Top Finance Companies in New York City
If you are searching for trusted finance companies in New York City, this list features verified financial service providers offering investment advisory, wealth management, and corporate finance solutions. Our up-to-date directory saves you time by presenting only well-reviewed firms with reliable websites, ensuring you find the best financial experts in NYC.
- Goldman Sachs – A leading global investment banking, securities, and investment management firm serving clients in New York City for over 150 years. Specializes in mergers and acquisitions, asset management, and financial advisory services. Renowned for industry certifications and top client satisfaction ratings.
Website: www.goldmansachs.com
Contact: (212) 902-1000
Address: 200 West St, New York, NY 10282 - JPMorgan Chase & Co. – A multinational investment bank and financial services company headquartered in NYC. Over 200 years of experience providing retail banking, asset management, and corporate finance services across Manhattan and surrounding boroughs. Recognized for innovation and strong client relationships.
Website: www.jpmorganchase.com
Contact: (212) 270-6000
Address: 383 Madison Ave, New York, NY 10179 - Morgan Stanley – Expert providers of investment banking, wealth management, and institutional securities in NYC. Serving clients for over 85 years with authorized certifications and distinguished for robust financial planning services. Based near Bryant Park, catering to diverse financial needs.
Website: www.morganstanley.com
Contact: (212) 761-4000
Address: 1585 Broadway, New York, NY 10036 - Citibank – Providing comprehensive financial services including retail banking, investment solutions, and corporate finance for NYC residents and businesses. Part of Citigroup with a history spanning over 200 years. Known for strong customer service in Midtown Manhattan.
Website: www.citibank.com
Contact: (212) 793-3000
Address: 388 Greenwich St, New York, NY 10013 - BlackRock – The world’s largest asset manager based in NYC, offering risk management, investment advisory, and technology-driven financial solutions. Operating in NYC for over 30 years with multiple awards for investment performance and client trust. Located near Wall Street.
Website: www.blackrock.com
Contact: (212) 810-5300
Address: 55 East 52nd St, New York, NY 10055 - Ameriprise Financial – NYC-based financial advisory firm specializing in retirement planning, wealth management, and insurance services with over 100 years of expertise. Accredited with multiple financial planning certifications and high client ratings in Manhattan’s financial district.
Website: www.ameriprise.com
Contact: (212) 486-9300
Address: 685 3rd Ave, New York, NY 10017 - Charles Schwab – Offering brokerage, investment advisory, and banking services throughout NYC. Known for cutting-edge online platforms and personalized wealth management, serving urban and suburban clients since 1971. Offices located near Rockefeller Center.
Website: www.schwab.com
Contact: (212) 317-8710
Address: 245 Park Ave, New York, NY 10167 - BNY Mellon – A global investments company headquartered in New York City offering asset servicing, investment management, and wealth solutions. Serving institutional clients for over 230 years with strong compliance standards and high ratings for fiduciary services.
Website: www.bnymellon.com
Contact: (212) 495-1784
Address: 240 Greenwich St, New York, NY 10286 - Russell Investments – NYC-based firm providing investment management and advisory services with a focus on customized portfolio solutions. Operating for over 80 years with notable certifications and recognized for transparent financial planning in the Financial District.
Website: www.russellinvestments.com
Contact: (212) 356-1400
Address: 75 Rockefeller Plaza, New York, NY 10019 - Fidelity Investments – Comprehensive financial services including brokerage, retirement, wealth management, and advisory services in NYC. Trusted by millions nationwide with highly rated local branches in Midtown Manhattan.
Website: www.fidelity.com
Contact: (800) 343-3548
Address: 245 Summer St, Boston, MA 02210 (Corporate), local offices in NYC - Edward Jones – Personal financial advisors serving individuals and small businesses in NYC neighborhoods such as Upper East Side and Brooklyn. Offering investment strategies, retirement planning, and insurance solutions with a client-first approach for over 100 years.
Website: www.edwardjones.com
Contact: (212) 249-3536
Address: Multiple NYC locations, main office 521 5th Ave, New York, NY 10175 - Vanguard – Known for low-cost mutual funds and ETFs, Vanguard provides investment management and retirement planning with several NYC service centers. Operating strong customer support and trusted by investors since 1975.
Website: www.vanguard.com
Contact: (800) 523-1036
Address: 100 Vanguard Blvd, Malvern, PA 19355 (Corporate), NYC offices available - KPMG LLP – Offering audit, tax, and advisory financial services in NYC for corporate clients across industries. Part of a global network with over 100 years operating in the city, KPMG is known for financial consulting and compliance expertise.
Website: www.home.kpmg/us/en/home.html
Contact: (212) 758-9700
Address: 345 Park Ave, New York, NY 10154 - Deloitte – A top provider of audit, tax, consulting, and financial advisory services headquartered in NYC, Deloitte has served local and multinational clients for decades with certified professionals and strong client reviews.
Website: www2.deloitte.com/us/en.html
Contact: (212) 492-4000
Address: 30 Rockefeller Plaza, New York, NY 10112 - PWC (PricewaterhouseCoopers) – Provides auditing, tax, and consulting services in New York City with a focus on corporate finance and regulatory compliance. Highly ranked for its NYC offices near Times Square.
Website: www.pwc.com/us/en.html
Contact: (646) 471-4000
Address: 300 Madison Ave, New York, NY 10017 - CBIZ Wealth Management – Specializes in wealth management and financial consulting for business owners and high-net-worth individuals in NYC. Over 30 years serving the Tri-State area with personalized strategies and excellent client reviews.
Website: www.cbiz.com
Contact: (212) 372-2000
Address: 200 Liberty St, New York, NY 10281 - Northwestern Mutual – Financial planning and insurance services in NYC, helping clients with investment advisory, college funding, retirement plans, and risk management. Established network with certified advisors based in Manhattan.
Website: www.northwesternmutual.com
Contact: (212) 583-6200
Address: 717 5th Ave, New York, NY 10022 - Brown Brothers Harriman – Provides private banking, wealth management, and investment services in NYC, operating since 1818. Trusted for its deeply personalized financial solutions and strong reputation on Wall Street.
Website: www.bbh.com
Contact: (212) 493-1000
Address: 140 Broadway, New York, NY 10005 - RBC Wealth Management – Offering wealth management, investment advice, and trust services to individuals and corporations in New York City. Part of the Royal Bank of Canada with over 100 offices and strong client satisfaction in Manhattan.
Website: www.rbcwealthmanagement.com
Contact: (212) 981-4400
Address: 580 Madison Ave, New York, NY 10022 - AllianceBernstein – Global asset management firm with NYC headquarters, specializing in institutional and retail financial advisory services. Operating over 50 years with top industry certifications and a focus on data-driven investment strategies.
Website: www.alliancebernstein.com
Contact: (212) 969-1000
Address: 1345 Avenue of the Americas, New York, NY 10105 - Mariner Wealth Advisors – Provides comprehensive financial planning, investment management, and trust services across NYC neighborhoods including Tribeca and Chelsea. Established in 2006 with high ratings for personalized financial guidance.
Website: www.marinerwealthadvisors.com
Contact: (212) 234-8100
Address: 1177 Avenue of the Americas, New York, NY 10036 - Citco – Specializes in hedge fund administration, fund governance, and investment management services in New York City. Over 70 years of experience serving institutional clients with offices located near the World Trade Center.
Website: www.citco.com
Contact: (212) 944-4500
Address: 1 State St Plaza, New York, NY 10004
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