New York-Based Financial Advisors & Private Wealth Management Firm

Your Clarfeld Financial ConfidanteTM is someone you turn to when the difficult decisions at the nexus of wealth and life must be made. Find out more here.
Clarfeld began 30 years ago with the philosophy of providing multiple financial services to meet our client’s needs. We are not only strategic wealth management consultants. We have a strong focus in investments, taxes, estate planning, cash flow, and insurance. We provide the full range of family office services that are flawlessly incorporated with all other aspects of our clients’ financial life.

New York’s #1 Independent Investment Advisor for the 7th Consecutive Year by Barron’s.  >>> Read more
♦ Forbes Top Wealth Managers
♦ Financial Times FT300 Top RIA’s
♦ Bloomberg – Top 50 Family Offices
♦ Financial Advisor’s 2015 Top RIA Ranking