What Ingalls & Snyder does

Ingalls & Snyder is a privately held, independent investment management firm and FINRA-registered broker-dealer founded in 1924 by Roscoe C. Ingalls and John T. Snyder, headquartered in New York City with an additional Manhattan office at 1325 Avenue of the Americas. The firm is registered as an investment advisor and broker-dealer, serving high-net-worth individuals and families as its primary client base, with a secondary institutional segment that includes organizations, foundations, and corporate retirement plans.

The firm's core offerings center on custom portfolio management, wealth advisory and planning, and family office services for private clients, alongside institutional services such as securities lending, managed funds, separately managed accounts, and trading. Services are delivered through six semi-autonomous internal portfolio management groups — The Bridgehampton Group, Fundamental Equity Advisors, Nobska Capital Management, The 6th Avenue Team, 2X Wealth Group, and Stewart Asset Management — each operating under the Ingalls & Snyder umbrella. Client-facing technology includes proprietary eAccess, ePortal, and eDocuments portals (powered by Portfolio Manager and ExelaTech), a Donor Advised Fund portal integrated with GiveClear Foundation, and custodial account access through Charles Schwab.

The revenue model combines recurring investment advisory fees for custom portfolio and wealth management services with transaction-based fees from broker-dealer activities. The firm employs 11–50 professionals, operates exclusively in the United States, and is independently owned by its partners with no parent company, private equity, or institutional investor backing. Strategic positioning emphasizes multi-generational client relationships, direct portfolio manager access without intermediaries, and 100+ years of continuous independent operation as core differentiators.

Name

Ingalls & Snyder

Legal name

Ingalls & Snyder, LLC

Website

https://ingalls.net

Company type

Private

Founded year

1924

Operating status

Operating

Headcount range

11–50 employees

Short description

Ingalls & Snyder is an independent, privately held New York-based investment advisor and broker-dealer founded in 1924, providing custom portfolio management, wealth advisory, family office, and institutional asset management services to high-net-worth individuals, families, and organizations through six internal portfolio management teams.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Investment Management Advisory (RIA) (FSAEAAAB), Independent Broker-Dealers (Retail Network) (FSAAAAAC), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF)

Keywords

• Investment management
• Wealth advisory
• Portfolio management
• Broker-dealer services
• Family office services

Headquarters

HQ city

Boston

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Infrastructure, Marketing or Sales

Revenue model

1. Investment Advisory Services: Fee-based investment advisory services for custom portfolio management, wealth advisory, and family office solutions.
2. Broker-Dealer Services: Securities brokerage services through their FINRA-registered broker-dealer. Ingalls & Snyder is a registered investment advisor and broker-dealer.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Ingalls & Snyder is an independent registered investment advisor and FINRA-registered broker-dealer that delivers custom portfolio management, comprehensive wealth advisory and planning, and family office solutions to high-net-worth private clients. The firm also provides institutional asset management services, including securities lending, managed funds, separately managed accounts, and trading. Operations are delivered through multiple internal portfolio management groups and supported by proprietary client portals for account access and document retrieval.

Product overview

Ingalls & Snyder is a registered investment advisor and broker-dealer offering a unified investment management platform centered on tailored portfolio management and wealth advisory services. The platform comprises core services including Custom Portfolio Management, Wealth Advisory and Planning, and Family Office offerings, supported by client-facing digital tools (ePortal, eDocuments, eAccess, and DAF Portal). The firm distributes its services through multiple internal portfolio management groups—The Bridgehampton Group, Fundamental Equity Advisors, Nobska Capital Management, The 6th Avenue Team, 2X Wealth Group, and Stewart Asset Management—each operating as distinct investment teams under the Ingalls & Snyder umbrella. Institutional clients can access Securities Lending, Managed Funds, Separately Managed Accounts, and Trading services. The 2X Wealth Group also produces the Nest Egg! Podcast for investor education.

Differentiator

Problem solved

Functional benefit

Brands

• The Bridgehampton Group: A team within Ingalls & Snyder providing integrated financial and investment advice with active money management, wealth planning, family office, and 401k plan management services.
• Fundamental Equity Advisors
• Nobska Capital Management
• The 6th Avenue Team
• 2X Wealth Group
• Stewart Asset Management

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Charles SchwabcoreChannel Partner/ Reseller/ DistributorCharles Schwab serves as a custodian for client accounts. Ingalls & Snyder provides investment management while Schwab holds and protects client assets. Clients can access their Schwab accounts through Ingalls & Snyder's website links.
• GiveClear FoundationminorStrategic or Co-development PartnerGiveClear Foundation partners with Ingalls & Snyder to offer Donor Advised Fund (DAF) accounts. The DAF Portal allows clients to manage charitable giving through a joint platform.
• Portfolio ManagerminorOthersIngalls & Snyder uses Portfolio Manager (ExelaTech) for their eDocuments portal, providing online retrieval of official account documents including statements, confirmations, and tax documents.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Lazard Family Office Services: Global financial advisory firm with a family office and wealth management segment serving UHNW clients. Comparable offering portfolio management and multi-generational planning, though part of a broader advisory and asset management platform.
• Fidelity Wealth Management: Diversified incumbent providing investment advisory, brokerage, and wealth planning to HNW and institutional clients. Comparable product set but operates at far greater scale and with broader distribution than Ingalls & Snyder.
• Vanguard Personal Advisor Services: Large incumbent offering hybrid robo-plus-advisor wealth management to mass-affluent and HNW clients. Overlaps with Ingalls & Snyder on investment advisory but competes on price and scale rather than bespoke family-office service.

Direct peers

• First Manhattan Company: Privately held NYC-based investment advisory and wealth management firm serving individuals, families, and institutions. Direct peer given shared New York footprint, independent partnership model, and tailored portfolio management.
• Bessemer Trust: Privately held, multi-generational wealth and investment management firm serving HNW and UHNW families. Highly comparable to Ingalls & Snyder in client focus, independence, and combination of investment advisory with family-office capabilities.
• Brown Brothers Harriman (BBH): Long-standing private partnership offering wealth management and investment advisory alongside custody and institutional services. Comparable to Ingalls & Snyder in independence, longevity, and HNW/institutional dual-segment focus.
• Rockefeller Capital Management: Independent, NYC-headquartered wealth management and investment advisory firm serving UHNW and HNW clients. Highly comparable on geography (Rockefeller Plaza), independent multi-family office positioning, and comprehensive investment services.
• Glenmede: Independent, employee-owned wealth management and investment firm serving HNW families, foundations, and endowments. Closely comparable to Ingalls & Snyder in ownership structure, target clients, and institutional/HNW dual offering.

Emerging players

• Crescent Grove Advisors: Independent RIA providing personalized wealth management and investment advisory to HNW individuals and families. Comparable client focus and bespoke service model, though smaller and newer than Ingalls & Snyder.

Others

• Charles Schwab Wealth Advisory: Custody partner to Ingalls & Snyder that also offers competing wealth advisory and RIA services at scale. Relevant as both a distribution channel and an indirect competitive threat from a low-cost, tech-enabled incumbent.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/ingallsandsnyder

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

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 Ingalls & Snyder