Wealth manager, independent · RYE Brook, NY
Meyer Handelman Company LLC
SEC-registered investment adviser · CRD 107309 · SEC 801-661
At a glance
Meyer Handelman Company LLC is an SEC-registered investment adviser based in RYE Brook, New York, with $3.2B in regulatory assets under management as of its Form ADV filed March 17, 2026. It reports 475 individual clients, 402 of them high-net-worth, holding an average of about $5.8 million each, and 18 employees. That ranks it 329th among the nation’s 5,657 independent wealth management RIAs and 28th of 408 in New York. It reports 2 custodians for its clients’ separately managed accounts: Citi and BNY.
Main office 914-939-4060As filed on Form ADV
- Regulatory AUM
- $3.2B
- Rank among independent wealth managers
- #329 of 5,657
- Rank among all SEC RIAs
- #2,707 of 17,210
- Rank in New York
- #28 of 408
- Individual clients
- 475
- High-net-worth clients
- 402
- Accounts
- 487
- Discretionary
- 84% of AUM
- Employees
- 18
- Advisory staff
- 8
- Offices
- 1
Owners and executives on its Form ADV
- Richard A. HandelmanMember
- Scott M. HandelmanMember
- Russell J. HandelmanChief Compliance Officer
- Handelman S. ZacharyMember
Custody and brokerage
Broker-dealer
No broker-dealer ties
Meyer Handelman Company LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 402 | $2.7B | 84% |
| Charitable organizations | 5 | $411M | 13% |
| Other | 5 | $73M | 2% |
| Individuals | 73 | $33M | 1% |
| Pension and profit sharing plans | 2 | $13M | <1% |
Private funds
Meyer Handelman Company LLC reports 1 private funds with $6M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Meyer Handelman Company LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Pension consulting
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Meyer Handelman Company LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 1,259 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in New York
All of New York →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Klingenstein Fields AdvisorsNew York | $4.7B | 1,237 |
| Seven Bridges Advisors LLCNew York | $4.6B | 128 |
| Courier Capital, LLCBuffalo | $3.6B | 2,094 |
| Capital Counsel LLCNew York | $2.9B | 214 |
| Cordoba Advisory Partners LLCNew York | $2.8B | 57 |
| Strategic Financial ServicesUtica | $2.8B | 1,216 |
Background
Questions
How much does Meyer Handelman Company LLC manage?
Meyer Handelman Company LLC reports $3.2B in regulatory assets under management across 487 accounts, 84% of it on a discretionary basis, on its Form ADV filed March 17, 2026.
How many clients does Meyer Handelman Company LLC have?
It reports 475 individual clients: 402 high-net-worth individuals and 73 other individuals. Individuals account for about 85% of its regulatory assets.
Where is Meyer Handelman Company LLC headquartered?
Its main office is in RYE Brook, New York. It reports 1 office in total and 18 employees, 8 of whom perform investment advisory functions.
How does Meyer Handelman Company LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Meyer Handelman Company LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Citi and BNY. On Schedule D of its Form ADV filed March 17, 2026, it reports these amounts held: Citi ($2.5B); BNY ($686M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Meyer Handelman Company LLC a hybrid RIA with a broker-dealer?
Meyer Handelman Company LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Meyer Handelman Company LLC a fiduciary?
As an SEC-registered investment adviser, Meyer Handelman Company LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Meyer Handelman Company LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-17), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →