Citizens Private Wealth

RIASEC Registered

Total AUM

$16.6B

Discretionary

$14.3B

86% of AUM

Avg account

$1.4M

Accounts

12,118

Employees

214

Advisory reps

102

Firm details

Headquarters: Tarrytown, New York
CRD number: 106743
Registered since: February 20, 1992
Website: www.clarfeld.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI94.41%
Corporations / Businesses4.71%
Charitable Organizations0.88%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Citizens Private Wealth is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (initial registration year: 1992) and serves both individual and family clients as well as institutional clients. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, institutional portfolio management, and manager selection. Citizens Private Wealth operates as a capital allocator and charges clients through a mix of percentage-of-AUM fees, hourly billing, and fixed-fee engagements. The firm does not identify as an active ESG investor and maintains a set of industry affiliations that span broker-dealer relationships, banking and trust institutions, insurance companies, and registered security‑based swap activity. Citizens Private Wealth has received multiple industry recognitions, including placements on Barron’s Top 100 RIA list (2021, 2022), and repeated coverage in Forbes’ lists for top RIA firms (2022, 2023, 2024) as well as recognition from FA Magazine in 2020.