City
Wealth management firms in Brooklyn, New York
As of October 2, 2026, 57 wealth management firms, including broker-dealer firms, with their main office in Brooklyn, New York reported $4.5 billion in regulatory assets under management; the largest by assets was Maridea Wealth Management, with $2.0 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 57
- Regulatory assets under management
- $4.5 billion
- Average per firm
- $79.1 million
- SEC-registered, of those listed
- 21 of 57 (36.8%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Maridea Wealth Management | SEC | $2.0 billion | 6,117 |
| 2 | Equinum, LLC | SEC | $566.0 million | 498 |
| 3 | Brooklyn FI, LLC | SEC | $563.1 million | 373 |
| 4 | Brewster Financial Planning LLC | SEC | $239.7 million | 632 |
| 5 | Carry Advisors LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | SEC | $180.9 million | 8,933 |
| 6 | Schonfeld Wealth Management, LLC | SEC | $132.9 million | 412 |
| 7 | Minko Wealth | SEC | $119.1 million | 351 |
| 8 | Walnut Investment Services LLC | SEC | $94.0 million | 308 |
| 9 | Thinking Big Financial | SEC | $93.0 million | 395 |
| 10 | Yearwood Young Advisors | SEC | $87.1 million | 65 |
| 11 | RSD Advisors | SEC | $78.1 million | 65 |
| 12 | Sabbia Faro Wealth Management LLC | SEC | $50.6 million | 57 |
| 13 | Boerum Hill Financial Advisors LLC | SEC | $46.4 million | 185 |
| 14 | Future Perfect Planning, LLC | SEC | $44.5 million | 121 |
| 15 | CSD Financial LLC | State | $28.8 million | 425 |
| 16 | Universe, Inc. | State | $28.2 million | 160 |
| 17 | JPS Advisors LLC | SEC | $26.6 million | 24 |
| 18 | Elevate Planners | SEC | $25.9 million | 133 |
| 19 | Aqs Management, LLC | State | $24.7 million | 95 |
| 20 | Oak & Reed Capital Management, LLC | State | $19.0 million | 39 |
| 21 | Row Management Inc. | State | $14.0 million | 38 |
| 22 | Sylo Planning | State | $13.8 million | 38 |
| 23 | Long Cast Advisers, LLC | State | $12.1 million | 30 |
| 24 | Oak Private Wealth LLC | State | $9.5 million | 72 |
| 25 | Essex Advisory Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $9.3 million | 13 |
| 26 | Twelve Two Capital LLC | State | $6.4 million | 92 |
| 27 | Canny Capital Management, LLC | State | $4.6 million | 29 |
| 28 | Kensington Wealth Management, LLC Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $4.5 million | 7 |
| 29 | Meta Investment Management Company LLC | SEC | $3.9 million | 7 |
| 30 | Catsgame Capital LLC | State | $3.7 million | 11 |
| 31 | Fortune Advisory Services | State | $3.3 million | 243 |
| 32 | Gramercy Private Wealth LLC | State | $2.5 million | 2 |
| 33 | Hilty Wealth Management LLC | State | $1.5 million | 8 |
| 34 | Followthru Planning Associates LLC | State | $1.5 million | 19 |
| 35 | Affluence | State | $238,084 | 5 |
| 36 | Engel Capital | State | $233,825 | 13 |
| 37 | Taher Financial Planning | State | $162,432 | 13 |
| 38 | Autonomous Wealth Management LLC | SEC | $45,580 | 15 |
| 39 | Wealthie Advisors | SEC | $27,322 | 104 |
| 40 | Aldebaran Capital | SEC | $0 | 0 |
| 41 | Bridge Capital Management | State | $0 | 0 |
| 42 | Civitas Management LLC | State | $0 | 0 |
| 43 | Cobblestone Wealth Advisors | State | $0 | 0 |
| 44 | Creative Capital | State | $0 | 0 |
| 45 | Ezana Capital Advisers, LLC | State | $0 | 0 |
| 46 | Far Financial | State | $0 | 0 |
| 47 | Forward Wealth | State | $0 | 0 |
| 48 | Hannigan Financial, LLC | State | $0 | 0 |
| 49 | Hillstrong | State | $0 | 0 |
| 50 | Horizon Harvest Financial Planning | State | $0 | 0 |
| 51 | Leh Advisors LLC | State | $0 | 0 |
| 52 | My Financial Planner, LLC | State | $0 | 0 |
| 53 | New York Fee Simple, LLC | State | $0 | 0 |
| 54 | RC Financial, Inc. | State | $0 | 0 |
| 55 | Raijin AI | SEC | $0 | 0 |
| 56 | Variety RIA LLC | State | $0 | 0 |
| 57 | West Village Wealth | State | $0 | 0 |
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.