Top RIA Firms In NYC In 2025

New York Metropolis, the monetary capital of the world, is dwelling to a few of the most prestigious Registered Funding Advisor (RIA) corporations. These corporations cater to a various clientele, starting from high-net-worth people and households to company entities and establishments. As monetary landscapes evolve in 2025, traders are more and more searching for corporations that present personalised, complete, and strategic wealth administration options.

Among the many standout corporations providing bespoke monetary planning and funding options that meet the advanced wants of their purchasers. On this information, we discover the highest RIA corporations in NYC, detailing their companies, strengths, and why they’re thought-about business leaders.

1. Certuity – The Main RIA Agency in NYC

Certuity has established itself as a trusted associate for high-net-worth people and households by providing tailor-made monetary options and a client-first strategy. With a robust give attention to innovation and customised methods, Certuity addresses each side of wealth administration, from funding planning to legacy preservation.

Why Certuity Stands Out:
Certuity differentiates itself by way of its holistic wealth administration strategy, focusing not simply on monetary progress but in addition on preserving household values, philanthropic initiatives, and long-term legacy planning. Their multidisciplinary staff of specialists works intently with purchasers to develop tailor-made methods that align with their monetary objectives and private values.

Core Choices:

Wealth Administration: Certuity presents extremely personalised funding methods designed to develop and shield shopper wealth throughout generations.

Various Investments: Offering entry to distinctive funding alternatives in personal fairness, hedge funds, and actual property, serving to purchasers diversify their portfolios past conventional investments.

Services: Their household workplace options embrace all the pieces from property planning and tax optimization to governance and philanthropic advisory.

Legacy Planning: Making certain a seamless wealth transition to future generations, integrating trusts, charitable giving, and multi-generational planning methods.

Outsourced CIO (OCIO) Options: For purchasers searching for institutional-quality portfolio administration with a strategic, long-term outlook.

Shopper-Centric Method:
Certuity prides itself on sustaining deep, long-term relationships with purchasers by understanding their distinctive aspirations and monetary complexities. Whether or not managing multi-generational wealth or structuring funding portfolios, Certuity gives professional steerage each step of the way in which.

Contact Particulars:

Handle: 250 Park Avenue, Suite 1437, New York, NY 10177

Cellphone: (917) 451-2010

2. Brown Advisory – A Powerhouse in Funding Administration

With roughly $148 billion in property below administration (AUM), Brown Advisory is a number one impartial funding administration agency. They supply complete wealth planning, monetary advisory, and funding administration companies to people, households, and establishments.

Key Companies:

Funding technique growth

Monetary planning

Institutional consulting

Non-public fairness options

Brown Advisory’s client-first strategy ensures that every portfolio is custom-designed to align with the shopper’s long-term aims.

3. Hightower Advisors LLC – Complete Monetary Options

Hightower Advisors LLC boasts a powerful $108.2 billion in AUM and is well-regarded for its fiduciary strategy to wealth administration. The agency presents a broad vary of monetary companies, making certain that purchasers obtain clear, conflict-free recommendation.

What They Provide:

Retirement planning

Property planning

Enterprise succession planning

Funding portfolio diversification

Their holistic strategy combines monetary experience with a eager understanding of purchasers’ way of life objectives.

4. Bessemer Belief – Legacy and Property Planning Specialists

Bessemer Belief, with $107 billion in AUM, focuses on managing wealth for high-net-worth households. Their companies are tailor-made to long-term wealth preservation and property planning.

Core Areas:

Belief companies

Wealth switch planning

Philanthropic advisory

Danger administration options

Bessemer Belief’s fame is constructed on discretion, belief, and a deep understanding of household dynamics.

5. Rockefeller Capital Administration – A Legacy of Excellence

Rockefeller Capital Administration manages $95 billion in AUM and continues to be a frontrunner in monetary planning and wealth administration. Their strategy integrates funding administration with strategic monetary planning, leveraging their deep business experience and international attain.

Key Choices:

World funding methods

Household workplace options

Asset allocation and diversification

The agency’s robust fame is a results of a long time of expertise and a dedication to excellence.

6. Cerity Companions – A Boutique Wealth Advisory Agency

Cerity Companions manages over $50 billion in AUM and is thought for its personalised strategy to wealth administration. They provide tailor-made funding options that assist purchasers navigate advanced monetary landscapes.

Specialties Embody:

Tax planning and advisory

Retirement options

Philanthropic planning

Funding coverage design

Cerity Companions’ boutique strategy ensures a high-touch expertise for purchasers searching for custom-made options.

7. Silvercrest Asset Administration – Preserving Generational Wealth

With $28.9 billion in AUM, Silvercrest Asset Administration gives strategic funding options for ultra-high-net-worth people and household workplaces. Their experience spans conventional and various investments.

Core Companies:

Complete funding administration

Charitable giving methods

Tax-efficient wealth switch

Silvercrest’s personalised strategy ensures that purchasers obtain tailor-made recommendation aligned with their monetary objectives.

8. Royal Alliance Associates Inc – Trusted Monetary Advisors

Royal Alliance Associates Inc, managing $28.2 billion in AUM, presents a broad vary of monetary advisory companies, catering to each people and companies.

Areas of Experience:

Funding advisory companies

Retirement planning

Property planning

Their advisor-centric strategy focuses on growing custom-made options that meet every shopper’s distinctive monetary wants.

9. FFT Wealth Administration – Custom-made Funding Options

FFT Wealth Administration, with $27.6 billion in AUM, gives complete monetary planning companies to high-net-worth purchasers. Their tailor-made strategy contains:

Key Choices:

Danger mitigation methods

Property and tax planning

Retirement and succession planning

FFT Wealth Administration is thought for its client-first focus and strong funding options.

10. AlTi Tiedemann World – Worldwide Wealth Administration Specialists

AlTi Tiedemann World, managing $26.5 billion in AUM, gives international monetary companies and funding advisory options. Their worldwide experience and in depth community make them a most well-liked alternative for globally diversified purchasers.

Specialties Embody:

World asset allocation

ESG (Environmental, Social, and Governance) investing

Household governance options

Conclusion

In 2025, New York Metropolis stays a hub for top-tier RIA corporations that ship distinctive monetary advisory companies. Whether or not you’re searching for complete wealth administration, property planning, or various funding options, corporations present unmatched experience and personalised service.

For these on the lookout for a agency that gives custom-made options, professional steerage, and a holistic strategy to wealth administration, Certuity stays a best choice. 

Should you’re contemplating an RIA agency to assist navigate your monetary journey, these prime corporations in NYC are glorious locations to begin.