Clarfeld Financial Advisors is a wealth manager based in Tarrytown, United States, founded in 1981. Verified contact details, AUM data, and investment preferences on FindLPs.
Clarfeld Financial Advisors is a wealth management firm based in Tarrytown, New York. Established in 1981, the firm provides wealth management services including financial planning, investment counseling, estate and trust planning, tax planning, risk management and asset protection, and personal wealth management to high net-worth individuals, professionals, and families. The assets of the firm are managed by the executive management team.
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.