City
Wealth management firms in Forest Hills, New York
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Forest Hills, New York reported $80.3 million in regulatory assets under management; the largest by assets was Clutch Capital Management, LLC, with $29.1 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $80.3 million
- Average per firm
- $16.1 million
- SEC-registered, of those listed
- 0 of 5 (0.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Clutch Capital Management, LLC | State | $29.1 million | 104 |
| 2 | Olson Tax & Financial Planning | State | $27.6 million | 8 |
| 3 | Kalantry Advisors LLC | State | $17.1 million | 49 |
| 4 | Acorn Capital Partners, LLC | State | $5.9 million | 10 |
| 5 | Angel Light Capital | State | $581,767 | 5 |
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.