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14. Carret Asset Management

Carret Asset Management is a New York City-based independent, employee-owned investment advisor with an entrepreneurial corporate culture. The firm serves wealth managers, financial advisors, select institutional clients and high-net-worth individuals and families.

Total AUM: $2.47B+

Years in Business: 15

Accounts Under Management: 2,140

Principals:

Wayne Reisner, President & Chief Executive Officer

Marco Vega, Chief Operating Officer, Chief Financial Officer & Chief Compliance Officer

Contact:

carret.com

320 Park Avenue, 18th Floor, New York, NY 10022

(212) 593-3800