Company lists · Data refreshed September 2026

Top 25 Millennial wealth management companies based in New York, United States

Name: Millennial wealth management companies based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 17, 2026 204 companies tracked

RevenueBase identified 204 millennial wealth management companies headquartered in New York, United States as of September 2026 and tracks 44,352 professional contacts across them, including 16,180 with verified work emails. New York is the largest hub.

This list covers millennial wealth management companies headquartered in New York, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 17, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 17, 2026 86% judged on-target in blind review

204Companies

44,352Contacts tracked

16,180Verified emails

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The 25 largest millennial wealth management companies based in New York, United States

Ranked by team size

Top 25 of 204 millennial wealth management companies based in New York, United States, ranked by team size, largest first. Data refreshed Sep 17, 2026. RevenueBase Smart Search rates how each company's information relates to millennial wealth management companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Merrill Lynch	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	10001+	32,808 contacts →
	Strong evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 17, 2026
2	Bank Of America Private Bank	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	1,001-5,000	2,898 contacts →
	Partial evidence “THE POWER TO CREATE MORE OF WHAT YOU VALUE Bank of America Private Bank focuses on complex financial needs of wealthy individuals & families–as well as institutions–helping to…” Source: RevenueBase Database · checked Sep 17, 2026
3	Bessemer Trust	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	1,001-5,000	1,346 contacts →
	Partial evidence “Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Source: RevenueBase Database · checked Sep 17, 2026
4	BNY Wealth	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	10001+	1,217 contacts →
	Partial evidence “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Source: RevenueBase Database · checked Sep 17, 2026
5	Bernstein Private Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	1,001-5,000	837 contacts →
	Indirect evidence “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Source: RevenueBase Database · checked Sep 17, 2026
6	Betanxt	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	501-1,000	629 contacts →
	Strong evidence “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Source: RevenueBase Database · checked Sep 17, 2026
7	Farther	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	501-1,000	452 contacts →
	Partial evidence “Welcome to Intelligent Wealth.” Source: RevenueBase Database · checked Sep 17, 2026
8	Fiduciary Trust International	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	201-500	419 contacts →
	Strong evidence “Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Source: RevenueBase Database · checked Sep 17, 2026
9	Alex. Brown	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	501-1,000	330 contacts →
	Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 17, 2026
10	MIO Partners, INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	201-500	297 contacts →
	Indirect evidence “MIO Partners Inc.(MIO) is a global, world-class investment and advisory institution with a decades-long track record of performance for our clients through multiple market cycles.” Source: RevenueBase Database · checked Sep 17, 2026
11	BBR Partners	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	242 contacts →
	Strong evidence “BBR Partners is an independent boutique wealth management firm.” Source: RevenueBase Database · checked Sep 17, 2026
12	Park Avenue Wealth Management	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	1,001-5,000	194 contacts →
	Strong evidence “Park Avenue® Wealth Management has evolved into a modern wealth management company delivering holistic solutions across investing, planning, and protection.” Source: RevenueBase Database · checked Sep 17, 2026
13	First Manhattan	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	173 contacts →
	Partial evidence “First Manhattan is a $36B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.” Source: RevenueBase Database · checked Sep 17, 2026
14	National Securities Corporation	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	501-1,000	149 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
15	Phoenix Financial Services	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	108 contacts →
	Indirect evidence “Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City.” Source: RevenueBase Database · checked Sep 17, 2026
16	Kingswood U.S	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	106 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
17	Wealth Advisory Group LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	106 contacts →
	Partial evidence “Wealth Advisory Group has been empowering people with sound financial strategies since 1933.” Source: RevenueBase Database · checked Sep 17, 2026
18	Wealthbridge Financial Group	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	95 contacts →
	Partial evidence “At WealthBridge Financial Group, we help clients in all 50 states create, protect, and grow wealth through keen listening, creative strategy, and purpose driven #FinancialPlanning.” Source: RevenueBase Database · checked Sep 17, 2026
19	Spartan Capital Securities, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	93 contacts →
	Indirect evidence “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Source: RevenueBase Database · checked Sep 17, 2026
20	Tocqueville Asset Management	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	91 contacts →
	Strong evidence “Tocqueville Asset Management is an independent, employee-owned wealth management firm founded in 1985, with offices in New York City and Vero Beach, Florida.” Source: RevenueBase Database · checked Sep 17, 2026
21	Opto Investments	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	82 contacts →
	Partial evidence “Opto Investments ("Opto") is engineering the future of private markets so wealth managers can efficiently build, execute, and service white-labeled private investment vehicles -…” Source: RevenueBase Database · checked Sep 17, 2026
22	Offit Capital	Strong evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	79 contacts →
	Strong evidence “Delivering customized investment management services to help wealthy individuals, families, endowments and foundations meet their long-term financial objectives.” Source: RevenueBase Database · checked Sep 17, 2026
23	Ellevest	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	11-50	77 contacts →
	Partial evidence “Founded in 2014, Ellevest is a financial services company dedicated to closing the gender wealth gap.” Source: RevenueBase Database · checked Sep 17, 2026
24	Summit Rock Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 17, 2026	51-200	76 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 17, 2026
25	ZOE Financial	Partial evidence	New York, NY, United StatesHQ checked Sep 17, 2026	11-50	69 contacts →
	Partial evidence “Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Source: RevenueBase Database · checked Sep 17, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: millennial wealth management companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names millennial wealth management companies.
Partial evidence: Its own public description names part of millennial wealth management companies, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name millennial wealth management companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 204 millennial wealth management companies based in New York, United States

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Millennial wealth management companies based in New York, United States at a glance

As of Sep 17, 2026

36.5%Verified-email coverage

217.4Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · New York

Sep 17, 2026Page data refreshed

Companies by employee count

1-10

102

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 204 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among millennial wealth management companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in New York, United States whose own description of what they do matches “millennial wealth management companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names millennial wealth management companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among millennial wealth management companies, and records with no verified work email. Companies headquartered outside New York are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 16,180 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 17, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Millennial wealth management companies by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names millennial wealth management companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many millennial wealth management companies are there based in New York, United States?

RevenueBase identified 204 millennial wealth management companies headquartered in New York, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Merrill Lynch, headquartered in New York, tops this list with the largest team on record.

Which city has the most millennial wealth management companies?

New York leads with 204 headquartered companies, followed by Atlanta (103) and Houston (83).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 16,180 verified decision-maker contacts tracked across these 204 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 17, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.