Top RIA firms in NYC in 2025

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New York City, the financial capital of the world, is home to some of the most prestigious Registered Investment Advisor (RIA) firms. These firms cater to a diverse clientele, ranging from high-net-worth individuals and families to corporate entities and institutions. As financial landscapes evolve in 2025, investors are increasingly seeking firms that provide personalized, comprehensive, and strategic wealth management solutions.

Among the standout firms offering bespoke financial planning and investment solutions that meet the complex needs of their clients. In this guide, we explore the top RIA firms in NYC, detailing their services, strengths, and why they are considered industry leaders.

1. Certuity – The Leading RIA Firm in NYC

Certuity has established itself as a trusted partner for high-net-worth individuals and families by offering tailored financial solutions and a client-first approach. With a strong focus on innovation and customized strategies, Certuity addresses every aspect of wealth management, from investment planning to legacy preservation.

Why Certuity Stands Out:
Certuity differentiates itself through its holistic wealth management approach, focusing not just on financial growth but also on preserving family values, philanthropic initiatives, and long-term legacy planning. Their multidisciplinary team of experts works closely with clients to develop tailored strategies that align with their financial goals and personal values.

Core Offerings:

Wealth Management: Certuity offers highly personalized investment strategies designed to grow and protect client wealth across generations.

Alternative Investments: Providing access to unique investment opportunities in private equity, hedge funds, and real assets, helping clients diversify their portfolios beyond traditional investments.

Services: Their family office solutions include everything from estate planning and tax optimization to governance and philanthropic advisory.

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

Outsourced CIO (OCIO) Solutions: For clients seeking institutional-quality portfolio management with a strategic, long-term outlook.

Client-Centric Approach:
Certuity prides itself on maintaining deep, long-term relationships with clients by understanding their unique aspirations and financial complexities. Whether managing multi-generational wealth or structuring investment portfolios, Certuity provides expert guidance every step of the way.

Contact Details:

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

Phone: (917) 451-2010

2. Brown Advisory – A Powerhouse in Investment Management

With approximately $148 billion in assets under management (AUM), Brown Advisory is a leading independent investment management firm. They provide comprehensive wealth planning, financial advisory, and investment management services to individuals, families, and institutions.

Key Services:

Investment strategy development

Financial planning

Institutional consulting

Private equity solutions

Brown Advisory’s client-first approach ensures that each portfolio is custom-designed to align with the client's long-term objectives.

3. Hightower Advisors LLC – Comprehensive Financial Solutions

Hightower Advisors LLC boasts an impressive $108.2 billion in AUM and is well-regarded for its fiduciary approach to wealth management. The firm offers a broad range of financial services, ensuring that clients receive transparent, conflict-free advice.

What They Offer:

Retirement planning

Estate planning

Business succession planning

Investment portfolio diversification

Their holistic approach combines financial expertise with a keen understanding of clients' lifestyle goals.

4. Bessemer Trust – Legacy and Estate Planning Experts

Bessemer Trust, with $107 billion in AUM, specializes in managing wealth for high-net-worth families. Their services are tailored to long-term wealth preservation and estate planning.

Core Areas:

Trust services

Wealth transfer planning

Philanthropic advisory

Risk management solutions

Bessemer Trust’s reputation is built on discretion, trust, and a deep understanding of family dynamics.

5. Rockefeller Capital Management – A Legacy of Excellence

Rockefeller Capital Management manages $95 billion in AUM and continues to be a leader in financial planning and wealth management. Their approach integrates investment management with strategic financial planning, leveraging their deep industry expertise and global reach.

Key Offerings:

Global investment strategies

Family office solutions

Asset allocation and diversification

The firm's strong reputation is a result of decades of experience and a commitment to excellence.

6. Cerity Partners – A Boutique Wealth Advisory Firm

Cerity Partners manages over $50 billion in AUM and is known for its personalized approach to wealth management. They offer tailored investment solutions that help clients navigate complex financial landscapes.

Specialties Include:

Tax planning and advisory

Retirement solutions

Philanthropic planning

Investment policy design

Cerity Partners’ boutique approach ensures a high-touch experience for clients seeking customized solutions.

7. Silvercrest Asset Management – Preserving Generational Wealth

With $28.9 billion in AUM, Silvercrest Asset Management provides strategic investment solutions for ultra-high-net-worth individuals and family offices. Their expertise spans traditional and alternative investments.

Core Services:

Comprehensive investment management

Charitable giving strategies

Tax-efficient wealth transfer

Silvercrest’s personalized approach ensures that clients receive tailored advice aligned with their financial goals.

8. Royal Alliance Associates Inc – Trusted Financial Advisors

Royal Alliance Associates Inc, managing $28.2 billion in AUM, offers a broad range of financial advisory services, catering to both individuals and businesses.

Areas of Expertise:

Investment advisory services

Retirement planning

Estate planning

Their advisor-centric approach focuses on developing customized solutions that meet each client's unique financial needs.

9. FFT Wealth Management – Customized Investment Solutions

FFT Wealth Management, with $27.6 billion in AUM, provides comprehensive financial planning services to high-net-worth clients. Their tailored approach includes:

Key Offerings:

Risk mitigation strategies

Estate and tax planning

Retirement and succession planning

FFT Wealth Management is known for its client-first focus and robust investment solutions.

10. AlTi Tiedemann Global – International Wealth Management Experts

AlTi Tiedemann Global, managing $26.5 billion in AUM, provides global financial services and investment advisory solutions. Their international expertise and extensive network make them a preferred choice for globally diversified clients.

Specialties Include:

Global asset allocation

ESG (Environmental, Social, and Governance) investing

Family governance solutions

Conclusion

In 2025, New York City remains a hub for top-tier RIA firms that deliver exceptional financial advisory services. Whether you are seeking comprehensive wealth management, estate planning, or alternative investment solutions, firms provide unmatched expertise and personalized service.

For those looking for a firm that offers customized solutions, expert guidance, and a holistic approach to wealth management, Certuity remains a top choice. 

If you're considering an RIA firm to help navigate your financial journey, these top firms in NYC are excellent places to start.

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