Insights

Strong Industry Recognition Nucleus Advisors has received notable rankings from prestigious industry publications like Forbes and Barron's, including top advisor titles at both national and state levels. This indicates a high level of service quality and reputation, providing opportunities to position premium financial products or partnerships that align with their elite status.

Growth in Wealth Management With revenues ranging from 10 to 25 million dollars and a relatively small team of 11-50 employees, Nucleus Advisors is positioned as a boutique but successful firm. They represent an attractive target for high-touch, personalized financial solutions, alternative investment offerings, or sophisticated technology tools that support high-net-worth client services.

Technological Infrastructure The company utilizes advanced cloud platforms like Amazon Web Services and modern website tools such as Elementor and Yoast SEO, highlighting their openness to adopting innovative technology solutions. This presents opportunities to introduce fintech solutions, client engagement tools, or data analytics products tailored for financial advisory firms.

Market Focus and Reputation Based in New York City and recognized among the top advisors in the region, Nucleus Advisors serves a high-value client base likely interested in exclusive financial services and products. Connecting with their team on private wealth management solutions, estate planning, or tax-efficient investment options could meet their sophisticated client needs.

Competitive Positioning Compared to larger firms with thousands of employees, Nucleus Advisors' niche and high rankings suggest a preference for personalized, high-quality service. Offering bespoke products, client retention tools, or advanced compliance solutions can appeal to their desire for maintaining a top-tier reputation and client trust.

Nucleus Advisors Tech Stack

Nucleus Advisors uses 8 technology products and services including Amazon Web Services, jQuery CDN, Goober, and more. Explore Nucleus Advisors's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • jQuery CDN
    Content Delivery Network
  • Goober
    Javascript Libraries
  • Elementor
    Page Builders
  • Yoast SEO
    Search Engines
  • Bootstrap
    UI Frameworks
  • Smash Balloon Instagram Feed
    Web Platform Extensions
  • Contact Form 7
    Web Platform Extensions

Media & News

Nucleus Advisors's Email Address Formats

Nucleus Advisors uses at least 1 format(s):
Nucleus Advisors Email FormatsExamplePercentage
First@nucleusadv.comJohn@nucleusadv.com
79%
Last@nucleusadv.comDoe@nucleusadv.com
10%
FirstL@nucleusadv.comJohnD@nucleusadv.com
6%
F.Last@nucleusadv.comJ.Doe@nucleusadv.com
5%

Frequently Asked Questions

Where is Nucleus Advisors's headquarters located?

Minus sign iconPlus sign icon
Nucleus Advisors's main headquarters is located at 512 West 22nd Street 7th Floor New York, New York 10011 United States. The company has employees across 1 continents, including North America.

What is Nucleus Advisors's official website and social media links?

Minus sign iconPlus sign icon
Nucleus Advisors's official website is nucleusadv.com and has social profiles on LinkedIn.

What is Nucleus Advisors's NAICS code?

Minus sign iconPlus sign icon
Nucleus Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Nucleus Advisors have currently?

Minus sign iconPlus sign icon
As of March 2026, Nucleus Advisors has approximately 21 employees across 1 continents, including North America. Key team members include Founder & Managing Partner: J. W.Founder And Managing Director: R. S.Managing Director, Chief Operating Officer: C. K.. Explore Nucleus Advisors's employee directory with LeadIQ.

What industry does Nucleus Advisors belong to?

Minus sign iconPlus sign icon
Nucleus Advisors operates in the Financial Services industry.

What technology does Nucleus Advisors use?

Minus sign iconPlus sign icon
Nucleus Advisors's tech stack includes Amazon Web ServicesjQuery CDNGooberElementorYoast SEOBootstrapSmash Balloon Instagram FeedContact Form 7.

What is Nucleus Advisors's email format?

Minus sign iconPlus sign icon
Nucleus Advisors's email format typically follows the pattern of First@nucleusadv.com. Find more Nucleus Advisors email formats with LeadIQ.

When was Nucleus Advisors founded?

Minus sign iconPlus sign icon
Nucleus Advisors was founded in 1994.

Nucleus Advisors

Financial ServicesNew York, United States11-50 Employees

We are a highly seasoned, transformational, multi-generational, multi-cultural Private Wealth Advisory team with a vision to make a difference with each of our clients and inspire collaboration across generations to create lasting legacies.

Company Values:
Connection, Direction, Depth, Curiosity, Withness®.

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

*2025 Forbes Rankings (Jordan Waxman, Founder and Managing Partner) #38 for America’s Top Wealth Advisors and Best-In-State Wealth Advisors (#10 New York City)

*2024 Forbes Rankings (Candice Kakar, Chief Operations Officer) #120 Best-In-State Top Women Wealth Advisor

*2023 Barron’s Rankings (Jordan Waxman, Founder and Managing Partner) #67, Top 1200 Wealth Advisors and #69 Top 100 Independent Advisors. 2023 Forbes Rankings (Candice Kakar, Chief Operations Officer) #95, Best-On-State Next-Gen Wealth Advisor.

*2022 Forbes’ Rankings (Jordan Waxman, Founder and Managing Partner): #45 America’s Top Wealth Advisors and Best-in-State Wealth advisors (#11 New York). (Eric Wilson, Partner and Managing Director): #13 Forbes Top Financial Security Professionals and Best-In-State Financial Security Professionals (#2 New York). #5 Forbes’ Top RIA Firms

*2021 Forbes’ Rankings (Jordan Waxman, Founder and Managing Partner): #48 America’s Top Wealth Advisors. (Eric Wilson, Partner and Managing Director): (Eric Wilson, Partner and Managing Director): #15 Forbes Top Financial Security Professionals. 2021 Barron’s Rankings (Jordan Waxman, Founder and Managing Partner): #82 Top 100 Independent Advisors and #99 Top 1,200 Financial Advisors.

Section iconCompany Overview

Headquarters
512 West 22nd Street 7th Floor New York, New York 10011 United States
NAICS Code
52 - Finance and Insurance
Founded
1994
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Nucleus Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Nucleus Advisors's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.