advisor team.",{"type":21,"attrs":1130,"content":1131},{"textAlign":18},[1132,1133,1136],{"text":160,"type":26},{"text":162,"type":26,"marks":1134},[1135],{"type":65},{"text":1137,"type":26}," Clients work with a team rather than a dedicated personal advisor.",{"type":28,"attrs":1139,"content":1140},{"level":30,"textAlign":18},[1141],{"text":1142,"type":26},"10. BBR Partners",{"type":21,"attrs":1144,"content":1145},{"textAlign":18},[1146,1152],{"text":1147,"type":26,"marks":1148},"BBR Partners",[1149],{"type":41,"attrs":1150},{"href":1151,"uuid":18,"anchor":18,"target":18,"linktype":44},"https:\u002F\u002Fwww.unbiased.com\u002Fdiscover\u002Ffinancial-advice\u002Fbbr-partners-review",{"text":1153,"type":26}," is a New York-based, fee-only firm serving ultra-high-net-worth families. Its standard fee is 0.65% on the first $50 million and 0.50% on the next $50 million, with pricing negotiated above $100 million. 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",{"type":21,"attrs":1268,"content":1269},{"textAlign":18},[1270],{"text":1271,"type":26},"Here’s a breakdown of each firm’s fee structure, fees and minimum investment:",{"type":1273,"content":1274},"table",[1275,1327,1364,1401,1437,1472,1512,1548,1584,1620,1656],{"type":1276,"content":1277},"tableRow",[1278,1292,1304,1316],{"type":1279,"attrs":1280,"content":1284},"tableCell",{"colspan":1281,"rowspan":1281,"colwidth":1282,"backgroundColor":18},1,[1283],108,[1285],{"type":21,"attrs":1286,"content":1287},{"textAlign":18},[1288],{"text":1289,"type":26,"marks":1290},"Firm",[1291],{"type":65},{"type":1279,"attrs":1293,"content":1296},{"colspan":1281,"rowspan":1281,"colwidth":1294,"backgroundColor":18},[1295],76,[1297],{"type":21,"attrs":1298,"content":1299},{"textAlign":18},[1300],{"text":1301,"type":26,"marks":1302},"Fee 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Getting started is easy, fast and free.","Access high-quality leads in minutes with UnbiasedPro","Get perfect clients now.","If you're looking for the perfect clients we'll deliver them straight to your inbox and give you the tools to manage them throughout the sales process.",[2931],{"_uid":2932,"title":2933,"CTAText":2934,"subtitle":2935,"component":2936,"errorTitle":2937,"description":2938,"successTitle":2939,"errorSubtitle":2940,"successSubtitle":2941,"consentCheckboxLabelText":2942,"errorMesageFirstNameError":2943,"consentCheckboxLabelLinkURL":2769,"consentCheckboxLabelLinkText":2944,"errorMessageRequiredFieldEmail":2945,"errorMessageIncorrectEmailFormat":2946,"errorMessageRequiredFieldConsent":2947,"errorMessageRequiredFieldInterest":2948,"errorMessageRequiredFieldFirstName":2949},"8ca4fd8f-da99-489f-aa1b-fcfabdd8b7e3","Get the latest news and tips","Subscribe to updates","Sign up for news that may impact your finances","sidebar-email-signup","Sorry, there was a technical 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