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 you 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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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.

Trusting someone to manage your finances is a big step to take. Finding the right financial advisor in Alabama 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 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 22 vetted financial advisors and 2490 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 19 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

Jonathan Bartholomew

Rock Ridge Wealth LLC

315-681-8478

Address

12791 State Rt 3,
Sackets Harbor, NY 13685 See Details

Peter Levine

Ameriprise Financial Services, LLC

212-967-1428

Address

481 8th Avenue,
Suite 1130,
New York, NY 10001 See Details

Richard Dougherty

Echelon Wealth Advisors, LLC

585-381-1861

Address

1159 Pittsford Victor Rd,
Ste 220,
Pittsford, NY 14534 See Details

Anthony M. Errico

Port Capital Management

212-597-2249

Address

684 Broadway,
Massapequa, NY 11758 See Details

Dan Brady

Savvy Advisors

914-246-8731

Address

900 Broadway Ste. 202,
New York, NY 10003 See Details

Dino Pagiazitis

Integrity Point Advisors

631-800-3667

Address

66 Commack Rd,
Commack, NY 11725 See Details

Gregory Jennings

OMC Financial Services, Ltd.

315-446-8720

Address

5789 Widewaters Parkway,
Dewitt, NY 13214 See Details

Louis Green

Savvy Advisors

917-590-0552

Address

363 Bond Street,
Apt 205,
Brooklyn, NY 11231 See Details

Excelsior Wealth Partners

315-527-3590

Address

225 Wilkinson St,
Syracuse, NY 13204 See Details

John Patsy

LPL Financial

631-350-7024

Address

900 Route 111,
Suite 280,
Hauppauge, NY 11788 See Details

Nicholas J Efthemis

Emergent Wealth Advisors, LLC

716-828-8390

Address

5500 Main Street,
Suite 260,
Williamsville, NY 14221 See Details

William Romero

Mml

646-805-8842

Address

900 Stewart Ave #260,
Garden City, NY 11530 See Details

John Traut

Lpl

347-342-2419

Address

660 White Plains Rd,
Suite 530,
Tarrytown, NY 10591 See Details

Bryant Asset Management

518-963-5800

Address

1280 New Scotland Road,
Slingerlands, NY 12159 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

28 Corporate Drive,
Suite 101,
Clifton Park, NY 12065 See Details

Altfest Personal Wealth Management

212-796-8732

Address

445 Park Avenue,
6th Floor,
New York, NY 10022 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

Farther Finance, LLC

646-494-2925

Address

4 World Trade Center,
New York, NY 10019 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

1130 RXR Plaza,
Suite 1130,
Uniondale, NY 11556 See Details

Edelman Financial Engines, LLC

877-208-7414

Address

340 Madison Avenue,
New York, NY 10173 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue, New York, NY, 10179-0001	107038	$2,549,092,782,514	92898	A percentage of AUM, Fixed fees, Performance Based
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street, New York, NY, 10282	107738	$1,661,286,615,154	189311	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	$1,402,425,838,334	2405783	A percentage of AUM, Fixed fees, Commission Based, Performance Based, Other (SEE SCHEDULE D MISCELLANEOUS)
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards, New York, NY, 10001	107105	$1,288,497,806,439	2184	A percentage of AUM, Fixed fees, Performance Based
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park, New York, NY, 10036	7691	$1,271,593,679,276	2911578	A percentage of AUM, Fixed fees, Commission Based
BLACKROCK ADVISORS, LLC 50 Hudson Yards, New York, NY, 10001	106614	$869,677,370,186	306	A percentage of AUM
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway, New York, NY, 10036	110353	$535,031,832,553	25406	A percentage of AUM, Fixed fees, Performance Based
MILLENNIUM MANAGEMENT LLC 399 Park Avenue, New York, NY, 10022	158117	$505,942,442,915	16	A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)
APOLLO CAPITAL MANAGEMENT, L.P. 9 West 57th Street, 41st Floor New York, NY, 10019	143161	$504,069,852,027	842	A percentage of AUM, Performance Based, Other (CARRIED INTEREST)
UBS ASSET MANAGEMENT (AMERICAS) LLC 787 7th Avenue, New York, NY, 10019	106838	$477,863,691,247	353642	A percentage of AUM, Fixed fees, Performance Based
TEACHERS ADVISORS, LLC 730 Third Ave, 5th Flr New York, NY, 10017-3206	107157	$368,621,852,285	139	A percentage of AUM, Fixed fees, Performance Based, Other (INVESTED CAPITAL)
BNY MELLON INVESTMENT ADVISER, INC. 240 Greenwich Street, New York, NY, 10286	105642	$339,697,579,697	117	A percentage of AUM
NEUBERGER BERMAN INVESTMENT ADVISERS LLC 1290 Avenue Of The Americas, New York, NY, 10104	124687	$337,283,181,637	41354	A percentage of AUM, Fixed fees, Performance Based
KOHLBERG KRAVIS ROBERTS & CO. L.P. 30 Hudson Yards, New York, NY, 10001	144533	$307,733,342,981	125	A percentage of AUM, Performance Based
NYL INVESTORS LLC 51 Madison Avenue, New York, NY, 10010	169553	$300,897,738,311	112	A percentage of AUM, Fixed fees, Performance Based, Other (ORIGINATION FEES OF REAL ESTATE LOANS/ PRIVATE PLACEMENT DEALS)

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Find The Best Financial Advisors in New York

How To Find The Best Financial Advisors in New YorkLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in New York

Rock Ridge Wealth LLC

Address

Ameriprise Financial Services, LLC

Address

Echelon Wealth Advisors, LLC

Address

Port Capital Management

Address

Savvy Advisors

Address

Integrity Point Advisors

Address

OMC Financial Services, Ltd.

Address

Savvy Advisors

Address

Address

LPL Financial

Address

Emergent Wealth Advisors, LLC

Address

Mml

Address

Lpl

Address

Address

Address

Address

Address

Address

Address

Address

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

Select other cities around New York to broaden your search for a financial advisor

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

How To Find The Best Financial Advisors in New York
Last Updated - 13-Jun-2023

Find an Advisor
It's Fast, Free & Easy