City
Wealth management firms in Chappaqua, New York
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Chappaqua, New York reported $1.3 billion in regulatory assets under management; the largest by assets was Samalin Wealth, with $490.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $1.3 billion
- Average per firm
- $261.7 million
- SEC-registered, of those listed
- 5 of 5 (100.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Samalin Wealth | SEC | $490.5 million | 1,289 |
| 2 | Financial Asset Management Corp | SEC | $436.2 million | 846 |
| 3 | Golden Bay Advisors LLC | SEC | $295.7 million | 153 |
| 4 | Flying Point Asset Management LLC | SEC | $55.7 million | 31 |
| 5 | Wesfair Advisory Group, Inc. | SEC | $30.3 million | 11 |
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.