City
Wealth management firms in Armonk, New York
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Armonk, New York reported $1.1 billion in regulatory assets under management; the largest by assets was Settanni Financial LLC, with $397.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $1.1 billion
- Average per firm
- $223.4 million
- SEC-registered, of those listed
- 5 of 5 (100.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Settanni Financial LLC | SEC | $397.0 million | 457 |
| 2 | Silverberg Bernstein Capital Management | SEC | $283.0 million | 128 |
| 3 | Forteris Wealth Management, Inc. | SEC | $219.0 million | 545 |
| 4 | Income & Asset Advisory, Inc. | SEC | $174.8 million | 541 |
| 5 | Stuyvesant Capital Management Corporation | SEC | $43.0 million | 48 |
Wealth management firms in New York, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.