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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 an audacious 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 Best Financial Advisors & Planners in New York?

We at can help you solve your dilemma by narrowing down the top registered financial advisors in New York to provide you with the best advisors near you.

We understand your various financial needs, & so do our financial advisors! Find, Locate & Compare the best New York financial advisors tailored as per your financial requirements. Check advisor’s qualifications, certifications & experience before you connect.

List of Qualified Financial Advisors in New York


Gregory Manto

Iron Birch Advisors

767 Third Avenue, 38th Floor

New York, NY 10017
(212) 7592022


Thomas Brown

Brown Financial Management Group LLC

950 New Loudon Rd
Suite 105

Latham, NY 12110
(518) 4649974


William Sullivan

William T Sullivan CFP/LPL Financial

5 Hatfield Lane, Suite 2B

Goshen, NY 10924
(845) 2940785


Nicholas J Efthemis

Emergent Wealth Advisors, LLC

5500 Main Street
Suite 260

Williamsville, NY 14221
(716) 8288390


Andrew Halliday

Edelman Financial Engines, LLC

309 Clifton Park Center Road
Suite 10

Clifton Park, NY 12065
(518) 3712004


Richard Dougherty, CFP®, AIF®

Echelon Wealth Advisors, LLC

1159 Pittsford Victor Rd
Ste 220

Pittsford, NY 14534
(585) 3811861


Matthew Unger

Focus Asset Management

340 Madison Avenue, 19th Floor

New York, NY 10173
(646) 4848804


Conor Bryant

Bryant Asset Mgt

1280 New Scotland Rd

Slingerlands, NY 12159
(518) 4391141



Piermont Wealth Management Inc.

48 South Service Road
Suite 102

Melville, NY 11747
(631) 4541585


Kelly Olczak, CFP®

LynnLeigh & Company

1160 A Pittsford Victor Rd Suite A

Pittsford, NY 14534
(585) 6235982


Emil Ben-David

Edelman Financial Engines, LLC

1130 RXR Plaza

Uniondale, NY 11556
(516) 2521413


Stephen Sassi

Edelman Financial Engines, LLC

406 Forest Ave.

Staten Island, NY 10301
(718) 3130303


Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains, NY 10606
(914) 6183002


Chris Sosa

Edelman Financial Engines, LLC

340 Madison Avenue

New York, NY 10173
(646) 7792102


John Patsy, CFP®, RICP®

LPL Financial

900 Route 111
Suite 280

Hauppauge, NY 11788
(631) 3507024



PFS Investments

1401 Stone Rd
Ste 303

Rochester, NY 14615
(585) 5006025


Ted Borowiak

Edelman Financial Engines, LLC

240 Redtail Rd, Suite #11B

Orchard Park, NY 14127
(716) 8320035


Ted Borowiak

Edelman Financial Engines, LLC

1715 Niagara Falls Blvd Suite 300

Amherst, NY 14228
(716) 8320035


Quest Financial

Quest Financial Services

30 Matthews Street, Suite 301
Suite 301

Goshen, NY 10924
(845) 2941313


Gregory Jennings

OMC Financial Services, Ltd.

5789 Widewaters Parkway

Dewitt, NY 13214
(315) 4468720


Peter Levine CFP®, ChFC®, CLU®

Ameriprise Financial Services, Inc.

481 8th Avenue
Suite 1130

New York, NY 10001
(212) 9671428


D. Chris Tucker

Greenwich Advisors, LLC

340 Madison Avenue, 19th Floor

New York, NY 10173
(203) 4890707


David W. Treichler, AIF, CFP, CLU

Arabella Wealth Advisors

The University Building
120 E. Washington St. Ste 922

Syracuse, NY 13202
(315) 4303283


Lisa D. Miller, CFP®, CDFA, RICP®

AXA Advisors, LLC

120 Madison Street
Suite 1900

Syracuse, NY 13202
(315) 4256343


Corey Peterson

Bayside Tax and Wealth, part of Great Hill Advisory, Ltd.

174 Main St.

Port Washington, NY 11545
(516) 5001240


Jeffrey C. Lewis, CFP, ChFC, CLU

Planning Financial Futures, Inc

1895 Walt Whitman Road
Suite 6

Melville, NY 11747
(631) 5465403


Personal Capital

Personal Capital Advisors Corporation


Prince, NY 10012
(650) 5561310

Frequently Asked Questions

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.

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