City
Independent RIAs in Katonah, New York
As of October 2, 2026, 5 independent wealth management RIAs with their main office in Katonah, New York reported $1.5 billion in regulatory assets under management; the largest by assets was Hollow Brook Wealth Management LLC, with $1.4 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 5
- Regulatory assets under management
- $1.5 billion
- Average per firm
- $307.2 million
- SEC-registered, of those listed
- 3 of 5 (60.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Hollow Brook Wealth Management LLC | SEC | $1.4 billion | 603 |
| 2 | Atwob | SEC | $113.9 million | 275 |
| 3 | Brandon Hill Wealth Management, LLC | SEC | $48.4 million | 35 |
| 4 | Sirmium Capital, LLC | State | $6.5 million | 61 |
| 5 | Paul M Williams LLC | State | $0 | 0 |
Independent RIAs 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.