Company lists · Data refreshed September 2026

Top 25 Wealth transfer specialists based in New York, United States

Name: Wealth transfer specialists 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 22, 2026 97 companies tracked

RevenueBase identified 97 wealth transfer specialists headquartered in New York, United States as of September 2026 and tracks 35,184 professional contacts across them, including 13,713 with verified work emails. New York is the largest hub.

This list covers wealth transfer specialists 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 22, 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 22, 2026 86% judged on-target in blind review

97Companies

35,184Contacts tracked

13,713Verified emails

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The 25 largest wealth transfer specialists based in New York, United States

Ranked by team size

Top 25 of 97 wealth transfer specialists based in New York, United States, ranked by team size, largest first. Data refreshed Sep 22, 2026. RevenueBase Smart Search rates how each company's information relates to wealth transfer specialists: 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	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	10001+	32,808 contacts →
	Partial evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 22, 2026
2	BNY Wealth	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 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 22, 2026
3	Alex. Brown	Indirect evidence	New York, NY, United StatesHQ checked Sep 22, 2026	501-1,000	330 contacts →
	Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 22, 2026
4	Offit Capital	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	51-200	79 contacts →
	Partial 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 22, 2026
5	Wellington Shields	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	51-200	47 contacts →
	Partial evidence “Wellington Shields is an independent wealth management firm with roots dating back to 1925.” Source: RevenueBase Database · checked Sep 22, 2026
6	Park Avenue Capital	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	11-50	45 contacts →
	Partial evidence “A leading Northwestern Mutual wealth management firm that provides financial planning for high-net-worth families.” Source: RevenueBase Database · checked Sep 22, 2026
7	Capital Management Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 22, 2026	11-50	40 contacts →
	Indirect evidence “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Source: RevenueBase Database · checked Sep 22, 2026
8	Ehrenkranz Partners LP	Indirect evidence	New York, NY, United StatesHQ checked Sep 22, 2026	11-50	39 contacts →
	Indirect evidence “Ehrenkranz Partners offers a comprehensive suite of advisory services, including investment management, family office services, estate planning counsel, and tax strategy.” Source: RevenueBase Database · checked Sep 22, 2026
9	Bridgewater Advisors INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 22, 2026	11-50	25 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 22, 2026
10	Klingman And Associates, LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	11-50	24 contacts →
	Partial evidence “Klingman and Associates, LLC is a comprehensive wealth management company that provides financial planning services and independent investment advice to high net worth individuals…” Source: RevenueBase Database · checked Sep 22, 2026
11	Mcmanus & Associates	Indirect evidence	New York, NY, United StatesHQ checked Sep 22, 2026	11-50	21 contacts →
	Indirect evidence “Now celebrating its 30 years, McManus & Associates continues to deliver the highest quality estate, income tax and philanthropic planning advisory services with the precision and…” Source: RevenueBase Database · checked Sep 22, 2026
12	Sentinel Financial Solutions	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	11-50	21 contacts →
	Partial evidence “Sentinel Solutions provides strategies to meet the unique, distinctive financial planning and wealth management needs of entrepreneurs, executives, business owners and other…” Source: RevenueBase Database · checked Sep 22, 2026
13	Geller Advisors LLC	Partial evidence	New York, United StatesHQ checked Sep 22, 2026	51-200	16 contacts →
	Partial evidence “Geller Advisors provides sophisticated wealth management solutions and family office services to individuals and families of significant wealth.” Source: RevenueBase Database · checked Sep 22, 2026
14	Gaber Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 22, 2026	1-10	15 contacts →
	Indirect evidence “At Gaber Group, we recognize that estate planning needs change over time, due to tax legislation, market volatility or personal circumstances.” Source: RevenueBase Database · checked Sep 22, 2026
15	Kilter Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 22, 2026	1-10	12 contacts →
	Indirect evidence “Kilter Group is an independent, innovative financial services firm at the forefront of the industry.” Source: RevenueBase Database · checked Sep 22, 2026
16	Mercer Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	501-1,000	12 contacts →
	Partial evidence “Unlike many firms, our wealth advisors bring together an in-house, national team of specialized expertise across financial planning, investments, tax strategies, estate planning…” Source: RevenueBase Database · checked Sep 22, 2026
17	Heidner LAW Firm, P.C	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	11-50	11 contacts →
	Partial evidence “Heidner Law Firm P.C is a New York based law practice that offers comprehensive wealth structuring strategies for high net-worth individuals who require in-depth legal expertise…” Source: RevenueBase Database · checked Sep 22, 2026
18	Loeb, Block & Partners, LLP	Indirect evidence	New York, NY, United StatesHQ checked Sep 22, 2026	11-50	9 contacts →
	Indirect evidence “As an international private client boutique firm, Loeb Block represents a diverse set of ultra-high net worth individuals, families and family offices, as well as trustees and…” Source: RevenueBase Database · checked Sep 22, 2026
19	Schlesinger Lazetera & Auchincloss LLP	Indirect evidence	New York, NY, United StatesHQ checked Sep 22, 2026	1-10	9 contacts →
	Indirect evidence “WITH SOPHISTICATED TRUST AND ESTATE SOLUTIONS – BE IT FOR COMPLEX ESTATE PLANNING SCENARIOS, DIFFICULT ESTATE ADMINISTRATIONS OR COMPLEX TAX AND ESTATE LITIGATIONS – WE LEAD…” Source: RevenueBase Database · checked Sep 22, 2026
20	Erwin, Marcus & Pathak P.C	Indirect evidence	New York, NY, United StatesHQ checked Sep 22, 2026	1-10	8 contacts →
	Indirect evidence “Erwin & Marcus, P.C, formed in 2015, is the successor to Hill, Ullman & Erwin P.C, which since 1978 has guided clients through the process of wills, trusts, gift and estate…” Source: RevenueBase Database · checked Sep 22, 2026
21	Lara Sass & Associates, Pllc	Indirect evidence	New York, NY, United StatesHQ checked Sep 22, 2026	1-10	8 contacts →
	Indirect evidence “As a boutique law firm dedicated exclusively to the practice of trusts and estates for high net worth individuals, we have extensive knowledge and practical experience advising…” Source: RevenueBase Database · checked Sep 22, 2026
22	Jill Miller & Associates, P.C	Indirect evidence	New York, United StatesHQ checked Sep 22, 2026	1-10	7 contacts →
	Indirect evidence “At Jill Miller & Associates, P.C.” Source: RevenueBase Database · checked Sep 22, 2026
23	Watts Capital Partners, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 22, 2026	1-10	6 contacts →
	Indirect evidence “Watts Capital Partners works with high net worth individuals and families to create the financial future they envision.” Source: RevenueBase Database · checked Sep 22, 2026
24	Pioneer Wealth Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	11-50	6 contacts →
	Partial evidence “Pioneer Wealth Partners, LLC is an independent wealth management firm that offers a comprehensive suite of advisory services to high net worth clients and families.” Source: RevenueBase Database · checked Sep 22, 2026
25	Turtle BAY Group, INC	Partial evidence	New York, NY, United StatesHQ checked Sep 22, 2026	1-10	6 contacts →
	Partial evidence “At Turtle Bay Group, our goal is to enrich the quality of the lives of our clients by providing a wide variety of wealth management and financial services.” Source: RevenueBase Database · checked Sep 22, 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: wealth transfer specialists. 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 wealth transfer specialists.
Partial evidence: Its own public description names part of wealth transfer specialists, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name wealth transfer specialists. 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 97 wealth transfer specialists based in New York, United States

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Wealth transfer specialists based in New York, United States at a glance

As of Sep 22, 2026

39.0%Verified-email coverage

362.7Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · New York

Sep 22, 2026Page data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

501-1,000

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 97 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 wealth transfer specialists, 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 “wealth transfer specialists”. 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 wealth transfer specialists), 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 wealth transfer specialists, 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, 13,713 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 22, 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.

Wealth transfer specialists by metro in the United States

Wealth transfer specialists in New York97
Wealth transfer specialists in San Diego56
Wealth transfer specialists in Atlanta54
Wealth transfer specialists in Dallas45
Wealth transfer specialists in Houston41
Wealth transfer specialists in Chicago40
Wealth transfer specialists in Austin38
Wealth transfer specialists in Scottsdale37
Wealth transfer specialists in Boston35
Wealth transfer specialists in Boca Raton34
Wealth transfer specialists in Denver33
Wealth transfer specialists in Los Angeles33
Wealth transfer specialists in Miami33
Wealth transfer specialists in San Francisco31
Wealth transfer specialists in Irvine26

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 wealth transfer specialists, 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 wealth transfer specialists are there based in New York, United States?

RevenueBase identified 97 wealth transfer specialists 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 wealth transfer specialists?

New York leads with 97 headquartered companies, followed by San Diego (56) and Atlanta (54).

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 13,713 verified decision-maker contacts tracked across these 97 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 22, 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.