City
Wealth management firms in Rye Brook, New York
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Rye Brook, New York reported $5.2 billion in regulatory assets under management; the largest by assets was Meyer Handelman Company LLC, with $3.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $5.2 billion
- Average per firm
- $515.6 million
- SEC-registered, of those listed
- 6 of 10 (60.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Meyer Handelman Company LLC | SEC | $3.2 billion | 487 |
| 2 | Navis Wealth Advisors LLC | SEC | $902.2 million | 623 |
| 3 | Oxler Private Wealth | SEC | $578.1 million | 291 |
| 4 | Beacon Financial Advisors | SEC | $228.0 million | 365 |
| 5 | Municipal Asset Management Inc | SEC | $112.8 million | 25 |
| 6 | Visdom Investment Group LLC | SEC | $53.1 million | 10 |
| 7 | Five Factor Capital Advisors | State | $29.9 million | 103 |
| 8 | Garrison Phillips, LLC | State | $7.0 million | 17 |
| 9 | Westchester Wealth Advisors, LLC | State | $4.1 million | 34 |
| 10 | DR. Jeff Finance, LLC | State | $4.0 million | 6 |
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.