Company Profile
Vanderbilt Financial Group is an independent broker-dealer and registered investment advisor (RIA) firm that provides integrated wealth management solutions with a strong focus on socially and environmentally responsible, ethical, and impactful investments. The firm aims to disrupt traditional finance by offering flexible, collaborative, and innovative solutions to its network of financial advisors and their clients. They are known as the "Sustainable Broker Dealer" due to their commitment to investing with purpose and promoting Environmental, Social, and Corporate Governance (ESG), Socially Responsible Investing (SRI), and Impact Investing.
Established in 1965 by two siblings to manage their families' wealth, Vanderbilt Financial Group has grown into a community supporting over 220 independent registered representatives across the United States. The firm's business model prioritizes advisors, offering world-class service with a family office feel and robust transition support. Their headquarters in Woodbury, New York, is a LEED-Certified Platinum building, reflecting their commitment to sustainability both internally and through their investment philosophy.
Vanderbilt Financial Group empowers its advisors to offer a wide array of impact investment opportunities, aligning client portfolios with their values. The firm's culture is guided by its GRITT values: Gratitude, Respect, Innovation, Teamwork, and Trustworthiness. This commitment to a supportive and forward-thinking environment has earned them recognition, including being named one of InvestmentNews’ Best Places to Work for Financial Advisors in the USA for 2026 and "The Best Place to Work" by Long Island Business News for eight consecutive years. In 2021, the firm increased its assets under management by over one billion dollars, demonstrating significant growth in its impact-focused approach.
News & Signals (0)
No linked news activity found for this company.