Find The Best Financial Advisors in New York 2022

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

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in New York involves going through a number of financial expert profiles and a large number of options can leave you confused.

How To Find The Best Financial Advisors & Planners in New York

We at financialadvisor.net can help you solve your dilemma by narrowing down the top registered financial advisors in New York that may best suit your needs.

We understand that each individual’s financial needs are unique to them, and so do our financial advisors. Find, locate and compare financial advisors in New York. Check the advisor’s qualifications, certifications & experience to find the best advisor or planner that would meet your financial requirements.

Frequently Asked Questions

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
GILDER GAGNON HOWE & CO. LLC 475 Tenth Avenue, 12th Floor New York, NY 10018-1120	2002	$20,112,768,647	9031	A percentage of AUM Commision Based
BELLE HAVEN INVESTMENTS, L.P. 800 Westchester Avenue, Suite N607 Rye Brook, NY 10573-1301	29278	$15,956,646,245	17294	A percentage of AUM
HSBC SECURITIES (USA) INC. 452 Fifth Avenue, New York, NY 10018	19585	$3,856,530,902	15727	A percentage of AUM Fixed fees Performance Based
BNY MELLON SECURITIES CORPORATION 240 Greenwich Street, 9th Floor East New York, NY 10286-0001	231	$2,481,367,832	3995	A percentage of AUM
CREDIT SUISSE SECURITIES (USA) LLC 11 Madison Avenue, New York, NY 10010	816	$771,367,168	22	A percentage of AUM Performance Based Other (TRANSACTION-BASED FEE)
BMO CAPITAL MARKETS CORP. 151 West 42nd Street, New York, NY 10036	16686	$714,517,194	2	A percentage of AUM Other (FEES FOR SECURITIES TRADING IDEAS AND RESEARCH)
GAGNON SECURITIES, LLC 1370 6th Avenue, 26th Floor New York, NY 10019	103727	$710,114,755	1192	A percentage of AUM Commision Based
TRUBEE, COLLINS & CO., INC. 1350 One M & T Plaza, Buffalo, NY 14203	3618	$598,534,126	977	A percentage of AUM Fixed fees
LESKO SECURITIES, INC. 400 Plaza Drive, Ste A Vestal, NY 13850	10091	$333,145,019	1405	A percentage of AUM Hourly charges
LEIGH BALDWIN & CO., LLC 112 Albany Street, Cazenovia, NY 13035	38751	$182,368,225	779	A percentage of AUM Other (SOLICITOR/REFERRAL FEES FROM OTHER RIA'S)
IBN FINANCIAL SERVICES, INC 404 Old Liverpool Rd, Liverpool, NY 13088	42360	$151,424,285	744	A percentage of AUM Hourly charges Other (SELECTION AND MONITORING FEES)
R. F. LAFFERTY & CO., INC. 40 Wall Street, New York, NY 10005	2498	$103,435,214	159	A percentage of AUM Commision Based
DEUTSCHE BANK SECURITIES INC. 1 Columbus Circle, New York, NY 10019	2525	$71,102,389	24	A percentage of AUM Fixed fees
NEEDHAM & COMPANY, LLC 250 Park Avenue, New York, NY 10177	16360	$0	0	Fixed fees Commision Based Other (PURSUANT TO CSA AGREEMENTS)
MMA SECURITIES LLC 1166 Avenue Of The Americas, New York, NY 10036	44254	$0	0	Hourly charges Fixed fees Commision Based Other (BASED ON ASSETS)

Financial Advisor	Office Location	Phone Number
Blue Rider Group Inquire with Blue	399 Park Ave, 12th Fl New York, NY 10022	212-893-6432
Andrew J Lask Jr. Inquire with Andrew	1290 Avenue Of The Americas, Fl 12 New York, NY 10104	212-893-7591
Andrew Buscetto Inquire with Andrew	427 Bedford Rd, Ste 330 Pleasantville, NY 10570	914-747-0810
Blake Bainou Inquire with Blake	1 Penn Plaza 43rd, Fl New York, NY 10119	212-643-5725
Alexander Kupferberg Inquire with Alexander	590 Madison Avenue 11th, Floor New York, NY 10022	212-307-2963
Aleksandr Guzenfeld Inquire with Aleksandr	590 Madison Avenue, 11th Floor New York, NY 10022	212-307-2856
Arlene Scozzaro Inquire with Arlene	55 East 52nd St, 29th, Fl New York, NY 10055	212-649-8509
Anthony P. Longobucco Associates Inquire with Anthony	550 Mamaroneck Avenue, Suite 402 Harrison, NY 10528	914-698-0172
Barbara Yee Inquire with Barbara	399 Park Ave 12th, Fl New York, NY 10022	212-893-6388
Brian P. Dunne Inquire with Brian	1 Penn Plaza 43rd, Fl New York, NY 10119	212-643-5916

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.