The 30 Best Assets under management in New York, New York

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Castle Wealth Management, located at 15 East 5th Street in Jamestown, New York, is a trusted financial institution that has been serving individuals and families for over 20 years. Our team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized wealth management solutions. With over $400 million in assets under management, we are committed to providing the best possible service to each client. As a Registered Investment Advisory firm, we adhere to the CFA Institute’s Asset Manager Code of Professional Conduct, ensuring that we always act as fiduciaries, putting our clients' best interests first. We are compensated through fully disclosed fees, eliminating any conflicts of interest that may arise from commissions or third-party incentives. Our team is focused on providing personalized service and current financial knowledge to help clients navigate the complexities of wealth management.

Cadence Wealth Management Solutions, located at 2290 East Avenue in Rochester, New York, is a finance institution under Ameriprise Financial Services, LLC. Recognized as one of Forbes' Best-in-State Wealth Management Teams for 2024, Cadence is dedicated to providing tailored financial guidance to help clients achieve their goals. With a focus on building lasting relationships based on trust and understanding, Cadence offers innovative thinking and deep-rooted experience to guide clients on their financial journey. The institution offers complimentary initial consultations and emphasizes personalized advice to help individuals reach their financial goals. Clients can rest assured knowing that their sensitive documents are securely destroyed and recycled at the institution's drive-through shredding events. As a member of Ameriprise Financial Services, LLC, Cadence Wealth Management Solutions adheres to strict regulations and prioritizes the privacy and security of its clients. Contact Cadence today to start a conversation about your financial future.

La Ferla Group - Wealth Management & Financial Planners, located at 1050 Franklin Avenue in Garden City, New York, is a finance institution that focuses on exceeding expectations, simplifying lives, and helping clients establish lasting legacies. Their comprehensive family office services are designed to manage wealth from a 360-degree perspective, leveraging an exclusive network of experts to help clients achieve their personal and professional financial goals. As fiduciaries, La Ferla Group puts their clients first and is dedicated to providing top-notch financial planning services. Please note that assets mentioned are inclusive of acquired firms or investments and may not be considered regulatory assets under management.

FMF&E Wealth Management, LLC is a finance institution located at 125 East Jefferson Street in Syracuse, New York, United States. We are dedicated to helping our clients achieve financial peace of mind and live the life they love. Our financial planning and advice are designed to support your life, your loved ones, and your future. At FMF&E Wealth Management, we believe in the importance of having a plan that revolves around you. We offer personalized plans to help you live with confidence, independence, and dignity. With over $470 million in Assets Under Advisement, we have the experience and expertise to guide you towards financial independence.

Sandhill Investment Management, located in Buffalo, New York, is a reputable finance institution with over $2.14 billion in total assets under management and advisement. Offering 5 proprietarily managed investment strategies, we serve clients and institutions in 42 states across America. Founded in 2004 by a team of passionate research professionals, Sandhill is dedicated to providing benchmark-beating portfolios and sound financial advice to create genuine value for our clients. With a focus on putting clients first and driving results, we offer customized solutions for individuals, families, corporations, and foundations.

H Whitford Property Management is a trusted and reputable property management company located at 853 East 2nd Street in Jamestown, New York. With years of experience in the industry, we specialize in managing residential and commercial properties with the utmost professionalism and attention to detail. Our dedicated team works tirelessly to ensure that all properties under our care are well-maintained, tenants are satisfied, and owners are provided with peace of mind. Whether you are a property owner looking for reliable management services or a tenant in search of a new place to call home, H Whitford Property Management is here to serve you. Contact us today to learn more about our services and how we can help you achieve your property management goals.

MHR Management Inc. is a reputable property management firm located at 206 Malcolm X Boulevard in New York, United States. Specializing in managing affordable housing in the New York metropolitan area, the firm was founded in 1992 by Maria H. Rosado. With a focus on transforming distressed multifamily buildings into stable and well-maintained affordable housing, MHR Management was acquired by Workforce Housing Group in April 2017. The institution takes a people-first approach to ensure that residents can thrive in safe, affordable, and well-maintained properties. With expertise in managing over 1,450 units developed under various affordable housing programs, MHR Management specializes in stabilizing distressed assets. Residents can contact the institution for housing-related emergencies 24/7 and pay their rent online. Appointments are required for all visits, and masks or face coverings are mandatory while inside the premises. Additional locations include 43-55 11th Street in Queens, New York, and 74 Warburton Avenue in Yonkers, New York.

MHANY Management is a reputable institution located at 917 Eagle Avenue in New York, United States. They specialize in providing top-notch property management services for residential and commercial properties. With a team of experienced professionals, MHANY Management ensures that all properties under their care are well-maintained and managed efficiently. Whether you are a property owner looking for reliable management services or a tenant in need of a responsive and professional management team, MHANY Management is the go-to institution for all your property management needs.

New Penn was a well-established moving company located at 6640 Transit Road, Williamsville, New York, United States. Unfortunately, after nearly 100 years of business, the institution has ceased operations and filed voluntary Chapter 11 petitions on August 6th, 2023. As part of Yellow Corporation, New Penn Motor Express was one of the affiliates that filed for relief under Chapter 11 of the U.S. Bankruptcy Code. Ritchie Bros. and Nations Capital, LLC are now managing the sale of Yellow Corp.'s rolling stock assets, including a variety of trailers, trucks, forklifts, and more. For the latest auction information, visit Ritchie Bros. Access tracking, documents, invoices, and claims by clicking on the corresponding company logo. It is a sad end for a long-standing institution in the moving industry.

Welcome to Orthodontists Associates of Western New York, your premier choice for orthodontic care in the Niagara Falls area. Located at 2103 Sawyer Drive, Niagara Falls, New York, we are dedicated to enhancing the smiles of our community with cutting-edge orthodontic solutions. At Orthodontists Associates of WNY, we understand the importance of a confident, healthy smile. Whether you are looking to improve your own smile or that of a loved one, our experienced team is here to guide you every step of the way. Our Buffalo orthodontists are committed to providing top-tier care, offering free consultations to ensure you feel confident in your treatment choices.

Welcome to Lisa McKenney - RBC Wealth Management Financial Advisor, located at 5786 Widewaters Parkway, Syracuse, New York 13214. At our firm, we believe that the best financial strategies are those that are tailored to your unique goals and aspirations. Whether you're planning for retirement, saving for the future, or managing life's unexpected events, we are here to guide you every step of the way. Our personalized wealth management services provide you with a comprehensive view of your financial picture, accessible at your convenience. With RBC Wealth Management Online, you can monitor your progress, stay informed about market trends, and manage your finances securely from any device, 24/7.

Welcome to All-in-One Accounting Corp. Oleksandra Kuzma EA, your trusted partner in accounting and finance located at 187 Avenue T, Brooklyn, New York 11223. Our mission is to provide personalized, expert financial solutions tailored to meet your unique needs. Under the leadership of Oleksandra Kuzma, an Enrolled Agent with a passion for excellence, we offer a comprehensive range of services designed to simplify your financial life and help you achieve the best possible results. Our firm is dedicated to maintaining the high standards our profession demands, ensuring accuracy and compliance with all tax regulations. We work with a diverse client base, from start-ups to large corporations, offering services that range from tax preparation and business tax planning to personal tax solutions. At All-in-One Accounting Corp, we understand the complexities of today's economic landscape and are committed to delivering the highest quality service to meet these challenges.

Welcome to Sconset Capital Management, LLC, your trusted partner in financial insights and investment strategies. Conveniently located at 84-31 Van Wyck Expressway in Queens, New York, we specialize in providing expert financial guidance and management services tailored to meet the unique needs of our clients. At Sconset Capital Management, we understand the complexities of the financial market and are dedicated to helping our clients navigate their investment opportunities with confidence. Our team is well-versed in the dynamics of various sectors, including the commodities market, and offers in-depth analysis and strategic advice to optimize your portfolio.

Welcome to Sound Risk Management Corp., your trusted partner in navigating the complex world of insurance. Located at 428 New York 25A, Miller Place, New York 11764, we specialize in providing comprehensive insurance solutions tailored to protect your most valuable assets. Our team of dedicated professionals becomes an integral part of your team, offering expert advice and customized insurance plans that ensure peace of mind. Our extensive range of services includes General Liability, Commercial Property, Workers Compensation, Umbrella/Excess, Commercial Auto, Contractors Liability, Employment Practices, Directors and Officers, Cyber Liability, Builders Risk, Bonds, and more. Whether you're a General Contractor, Sub-Contractor, Home Remodeler, Tradesman, or a property owner, we help you manage the significant liabilities and financial risks associated with your industry, particularly in the challenging New York construction market.

Welcome to Hamptons Risk Management Insurance Agency, located at 2228 Montauk Highway, Bridgehampton, New York. As a recognized leader in risk management and strategic protection, we are dedicated to safeguarding both individuals and their assets. Under the expert leadership of Principal Owners Dermot Dolan and Michael Amoia, our team at HRM Insurance Agency offers comprehensive insurance solutions tailored to meet the unique needs of each client. Whether you're seeking coverage for your vehicle, home, business, or even your beloved pets, we provide a wide range of insurance products, including flood, life, fidelity, and performance bonds. Our customized solutions ensure that you never have to compromise on service or coverage, as we represent an extensive selection of reputable insurance companies.

Welcome to Alexandra Cavallaro - RBC Wealth Management Financial Advisor, your trusted partner in navigating the complexities of wealth management. Located at 223 West Montauk Highway, Hampton Bays, New York, our team is dedicated to providing customized wealth management solutions tailored to every stage of your life. As one of the top RBC Wealth Management teams in NYC, based on Assets Under Management, we focus on preserving and enhancing your wealth, helping you expand opportunities and simplify your life. We are proud to be featured on the Forbes Best-In-State Wealth Management Teams list for 2024, a testament to our commitment to excellence. Our esteemed team includes nationally recognized professionals like James Covell, whose achievements include receiving prestigious industry awards. Our expertise is further highlighted through media appearances, such as our feature on Reuters TV discussing market volatility.

Welcome to Jason Newman - RBC Wealth Management Financial Advisor, located at 223 West Montauk Highway, Hampton Bays, New York. As one of the leading RBC Wealth Management teams in New York City, distinguished by our substantial Assets Under Management, we are dedicated to providing personalized wealth management solutions tailored to every stage of your life. Our mission is to help you preserve and enhance your wealth through strategic relationships, expert advice, and world-class capabilities, ultimately expanding your opportunities and simplifying your life. We are proud to announce our inclusion in the Forbes Best-In-State Wealth Management Teams list for 2024, a testament to the dedication and excellence we bring to our valued clients. Our team, the Covell/DiConza/Newman Group, is honored to have Financial Advisor James Covell recognized with prestigious industry awards, highlighting our commitment to exceptional client service.

Welcome to Edward DiConza - RBC Wealth Management, your trusted financial advisory team located at 223 West Montauk Highway, Hampton Bays, New York. As one of the leading RBC Wealth Management teams in NYC, recognized on the Forbes Best-In-State Wealth Management Teams list for 2024, we are committed to providing you with personalized wealth management solutions tailored to every stage of your life. Our mission is to help you preserve and enhance your wealth through our expertise, strong relationships, and world-class capabilities. Whether you are planning for retirement, investing in your future, or managing your estate, our team is here to simplify your financial journey and expand your opportunities.

Welcome to James Covell - RBC Wealth Management Financial Advisor, located at 223 West Montauk Highway, Hampton Bays, New York. As a distinguished team within the RBC Wealth Management family, we pride ourselves on delivering customized wealth management solutions tailored to each stage of our clients' lives. Our mission is to preserve and enhance your wealth through personalized services, expert insights, and world-class capabilities that help you expand your opportunities and simplify your life. Our commitment to excellence has earned us recognition on the Forbes Best-In-State Wealth Management Teams list for 2024, reflecting the trust and satisfaction of our valued clients. We extend our gratitude to Forbes, our clients, and colleagues for their continued support and look forward to another successful year of service.

Welcome to Innovative Solutions Realty, your trusted real estate partner in Queens, NY. Located at 176-27 137th Avenue, our mission is to guide you through every step of your property journey with expertise and dedication. Led by Ahmed Drake, a seasoned real estate professional with over 20 years of experience, we specialize in transforming complex real estate processes into seamless, rewarding experiences. At Innovative Solutions Realty, we understand that buying or selling a home is more than just a transaction—it's a significant life decision. Ahmed's commitment to serving clients is rooted in a philosophy that emphasizes personalized service, empathy, and comprehensive support. Whether you're a first-time homebuyer seeking clarity and guidance, or a homeowner navigating the intricacies of foreclosures and loan modifications, Ahmed's expertise is your greatest asset.

At Morgan Legal Group P.C. in Westchester, located at 777 Westchester Avenue, White Plains, New York, our team of trained professionals specializes in estate planning. We pride ourselves on providing personalized service tailored to each client's specific needs and requests. Unlike large assembly-line law firms, our clients have direct access to an attorney whenever they have a question. Our attorneys possess a deep knowledge and experience in estate planning, with certifications and advanced training in this area of law. We take a comprehensive approach to estate planning, offering services such as wills, trusts, powers of attorney, and healthcare directives all under one roof. Our focus is on preserving and protecting our clients' legacy and assets, with strategies to minimize estate taxes and ensure a smooth transition of assets to beneficiaries.

GRBM Insurance, located at 39 Old Doansburg Road, Brewster, New York, United States, is an insurance agency that has been providing insurance solutions since 1986. With over 30 years of experience as a family-owned business, we have a unique understanding of the risks faced by individuals and businesses. Our independent insurance agency offers a variety of insurance solutions tailored to different industries, businesses, and personal needs. Commercial general liability insurance is essential for contractors, protecting them from claims due to bodily injury, property damage, and more. Commercial property insurance helps protect physical assets such as equipment, inventory, and furniture. Contractors' equipment insurance covers tools and equipment on the move, and builders risk and installation insurance provides coverage for buildings under construction.

Farmers Insurance - Richard Arana Agency is a local insurance agency located at 215 Nepperhan Avenue in Yonkers, New York. Richard Arana, a lifelong resident of New York, takes pride in serving the NYC, Westchester, and surrounding areas as a Farmers® agent. The agency is dedicated to providing excellent customer service and ensuring that each client is well-informed about their coverage options. With over 13 years of experience in the insurance industry, Richard Arana can help you understand and select the most suitable insurance solutions for your needs, whether it's auto, home, life, umbrella, business insurance, and more. The agency is conveniently located near St Casimir's Church & School and the Yonkers City Clerk office. Whether you need comprehensive coverage, collision coverage, deductibles, medical payments, or any other insurance-related assistance, the Richard Arana Agency is here to help. They offer online quotes and insurance discounts to help you save money.

Bouchey Financial Group, Ltd. is a finance institution located at 1819 5th Avenue, Troy, New York, United States. At Bouchey Financial, we strive to make investing and financial planning clear and simple for our clients, so they can make confident decisions. Our team members come from diverse backgrounds, allowing us to build a client-centric organization focused on our clients' financial success. We adhere to the Certified Financial Planner Code of Ethics and the Certified Financial Planners Board of Standards Practice Standards, ensuring the highest level of professionalism and integrity in our services. Since 1995, we have been providing personalized wealth management services as an SEC Registered Investment Advisor, with nearly $1 billion in assets under management.

Jason Lutz is a reputable law firm located at 1740 Hone Avenue in New York, United States. Specializing in family law, attorney Jayson Lutzky and his dedicated team are committed to helping clients navigate through challenging legal situations such as divorce settlements, child custody, domestic violence, and more. With nearly 40 years of experience and thousands of cases under their belt, clients can trust in the expertise and empathy provided by the team at Jason Lutz. The firm offers bilingual services in both English and Spanish, ensuring that clients from diverse backgrounds receive the support they need. From negotiating child support to managing the division of assets, Jason Lutz is equipped to handle a wide range of family, bankruptcy, and accident cases. The firm's commitment to customer satisfaction and positive outcomes sets them apart, with a tight-knit staff working together to achieve the best possible results for their clients.

Morgan Legal Group P.C. in Middletown, New York, is a specialized law firm that focuses on estate planning. Our team of trained professionals is dedicated to providing personalized service tailored to each client's specific needs. Unlike large law firms, our clients have direct access to an attorney whenever they have a question or need guidance. With a depth of knowledge and experience in estate planning, our attorneys are experts in providing tailored solutions to ensure our clients' financial and healthcare wishes are accounted for. We take a comprehensive approach to estate planning, offering services such as wills, trusts, powers of attorney, and healthcare directives all under one roof.

At Morgan Legal Group - Estate Planning & Probate, located in New York City, our team of trained professionals specializes in providing personalized and comprehensive estate planning services. Unlike large law firms, our clients have direct access to an attorney whenever they have a question or concern, ensuring a high level of personalized service. Our attorneys have extensive knowledge and experience in estate planning, offering tailored solutions to meet each client's specific needs. We take a comprehensive approach to estate planning, handling services such as wills, trusts, powers of attorney, and healthcare directives all under one roof. Our goal is to preserve and protect our clients' legacies and assets, minimizing estate taxes and ensuring a smooth transition of assets to beneficiaries.

Future You Wealth is a finance institution located at 200 Vesey Street in New York, United States. With over 30 years of experience in the industry, our team of advisors, all with master's degrees and professional affiliations, provide comprehensive wealth management services for high-earning professionals at every stage of life. Our investment process is backed by the highest industry qualifications and independent research, ensuring tax-sensitive, low-cost, and patient strategies. We focus on pragmatic planning, understandable investing, and supportive coaching, all while utilizing technology to streamline processes and ensure clear communication with our clients.

Merrill Lynch Financial Advisor Michael Shalhoup, located at 75 Rockefeller Plaza in New York, is a prestigious finance institution that prides itself on providing exemplary client service. The team at Merrill Lynch, led by Michael Shalhoup, has received recognition from various financial industry publications and Bank of America Corporation for their outstanding work. They have been ranked in publications such as Forbes for their wealth management teams, top advisors under 40, and top women wealth advisors. Supported by the global resources of Merrill, the team is dedicated to building strong client relationships based on trust and personalized service. Justin Shimborske, a CFA charterholder, is part of the team and focuses on trade execution, investment research, and recommendations for clients. The team at Merrill Lynch Wealth Management believes in starting every relationship with a conversation to understand the client's goals and priorities, whether it's transferring wealth, pursuing passions, or planning for the future.

Located at 560 Lexington Avenue in New York, Merrill Lynch Financial Advisor Michael B Smyth offers top-tier financial services for clients seeking expertise and personalized attention. With a team of 20 professionals operating under Merrill Lynch Wealth Management, a division of Bank of America Corporation, the 712 Investment Group has a track record of excellence dating back to the 1980s. Led by partners with decades of experience, the team is dedicated to crafting tailored wealth management strategies that align with clients' goals, risk tolerance, and values. The institution prides itself on a client-centric approach, listening attentively to understand the unique financial needs of each individual or organization. By leveraging industry-leading research and due diligence, the team designs custom investment strategies to help clients pursue their financial objectives. Additionally, they collaborate with clients' tax and estate planning professionals to ensure alignment with tax minimization strategies.