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History of the Firm

Vanderbilt Financial Group is a Registered Investment Advisor and Broker Dealer based in Long Island. Incepted over 50 years ago, we manage approximately $4.4 billion of capital for our client base which includes professionals, families, trusts, pensions, institutions and more. We are independently operated and have approximately 160 advisors across the U.S.

Known as “The Sustainable Wealth Management Firm”, Vanderbilt Financial Group maintains a focus on impact investing. Our organizational goals are aligned with the intention to bring about positive social or environmental change through our business and investments.

We believe a sustainable business is one that has minimal negative impact on the local or global environment, community, society, or economy. A sustainable business focuses on a triple bottom line: people, planet, profit. At Vanderbilt, we incorporate principles of sustainability into each of our business decisions.

We encourage you to reach out to us to learn more about how you could align your investments with your values and be impactful.

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