NivaLet’s talk

Top 4 financial advisor firms in Harrison

4 SEC-registered financial advisor firms are headquartered in Harrison, NY, with $1.94B in combined regulatory assets under management. The largest by assets are Next Level Private ($1.37B), Sykon Capital ($350M) and LightedWay Advisory Services ($115M).

4
Financial advisor firms
$1.94B
Their combined AUM
$233M
Median firm AUM
1,833
Clients of the top 4

The 4 largest by assets

  1. 1
    Next Level Private

    RIA

    $1.37B

  2. 2
    Sykon Capital

    RIA

    $350M

  3. 3
    LightedWay Advisory Services

    RIA

    $115M

  4. 4
    Bespoke Investment Group

    RIA

    $101M

Profiles of the top 4

No. 1 · RIA

Next Level Private

Next Level Private is an investment adviser based in Harrison, NY, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $1.37 billion, as filed on 23 July 2026.

Next Level Private charges 1.00%–1.50% a year for its Investment Management Services.

Regulatory AUM
$1.37B
Clients
841
Advisory staff
10
Founded
2021
Fee schedule
1.00% to 1.50% a year
Custodians
Pershing
Headquarters
500 Mamaroneck Avenue, Suite 501, Harrison, NY 10528
Phone
914-431-5255
Website
nextlevelprivate.com

No. 2 · RIA

Sykon Capital

Sykon Capital is an investment adviser based in Harrison, NY, registered with the SEC since 2023. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $350 million, as filed on 14 September 2026.

Sykon Capital charges up to 1.60% a year for its Investment Management Fee.

Regulatory AUM
$350M
Clients
664
Advisory staff
6
Fee schedule
Up to 1.60% a year
Custodians
Charles Schwab
Headquarters
500 Mamaroneck Ave, Suite 435, Harrison, NY 10528
Phone
914-898-3694
Website
sykoncapital.com

No. 3 · RIA

LightedWay Advisory Services

LightedWay Advisory Services is an investment adviser based in Harrison, NY, registered with the SEC since 2021. It provides investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $115 million, as filed on 3 February 2026.

LightedWay Advisory Services charges 0.50%–1.50% a year for its Portfolio Management Fees.

Regulatory AUM
$115M
Clients
269
Advisory staff
1
Fee schedule
0.50% to 1.50% a year
Custodians
Charles Schwab
Headquarters
83 Calvert St, Harrison, NY 10528
Phone
914-747-4717
Website
lightedwayadvisory.com

No. 4 · RIA

Bespoke Investment Group

Bespoke Investment Group is an investment adviser based in Harrison, NY, registered with the SEC since 2021. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $101 million, as filed on 5 March 2026.

Bespoke Investment Group charges 0.80% a year for its Portfolio management.

Regulatory AUM
$101M
Clients
59
Advisory staff
5
Fee schedule
0.80% to 0.80% a year
Custodians
Charles Schwab
Headquarters
105 Calvert St., Suite 100, Harrison, NY 10528
Phone
914-315-1248
Website
bespokepremium.com

Questions about financial advisors in Harrison

How many financial advisor firms are headquartered in Harrison?

4 SEC-registered financial advisor firms report their principal office in Harrison, NY, managing $1.94B in regulatory assets between them. The other 2 advisers headquartered in the city are broker-dealers, other kinds of wealth firm, or fund and institutional managers.

Source: Form ADV Part 1A, Items 1.F, 5.D and 5.F

What is the largest financial advisor firm in Harrison?

Next Level Private, with $1.37B in regulatory assets under management on its latest Form ADV. The next largest are Sykon Capital ($350M) and LightedWay Advisory Services ($115M).

Source: Form ADV Part 1A, Item 5.F

How large is a typical financial advisor firm in Harrison?

The median firm manages $233M in regulatory assets. That is the midpoint of the 4 firms headquartered in Harrison.

Source: Form ADV Part 1A, Item 5.F

How much do financial advisors in Harrison charge?

Of the 4 largest firms, 4 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 0.80% to 1.60% of assets, depending on the firm; each firm's fee is in its profile above.

Source: Form ADV Part 2A brochures, Item 5

How can I check a financial advisor's record in Harrison?

Search the firm or the person on the SEC's Investment Adviser Public Disclosure site, adviserinfo.sec.gov, which shows registrations, Form ADV filings and any disclosures. Each firm profile in this directory links its SEC record.

Source: SEC Investment Adviser Public Disclosure

How is this list ordered?

By regulatory assets under management as filed on Form ADV, largest first. A firm is included when its principal office is in the city and most of its client assets belong to individuals and its type is RIA, which leaves out broker-dealers, wirehouses, RIA networks, digital advice, bank, insurance and family-office firms. A firm with only a branch office here is listed in its own headquarters city.

Source: Niva directory methodology

Harrison has 4 financial advisor firms; see every adviser in the city →

Top financial advisor firms in other New York cities