City
Wealth management firms in Mount Kisco, New York
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Mount Kisco, New York reported $259.3 million in regulatory assets under management; the largest by assets was Clarity Investments + Planning LLC, with $141.5 million.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $259.3 million
- Average per firm
- $32.4 million
- SEC-registered, of those listed
- 1 of 8 (12.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Clarity Investments + Planning LLC | SEC | $141.5 million | 268 |
| 2 | Cannistra Financial Advisors Inc. | State | $56.1 million | 133 |
| 3 | M & I Financial Planning Services | State | $18.6 million | 56 |
| 4 | Kingsland Investments | State | $16.7 million | 29 |
| 5 | DBM Planning, LLC | State | $14.1 million | 38 |
| 6 | Kisco Capital, LLC | State | $12.4 million | 39 |
| 7 | Interstate Financial Group, Inc. Broker-dealer affiliated: A wealth firm that is, or is part of, a broker-dealer or a bank: a wirehouse, a broker-dealer or its advisory arm, or a bank's. It appears in the all wealth firms view, not in the main lists of independent RIAs. | State | $0 | 0 |
| 8 | Wealthwise, LLC | State | $0 | 0 |
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.