Name

Joel Isaacson & Co., LLC

Legal name

Joel Isaacson & Co., LLC

Website

https://joelisaacson.com

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Fee-Only Advisory (FSAEAAAL)

Keywords

• Wealth management services
• Investment management
• Financial planning
• Tax planning
• Estate planning

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Assets Under Management (AUM) Fees: Fee-only fiduciary advice model where the firm charges based on assets under management, providing aligned incentives between advisor and client. No commissions, referral fees, or proprietary product sales.
2. Tax Planning and Preparation Services: Full-service tax department providing year-round tax planning, guidance, and tax return preparation integrated with financial planning.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Joel Isaacson & Co., LLC is a fee-only fiduciary wealth management firm that delivers integrated investment management, tax planning and preparation, estate planning, retirement planning, cash flow management, corporate benefit coordination, and insurance planning services. The firm operates on an assets-under-management (AUM) fee model with no commissions, referral fees, or proprietary product sales, serving approximately 1,000 high-net-worth client families and managing over $10 billion in AUM from its New York City headquarters.

Product overview

Joel Isaacson & Co., LLC is a fee-only fiduciary wealth management firm offering a comprehensive suite of integrated financial services. The firm operates as a unified platform combining investment management, cash flow management, estate planning, tax planning & preparation, corporate benefit coordination, insurance planning, and retirement planning services. All services are delivered by a team of certified financial planners, CPAs, and tax professionals with a focus on high-net-worth individuals, families, business owners, executives, and entrepreneurs. The firm's integrated approach emphasizes the coordination of these services—particularly the integration of tax planning with investment management and financial planning—delivered through a team of over 50 professionals managing approximately $10 billion in assets under management.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Management Portfolio analysis, risk tolerance evaluation, asset allocation, and implementation using mutual funds, ETFs, separately managed accounts, and alternative investments, with ongoing monitoring and maintenance of financial plans. For high-net-worth individuals and families.
• Cash Flow Management Multi-year cash flow projections and stress-testing scenarios to help clients maintain lifestyle through major life events and unexpected expenses, including modeling for college funding, real estate purchases, and retirement. For high-net-worth individuals and families.
• Estate Planning Review of wills and trusts, coordination with estate attorneys, implementation of estate plans including reviewing titles and beneficiaries, and ongoing monitoring of estate planning needs. For high-net-worth individuals and families with multi-generational wealth transfer goals.
• Tax Planning & Preparation Integrated tax and financial planning including proactive quarterly and year-end tax projections, federal and state income tax filings for personal, corporate, and fiduciary returns, and tax-efficient investment strategies. For high-net-worth individuals, families, and small businesses.
• Corporate Benefit Coordination Analysis and coordination of equity compensation including deferred compensation, stock options, RSUs, founder shares, and performance awards, coordinating benefits with personal insurance, investment, and tax planning. For corporate executives, business owners, and entrepreneurs.
• Risk Management & Insurance Planning

Quantifiable outcome

• $10B+ Assets Under Management
• +1 more outcomes

Named customers2 records

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

Feature1 record

Partnerships

One partnership is on record.

• Focus Financial Partners, LLCcoreStrategic or Co-development Partner · 1 January 2009In 2009, Joel Isaacson & Co. joined Focus Financial Partners, LLC, a leading partnership of fiduciary wealth management firms. The firm maintains its focus on building clients' wealth while operating under the Focus Financial partnership structure.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Carson Group: Large partnership-based RIA serving HNW clients with integrated financial planning, tax, and investment services — comparable to JICO in fee-only fiduciary model and HNW focus, though significantly larger in headcount and AUM.
• Creative Planning: Fee-only RIA providing comprehensive wealth management, tax, and estate planning to HNW individuals and families — directly comparable business model and service mix to JICO at meaningfully larger scale.
• Mariner Wealth Advisors: Nationwide fee-based RIA offering integrated financial planning, tax, estate, and investment management to HNW clients — closely comparable integrated service model and client segment.
• Bessemer Trust: Multi-generational wealth management firm serving ultra-HNW families with integrated investment, tax, and estate services — directly comparable integrated-service model to JICO at the higher end of the HNW segment.
• Savant Wealth Management: Fee-only RIA providing comprehensive financial planning, tax, and investment management to HNW individuals — comparable integrated service model with similar HNW focus.
• Signature Wealth Management: Fee-only RIA providing integrated wealth management, tax planning, and estate services to HNW individuals and families — directly comparable integrated service model and target client segment.

Broad incumbents

• Focus Financial Partners: Parent partnership of dozens of fiduciary wealth management firms including JICO — provides infrastructure, capital, and M&A support to partner firms; broader incumbent in the RIA partnership space.
• Brown Brothers Harriman Wealth Management: Private wealth management division of an established financial services firm serving HNW families with integrated investment advisory, trust, and estate services — broader incumbent with overlapping HNW-wealth capabilities.

Regional players

• Waldron Private Wealth: Boutique fee-only RIA serving HNW clients primarily in the Northeast with integrated financial planning and investment management — comparable service model to JICO but operating in a similar regional corridor.

Emerging players

• GenTrust: Fee-only RIA providing financial planning, investment management, and tax services to HNW clients — comparable business model and service offerings to JICO, with a smaller and growing footprint.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 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 Joel Isaacson & Co., LLC