Rialytix insights

Top RIA Firms in Armonk, New York

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Armonk, New York. This hub covers 6 matching firms with $1.6B in total reported AUM and median AUM of $251.0M.

Firms

Matching current profiles

Total AUM

$1.6B

Reported regulatory AUM

Median AUM

$251.0M

Across firms with AUM

Largest firm

$462.0M

Truman Capital Advisors, LP

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Truman Capital Advisors, LP CRD 156659 · Limited Partnership	ARMONK, NY	$462.0M Apr 2026	-$69.8M-13.1%	+$49.5M+12.0%	-$231.5M-33.4%	+$299.1M+183.5%	-2 employees-11.8% over 3Y	+3 accounts+150.0% over 3Y
2. Settanni Financial LLC CRD 298989 · Limited Liability Company	ARMONK, NY	$397.0M Apr 2026	+$60.2M+17.9%	+$196.5M+98.0%	+$216.5M+119.9%	—	0 employees+0.0% over 3Y	+89 accounts+24.2% over 3Y
3. Silverberg Bernstein Capital Management CRD 327151 · Limited Liability Company	ARMONK, NY	$283.0M Mar 2026	+$109.6M+63.2%	—	—	+$122.4M+76.2%	0 employees+0.0% over 1Y	+51 accounts+66.2% over 1Y
4. Forteris Wealth Management, INC. CRD 108314 · —	ARMONK, NY	$219.0M Mar 2026	+$60.9M+38.5%	+$63.0M+40.4%	+$89.6M+69.3%	+$62.7M+40.1%	+1 employees+50.0% over 3Y	+119 accounts+27.9% over 3Y
5. Income & Asset Advisory, INC. CRD 124955 · Corporation	ARMONK, NY	$174.8M Mar 2026	+$38.8M+28.5%	+$66.0M+60.6%	+$62.1M+55.1%	+$77.7M+80.0%	-1 employees-20.0% over 3Y	+97 accounts+21.8% over 3Y
6. Stuyvesant Capital Management Corporation CRD 111998 · Corporation	ARMONK, NY	$43.0M Mar 2026	+$7.2M+20.2%	-$1.5M-3.3%	-$8.3M-16.2%	-$119.4M-73.5%	-1 employees-33.3% over 3Y	-11 accounts-18.6% over 3Y

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.