City
Wealth management firms in Larchmont, New York
As of October 2, 2026, 5 wealth management firms, including broker-dealer firms, with their main office in Larchmont, New York reported $3.0 billion in regulatory assets under management; the largest by assets was Rock Harbor Partners LLC, with $2.7 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 5
- Regulatory assets under management
- $3.0 billion
- Average per firm
- $597.4 million
- SEC-registered, of those listed
- 3 of 5 (60.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Rock Harbor Partners LLC | SEC | $2.7 billion | 129 |
| 2 | Fifth Set Private Wealth Management LLC | SEC | $160.3 million | 323 |
| 3 | Heydorn Stone Capital Management LLC | SEC | $142.0 million | 364 |
| 4 | Eighty Rods Advisors | State | $14.8 million | 34 |
| 5 | Afa Advisors LLC | State | $4.4 million | 2 |
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.