How Do the Top New York Wealth Managers Compare on Fees?

The wealth management firms headquartered in New York that publish their advisory fees range from long-established Manhattan institutions to boutique RIAs serving high-net-worth families across the state. The list below ranks every New York-based firm meeting our quality bar — at least 100 high-net-worth clients, $500 million or more in high-net-worth assets, and a transparent fee schedule.

Fees come directly from each firm's most recent SEC Form ADV Part 2A regulatory filing. For each firm we apply their published tier schedule to a $2 million portfolio and compute both the annual dollar fee and the blended rate. Firms whose disclosed minimum account size exceeds $2 million, and ultra-high-net-worth shops whose average client AUM is above $20 million (and so are unlikely to accept a $2M account), are excluded.

AT A GLANCE
# Firm HQ Fee Rate on $2M
1 Passive Capital Management, LLC Syracuse, NY 0.70%
2 Joel Isaacson & Co., LLC New York, NY 0.75%
3 Kelleher Financial Advisors, LLC New York, NY 0.75%
4 The Portfolio Strategy Group, LLC White Plains, NY 0.75%
5 Grace & White, Inc. New York, NY 0.80%
6 Grandfield & Dodd, LLC New York, NY 0.80%
7 Weber Asset Management, Inc. Lake Success, NY 0.81%
8 Rockbridge Investment Management, LLC Syracuse, NY 0.82%
9 Carrick Lane LLC New York, NY 0.85%
10 Circle Advisers Inc. New York, NY 0.90%
11 Level Financial Advisors, Inc. East Amherst, NY 0.90%
12 Matrix Asset Advisors Inc. White Plains, NY 0.90%
13 Cooper/haims Advisors, LLC Victor, NY 0.92%
14 Matauro, LLC New York, NY 0.92%
15 Cobblestone Capital Advisors, LLC Rochester, NY 0.94%
16 Howe and Rusling, Inc. Rochester, NY 0.95%
17 Strategic Financial Services Utica, NY 0.98%
18 Altfest Personal Wealth Management New York, NY 1.00%
19 American Capital Management Inc. New York, NY 1.00%
20 Beck, Mack & Oliver LLC New York, NY 1.00%
21 Bridgewater Advisors Inc. New York, NY 1.00%
22 Capital Counsel LLC New York, NY 1.00%
23 Douglas C. Lane & Associates New York, NY 1.00%
24 Edge Wealth Management, LLC New York, NY 1.00%
25 Giverny Capital Asset Management New York, NY 1.00%
26 Goalvest Advisory LLC New York, NY 1.00%
27 J.W.Burns & Company, Inc. Dewitt, NY 1.00%
28 Klingman and Associates, LLC New York, NY 1.00%
29 Landmark Wealth Management Getzville, NY 1.00%
30 Levin Capital Strategies, LP New York, NY 1.00%
31 Lipe & Dalton Investment Counsel Syracuse, NY 1.00%
32 LVW Advisors, LLC Pittsford, NY 1.00%
33 Neville, Rodie & Shaw Inc. New York, NY 1.00%
34 Next Capital Management LLC New York, NY 1.00%
35 Onyx Bridge Wealth Group LLC Tarrytown, NY 1.00%
36 Payne Capital Management, LLC New York, NY 1.00%
37 Perennial New York, NY 1.00%
38 Rbc Rochdale, LLC New York, NY 1.00%
39 Reagan Companies Asset Management, Inc. Marcellus, NY 1.00%
40 Ruane Cunniff LP New York, NY 1.00%
41 Sanderson Wealth Management, LLC Buffalo, NY 1.00%
42 Sandhill Investment Management Buffalo, NY 1.00%
43 Silvercrest Asset Management Group LLC New York, NY 1.00%
44 South Street Advisors, LLC New York, NY 1.00%
45 Tortoise Investment Management, LLC White Plains, NY 1.00%
46 Williams Jones Wealth Management, LLC New York, NY 1.00%
47 Wny Asset Management, LLC Williamsville, NY 1.00%
48 Ascent Wealth Partners, LLC New Hartford, NY 1.02%
49 Orange Investment Advisors, Inc. Goshen, NY 1.10%
50 Transatlantique Private Wealth LLC New York, NY 1.10%
51 Ellevest New York, NY 1.12%
52 Manning & Napier Advisors, LLC Fairport, NY 1.18%
53 First Manhattan Co. LLC New York, NY 1.20%
54 Ameraudi Asset Management, Inc. New York, NY 1.25%
55 Belle Haven Investments, LP Rye Brook, NY 1.25%
56 Carret Asset Management, LLC New York, NY 1.25%
57 Cornell Pochily Investment Advisors, Inc. Ithaca, NY 1.25%
58 Graypoint LLC Albany, NY 1.25%
59 Griffin Asset Management, LLC New York, NY 1.25%
60 Ritholtz Wealth Management New York, NY 1.25%
61 Satovsky Asset Management LLC New York, NY 1.25%
62 Seven Bridges Advisors LLC New York, NY 1.25%
63 Shikiar Asset Management Inc. New York, NY 1.25%
64 Tocqueville Asset Management LP New York, NY 1.25%
65 Wealthspire Advisors New York, NY 1.25%
66 Td Private Client Wealth LLC New York, NY 1.28%
67 Sterling Investment Counsel, LLC Buffalo, NY 1.31%
68 Avestar Capital, LLC New York, NY 1.38%
69 Fagan Associates Inc. Troy, NY 1.38%
70 Kimelman & Baird, LLC New York, NY 1.38%
71 Karpus Investment Management Pittsford, NY 1.40%
72 Ars Investment Partners, LLC New York, NY 1.50%
73 Cerity Partners LLC New York, NY 1.50%
74 Citizens Private Wealth Tarrytown, NY 1.50%
75 Courier Capital, LLC Buffalo, NY 1.50%
76 Dopkins Wealth Management, LLC Williamsville, NY 1.50%
77 Fiera Capital Inc. New York, NY 1.50%
78 Ingalls & Snyder LLC New York, NY 1.50%
79 King Wealth Management Group, LLC Saratoga Springs, NY 1.50%
80 Magnus Financial Group LLC New York, NY 1.50%
81 Next Level Private LLC Harrison, NY 1.50%
82 Opal Wealth Advisors, LLC Jericho, NY 1.50%
83 Rockline Wealth Management LLC Islip Terrace, NY 1.50%
84 Shufro, Rose & Co., LLC New York, NY 1.50%
85 Wealthspire Advisors Melville, NY 1.56%
86 Flynn Zito Capital Management, LLC Garden City, NY 1.65%
87 Vanderbilt Advisory Services Woodbury, NY 1.73%
88 Family Manage LLC New York, NY 1.75%
89 Hollow Brook Wealth Management LLC Katonah, NY 1.75%
90 John G. Ullman & Associates, Inc. Horseheads, NY 1.88%
91 Novem Group Rochester, NY 1.97%
92 Chemistry Wealth Management LLC New York, NY 2.00%
93 Compound Planning, Inc. New York, NY 2.00%
94 Curran Wealth Management Albany, NY 2.00%
95 Focused Wealth Management, Inc. Newburgh, NY 2.00%
96 Overbrook Management Corporation New York, NY 2.00%
97 Rockefeller Capital Management New York, NY 2.00%
98 Rockefeller Capital Management New York, NY 2.00%
99 Seacrest Wealth Management, LLC Purchase, NY 2.00%
100 Strategic Wealth Management Group New York, NY 2.00%
101 Vise Ai Advisors New York City, NY 2.00%
102 Cadaret, Grant & Co., Inc. Syracuse, NY 2.12%
103 Gilder Gagnon Howe & Co. LLC New York, NY 2.50%
104 Ashton Thomas Securities, LLC Rochester, NY 2.99%
105 Platform Technology Partners Locust Valley, NY 3.00%
106 Rbc Capital Markets, LLC New York, NY 3.00%
107 Snowden Capital Advisors LLC New York, NY 3.00%

Methodology

  • Universe: RIAs headquartered in New York
  • Portfolio size: $2 million
  • Fee calculation: Blended rate across all disclosed fee tiers, applied to a $2 million portfolio
  • Minimum clients: 100+ high-net-worth clients
  • Avg client portfolio: $1 million to $20 million (ultra-high-net-worth shops excluded — unlikely to accept a $2M account)
  • Minimum high-net-worth assets: $500 million across all high-net-worth clients
  • High-net-worth focus: High-net-worth assets at least 30% of total firm assets
  • Exclusions: Firms with negotiable-only fee rates, and firms with a disclosed minimum account size above $2 million
  • Source: SEC Form ADV Part 2A regulatory filings, filed within the last 18 months
RANKED LIST

Showing all 107 qualifying firms, ranked from lowest to highest fee on a $2 million portfolio.

#1 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$14,000
Annual Fee on $2M
0.70%
Fee Rate on $2M
$7.4M
Avg Client AUM
$748M
High Net Worth AUM
101
Number of High Net Worth Clients
Not Available
Min Client Size
#2 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$15,000
Annual Fee on $2M
0.75%
Fee Rate on $2M
$8.1M
Avg Client AUM
$9.2B
High Net Worth AUM
1,132
Number of High Net Worth Clients
$1M
Min Client Size
Ranked #87 by Barron's 2025
#3 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$15,000
Annual Fee on $2M
0.75%
Fee Rate on $2M
$6.5M
Avg Client AUM
$1.1B
High Net Worth AUM
171
Number of High Net Worth Clients
$25,000
Min Client Size
#4 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$15,000
Annual Fee on $2M
0.75%
Fee Rate on $2M
$5.6M
Avg Client AUM
$2.0B
High Net Worth AUM
359
Number of High Net Worth Clients
$2M
Min Client Size
Ranked #103 by Forbes 2025
#5 Lowest-Fee RIA in New York for $2M Portfolios

Grace & White, Inc.

New York, NY
View Profile
$16,000
Annual Fee on $2M
0.80%
Fee Rate on $2M
$5.8M
Avg Client AUM
$874M
High Net Worth AUM
150
Number of High Net Worth Clients
$1M
Min Client Size
#6 Lowest-Fee RIA in New York for $2M Portfolios

Grandfield & Dodd, LLC

New York, NY
View Profile
$16,000
Annual Fee on $2M
0.80%
Fee Rate on $2M
$7.9M
Avg Client AUM
$1.4B
High Net Worth AUM
183
Number of High Net Worth Clients
$1M
Min Client Size
#7 Lowest-Fee RIA in New York for $2M Portfolios

Weber Asset Management, Inc.

Lake Success, NY
View Profile
$16,200
Annual Fee on $2M
0.81%
Fee Rate on $2M
$3.3M
Avg Client AUM
$560M
High Net Worth AUM
169
Number of High Net Worth Clients
$250,000
Min Client Size
#8 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$16,500
Annual Fee on $2M
0.82%
Fee Rate on $2M
$3.3M
Avg Client AUM
$1.0B
High Net Worth AUM
316
Number of High Net Worth Clients
$1.1M
Min Client Size
#9 Lowest-Fee RIA in New York for $2M Portfolios

Carrick Lane LLC

New York, NY
View Profile
$17,000
Annual Fee on $2M
0.85%
Fee Rate on $2M
$3.4M
Avg Client AUM
$2.2B
High Net Worth AUM
645
Number of High Net Worth Clients
$1M
Min Client Size
#10 Lowest-Fee RIA in New York for $2M Portfolios

Circle Advisers Inc.

New York, NY
View Profile
$18,000
Annual Fee on $2M
0.90%
Fee Rate on $2M
$2.5M
Avg Client AUM
$855M
High Net Worth AUM
348
Number of High Net Worth Clients
Not Available
Min Client Size
#11 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$18,000
Annual Fee on $2M
0.90%
Fee Rate on $2M
$2.8M
Avg Client AUM
$668M
High Net Worth AUM
242
Number of High Net Worth Clients
Not Available
Min Client Size
#12 Lowest-Fee RIA in New York for $2M Portfolios

Matrix Asset Advisors Inc.

White Plains, NY
View Profile
$18,000
Annual Fee on $2M
0.90%
Fee Rate on $2M
$2.2M
Avg Client AUM
$848M
High Net Worth AUM
381
Number of High Net Worth Clients
$500,000
Min Client Size
#13 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$18,500
Annual Fee on $2M
0.92%
Fee Rate on $2M
$3.5M
Avg Client AUM
$1.0B
High Net Worth AUM
292
Number of High Net Worth Clients
$1M
Min Client Size
#14 Lowest-Fee RIA in New York for $2M Portfolios

Matauro, LLC

New York, NY
View Profile
$18,500
Annual Fee on $2M
0.92%
Fee Rate on $2M
$2.3M
Avg Client AUM
$803M
High Net Worth AUM
354
Number of High Net Worth Clients
Not Available
Min Client Size
#15 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$18,750
Annual Fee on $2M
0.94%
Fee Rate on $2M
$2.8M
Avg Client AUM
$2.2B
High Net Worth AUM
777
Number of High Net Worth Clients
$500,000
Min Client Size
#16 Lowest-Fee RIA in New York for $2M Portfolios

Howe and Rusling, Inc.

Rochester, NY
View Profile
$19,000
Annual Fee on $2M
0.95%
Fee Rate on $2M
$3.0M
Avg Client AUM
$1.9B
High Net Worth AUM
608
Number of High Net Worth Clients
$500,000
Min Client Size
#17 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$19,500
Annual Fee on $2M
0.98%
Fee Rate on $2M
$3.5M
Avg Client AUM
$1.7B
High Net Worth AUM
501
Number of High Net Worth Clients
$500,000
Min Client Size
Ranked #195 by Forbes 2025
#18 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$3.8M
Avg Client AUM
$1.6B
High Net Worth AUM
431
Number of High Net Worth Clients
$1M
Min Client Size
#19 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$3.7M
Avg Client AUM
$1.2B
High Net Worth AUM
313
Number of High Net Worth Clients
$2M
Min Client Size
#20 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$6.9M
Avg Client AUM
$4.9B
High Net Worth AUM
717
Number of High Net Worth Clients
Not Available
Min Client Size
#21 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$6.5M
Avg Client AUM
$2.4B
High Net Worth AUM
366
Number of High Net Worth Clients
Not Available
Min Client Size
#22 Lowest-Fee RIA in New York for $2M Portfolios

Capital Counsel LLC

New York, NY
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$11.3M
Avg Client AUM
$2.2B
High Net Worth AUM
199
Number of High Net Worth Clients
$2M
Min Client Size
#23 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$8.7M
Avg Client AUM
$7.6B
High Net Worth AUM
874
Number of High Net Worth Clients
$1M
Min Client Size
Ranked #64 by Forbes 2025
#24 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$6.0M
Avg Client AUM
$776M
High Net Worth AUM
130
Number of High Net Worth Clients
Not Available
Min Client Size
#25 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$2.3M
Avg Client AUM
$507M
High Net Worth AUM
221
Number of High Net Worth Clients
Not Available
Min Client Size
#26 Lowest-Fee RIA in New York for $2M Portfolios

Goalvest Advisory LLC

New York, NY
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$2.6M
Avg Client AUM
$544M
High Net Worth AUM
207
Number of High Net Worth Clients
$2M
Min Client Size
#27 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$2.9M
Avg Client AUM
$785M
High Net Worth AUM
267
Number of High Net Worth Clients
$250,000
Min Client Size
#28 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$9.5M
Avg Client AUM
$4.3B
High Net Worth AUM
456
Number of High Net Worth Clients
$2M
Min Client Size
Ranked #15 by Forbes 2025
#29 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$2.9M
Avg Client AUM
$513M
High Net Worth AUM
175
Number of High Net Worth Clients
$500,000
Min Client Size
#30 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$8.1M
Avg Client AUM
$1.1B
High Net Worth AUM
132
Number of High Net Worth Clients
$1M
Min Client Size
#31 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$2.0M
Avg Client AUM
$741M
High Net Worth AUM
376
Number of High Net Worth Clients
$250,000
Min Client Size
#32 Lowest-Fee RIA in New York for $2M Portfolios

LVW Advisors, LLC

Pittsford, NY
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$6.2M
Avg Client AUM
$1.5B
High Net Worth AUM
247
Number of High Net Worth Clients
Not Available
Min Client Size
Ranked #112 by Forbes 2025
#33 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$7.9M
Avg Client AUM
$1.8B
High Net Worth AUM
222
Number of High Net Worth Clients
$1M
Min Client Size
#34 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$9.2M
Avg Client AUM
$1.7B
High Net Worth AUM
181
Number of High Net Worth Clients
Not Available
Min Client Size
#35 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$2.5M
Avg Client AUM
$868M
High Net Worth AUM
341
Number of High Net Worth Clients
Not Available
Min Client Size
#36 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$3.1M
Avg Client AUM
$1.1B
High Net Worth AUM
349
Number of High Net Worth Clients
Not Available
Min Client Size
#37 Lowest-Fee RIA in New York for $2M Portfolios

Perennial

New York, NY
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$6.7M
Avg Client AUM
$739M
High Net Worth AUM
111
Number of High Net Worth Clients
Not Available
Min Client Size
#38 Lowest-Fee RIA in New York for $2M Portfolios

Rbc Rochdale, LLC

New York, NY
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$3.2M
Avg Client AUM
$49.9B
High Net Worth AUM
15,779
Number of High Net Worth Clients
$1M
Min Client Size
#39 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$2.5M
Avg Client AUM
$702M
High Net Worth AUM
285
Number of High Net Worth Clients
$250,000
Min Client Size
#40 Lowest-Fee RIA in New York for $2M Portfolios

Ruane Cunniff LP

New York, NY
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$3.5M
Avg Client AUM
$3.9B
High Net Worth AUM
1,138
Number of High Net Worth Clients
Not Available
Min Client Size
#41 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$5.4M
Avg Client AUM
$1.3B
High Net Worth AUM
234
Number of High Net Worth Clients
$2M
Min Client Size
#42 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$3.7M
Avg Client AUM
$1.4B
High Net Worth AUM
374
Number of High Net Worth Clients
$250,000
Min Client Size
#43 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$17.5M
Avg Client AUM
$18.9B
High Net Worth AUM
1,081
Number of High Net Worth Clients
Not Available
Min Client Size
“

Silvercrest Asset Management was established in 2001 and provides investment management and family office services to wealthy families and institutions. It is a subsidiary of Silvercrest L.P., whose parent, Silvercrest Asset Management Group Inc., is publicly traded on the Nasdaq (SAMG). Most client equity and fixed income assets are managed in-house using Silvercrest’s own value-oriented strategies, while the firm also recommends third-party managers and runs proprietary alternative investment funds and funds of funds. When clients are placed with outside managers or funds, those managers’ fees (and any incentive fees) apply in addition to Silvercrest’s fee, and fund-of-funds structures layer additional underlying fees.

”
Ranked #21 by Barron's 2025 Ranked #28 by Forbes 2025
#44 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$5.8M
Avg Client AUM
$714M
High Net Worth AUM
123
Number of High Net Worth Clients
$1M
Min Client Size
#45 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$5.6M
Avg Client AUM
$2.0B
High Net Worth AUM
360
Number of High Net Worth Clients
Not Available
Min Client Size
#46 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$20,000
Annual Fee on $2M
1.00%
Fee Rate on $2M
$8.2M
Avg Client AUM
$11.0B
High Net Worth AUM
1,335
Number of High Net Worth Clients
$1M
Min Client Size
Ranked #50 by Barron's 2025 Ranked #68 by Forbes 2025
#47 Lowest-Fee RIA in New York for $2M Portfolios

Wny Asset Management, LLC

Williamsville, NY
View Profile
$20,050
Annual Fee on $2M
1.00%
Fee Rate on $2M
$2.2M
Avg Client AUM
$845M
High Net Worth AUM
383
Number of High Net Worth Clients
Not Available
Min Client Size
#48 Lowest-Fee RIA in New York for $2M Portfolios

Ascent Wealth Partners, LLC

New Hartford, NY
View Profile
$20,500
Annual Fee on $2M
1.02%
Fee Rate on $2M
$3.8M
Avg Client AUM
$981M
High Net Worth AUM
258
Number of High Net Worth Clients
Not Available
Min Client Size
#49 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$22,000
Annual Fee on $2M
1.10%
Fee Rate on $2M
$2.6M
Avg Client AUM
$973M
High Net Worth AUM
370
Number of High Net Worth Clients
Not Available
Min Client Size
#50 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$22,000
Annual Fee on $2M
1.10%
Fee Rate on $2M
$2.4M
Avg Client AUM
$830M
High Net Worth AUM
347
Number of High Net Worth Clients
$300,000
Min Client Size
#51 Lowest-Fee RIA in New York for $2M Portfolios

Ellevest

New York, NY
View Profile
$22,500
Annual Fee on $2M
1.12%
Fee Rate on $2M
$2.7M
Avg Client AUM
$1.0B
High Net Worth AUM
371
Number of High Net Worth Clients
$500,000
Min Client Size
#52 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$23,500
Annual Fee on $2M
1.18%
Fee Rate on $2M
$3.3M
Avg Client AUM
$5.1B
High Net Worth AUM
1,549
Number of High Net Worth Clients
$100,000
Min Client Size
#53 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$24,000
Annual Fee on $2M
1.20%
Fee Rate on $2M
$8.7M
Avg Client AUM
$33.3B
High Net Worth AUM
3,828
Number of High Net Worth Clients
Not Available
Min Client Size
Ranked #15 by Barron's 2025
#54 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$25,000
Annual Fee on $2M
1.25%
Fee Rate on $2M
$2.3M
Avg Client AUM
$1.9B
High Net Worth AUM
832
Number of High Net Worth Clients
$1M
Min Client Size
#55 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$25,000
Annual Fee on $2M
1.25%
Fee Rate on $2M
$2.7M
Avg Client AUM
$11.5B
High Net Worth AUM
4,331
Number of High Net Worth Clients
$250,000
Min Client Size
#56 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$25,000
Annual Fee on $2M
1.25%
Fee Rate on $2M
$3.4M
Avg Client AUM
$1.3B
High Net Worth AUM
395
Number of High Net Worth Clients
Not Available
Min Client Size
#57 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$25,000
Annual Fee on $2M
1.25%
Fee Rate on $2M
$2.7M
Avg Client AUM
$546M
High Net Worth AUM
199
Number of High Net Worth Clients
Not Available
Min Client Size
#58 Lowest-Fee RIA in New York for $2M Portfolios

Graypoint LLC

Albany, NY
View Profile
$25,000
Annual Fee on $2M
1.25%
Fee Rate on $2M
$6.5M
Avg Client AUM
$2.8B
High Net Worth AUM
435
Number of High Net Worth Clients
$500,000
Min Client Size
#59 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$25,000
Annual Fee on $2M
1.25%
Fee Rate on $2M
$1.1M
Avg Client AUM
$682M
High Net Worth AUM
612
Number of High Net Worth Clients
Not Available
Min Client Size
#60 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$25,000
Annual Fee on $2M
1.25%
Fee Rate on $2M
$5.2M
Avg Client AUM
$6.5B
High Net Worth AUM
1,247
Number of High Net Worth Clients
Not Available
Min Client Size
Ranked #100 by Barron's 2025
#61 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$25,000
Annual Fee on $2M
1.25%
Fee Rate on $2M
$6.0M
Avg Client AUM
$888M
High Net Worth AUM
149
Number of High Net Worth Clients
$2M
Min Client Size
#62 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$25,000
Annual Fee on $2M
1.25%
Fee Rate on $2M
$19.5M
Avg Client AUM
$2.5B
High Net Worth AUM
128
Number of High Net Worth Clients
$1M
Min Client Size
#63 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$25,000
Annual Fee on $2M
1.25%
Fee Rate on $2M
$3.8M
Avg Client AUM
$516M
High Net Worth AUM
135
Number of High Net Worth Clients
$1M
Min Client Size
#64 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$25,000
Annual Fee on $2M
1.25%
Fee Rate on $2M
$7.7M
Avg Client AUM
$5.7B
High Net Worth AUM
741
Number of High Net Worth Clients
$250,000
Min Client Size
#65 Lowest-Fee RIA in New York for $2M Portfolios

Wealthspire Advisors

New York, NY
View Profile
$25,000
Annual Fee on $2M
1.25%
Fee Rate on $2M
$5.7M
Avg Client AUM
$31.6B
High Net Worth AUM
5,553
Number of High Net Worth Clients
Not Available
Min Client Size
Ranked #16 by Barron's 2025 Ranked #65 by Forbes 2025
#66 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$25,500
Annual Fee on $2M
1.28%
Fee Rate on $2M
$2.5M
Avg Client AUM
$3.8B
High Net Worth AUM
1,518
Number of High Net Worth Clients
$1M
Min Client Size
#67 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$26,250
Annual Fee on $2M
1.31%
Fee Rate on $2M
$2.7M
Avg Client AUM
$815M
High Net Worth AUM
307
Number of High Net Worth Clients
Not Available
Min Client Size
#68 Lowest-Fee RIA in New York for $2M Portfolios

Avestar Capital, LLC

New York, NY
View Profile
$27,500
Annual Fee on $2M
1.38%
Fee Rate on $2M
$13.8M
Avg Client AUM
$2.0B
High Net Worth AUM
142
Number of High Net Worth Clients
$1M
Min Client Size
#69 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$27,500
Annual Fee on $2M
1.38%
Fee Rate on $2M
$2.2M
Avg Client AUM
$538M
High Net Worth AUM
245
Number of High Net Worth Clients
$50,000
Min Client Size
#70 Lowest-Fee RIA in New York for $2M Portfolios

Kimelman & Baird, LLC

New York, NY
View Profile
$27,500
Annual Fee on $2M
1.38%
Fee Rate on $2M
$11.8M
Avg Client AUM
$1.3B
High Net Worth AUM
113
Number of High Net Worth Clients
$500,000
Min Client Size
#71 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$28,000
Annual Fee on $2M
1.40%
Fee Rate on $2M
$3.5M
Avg Client AUM
$2.4B
High Net Worth AUM
689
Number of High Net Worth Clients
$500,000
Min Client Size
#72 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$30,000
Annual Fee on $2M
1.50%
Fee Rate on $2M
$8.9M
Avg Client AUM
$1.9B
High Net Worth AUM
217
Number of High Net Worth Clients
$1M
Min Client Size
#73 Lowest-Fee RIA in New York for $2M Portfolios

Cerity Partners LLC

New York, NY
View Profile
$30,000
Annual Fee on $2M
1.50%
Fee Rate on $2M
$7.4M
Avg Client AUM
$107.3B
High Net Worth AUM
14,561
Number of High Net Worth Clients
Not Available
Min Client Size
Ranked Mega 8 by Barron's 2025 Ranked #58 by Forbes 2025
#74 Lowest-Fee RIA in New York for $2M Portfolios

Citizens Private Wealth

Tarrytown, NY
View Profile
$30,000
Annual Fee on $2M
1.50%
Fee Rate on $2M
$5.5M
Avg Client AUM
$13.7B
High Net Worth AUM
2,502
Number of High Net Worth Clients
Not Available
Min Client Size
Ranked #99 by Forbes 2025
#75 Lowest-Fee RIA in New York for $2M Portfolios

Courier Capital, LLC

Buffalo, NY
View Profile
$30,000
Annual Fee on $2M
1.50%
Fee Rate on $2M
$5.0M
Avg Client AUM
$1.8B
High Net Worth AUM
356
Number of High Net Worth Clients
$500,000
Min Client Size
#76 Lowest-Fee RIA in New York for $2M Portfolios

Dopkins Wealth Management, LLC

Williamsville, NY
View Profile
$30,000
Annual Fee on $2M
1.50%
Fee Rate on $2M
$4.6M
Avg Client AUM
$650M
High Net Worth AUM
140
Number of High Net Worth Clients
$200,000
Min Client Size
#77 Lowest-Fee RIA in New York for $2M Portfolios

Fiera Capital Inc.

New York, NY
View Profile
$30,000
Annual Fee on $2M
1.50%
Fee Rate on $2M
$1.8M
Avg Client AUM
$5.7B
High Net Worth AUM
3,087
Number of High Net Worth Clients
$100,000
Min Client Size
#78 Lowest-Fee RIA in New York for $2M Portfolios

Ingalls & Snyder LLC

New York, NY
View Profile
$30,000
Annual Fee on $2M
1.50%
Fee Rate on $2M
$5.3M
Avg Client AUM
$5.8B
High Net Worth AUM
1,090
Number of High Net Worth Clients
$100,000
Min Client Size
Ranked #79 by Barron's 2025 Ranked #188 by Forbes 2025
#79 Lowest-Fee RIA in New York for $2M Portfolios

King Wealth Management Group, LLC

Saratoga Springs, NY
View Profile
$30,000
Annual Fee on $2M
1.50%
Fee Rate on $2M
$3.5M
Avg Client AUM
$878M
High Net Worth AUM
248
Number of High Net Worth Clients
$500,000
Min Client Size
#80 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$30,000
Annual Fee on $2M
1.50%
Fee Rate on $2M
$4.8M
Avg Client AUM
$1.8B
High Net Worth AUM
375
Number of High Net Worth Clients
Not Available
Min Client Size
Ranked #120 by Forbes 2025
#81 Lowest-Fee RIA in New York for $2M Portfolios

Next Level Private LLC

Harrison, NY
View Profile
$30,000
Annual Fee on $2M
1.50%
Fee Rate on $2M
$4.2M
Avg Client AUM
$968M
High Net Worth AUM
228
Number of High Net Worth Clients
Not Available
Min Client Size
Ranked #229 by Forbes 2025
#82 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$30,000
Annual Fee on $2M
1.50%
Fee Rate on $2M
$2.8M
Avg Client AUM
$931M
High Net Worth AUM
334
Number of High Net Worth Clients
Not Available
Min Client Size
Ranked #211 by Forbes 2025
#83 Lowest-Fee RIA in New York for $2M Portfolios

Rockline Wealth Management LLC

Islip Terrace, NY
View Profile
$30,000
Annual Fee on $2M
1.50%
Fee Rate on $2M
$1.6M
Avg Client AUM
$546M
High Net Worth AUM
339
Number of High Net Worth Clients
Not Available
Min Client Size
#84 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$30,000
Annual Fee on $2M
1.50%
Fee Rate on $2M
$3.8M
Avg Client AUM
$2.1B
High Net Worth AUM
547
Number of High Net Worth Clients
Not Available
Min Client Size
#85 Lowest-Fee RIA in New York for $2M Portfolios

Wealthspire Advisors

Melville, NY
View Profile
$31,250
Annual Fee on $2M
1.56%
Fee Rate on $2M
$8.8M
Avg Client AUM
$4.2B
High Net Worth AUM
477
Number of High Net Worth Clients
Not Available
Min Client Size
#86 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$33,000
Annual Fee on $2M
1.65%
Fee Rate on $2M
$1.3M
Avg Client AUM
$606M
High Net Worth AUM
452
Number of High Net Worth Clients
Not Available
Min Client Size
#87 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$34,580
Annual Fee on $2M
1.73%
Fee Rate on $2M
$2.4M
Avg Client AUM
$939M
High Net Worth AUM
395
Number of High Net Worth Clients
Not Available
Min Client Size
#88 Lowest-Fee RIA in New York for $2M Portfolios

Family Manage LLC

New York, NY
View Profile
$35,000
Annual Fee on $2M
1.75%
Fee Rate on $2M
$6.5M
Avg Client AUM
$1.8B
High Net Worth AUM
280
Number of High Net Worth Clients
Not Available
Min Client Size
#89 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$35,000
Annual Fee on $2M
1.75%
Fee Rate on $2M
$2.7M
Avg Client AUM
$1.3B
High Net Worth AUM
459
Number of High Net Worth Clients
$1M
Min Client Size
#90 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$37,500
Annual Fee on $2M
1.88%
Fee Rate on $2M
$3.6M
Avg Client AUM
$1.2B
High Net Worth AUM
324
Number of High Net Worth Clients
$250,000
Min Client Size
#91 Lowest-Fee RIA in New York for $2M Portfolios

Novem Group

Rochester, NY
View Profile
$39,375
Annual Fee on $2M
1.97%
Fee Rate on $2M
$2.1M
Avg Client AUM
$547M
High Net Worth AUM
260
Number of High Net Worth Clients
Not Available
Min Client Size
#92 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$40,000
Annual Fee on $2M
2.00%
Fee Rate on $2M
$3.6M
Avg Client AUM
$1.2B
High Net Worth AUM
331
Number of High Net Worth Clients
Not Available
Min Client Size
#93 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$40,000
Annual Fee on $2M
2.00%
Fee Rate on $2M
$2.5M
Avg Client AUM
$1.5B
High Net Worth AUM
612
Number of High Net Worth Clients
$25,000
Min Client Size
Ranked #165 by Forbes 2025
#94 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$40,000
Annual Fee on $2M
2.00%
Fee Rate on $2M
$4.1M
Avg Client AUM
$693M
High Net Worth AUM
168
Number of High Net Worth Clients
$100,000
Min Client Size
#95 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$40,000
Annual Fee on $2M
2.00%
Fee Rate on $2M
$2.8M
Avg Client AUM
$816M
High Net Worth AUM
296
Number of High Net Worth Clients
Not Available
Min Client Size
#96 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$40,000
Annual Fee on $2M
2.00%
Fee Rate on $2M
$5.6M
Avg Client AUM
$585M
High Net Worth AUM
105
Number of High Net Worth Clients
$1M
Min Client Size
#97 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$40,000
Annual Fee on $2M
2.00%
Fee Rate on $2M
$4.5M
Avg Client AUM
$69.4B
High Net Worth AUM
15,255
Number of High Net Worth Clients
Not Available
Min Client Size
#98 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$40,000
Annual Fee on $2M
2.00%
Fee Rate on $2M
$8.1M
Avg Client AUM
$21.1B
High Net Worth AUM
2,596
Number of High Net Worth Clients
Not Available
Min Client Size
#99 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$40,000
Annual Fee on $2M
2.00%
Fee Rate on $2M
$3.2M
Avg Client AUM
$1.2B
High Net Worth AUM
373
Number of High Net Worth Clients
Not Available
Min Client Size
#100 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$40,000
Annual Fee on $2M
2.00%
Fee Rate on $2M
$4.9M
Avg Client AUM
$755M
High Net Worth AUM
155
Number of High Net Worth Clients
Not Available
Min Client Size
#101 Lowest-Fee RIA in New York for $2M Portfolios

Vise Ai Advisors

New York City, NY
View Profile
$40,000
Annual Fee on $2M
2.00%
Fee Rate on $2M
$2.9M
Avg Client AUM
$3.9B
High Net Worth AUM
1,319
Number of High Net Worth Clients
Not Available
Min Client Size
#102 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$42,500
Annual Fee on $2M
2.12%
Fee Rate on $2M
$2.3M
Avg Client AUM
$3.2B
High Net Worth AUM
1,418
Number of High Net Worth Clients
$25,000
Min Client Size
#103 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$50,000
Annual Fee on $2M
2.50%
Fee Rate on $2M
$3.4M
Avg Client AUM
$9.2B
High Net Worth AUM
2,663
Number of High Net Worth Clients
Not Available
Min Client Size
#104 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$59,800
Annual Fee on $2M
2.99%
Fee Rate on $2M
$3.4M
Avg Client AUM
$1.0B
High Net Worth AUM
301
Number of High Net Worth Clients
Not Available
Min Client Size
#105 Lowest-Fee RIA in New York for $2M Portfolios

Platform Technology Partners

Locust Valley, NY
View Profile
$60,000
Annual Fee on $2M
3.00%
Fee Rate on $2M
$3.1M
Avg Client AUM
$1.1B
High Net Worth AUM
336
Number of High Net Worth Clients
$100,000
Min Client Size
#106 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$60,000
Annual Fee on $2M
3.00%
Fee Rate on $2M
$8.0M
Avg Client AUM
$98.5B
High Net Worth AUM
12,350
Number of High Net Worth Clients
$25,000
Min Client Size
#107 Lowest-Fee RIA in New York for $2M Portfolios
View Profile
$60,000
Annual Fee on $2M
3.00%
Fee Rate on $2M
$4.5M
Avg Client AUM
$7.1B
High Net Worth AUM
1,580
Number of High Net Worth Clients
$100,000
Min Client Size
Ranked #56 by Barron's 2025 Ranked #90 by Forbes 2025
Disclaimer: Fee calculations are based on the most recently published SEC Form ADV Part 2A filings. Actual fees may vary based on account size, relationship, and negotiation. This is not investment advice.