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Best Wealth Advisors in New York City
New York City Area Wealth Managers
When it comes to wealth management, finding the right advisor is crucial. Whether you’re looking to plan for retirement, manage complex investments, or optimize your estate strategy, the wealth advisors of New York City are highly skilled at navigating the diverse financial landscape. Our curated list features experts from various backgrounds, including independent consultants, solo practitioners, and seasoned professionals working with established firms. Each one is committed to providing tailored advice that empowers their clients to build and protect their wealth.
At Digital Reference, we recognize that a great wealth advisor is more than just a number cruncher; they’re trusted partners who understand the unique financial needs of their clients. Our network of NYC-based wealth managers reflects this high standard, bringing innovation, expertise, and hands-on support to every stage of the wealth journey.
Methodology: How We Chose These Wealth Advisors
To curate this list of top wealth advisors in New York City, we focused on the following criteria:
- 🔎 Research-driven: We ensured each advisor has a proven track record with verified public results, case studies, and frameworks that demonstrate their expertise.
- 👥 Client-reviewed: Real feedback and client testimonials underscore the quality and impact of their advice, ensuring these professionals deliver tangible, measurable results.
- 🏆 Industry-Recognition: We selected advisors with a strong presence in the industry, marked by awards, speaking engagements, and thought leadership in wealth management.
- 📍 Location-based: All advisors are deeply rooted in New York City, understanding the local market and providing services tailored to the area’s unique economic climate.
These are just some of the ways we ensure that these professionals not only meet but exceed the expectations of their clients. Their recognition and reputation within the financial industry speaks volumes about their abilities.
🌟 Meet the Wealth Advisors Making Things Happen in New York City
♦️Brian Laible
Managing Partner at Landmark Wealth Management
Brian Laible is a financial consultant who brings a wealth of experience and insight to every client relationship. As the founder of Landmark Financial Group, Brian has built a company focused on providing comprehensive wealth management services for individuals and businesses alike. With his background in finance and accounting, he offers a unique blend of technical expertise and a client-first approach.
Brian’s work spans investment management, retirement planning, risk assessment, and business succession strategies. His methodical yet compassionate approach to wealth management has earned him a loyal client base that trusts his judgment in making critical financial decisions.
Brian stands out for his proactive approach to client care, always ahead of the curve in identifying emerging trends and opportunities that could benefit his clients. His holistic approach to financial planning ensures clients feel confident and secure in their financial decisions, knowing they have a seasoned expert guiding them.
💡 Why Brian Laible stands out as a Wealth Advisor
📊 Expert in complex tax and investment strategies
👨💼 Strong focus on retirement and succession planning
⚖️ Deep commitment to ethical, transparent advice
🔍 Extensive experience in risk management and mitigation
♦️Jeff Gitterman
Partner and CEO at Gitterman Wealth Management, LLC
Jeff Gitterman has a reputation for blending wealth management expertise with a keen focus on values-based investing. As the co-founder of Gitterman Wealth Management, Jeff offers clients a comprehensive approach to wealth planning, focusing on socially responsible investing, retirement planning, and tax-advantaged strategies. His unique ability to integrate personal values into financial strategies sets him apart in the industry.
Jeff has earned numerous accolades for his innovative work in socially responsible investing and has helped clients align their investments with their ethical values while maximizing returns. His thought leadership has been recognized with speaking engagements and featured articles on wealth management and sustainable investing.
His holistic strategies incorporate everything from investment management to long-term tax planning, ensuring clients are prepared for both the short-term and long-term financial challenges. Jeff is particularly known for his focus on sustainable wealth growth, helping clients build legacies that reflect their values.
💡 Why Jeff Gitterman stands out as a Wealth Advisor
🌿 Expert in sustainable, socially responsible investing
💼 Comprehensive financial and retirement planning
📝 Highly recognized for thought leadership in the wealth management space
🌍 Advocates for aligning financial planning with personal values
♦️Stephen A. Oliver
CEO and Managing Partner at Manhattan Ridge Advisors
Stephen A. Oliver, founder of Manhattan Ridge Wealth Management, is a well-respected financial planner specializing in retirement solutions. With a background in both corporate finance and individual financial advising, Stephen’s comprehensive approach helps clients navigate the complexities of retirement planning, asset management, and tax strategy. His expertise has earned him a strong reputation among business owners, high-net-worth individuals, and individuals planning for retirement.
Stephen is particularly known for his expertise in 401(k) plans and retirement benefit programs, ensuring his clients’ wealth is maximized for long-term security. His approach integrates risk management with a clear focus on creating retirement income plans that are both flexible and sustainable.
His leadership in the industry has been acknowledged by multiple organizations, and he’s often sought after as a speaker on topics of retirement planning. Stephen’s unique ability to simplify complex retirement planning concepts and make them accessible has made him a go-to advisor for those nearing retirement age or managing large retirement assets.
💡 Why Stephen A. Oliver stands out as a Wealth Advisor
🔐 Master of retirement income strategies and risk management
📈 Expertise in corporate 401(k) plans and employee benefits
🧑🏫 Known for educating clients on retirement planning
📊 Focus on sustainable and long-term wealth growth
♦️Cary Carbonaro
Managing Wealth Advisor, Woman and Wealth Ambassador at Ashton Thomas Private Wealth
Cary Carbonaro is an award-winning financial advisor with more than 25 years of experience in wealth management. As a CERTIFIED FINANCIAL PLANNER™ and a seasoned MBA, Cary is known for her expertise in retirement planning, investment strategies, and women’s financial empowerment. As the founder of Financially Wise Women, she has worked tirelessly to bridge the gender gap in finance, ensuring that women are confident and financially independent.
Cary’s approach is rooted in holistic financial planning, which integrates budgeting, saving, and investing to help clients secure their financial futures. She takes a personalized approach to each client’s needs, ensuring that every aspect of their financial life is aligned with their personal goals and values. Her insight into tax strategies, retirement income planning, and long-term wealth preservation has made her a trusted advisor to individuals across the country.
Beyond her financial acumen, Cary is an advocate for women’s financial education and empowerment. She regularly appears in the media, including CNBC, Bloomberg, and The New York Times, providing expert opinions on financial topics that affect women and families. Her passion for helping clients reach their financial goals with confidence has earned her numerous accolades throughout her career.
💡 Why Cary Carbonaro stands out as a Wealth Advisor
👩💼 Focus on empowering women with financial knowledge
💼 Expertise in comprehensive retirement planning
🏆 Recognized industry leader and media expert
🔐 Personalized, goal-driven financial strategies
♦️Noah Doyle
CEO, Co-Founder at SoundRidge Private Wealth
Noah Doyle is a highly respected wealth management professional and the founder of Soundridge Private Wealth, where he offers clients a comprehensive approach to financial planning. Specializing in wealth preservation, risk management, and personalized investment strategies, Noah’s approach ensures his clients are financially secure both now and in the future. His expertise spans retirement planning, tax-efficient investing, estate planning, and more.
Noah’s deep understanding of the financial landscape allows him to customize strategies that align with each client’s unique needs. Whether he’s working with young professionals, high-net-worth individuals, or retirees, his goal is to help clients navigate their financial journey with clarity and confidence. His client-centric approach has earned him a reputation for being a trusted advisor who truly listens and provides sound financial guidance.
With a proven track record and a dedication to long-term client relationships, Noah is known for his ability to craft tailored financial strategies that evolve with the market, ensuring that his clients’ wealth continues to grow and be protected against potential risks.
💡 Why Noah Doyle stands out as a Wealth Advisor
📊 Extensive expertise in retirement and wealth preservation
🔐 Focus on tax optimization and risk management strategies
🌱 Personalized investment strategies tailored to individual goals
🧑🏫 Strong commitment to educating clients about their financial choices
♦️Gabriel Sakellaridis
Founder and Private Wealth Advisor at Noble Wealth Advisors
Gabriel Sakellaridis is the founder and lead wealth advisor at Noble Wealth Advisors, where he provides comprehensive financial planning services to individuals, families, and business owners. Specializing in retirement planning, asset protection, and tax-efficient wealth strategies, Gabriel takes a holistic approach to wealth management, ensuring that all aspects of his clients' financial futures are optimized.
Gabriel’s expertise in designing and managing tailored wealth plans has earned him a reputation for helping clients achieve their long-term financial goals. Whether working with individuals looking to secure their retirement or business owners seeking to optimize their corporate benefits, Gabriel creates strategies that are not only effective but also aligned with his clients' values and aspirations.
Known for his methodical yet personable approach, Gabriel ensures that every client feels heard and understood, building trust and fostering lasting relationships. His philosophy revolves around crafting customized strategies that deliver real results while maintaining a clear focus on each client’s unique financial objectives.
💡 Why Gabriel Sakellaridis stands out as a Wealth Advisor
📈 Expertise in personalized retirement and wealth management
💼 Focus on asset protection and tax-efficient wealth building
🌱 Client-centric strategies tailored to long-term goals
🧑 Educator and mentor, guiding clients to make informed financial decisions
♦️Gideon Drucker
President & CEO at Drucker Wealth
Gideon Drucker is a Certified Financial Planner™ and the founder of his own financial advisory firm, where he offers comprehensive financial services to high-net-worth individuals, retirees, and business owners. With extensive credentials, including the AIF® and ECA designations, Gideon’s expertise is grounded in providing clients with sound advice on investment strategies, retirement planning, and estate planning.
Gideon’s approach to financial planning is based on a deep understanding of his clients' personal values and financial goals. By combining his knowledge of investment management with a strong focus on risk mitigation, Gideon ensures that his clients’ wealth is not only protected but also grown in line with their objectives. His strategic focus on estate planning helps clients navigate the complexities of wealth transfer, ensuring their legacy is preserved for future generations.
As a recognized thought leader in the wealth management space, Gideon’s expertise is regularly sought after for industry events and panels. His ability to simplify complex financial matters and offer personalized solutions makes him one of NYC’s most trusted advisors.
💡 Why Gideon Drucker stands out as a Wealth Advisor
💼 Extensive experience in estate and retirement planning
📊 Focus on high-net-worth clients and complex wealth strategies
🔐 Specializes in mitigating financial risks while optimizing growth
🧑🏫 Thought leader, educator, and advisor on financial planning
♦️Keith Bloomfield
Founding Partner and CEO of FFT Wealth Management
Keith Bloomfield is a distinguished wealth manager and the founder of FFT Wealth Management. With a background in both investment management and financial planning, Keith specializes in helping individuals and families grow and preserve their wealth. His expertise spans tax-efficient investing, retirement planning, and business succession strategies, making him a valuable resource for high-net-worth individuals and entrepreneurs.
Keith takes a holistic approach to wealth management, ensuring that his clients’ financial plans are aligned with their goals, values, and long-term aspirations. He works with a variety of clients, from executives seeking to maximize their retirement savings to business owners preparing for succession or sale. Keith’s extensive experience in managing both personal and business wealth has earned him a reputation as a trusted advisor who delivers comprehensive solutions.
With a commitment to personalized service and a deep understanding of financial markets, Keith’s strategies help clients minimize risks and maximize their wealth potential. His goal is to create financial security for his clients while ensuring they have the resources to live comfortably and confidently in retirement.
💡 Why Keith Bloomfield stands out as a Wealth Advisor
📈 Expertise in tax-efficient investing and retirement planning
💼 Focus on business succession and transition strategies
🔐 Strong track record in risk mitigation and wealth preservation
💬 Personalized, strategic approach to wealth management
♦️Mark Dorfman
Chief Executive Officer at ODI Financial
Mark Dorfman is the CEO of ODI Financial, a comprehensive wealth management firm known for its client-focused and forward-thinking financial strategies. With decades of experience in investment management, tax planning, and financial consulting, Mark has earned a reputation as a trusted advisor to high-net-worth individuals, business owners, and families seeking long-term financial security.
Under his leadership, ODI Financial has become known for delivering tailored financial solutions that emphasize both growth and protection. Mark’s approach combines deep market insight with a disciplined investment philosophy, ensuring that each client’s portfolio aligns with their goals, values, and tolerance for risk.
Beyond investment management, Mark provides clients with comprehensive financial planning that includes estate planning, retirement strategies, and tax optimization. His commitment to transparency, education, and personalized service has made him a respected leader in the wealth management community.
💡 Why Mark Dorfman stands out as a Wealth Advisor
💼 Proven expertise in comprehensive wealth and investment management
📊 Deep focus on long-term financial growth and risk mitigation
🔐 Strong background in estate and tax-efficient planning
🧑🏫 Advocate for financial literacy and client education
Closing Section:
New York City remains one of the world’s leading financial hubs, and the wealth advisors listed here are at the forefront of providing innovative solutions and personalized services to meet the complex financial needs of individuals and businesses alike. Their expertise ranges from retirement planning to risk management and investment strategies, ensuring that their clients have the tools to thrive in today’s ever-changing financial landscape.
👉Continue your journey with our other reads:
- Best Fractional CFOs in Jacksonville
- Best Fractional CFOs in Pittsburgh
- Best Fractional CFOs in Kansas City
At Digital Reference, we pride ourselves on connecting you with top-tier professionals who excel in their respective fields. These wealth advisors, along with others in our network, are committed to helping you navigate your financial journey with confidence. Explore more trusted resources and insights at Digital Reference. Discover the support and expertise you need to make informed decisions about your wealth management and beyond.
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