City
Independent RIAs in Tarrytown, New York
As of October 2, 2026, 6 independent wealth management RIAs with their main office in Tarrytown, New York reported $1.5 billion in regulatory assets under management; the largest by assets was Onyx Bridge Wealth Group LLC, with $1.4 billion.
Include wirehouses and broker-dealer firms
- Independent wealth management RIAs
- 6
- Regulatory assets under management
- $1.5 billion
- Average per firm
- $250.8 million
- SEC-registered, of those listed
- 2 of 6 (33.3%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Onyx Bridge Wealth Group LLC | SEC | $1.4 billion | 4,450 |
| 2 | Stewardship Financial Planning | SEC | $65.5 million | 102 |
| 3 | Pope Wealth Planning, LLC | State | $45.7 million | 95 |
| 4 | Martone Capital Management, Inc. | State | $23.5 million | 103 |
| 5 | Debanyfinancial Group, LLC | State | $0 | 0 |
| 6 | The Capital Preserve, Inc. | 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.