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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 19 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 21 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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Top Financial Advisor Firms in New York (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee 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) |
Select other cities around New York to broaden your search for a financial advisor
- Financial Advisors in Buffalo, New York
- Financial Advisors in Burnt Hills, New York
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- Financial Advisors in Hawthorne, New York
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- Financial Advisors in Port Chester, New York
- Financial Advisors in Rochester, New York
- Financial Advisors in Slingerlands, New York
- Financial Advisors in Syracuse, New York
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