# Independent RIAs with the most high net worth clients in New York

As of October 2, 2026, Betterment ranked #1 in New York in AdvisorIQ's ranking of independent RIAs with the most high net worth clients, with 24,685.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/most-hnw-clients/new-york/

## Facts

- ranking: Independent RIAs with the most high net worth clients
- how_it_is_computed: Firms ranked by number of high net worth individual clients (Form ADV Item 5.D(b)(1)) in the data of October 2, 2026. SEC-registered and state-registered firms are both ranked. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.
- unit: count
- scope: New York
- firms_listed: 101
- rows: rank: 1, crd: 149117, firm: Betterment, city: New York, state: NY, value: 24685, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149117/; rank: 2, crd: 151559, firm: Cerity Partners LLC, city: New York, state: NY, value: 14561, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151559/; rank: 3, crd: 106181, firm: Wealthspire Advisors, city: New York, state: NY, value: 5553, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106181/; rank: 4, crd: 133535, firm: Arax Advisory Partners, city: New York, state: NY, value: 4949, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133535/; rank: 5, crd: 325281, firm: First Manhattan Co. LLC, city: New York, state: NY, value: 3828, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325281/; rank: 6, crd: 290111, firm: Titan, city: New York, state: NY, value: 2862, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290111/; rank: 7, crd: 142633, firm: Cannell & Spears LLC, city: New York, state: NY, value: 1937, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142633/; rank: 8, crd: 301761, firm: Vise AI Advisors, city: New York City, state: NY, value: 1870, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301761/; rank: 9, crd: 168652, firm: Ritholtz Wealth Management, city: New York, state: NY, value: 1445, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168652/; rank: 10, crd: 301925, firm: Williams Jones Wealth Management, LLC, city: New York, state: NY, value: 1335, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301925/; rank: 11, crd: 164395, firm: The Pinnacle Financial Group, city: Rockville Centre, state: NY, value: 1249, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164395/; rank: 12, crd: 318493, firm: Savvy, city: New York, state: NY, value: 1139, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318493/; rank: 13, crd: 152450, firm: Joel Isaacson & Co., LLC, city: New York, state: NY, value: 1132, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152450/; rank: 14, crd: 343369, firm: Ingalls Investment Management, LLC, city: New York, state: NY, value: 1090, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343369/; rank: 15, crd: 118333, firm: Silvercrest Asset Management Group LLC, city: New York, state: NY, value: 1081, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118333/; rank: 16, crd: 105907, firm: Klingenstein Fields Advisors, city: New York, state: NY, value: 977, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105907/; rank: 17, crd: 108680, firm: Douglass Winthrop Advisors LLC, city: New York, state: NY, value: 884, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/108680/; rank: 18, crd: 282563, firm: Douglas C. Lane & Associates, city: New York, state: NY, value: 874, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282563/; rank: 19, crd: 105690, firm: Tocqueville Asset Management LP, city: New York, state: NY, value: 741, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105690/; rank: 20, crd: 110275, firm: Karpus Investment Management, city: Pittsford, state: NY, value: 729, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110275/; rank: 21, crd: 309148, firm: Carrick Lane LLC, city: New York, state: NY, value: 645, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309148/; rank: 22, crd: 104548, firm: Griffin Asset Management, LLC, city: New York, state: NY, value: 612, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104548/; rank: 22, crd: 171787, firm: Compound Planning, Inc., city: New York, state: NY, value: 612, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171787/; rank: 24, crd: 104627, firm: Howe and Rusling, Inc., city: Rochester, state: NY, value: 608, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104627/; rank: 25, crd: 220519, firm: Summit Trail Advisors, LLC, city: New York, state: NY, value: 588, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/220519/; rank: 26, crd: 3403, firm: Shufro, Rose & Co., LLC, city: New York, state: NY, value: 547, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/3403/; rank: 27, crd: 288330, firm: Cross Border Wealth, LLC, city: New York, state: NY, value: 531, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288330/; rank: 28, crd: 110669, firm: Valicenti Advisory Services Inc, city: Elmira, state: NY, value: 518, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110669/; rank: 29, crd: 107434, firm: United Asset Strategies Inc., city: Garden City, state: NY, value: 503, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107434/; rank: 30, crd: 109677, firm: Strategic Financial Services, city: Utica, state: NY, value: 501, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109677/; rank: 31, crd: 292470, firm: Wilkinson Global Asset Management LLC, city: New York, state: NY, value: 486, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292470/; rank: 32, crd: 111824, firm: Bouchey Financial Group, Ltd., city: Troy, state: NY, value: 483, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111824/; rank: 33, crd: 145521, firm: Hollow Brook Wealth Management LLC, city: Katonah, state: NY, value: 459, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145521/; rank: 34, crd: 125618, firm: Klingman and Associates, LLC, city: New York, state: NY, value: 456, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125618/; rank: 35, crd: 152689, firm: Flynn Zito Capital Management, LLC, city: Garden City, state: NY, value: 452, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152689/; rank: 36, crd: 305052, firm: The Wealth Alliance, LLC, city: Melville, state: NY, value: 443, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305052/; rank: 37, crd: 328064, firm: Legacy Edge Advisors, city: Syosset, state: NY, value: 442, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328064/; rank: 38, crd: 110130, firm: Altfest Personal Wealth Management, city: New York, state: NY, value: 431, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110130/; rank: 39, crd: 147189, firm: Tiedemann Advisors, LLC, city: New York, state: NY, value: 407, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147189/; rank: 40, crd: 107309, firm: Meyer Handelman Company LLC, city: Rye Brook, state: NY, value: 402, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107309/; rank: 41, crd: 326728, firm: Sykon Capital LLC, city: Harrison, state: NY, value: 390, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/326728/; rank: 42, crd: 106440, firm: Tsa Management Inc, city: Glen Head, state: NY, value: 384, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106440/; rank: 43, crd: 153872, firm: WNY Asset Management, LLC, city: Williamsville, state: NY, value: 383, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153872/; rank: 44, crd: 107408, firm: Matrix Asset Advisors Inc, city: White Plains, state: NY, value: 381, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107408/; rank: 45, crd: 132737, firm: Lipe & Dalton Investment Counsel, city: Syracuse, state: NY, value: 376, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/132737/; rank: 46, crd: 289423, firm: Magnus Financial Group LLC, city: New York, state: NY, value: 375, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289423/; rank: 47, crd: 129800, firm: Sandhill Investment Management, city: Buffalo, state: NY, value: 374, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129800/; rank: 48, crd: 147092, firm: Seacrest Wealth Management, LLC, city: Purchase, state: NY, value: 373, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147092/; rank: 49, crd: 175476, firm: Ellevest, city: New York, state: NY, value: 371, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175476/; rank: 50, crd: 310448, firm: Seasons of Advice Wealth Management, city: New York, state: NY, value: 368, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310448/; rank: 51, crd: 109826, firm: Bridgewater Advisors Inc., city: New York, state: NY, value: 366, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109826/; rank: 52, crd: 128723, firm: Tortoise Investment Management, LLC, city: White Plains, state: NY, value: 360, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128723/; rank: 53, crd: 166593, firm: The Portfolio Strategy Group, LLC, city: White Plains, state: NY, value: 359, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166593/; rank: 54, crd: 126524, firm: Frisch Financial Group, Inc., city: Melville, state: NY, value: 358, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126524/; rank: 55, crd: 333038, firm: Matauro, LLC, city: New York, state: NY, value: 354, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333038/; rank: 56, crd: 147119, firm: Payne Capital Management, LLC, city: New York, state: NY, value: 349, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147119/; rank: 57, crd: 110818, firm: Circle Advisers Inc, city: New York, state: NY, value: 348, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110818/; rank: 58, crd: 306097, firm: Onyx Bridge Wealth Group LLC, city: Tarrytown, state: NY, value: 341, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306097/; rank: 59, crd: 324004, firm: Rockline Wealth Management LLC, city: Islip Terrace, state: NY, value: 339, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324004/; rank: 60, crd: 305602, firm: Platform Technology Partners, city: Locust Valley, state: NY, value: 336, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305602/; rank: 60, crd: 325523, firm: Maridea Wealth Management, city: Brooklyn, state: NY, value: 336, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325523/; rank: 62, crd: 289759, firm: Opal Wealth Advisors, LLC, city: Jericho, state: NY, value: 334, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289759/; rank: 63, crd: 316069, firm: Chemistry Wealth Management LLC, city: New York, state: NY, value: 331, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316069/; rank: 64, crd: 105361, firm: John G. Ullman & Associates, Inc, city: Horseheads, state: NY, value: 324, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105361/; rank: 65, crd: 115754, firm: Rockbridge Investment Management, LLC, city: Syracuse, state: NY, value: 316, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115754/; rank: 66, crd: 282624, firm: Sterling Investment Counsel, LLC, city: Buffalo, state: NY, value: 307, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282624/; rank: 67, crd: 308203, firm: Quent Capital, LLC, city: New York, state: NY, value: 298, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308203/; rank: 68, crd: 154828, firm: Focused Wealth Management, Inc., city: Newburgh, state: NY, value: 296, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/154828/; rank: 69, crd: 110641, firm: Level Financial Advisors, Inc., city: East Amherst, state: NY, value: 289, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110641/; rank: 69, crd: 331749, firm: Autopilot, city: New York, state: NY, value: 289, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331749/; rank: 71, crd: 161648, firm: Reagan Companies Asset Management, Inc, city: Syracuse, state: NY, value: 285, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/161648/; rank: 72, crd: 311719, firm: Markin Asset Management, LP, city: Rye, state: NY, value: 281, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311719/; rank: 73, crd: 140452, firm: J.J. Burns & Company, city: Melville, state: NY, value: 280, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140452/; rank: 74, crd: 324239, firm: Masterworks Advisers, LLC, city: New York, state: NY, value: 270, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/324239/; rank: 75, crd: 107835, firm: J.W.Burns & Company, Inc., city: Dewitt, state: NY, value: 267, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107835/; rank: 76, crd: 158964, firm: Novem Group, city: Rochester, state: NY, value: 260, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158964/; rank: 77, crd: 158898, firm: Ascent Wealth Partners, LLC, city: New Hartford, state: NY, value: 258, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158898/; rank: 78, crd: 151590, firm: Armbruster Capital Management, Inc., city: Pittsford, state: NY, value: 257, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151590/; rank: 78, crd: 307472, firm: Retirable, city: New York, state: NY, value: 257, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307472/; rank: 80, crd: 167901, firm: VCP Financial LLC, city: Staten Island, state: NY, value: 252, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167901/; rank: 81, crd: 120358, firm: Premier Wealth Advisors, LLC, city: New York, state: NY, value: 251, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/120358/; rank: 82, crd: 159550, firm: King Wealth Management Group, LLC, city: Saratoga Springs, state: NY, value: 248, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159550/; rank: 83, crd: 159403, firm: LVW Advisors, LLC, city: Pittsford, state: NY, value: 247, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159403/; rank: 84, crd: 107562, firm: Fagan Associates Inc, city: Troy, state: NY, value: 245, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107562/; rank: 85, crd: 118910, firm: Sanderson Wealth Management, LLC, city: Buffalo, state: NY, value: 234, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118910/; rank: 86, crd: 337303, firm: Moldenhauer & Associates, city: Orchard Park, state: NY, value: 232, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337303/; rank: 87, crd: 327833, firm: Lifegoal Investments, LLC, city: Saratoga Springs, state: NY, value: 230, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327833/; rank: 88, crd: 313247, firm: Next Level Private LLC, city: Harrison, state: NY, value: 228, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/313247/; rank: 89, crd: 104969, firm: Neville, Rodie & Shaw Inc, city: New York, state: NY, value: 222, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104969/; rank: 90, crd: 306473, firm: Giverny Capital Asset Management, city: New York, state: NY, value: 221, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306473/; rank: 91, crd: 144474, firm: Offit Capital, city: New York, state: NY, value: 219, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/144474/; rank: 92, crd: 327022, firm: Kickstand Wealth Advisors, city: Pittsford, state: NY, value: 215, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327022/; rank: 93, crd: 109288, firm: The Mathes Company, Inc., city: New York, state: NY, value: 210, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109288/; rank: 94, crd: 117307, firm: Whitney & Company, city: Rochester, state: NY, value: 209, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117307/; rank: 95, crd: 285374, firm: Goalvest Advisory LLC, city: New York, state: NY, value: 207, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/285374/; rank: 96, crd: 288810, firm: Brixton Capital Wealth Advisors, LLC, city: Garden City, state: NY, value: 206, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288810/; rank: 97, crd: 109688, firm: BBR Partners, LLC, city: New York, state: NY, value: 203, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109688/; rank: 98, crd: 125500, firm: Greenbush Financial Group, LLC, city: Albany, state: NY, value: 200, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125500/; rank: 98, crd: 168254, firm: Fusion Family Wealth, LLC, city: Woodbury, state: NY, value: 200, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168254/; rank: 98, crd: 312712, firm: Lightedway Advisory Services, Inc., city: Harrison, state: NY, value: 200, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312712/; rank: 98, crd: 328629, firm: Murphy & Mullick Capital Management Corp, city: Smithtown, state: NY, value: 200, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328629/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the most high net worth clients, nationally](https://advisoriq.com/ria/rankings/most-hnw-clients/)
- [RIA market data for New York](https://advisoriq.com/ria/states/new-york/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-hnw-clients/new-york/

License: https://advisoriq.com/license/