Tiptree Advisors, LLC

Money talks in this city.

Investment firms cluster in midtown, but the East Village still has its share of quiet players. Tiptree Advisors, LLC operates from an unassuming sixth-floor office above the Broadway bustle, handling portfolio management, tax planning, and retirement accounts without the midtown markup. The neighborhood keeps things grounded—no marble lobbies, just a straightforward number on the buzzer.

You’ll find the office at 809 Broadway, 6th floor, New York, NY 10003. The building sits between a vintage record shop and a bodega that’s been there since the ‘80s, so the block feels more lived-in than polished. That same low-key energy carries through the category; investment advice here doesn’t come with a sales pitch or a glossy brochure.

They cover the usual ground—stocks, bonds, estate planning—plus a few niche strategies most firms skip. If the conversation turns to real estate trusts or private equity, the numbers stay front and center. Reach out at (212) 887-4400 to set up a time; the phone rings during business hours and goes to voicemail after.

For directions, pull up the map: https://www.google.com/maps/place?ftid=0x89c259d1c03542bf:0xcab2daec360e8372.