#2Forbes Best-In-State Wealth Advisors

Advisors do not pay a fee for placement on Forbes Top Advisor rankings, which are independently determined by Shook Research.

Forbes Lists

#62
America's Top Wealth Advisors (2024)
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
#2
Forbes Best-In-State Wealth Advisors (2024)
New York - NYC (High Net Worth)
Source: Forbes.com (Awarded Apr 2024) Data compiled by SHOOK Research LLC based on time period from 6/30/22 - 6/30/23.
About Gerard Klingman

Gerry Klingman is Founder and President of Klingman & Associates, LLC a registered investment advisor in New York City with more than $1.8 billion in client assets. For 30+ years, Gerry has provided financial planning and investment advisory services to corporate executives, entrepreneurs, professional athletes and other high-net-worth individuals and their families. He received the 2016 Invest in Others Lifetime Achievement Award for his 20+ years of service to Best Buddies International.

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Asset Summary
As of Jun, 2023
$2M
Min Account Size For New Business
$10-50M
Typical Size Of Households
$12-60M
Typical Net Worth Of Relationships
$3.1B
Team Assets (Custodied)

other advisors

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