Brix Partners

What Brix Partners does

Brix Partners operates as Barnum Premier Client Group, a wealth management and financial advisory practice headquartered at 10 Grand Central, 155 East 44th Street, 12th Floor in New York City, with corporate domicile in Shelton, Connecticut. The firm was founded in 2010 by Jared S. Levy (founder and managing partner) and provides comprehensive financial planning, personalized investment management, tax mitigation strategies, multi-generational wealth planning, risk management, and business succession planning services. The firm is a sales-led, relationship-driven practice with no proprietary technology platform — its service delivery is built around a four-stage repeatable process (Discovery, Data Analysis, Strategy Implementation, Ongoing Monitoring) and an educator-first methodology that coordinates with clients' external CPAs and attorneys.

The firm's customer base spans three primary segments — business owners, individuals and families, and ultra-affluent clients — and three secondary segments: professional and NIL athletes, individuals experiencing equity or liquidity events, and employees transitioning from MetLife benefit programs. Revenue is generated through personalized, recurring wealth management advisory engagements; pricing is not publicly disclosed and is consistent with bespoke AUM-based advisory fees. Securities and investment advisory services are delivered through qualified registered representatives of MML Investors Services, LLC (Member SIPC) under a core licensing/regulatory partnership, while Barnum Premier Client Group remains an independent, unaffiliated firm.

The go-to-market relies on a content-driven resource center (articles, videos, calculators), direct consultation scheduling on the website, media appearances, and a distinctive employer-referral channel via MetLife benefit transitions. There are no disclosed funding rounds, M&A activity, product launches beyond service-line segmentation, patents, AI capabilities, or mobile applications. No headcount or revenue figures are publicly disclosed.

Name

Brix Partners

Legal name

Barnum Premier Client Group

Website

https://brixpartners.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

11–50 employees

Short description

Brix Partners operates as Barnum Premier Client Group, a New York-based wealth management and financial advisory firm serving business owners, families, ultra-affluent clients, and pro athletes with comprehensive financial planning, investment management, and tax mitigation services.

Ownership category

akta.pro rank

Headquarters

HQ city

Shelton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Wealth Management and Financial Advisory Services: The firm generates revenue through comprehensive wealth management and financial planning advisory services. Revenue is derived from personalized investment strategies, financial planning engagements, and ongoing portfolio management tailored to individual client needs across business owners, affluent individuals, and families.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Brix Partners (operating as Barnum Premier Client Group) is a wealth management and financial advisory practice that delivers comprehensive financial planning, personalized investment strategy, tax mitigation, multi-generational wealth transfer, risk management, and business succession planning. The firm serves individuals, families, business owners, ultra-affluent clients, and professional athletes through a process-oriented, educator-first advisory model that integrates with clients' existing CPAs and attorneys.

Product overview

Barnum Premier Client Group offers comprehensive wealth management and financial advisory services including financial planning, wealth management, tax mitigation strategies, multi-generational wealth strategies, risk management, and business succession planning. The firm operates as a service-based advisory practice rather than a software product platform.

Differentiator

Problem solved

Functional benefit

Products and services

• Comprehensive Financial Planning Holistic financial planning service that develops strategies aligned with clients' goals and adapts as needs evolve over time, designed for individuals, families, and business owners.
• Wealth Management Personalized investment strategy and ongoing portfolio management service that navigates wealth-building complexity through disciplined financial planning tailored to long-term objectives.
• Tax Mitigation Strategies Tax-efficient strategy development integrated into overall financial planning, delivered in collaboration with the client's CPA or tax professional.
• Multi-Generational Wealth Strategies Wealth transfer and legacy planning service for families, designed to align with long-term legacy priorities and ensure financial stability across generations.
• Risk Management Financial risk evaluation and mitigation service covering asset protection and insurance considerations to support long-term financial stability.
• Business Succession Planning Succession advisory service for business owners that addresses financial, operational, and legacy planning factors in collaboration with the client's legal and tax advisors.

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Mercer Advisors: National RIA providing wealth management, tax planning, estate planning, and business succession services to HNW individuals and business owners. Directly comparable service mix and target client base, with a larger geographic footprint.
• Carson Group: Independent wealth management firm offering financial planning, investment advisory, and business coaching for advisors and their HNW clients. Comparable holistic planning model and educator positioning, with a larger advisor network.
• Corient: Independent, fee-only wealth management firm serving ultra-affluent individuals and families with integrated financial planning, investment management, and tax strategy. Directly comparable HNW/ultra-affluent focus, holistic service stack, and relationship-led delivery model.
• Commonwealth Financial Network: Independent broker-dealer and RIA supporting affiliated financial advisors who serve retail and HNW clients with wealth management and financial planning. Directly comparable regulatory and distribution model to Barnum's MML Investors Services affiliation.
• Mariner Wealth Advisors: Independent wealth advisory firm serving HNW individuals, families, and business owners with comprehensive financial planning, tax strategy, and succession planning. Closely aligned with Barnum's holistic, relationship-based model and target segments.

Broad incumbents

• Creative Planning: Large independent RIA offering comprehensive wealth management, tax, estate, and business succession planning to HNW and ultra-affluent clients nationwide. Directly comparable to Barnum on full-stack financial planning for business owners and affluent families, but at significantly greater scale.
• Focus Financial Partners: Leading partnership of independent RIAs and wealth advisory firms serving HNW clients with financial planning and investment management. Comparable affiliation model and HNW target market, but as a multi-firm platform rather than a single practice.
• Edelman Financial Engines: One of the largest independent RIAs in the U.S., serving mass-affluent and HNW clients with financial planning and investment advisory. Comparable on the HNW financial planning model and educator-first positioning, but with a much larger advisor base and proprietary technology stack.
• Raymond James Financial Services: Major independent broker-dealer hosting affiliated advisors who deliver wealth management, financial planning, and investment services to retail and HNW clients. Comparable independent-channel distribution model, but at substantially greater scale.
• Goldman Sachs Personal Financial Management: Wirehouse wealth management arm serving ultra-affluent and HNW clients with comprehensive financial planning, investment, and wealth transfer services. Comparable ultra-affluent segment targeting and holistic planning capabilities, but with global brand and balance sheet.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Customer concentration

• LinkedInlinkedin.com/company/brixpartners

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Brix Partners