A complete list of active advisors currently associated with Klingman and Associates, LLC

Warmer can help you find a great advisor at Klingman and Associates, LLC or one who fits your needs even better.

Klingman and Associates, LLC provides wealth management, financial planning, investment management, and consulting to high net worth individuals, families, trusts, estates, charitable organizations, and retirement plan sponsors. The firm reports approximately $5.66 billion in assets under management and serves roughly 700 clients, offering both ongoing portfolio management and standalone planning or consulting engagements. Investment decisions are guided by an Investment Committee chaired by the Chief Investment Officer and built around an asset-allocation framework grounded in Modern Portfolio Theory; accounts are typically managed on a discretionary basis using mutual funds, ETFs, separate accounts and third‑party managers. The firm also incorporates alternative investments, including private equity and private credit, into some client portfolios and emphasizes long‑term, diversified allocation strategies while acknowledging the liquidity and manager‑specific risks of those holdings. Compared with many peers, Klingman combines a relatively large asset base with a compact advisory team and supplements traditional advisory services with fixed-fee retainer engagements and project‑based consulting. The firm maintains an affiliated insurance entity whose representatives may receive commission compensation, holds minority investments in promoter relationships, and generally directs custody and execution to Raymond James and/or Schwab — practices that can affect brokerage and referral arrangements.

To learn more about the advisors currently working at Klingman and Associates, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.