Coyote Wealth
Financial Advisor

Richard Bernstein Advisors

Profile reviewed by the Coyote Wealth Editorial Team — researchers and writers with experience across leading Wall Street financial institutions. Updated March 9, 2026.

Macro-driven investment management for institutions and individuals

New York, NYFounded 200925-50 employees

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About Richard Bernstein Advisors

Richard Bernstein Advisors is a New York-based independent investment management firm providing macro-driven, global investment strategies to institutional clients and high-net-worth individuals.

Services & Specialties

Services

Portfolio Strategy
Macro Research
Institutional Consulting

Financial Advisor Specialties

Investment Management
Wealth Management

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Pricing

Fee-Only (AUM)

Industries

Financial Services
Nonprofit Organizations
Education

States Served

New York
Connecticut
New Jersey

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