Landmark Wealth Management

What Landmark Wealth Management does

Landmark Wealth Management (legal entity Bryant Woods Investment Advisors, LLC) is a 100% management-owned, fee-only registered investment advisory firm founded in 2005 and headquartered in Getzville, New York. The firm operates in a fiduciary capacity for high net-worth individuals and families, nonprofit organizations, and institutional clients (foundations, endowments, corporate plan sponsors), serving clients throughout the United States from a single office. Service delivery is team-based, with two advisors assigned to every client relationship and an advertised 40:1 adviser-to-client ratio; client assets are custodied at Fidelity Institutional, and the firm discloses no proprietary funds, no 12b-1 fees, and no revenue sharing with fund companies.

The firm offers four integrated core service lines: Investment Consulting (including ESG/Socially Responsible Investing and Nonprofit & Institutional Consulting), Retirement Planning (including Corporate 401(k) Plan Consulting under a 3(21) fiduciary role), Tax Services (delivered through wholly-owned subsidiary Landmark Tax Advisors LLC and affiliate CTBK LLP), and Estate and Generational Wealth Planning. The team holds multiple advanced designations (CPA, MBA, CFP, AIF, CIMA/CPWA, CDFA) with 100+ collective years of industry experience and includes alumni of Ernst & Young, TPG Capital, HSBC, Bank of America Private Bank, and Big-4 accounting firms.

The business model is recurring-revenue oriented, with advisory fees charged as a percentage of assets under management (AUM billed monthly; specific tiers disclosed in the ADV Part 2A), supplemented by professional-services fees from the tax practice. As of December 31, 2025, the firm reported AUM of $680+ million. Distribution is exclusively direct advisory relationships; marketing relies on quarterly Economic & Market Insights content, hosted forums (e.g., Women and Wealth), and earned-media credibility from third-party rankings including Newsweek's America's Top Financial Advisory Firms 2026 and InvestmentNews Top Advisors 2024 (ranked 16th). Technology stack centers on the Fidelity custodial platform with no disclosed proprietary systems, APIs, or AI/ML capabilities.

Name

Landmark Wealth Management

Legal name

Bryant Woods Investment Advisors, LLC

Website

https://landmarkfirm.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

1–10 employees

Short description

Landmark Wealth Management is a 100% management-owned, fee-only registered investment advisory firm founded in 2005 in Getzville, NY, serving high net-worth individuals and families, nonprofits, and institutions nationwide with integrated investment, retirement, tax, and estate planning services on $680M+ AUM.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Private Banking & UHNW Wealth Advisory (FSAEABAC), Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Estate & Legacy Planning Advisory (FSAEAAAG)

Keywords

• Investment advisory services
• Wealth management
• Retirement planning
• Estate planning
• Tax compliance services

Headquarters

HQ city

Getzville

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. Investment Advisory Services: The firm provides investment advisory services on assets under management, charging fees based on the value of client assets managed. The firm works in a fiduciary capacity on behalf of clients.
2. Tax Services: Through Landmark Tax Advisors LLC and affiliate CTBK LLP, the firm provides tax return compliance services, tax consulting, estate planning, and tax-integrated wealth management approaches for high-net-worth individuals, small business owners, and professionals.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Landmark Wealth Management is a fiduciary registered investment advisory firm that delivers integrated wealth management services to high net-worth individuals and families, institutions, and nonprofit organizations. Its offerings include Investment Consulting (with ESG/Socially Responsible Investing and Nonprofit & Institutional sub-services), Retirement Planning (including Corporate 401(k) Plan Consulting), Estate and Generational Wealth Planning, and Tax Services delivered through wholly-owned Landmark Tax Advisors LLC and affiliate CTBK LLP. All client assets are custodied at Fidelity Institutional Wealth Services, and the firm publishes quarterly Economic & Market Insights to support its advisory engagement model.

Product overview

Landmark Wealth Management is a registered investment advisory firm offering a unified suite of wealth management services rather than a modular software product. The core portfolio consists of four integrated service lines: Investment Consulting (including ESG/Socially Responsible Investing and Nonprofit & Institutional Consulting), Retirement Planning (including corporate 401(k) consulting), Tax Services (delivered via Landmark Tax Advisors LLC), and Estate and Generational Wealth Planning. These services are tightly coordinated—a tax-integrated approach to wealth management connects the tax, investment, and estate planning disciplines—and all client assets are custodied at Fidelity Investments. The firm publishes quarterly Economic & Market Insight reports as part of its advisory offering.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Consulting Provides independent, objective investment advice to clients including comprehensive asset allocation, ongoing monitoring of tax-efficient investment strategies, and a client-first financial plan for high net-worth individuals, families, institutions, and nonprofit organizations.
• Retirement Planning An ongoing planning process identifying client goals such as Social Security, Medicare, and long-term care, providing cash flow illustrations and scenario analysis from savings through retirement spending stages for individuals, families, and corporate plan sponsors.
• Tax Services Delivered through Landmark Tax Advisors LLC and affiliate CTBK LLP, encompassing personal and business tax return compliance, pass-through entity taxation, fiduciary tax returns, and tax consulting for high-net-worth individuals, small business owners, and professionals.
• Estate and Generational Wealth Planning Assists clients with developing and executing estate plans including wills, powers of attorney, healthcare proxies, trusts, gifting strategies, and inheritance planning to maintain family values and security beyond the client's lifetime.
• Nonprofit & Institutional Consulting Partners with nonprofit and institutional clients on investment selection, asset allocation development, investment policy statements, and strategic consultation aligned with mission and beliefs, including trustee education and transparent reporting.
• Corporate 401(k) Plan Consulting Professional adviser services to corporate 401(k) plans providing 3(21) fiduciary protection to plan sponsors, with access to institutionally priced investments, fee transparency, a wide range of investment options, and proactive service.

Quantifiable outcome

• Assets under management of $680+ million as of December 31, 2025
• +1 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and minor.

• Fidelity InvestmentscoreTechnology or IntegrationFidelity Institutional Wealth Services provides clearing and custody services for Landmark Wealth Management. Working with Fidelity gives access to a wide range of products and services. Clients receive simplified, consolidated monthly statements reflecting all investment positions. Fidelity is a leading provider of trading, custody, and brokerage services to registered investment advisors.
• CTBK LLPcoreStrategic or Co-development PartnerCTBK LLP is a locally-owned and operated full-service accounting firm providing businesses and individuals assurance, accounting, tax, and business consulting services. Landmark has an affiliation with CTBK for tax compliance services including business and fiduciary tax return compliance.
• Fi360minorOthersFi360 awards the Accredited Investment Fiduciary (AIF) designation to qualified professionals. Landmark team members have earned this designation.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Commonwealth Financial Network: Independent broker-dealer and RIA platform supporting fiduciary advisors serving HNW individuals with planning, investment, and retirement services. Comparable go-to-market serving independent advisors.
• Moneta Group: Independent, employee-owned RIA providing fee-only wealth management, tax, and estate planning to HNW families and institutions. Closely aligned business model and client focus to Landmark.
• Carson Group: RIA support platform serving independent advisors and HNW clients with financial planning, investment, and tax-adjacent services. Similar fiduciary philosophy and target client profile as Landmark.
• Mariner Wealth Advisors: National RIA consolidator serving HNW individuals, families, and institutions with integrated wealth, tax, and estate planning. Comparable service mix to Landmark, though materially larger and acquisitive.
• Edelman Financial Engines: Large independent RIA combining traditional advisor-led wealth management with planning, retirement, and investment advisory services for HNW households. Comparable offerings, though scaled nationally.
• Buckingham Strategic Wealth: Independent RIA providing wealth planning, investment management, and tax-aware advice to HNW clients on a fiduciary basis. Closely mirrors Landmark's conflict-free, fee-only model and HNW orientation.
• Creative Planning: Large independent RIA serving HNW individuals with integrated financial planning, tax, and estate services under a fiduciary model. Highly comparable business mix and client profile to Landmark, though at much greater scale.

Broad incumbents

• Goldman Sachs Personal Financial Management: Large incumbent wealth manager offering HNW investment advisory, planning, and banking solutions within a broader Goldman Sachs franchise. Overlaps with Landmark's HNW wealth advisory offering but at far greater scale and with bank capabilities.
• Vanguard Personal Advisor Services: Hybrid digital-plus-advisor wealth management service from a leading asset manager, targeting mass-affluent and HNW clients with low-cost fiduciary advice. Competes with Landmark on price-sensitive HNW segments.

Emerging players

• Empower Personal Advisor (formerly Personal Capital): Tech-enabled RIA offering digital financial planning dashboards combined with human advisors for HNW clients. Represents the emerging digitally-led competitor that Landmark's purely relationship-driven model will increasingly face.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries2 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 Landmark Wealth Management