City
Wealth management firms in Harrison, New York
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Harrison, New York reported $2.0 billion in regulatory assets under management; the largest by assets was Next Level Private LLC, with $1.4 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $2.0 billion
- Average per firm
- $391.2 million
- SEC-registered, of those listed
- 4 of 5 (80.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Next Level Private LLC | SEC | $1.4 billion | 2,693 |
| 2 | Sykon Capital LLC | SEC | $350.1 million | 663 |
| 3 | Lightedway Advisory Services, Inc. | SEC | $115.0 million | 269 |
| 4 | Bespoke Investment Group, LLC | SEC | $101.3 million | 119 |
| 5 | Greenlife Advisors, LLC | State | $19.8 million | 58 |
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.