Purpose.   Passion.   Partnership.
Integrated wealth management designed to maximize your future.
Mission: To provide the best finance platform
in the marketplace
Advisors within
the Vanderbilt
100 +
Commitment to advisor flexibility & transition support
0 %
Years of collective operations industry experience
0 +

Collaboration. Ingenuity. Impact.

Vanderbilt Financial Group is an investment firm disrupting traditional finance by focusing on providing flexible, collaborative, and innovative solutions to our advisors and clients.  We do this by providing world-class service while maintaining a “family office” feel.

Vanderbilt provides broker dealer and registered investment advisor services. With a focus on social and environmental responsibility, and headquartered in a LEED-Certified Platinum building, our commitment to changing the world begins at home in our office and within our culture.

We are proud to announce that we have been recognized as an “Inclusive Workplace” by Best Companies Group, a workplace culture and employee engagement expert, and COLOR Magazine, a leader in corporate inclusivity.

The “Inclusive Workplace” recognition is based on employee feedback gathered from a thorough and independent survey that gauges employee’s perceptions on workplace inclusion and belonging.

Impacting Wealth. Impacting Your Future.

Vanderbilt is a place where advisors and clients come together to build the future of their dreams. As an organization, we are committed to a culture of community, collaboration and impactful investing. Together, anything is possible.

Vanderbilt Founder & Chairman

Man at podium with colorful signs in background

Explore Vanderbilt Resources

Learn what makes the Vanderbilt platform unique.

Discover why clients engage with Vanderbilt advisors.

A View Into the Vanderbilt Community

“Vanderbilt redefines collaborative culture. Our advisors and clients are part of the Vanderbilt family. We work together for a brighter future.”

– Heidi Distante, Chief Executive Officer

Frequently asked questions

At Vanderbilt, we strive to provide a unique experience to our advisors and clients. Our commitment to GRITT and to making the future brighter through collaboration, culture and ingenuity is demonstrated throughout our organization.

When advisors and clients experience Vanderbilt for the first time, they are blown away by the difference. This difference is by design. We aim to be a leader in disruptive finance, rewriting the rules, maximizing flexibility, creating opportunities and ultimately impacting the future. Here are the most frequently asked questions we receive:

Each month, we limit the number of new advisors we add to the team to ensure you receive the highest level of individual care and attention. Each new advisor is assigned an onboarding manager who plans and organizes your entire transition, allowing you more time to meet with your clients to discuss the account transfer process in a timely and stress-free fashion.

Our customized process ensures the highest level of customer service throughout your onboarding process to create a smooth, seamless, and comfortable experience. We pride ourselves on providing world-class service with a family office feel.

Making a move is a big undertaking. That’s why we’ve created an electronic transition process that makes it quick, easy, an environmentally friendly.

Yes, and in addition we have our own full service RIA from Vanderbilt Advisory Services with over 400 SMA Managers to choose from.

Vanderbilt offers a robust platform which includes multiple clearing options, an insurance division, alternative and traditional investments. To receive a comprehensive guide to Vanderbilt Financial Group contact us.

GRITT stands for Gratitude, Respect, Innovation, Teamwork, Trustworthiness. They are our core values and guiding principles. Learn more about our culture of GRITT here.

We love this question as Vanderbilt truly cares about building a community of collaboration and engagement. This is not something we see in the industry at large, and a cornerstone of how we engage internally and externally. We would welcome a conversation to show you how we engage, and can even connect you with some of our advisors. Contact us to schedule a conversation.

Partner with Us

125 Froehlich Farm Boulevard Woodbury, NY 11797
Monday - Thursday: 9:00AM - 5:30PM
Friday: 9:00AM - 5:00PM
Saturday & Sunday: Closed

Get in Touch! 800.676.2921

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