Top 5 financial advisor firms in Rye Brook

5 SEC-registered financial advisor firms are headquartered in Rye Brook, NY, with $5.06B in combined regulatory assets under management. The largest by assets are Meyer Handelman ($3.24B), Navis Wealth Advisors ($902M) and Oxler Private Wealth ($578M).

5
Financial advisor firms: $5.06B
Their combined AUM: $578M
Median firm AUM: 834
Clients of the top 5

The 5 largest by assets

1
Meyer Handelman
RIA
$3.24B
Up to 1.50% a year
2
Navis Wealth Advisors
RIA
$902M
0.35% to 1.25% a year
3
Oxler Private Wealth
RIA
$578M
0.50% to 1.50% a year
4
Beacon Financial Advisors
RIA
$228M
0.50% to 1.00% a year
5
Municipal Asset Management
RIA
$113M
0.28% to 1.00% a year

Profiles of the top 5

No. 1 · RIA

Meyer Handelman

Meyer Handelman is an investment adviser based in Rye Brook, NY, registered with the SEC since 1951. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations and other clients. Its regulatory assets under management total $3.24 billion, as filed on 17 March 2026.

Meyer Handelman charges up to 1.50% a year for its Variable annual-rate investment advisory fees.

Regulatory AUM: $3.24B
Clients: 487
Advisory staff: 8
Fee schedule: Up to 1.50% a year
Custodians: BNY Mellon, N.A., Citibank, N.A.
Headquarters: 800 Westchester Avenue, Suite S-618, Rye Brook, NY 10573-1373
Phone: 914-939-4060
Website: meyerhandelman.com

No. 2 · RIA

Navis Wealth Advisors

Navis Wealth Advisors is an investment adviser based in Rye Brook, NY, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $902 million, as filed on 1 September 2026.

Navis Wealth Advisors charges 0.35%–1.25% a year for its Wealth Management Services.

Regulatory AUM: $902M
Clients: 126
Advisory staff: 6
Fee schedule: 0.35% to 1.25% a year
Custodians: Charles Schwab
Headquarters: 800 Westchester Avenue, Suite 700, Rye Brook, NY 10573
Phone: 914-848-8300
Website: naviswealth.com

No. 3 · RIA

Oxler Private Wealth

Oxler Private Wealth is an investment adviser based in Rye Brook, NY, registered with the SEC since 2020. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and other clients. Its regulatory assets under management total $578 million, as filed on 16 March 2026.

Oxler Private Wealth charges 0.50%–1.50% a year for its Portfolio Management Services.

Regulatory AUM: $578M
Clients: 151
Advisory staff: 3
Founded: 2020
Fee schedule: 0.50% to 1.50% a year
Custodians: Pershing
Headquarters: 800 Westchester Ave, Suite 641n, Rye Brook, NY 10573
Phone: 212-785-2860
Website: oxlerpw.com

No. 4 · RIA

Beacon Financial Advisors

Beacon Financial Advisors is an investment adviser based in Rye Brook, NY, registered with the SEC since 2013. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and individual clients. Its regulatory assets under management total $228 million, as filed on 30 March 2026.

Beacon Financial Advisors charges 0.50%–1.00% a year for its Asset Management Services.

Regulatory AUM: $228M
Clients: 49
Advisory staff: 3
Founded: 2000
Fee schedule: 0.50% to 1.00% a year
Custodians: Charles Schwab
Headquarters: 800 Westchester Avenue, Suite 641 North, Rye Brook, NY 10573-1360
Phone: 914-872-4040
Website: beaconfinadv.com

No. 5 · RIA

Municipal Asset Management

Municipal Asset Management is an investment adviser based in Rye Brook, NY, registered with the SEC since 1994. It provides investment management. Its clients include high-net-worth individuals, other clients and individual clients. Its regulatory assets under management total $113 million, as filed on 30 March 2026.

Municipal Asset Management charges 0.28%–1.00% a year for its Portfolio management.

Regulatory AUM: $113M
Clients: 21
Advisory staff: 3
Fee schedule: 0.28% to 1.00% a year
Custodians: Wells Fargo Clearing Services
Headquarters: 3 International Drive, Suite 100, Rye Brook, NY 10573
Phone: 212-935-8313
Website: maminvestments.com

Questions about financial advisors in Rye Brook

How many financial advisor firms are headquartered in Rye Brook?

5 SEC-registered financial advisor firms report their principal office in Rye Brook, NY, managing $5.06B in regulatory assets between them. The other 5 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 Rye Brook?

Meyer Handelman, with $3.24B in regulatory assets under management on its latest Form ADV. The next largest are Navis Wealth Advisors ($902M) and Oxler Private Wealth ($578M).

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

How large is a typical financial advisor firm in Rye Brook?

The median firm manages $578M in regulatory assets. That is the midpoint of the 5 firms headquartered in Rye Brook.

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

How much do financial advisors in Rye Brook charge?

Of the 5 largest firms, 5 publish an asset-based fee schedule for their main service in their brochure. The highest rate in those schedules runs from 1.00% to 1.50% 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 Rye Brook?

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

Rye Brook has 5 financial advisor firms; see every adviser in the city →