Next Level Private LLC (“Next Level”) is a Registered Investment Advisor (“RIA”), located in the State of New York. Next Level provides investment advisory and related services for clients nationally. Next Level will maintain all applicable registration and licenses as required by the various states in which Next Level conducts business, as applicable. Next Level renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
Terms of Use
Please read these terms and conditions of use (“Terms”) carefully before using the website located at www.nxtprivate.com (“Website”) or any of the information or services provided by Next Level Private LLC(collectively “Next Level”, “we”, “our”, “us”) in connection with the Website. By using the Website, you acknowledge that you have read and understood these Terms and accept to be legally bound by them. If you do not accept and agree to these Terms, you are not an authorized user of the Website or any of the information or services provided by Next Level in connection with the Website and should promptly terminate all use thereof. The terms “you” and “your” mean you and any entity you may represent in connection with the use of the Website. You may use your browser to download or print a copy of these Terms for your records.
Next Level reserves the right to change, modify, add or remove portions of these Terms at any time for any reason. We suggest that you review these Terms periodically for changes. Such changes shall be effective immediately upon posting. You acknowledge that by accessing our Website after we have posted changes to these Terms, you are agreeing to these Terms as modified.
These Terms were last updated on June 17, 2026.
Risk Disclosure
Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable.
Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.
This website is intended to provide general information about Next Level and its services. It is not intended to offer or deliver investment advice in any way. Information regarding investment services are provided solely to gain an understanding of our investment philosophy, our strategies and to be able to contact us for further information.
Market data, articles and other content on this website are based on generally available information and are believed to be reliable. Next Level does not guarantee the accuracy of the information contained in this website. The information is of a general nature and should not be construed as investment advice.
Please remember that it remains your responsibility to advise Next Level, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services.
Next Level will provide all prospective clients with a copy of our current Form ADV, Part 2A (“Disclosure Brochure”), Form ADV Part 2B, which is the Brochure Supplement for each advisory person supporting a particular client, and the Form ADV Part 3 (Client Relationship Summary or Form CRS). You may obtain a copy of these disclosures on the SEC website at https://adviserinfo.sec.gov/firm/summary/313247 or you may Contact Us to request a free copy via .pdf or hardcopy.
Ranking Disclosures
Next Level Private LLC (“Next Level Private”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Next Level Private of any information contained within the website. Next Level Private is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
Forbes Best-In-State Wealth Advisors New York State and Forbes America’s Top RIAs.
Barry P. Mitchell Jr., has been ranked by Forbes as Best-In-State Wealth Advisors New York State from 2018- 2024 and 2026 and by Forbes as America’s Top RIAs in 2025.
Ranking Methodology:
Data provided by SHOOK® Research, LLC. Data as of 6/30/25 for the 2026 ranking (issued in June 2026), as of 3/31/25 for the 2025 ranking (issued in October 2025) and as of 6/30 of the prior year for each of the years 2018-2024.
Forbes America’s Top Wealth Advisors and Best-in-State Wealth Advisors and America’s Top RIAs rankings were developed by SHOOK Research and are based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com.SHOOK is a registered trademark of SHOOK Research, LLC.
America’s Top RIAs
In 2024, 2023, and 2022, Next Level Private was named one of America’s Top RIAs in Financial Advisor Magazine’s RIA survey.
Ranking Methodology:
The Financial Advisor Magazine’s RIA survey is a ranking issued in July based on assets under management at year end of the prior year (December 31, 20XX) of independent RIA firms. FA’s ranking comes at no cost; however, Next Level Private LLC did pay a licensing fee for use of FA’s digital badge from July 2022 – June 2023.
2025 AdvisorHub Advisors to Watch (over $1B)
In 2025, Barry P. Mitchell Jr. was recognized by AdvisorHub as an Advisor to Watch (over $1B).
Ranking Methodology:
2025 AdvisorHub Advisors to Watch: Awarded June 2026 and valid until June 2027; Data compiled by AdvisorHub based on the time period from 12/31/24 – 12/31/25 (Source: AdvisorHub). The AdvisorHub 2025 Advisors to Watch (A2W) rating produced by AdvisorsHub is based on industry experience, assets under management, revenue, growth, compliance records, professionalism, and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. The rating is not related to the quality of the investment advice and is based solely on the disclosed criteria. Next Level Private did not compensate Advisor Hub for placement in the Advisors to Watch list.
2021 and 2022 “The Face of Financial Advocacy”
In 2021 and 2002, Next Level Private was featured as “The Face of Financial Advocacy” in 914 Inc and Westchester Magazine. Next Level Private paid a fee to the respective magazines to feature the designation.
Email Disclosures
Next Level often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. Next Level makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send Next Level private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.
Please note: Next Level does not accept trading or money movement instructions via email.
As a registered investment advisor, Next Level emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of Next Level or the securities regulators.
If you have received an email from Next Level in error, we ask that you contact the sender and destroy the email and its contents.
If you have any questions regarding our email policies, please Contact Us.
Social Websites
Next Level may utilize third-party websites, including social media websites, blogs and other interactive content. Next Level considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, Next Level generally retains copies of information that Next Level or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of Next Level or the securities regulators.
Information provided on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by Next Level’s advisory persons after entering into an advisory agreement and provided Next Level with all requested background and account information.
If you have any questions regarding our policies, please Contact Us.