City
Wealth management firms in Briarcliff Manor, New York
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Briarcliff Manor, New York reported $261.5 million in regulatory assets under management; the largest by assets was Unified Retirement Planning Group, with $197.0 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $261.5 million
- Average per firm
- $52.3 million
- SEC-registered, of those listed
- 2 of 5 (40.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Unified Retirement Planning Group | SEC | $197.0 million | 460 |
| 2 | The Eastrade Asset Management Corporation | SEC | $38.0 million | 66 |
| 3 | Strategic Wealth Management LLC | State | $16.5 million | 28 |
| 4 | Casper, Michael J. | State | $9.1 million | 2 |
| 5 | Lone Wolf Trading LLC | State | $890,751 | 13 |
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.