City
Wealth management firms in Tarrytown, New York
As of October 2, 2026, 8 wealth management firms, including broker-dealer firms, with their main office in Tarrytown, New York reported $18.1 billion in regulatory assets under management; the largest by assets was Citizens Private Wealth, with $16.6 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 8
- Regulatory assets under management
- $18.1 billion
- Average per firm
- $2.3 billion
- SEC-registered, of those listed
- 3 of 8 (37.5%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Citizens Private Wealth 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. | SEC | $16.6 billion | 12,118 |
| 2 | Onyx Bridge Wealth Group LLC | SEC | $1.4 billion | 4,450 |
| 3 | Stewardship Financial Planning | SEC | $65.5 million | 102 |
| 4 | Pope Wealth Planning, LLC | State | $45.7 million | 95 |
| 5 | Martone Capital Management, Inc. | State | $23.5 million | 103 |
| 6 | Debanyfinancial Group, LLC | State | $0 | 0 |
| 7 | Sanders Smith Limited 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 | The Capital Preserve, Inc. | 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.