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Find The Best Financial Advisors in New York

Connecting with the right financial advisor at the right time can help you streamline your financial plan and build financial strategies for the future.

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How To Find The Best Financial Advisors in New York

Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 21 vetted financial advisors and non-vetted financial advisors in New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in New York have an average of 20 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in New York

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Greg Schuler

OakWood Financial Services

585-787-6870

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Peter Levine

Ameriprise Financial Services, LLC

212-967-1428

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Richard Dougherty

Echelon Wealth Advisors, LLC

585-381-1861

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Gregory Jennings

OMC Financial Services, Ltd.

315-446-8720

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J. Christopher (Chris) Aiello

Aiello Wealth Management

518-598-2329

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Mark W. Cassidy

Prosperiant Wealth Management, LLC

973-789-6818

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Masa Yamazaki

Oxler Private Wealth

212-785-2860

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Greg Colonna

Edelman Financial Engines, LLC

718-719-9924

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John Patsy

LPL Financial

631-350-7024

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Matt Cuiffo

Edelman Financial Engines, LLC

516-252-1387

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Nicholas J Efthemis

Emergent Wealth Advisors, LLC

716-828-8390

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Ted Borowiak

Edelman Financial Engines, LLC

716-935-6642

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Walter Varian

Edelman Financial Engines, LLC

646-779-2102

Top Financial Advisor Firms in New York (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
VISTA FINANCIAL ADVISORS, LLC
14 Wall Street, 20th Floor
New York, NY, 10005
316306 $11,491,898,634,658 32 A Percentage of AUM, Hourly charges
J.P. MORGAN INVESTMENT MANAGEMENT INC.
383 Madison Avenue,
New York, NY, 10179-0001
107038 $2,011,986,210,191 52157 A Percentage of AUM, Fixed Fees, Performance Based
GOLDMAN SACHS ASSET MANAGEMENT, L.P.
200 West Street,
New York, NY, 10282
107738 $1,577,579,815,722 171341 A Percentage of AUM, Fixed Fees, Performance Based, Other (ADDITIONAL INFORMATION ON FEES CAN BE FOUND IN ADV PART 2A)
MORGAN STANLEY
2000 Westchester Avenue,
Purchase, NY, 10577-2530
149777 $1,185,061,196,999 2233188 A Percentage of AUM, Fixed Fees, Commission Based, Other (SEE SCHEDULE D MISCELLANEOUS)
BLACKROCK FINANCIAL MANAGEMENT, INC
50 Hudson Yards,
New York, NY, 10001
107105 $1,163,046,943,604 2220 A Percentage of AUM, Fixed Fees, Performance Based
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
One Bryant Park,
New York, NY, 10036
7691 $1,093,689,238,206 2864234 A Percentage of AUM, Fixed Fees, Commission Based
BLACKROCK ADVISORS, LLC
50 Hudson Yards,
New York, NY, 10001
106614 $745,826,453,479 322 A Percentage of AUM
MORGAN STANLEY INVESTMENT MANAGEMENT INC.
522 Fifth Avenue,
New York, NY, 10036
110353 $490,556,404,670 26817 A Percentage of AUM, Fixed Fees, Performance Based
APOLLO CAPITAL MANAGEMENT, L.P.
9 West 57th Street, 41st Floor
New York, NY, 10019
143161 $426,767,125,224 753 A Percentage of AUM, Performance Based, Other (CARRIED INTEREST)
MILLENNIUM MANAGEMENT LLC
399 Park Avenue,
New York, NY, 10022
158117 $390,617,153,000 14 A Percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)
BNY MELLON INVESTMENT ADVISER, INC.
240 Greenwich Street,
New York, NY, 10286
105642 $360,519,054,249 134 A Percentage of AUM
TEACHERS ADVISORS, LLC
730 Third Ave, 5th Flr
New York, NY, 10017-3206
107157 $341,290,973,468 138 A Percentage of AUM, Fixed Fees, Performance Based, Other (INVESTED CAPITAL)
NEUBERGER BERMAN INVESTMENT ADVISERS LLC
1290 Avenue Of The Americas,
New York, NY, 10104
124687 $315,321,148,238 40303 A Percentage of AUM, Fixed Fees, Performance Based
UBS ASSET MANAGEMENT (AMERICAS) INC.
787 7th Avenue,
New York, NY, 10019
106838 $300,881,452,905 301908 A Percentage of AUM, Fixed Fees, Performance Based
NYL INVESTORS LLC
51 Madison Avenue,
New York, NY, 10010
169553 $291,885,443,528 113 A Percentage of AUM, Fixed Fees, Performance Based, Other (ORIGINATION FEES OF REAL ESTATE LOANS/ PRIVATE PLACEMENT DEALS)

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