City
Wealth management firms in Bronxville, New York
As of October 2, 2026, 6 wealth management firms, including broker-dealer firms, with their main office in Bronxville, New York reported $773.3 million in regulatory assets under management; the largest by assets was Ndure Global LLC, with $436.7 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 6
- Regulatory assets under management
- $773.3 million
- Average per firm
- $128.9 million
- SEC-registered, of those listed
- 3 of 6 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Ndure Global LLC | SEC | $436.7 million | 23 |
| 2 | Capital Preservation Partners, Inc. | SEC | $222.4 million | 676 |
| 3 | SHFP, LLC | SEC | $88.9 million | 162 |
| 4 | Trufton Investment Management, Inc. | State | $21.5 million | 15 |
| 5 | Courseview Capital LLC | State | $3.2 million | 6 |
| 6 | Lucre Advisory LLC | State | $719,627 | 9 |
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.