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 company matches for millennial wealth management companies associated with New York, United States as of September 2026 and tracks 44,352 professional contacts across them, including 16,180 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for millennial wealth management companies associated with New York, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 17, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Sep 17, 2026 How this list was built

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 company matches for millennial wealth management companies based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 17, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Merrill Lynch	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	10001+	32,808 contacts →
	Exact match “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
2	Bank Of America Private Bank	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	1,001-5,000	2,898 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
3	Bessemer Trust	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	1,001-5,000	1,346 contacts →
	Exact match “Privately owned and independent, Bessemer Trust is a family office that has served individuals and families of substantial wealth for 118 years.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
4	BNY Wealth	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	10001+	1,217 contacts →
	Exact match “For over 240 years, we’ve been helping our clients build, manage and sustain their wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
5	Bernstein Private Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	1,001-5,000	837 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
6	Betanxt	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	501-1,000	629 contacts →
	Exact match “BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
7	Farther	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	501-1,000	452 contacts →
	Exact match “Welcome to Intelligent Wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
8	Fiduciary Trust International	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	201-500	419 contacts →
	Exact match “Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
9	Alex. Brown	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	501-1,000	330 contacts →
	Exact match “Alex.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
10	MIO Partners, INC	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	201-500	297 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
11	BBR Partners	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	51-200	242 contacts →
	Exact match “BBR Partners is an independent boutique wealth management firm.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
12	Park Avenue Wealth Management	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	1,001-5,000	194 contacts →
	Exact match “Park Avenue® Wealth Management has evolved into a modern wealth management company delivering holistic solutions across investing, planning, and protection.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
13	First Manhattan	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	51-200	173 contacts →
	Exact match “First Manhattan is a $36B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
14	National Securities Corporation	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	501-1,000	149 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
15	Phoenix Financial Services	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	51-200	108 contacts →
	Exact match “Phoenix Financial Services is a full service financial services company located in the heart of the financial district in New York City.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
16	Kingswood U.S	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	51-200	106 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
17	Wealth Advisory Group LLC	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	51-200	106 contacts →
	Exact match “Wealth Advisory Group has been empowering people with sound financial strategies since 1933.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
18	Wealthbridge Financial Group	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	51-200	95 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
19	Spartan Capital Securities, LLC	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	51-200	93 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
20	Tocqueville Asset Management	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	51-200	91 contacts →
	Exact match “Tocqueville Asset Management is an independent, employee-owned wealth management firm founded in 1985, with offices in New York City and Vero Beach, Florida.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
21	Opto Investments	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	51-200	82 contacts →
	Exact match “Opto Investments ("Opto") is engineering the future of private markets so wealth managers can efficiently build, execute, and service white-labeled private investment vehicles -…” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
22	Offit Capital	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	51-200	79 contacts →
	Exact match “Delivering customized investment management services to help wealthy individuals, families, endowments and foundations meet their long-term financial objectives.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
23	Ellevest	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	11-50	77 contacts →
	Exact match “Founded in 2014, Ellevest is a financial services company dedicated to closing the gender wealth gap.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
24	Summit Rock Advisors	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	51-200	76 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase
25	ZOE Financial	Exact match	New York, NY, United StatesHQ recorded Sep 17, 2026	11-50	69 contacts →
	Exact match “Zoe is a wealth platform with the mission to help grow and protect clients’ wealth.” Recorded in the RevenueBase company graph · Sep 17, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “millennial wealth management companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

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

See the full list, filter by size, metro and specialty, and access 16,180 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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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)

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

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with New York, United States whose business descriptions match “millennial wealth management companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 16,180 professional contacts with verified work emails across the full matched dataset. 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.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Millennial wealth management companies by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “millennial wealth management companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 204 company matches for millennial wealth management companies associated with New York, United States as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Merrill Lynch tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most millennial wealth management companies?

New York leads the United States with 204 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 16,180 professional contacts with verified work emails tracked across these 204 companies; direct dials are available where recorded.

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 SmartSearch, 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.