Overview

Headquarters
Tarrytown, NY
Total Firm Assets
$16.6 billion
Average High-Net-Worth Client Portfolio Size
$6.4 million

Recent Rankings

Forbes 2025: 99
Forbes 2024: 100

View complete rankings

Fee Disclosure

Source: ADV PART II A APPENDIX 1 (2026-07-08) · View brochure text

MinMaxDisclosed Annual Rate
$0 $2,000,000 1.50%
$2,000,001 $5,000,000 1.25%
$5,000,001 $10,000,000 1.00%
$10,000,001 $25,000,000 0.85%
$25,000,001 $50,000,000 0.70%
$50,000,001 and above 0.55%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $15,000 1.50%
$5 million $67,500 1.35%
$10 million $117,500 1.18%
$50 million $420,000 0.84%
$100 million $695,000 0.70%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in New York for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
94.41%
Number of High-Net-Worth Clients
2,465
Total Client Accounts
12,118
Discretionary Accounts
10,565
Non-Discretionary Accounts
1,553

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number
106743

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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