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Find The Best Financial Advisors in Brooklyn, New York
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Brooklyn, New York
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Brooklyn, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 20 vetted financial advisors and 17 non-vetted financial advisors in Brooklyn, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Brooklyn, 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 Brooklyn, New York
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Top Financial Advisor Firms in Brooklyn, New York (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| LEFT LANE CAPITAL 10 Grand Street, 21st Floor Brooklyn, NY, 11249 | 309286 | $2,219,555,680 | 15 | A percentage of AUM, Performance Based |
| KORA MANAGEMENT LP 10 Jay Street, Suite 6a Brooklyn, NY, 11201-1136 | 172534 | $1,204,249,611 | 7 | A percentage of AUM, Performance Based |
| VOLT INVESTMENT HOLDINGS LLC 55 Prospect Street, Suite 310 Brooklyn, NY, 11201 | 306923 | $1,017,119,000 | 27 | A percentage of AUM, Performance Based |
| EQUINUM, LLC 3611 14th Avenue, Suite 221, Brooklyn, NY, 11218 | 304350 | $349,729,972 | 137 | A percentage of AUM |
| BROOKLYN INVESTMENT GROUP, LLC 370 Jay Street, 7th Floor Brooklyn, NY, 11201 | 316475 | $272,611,278 | 37 | A percentage of AUM, Fixed fees |
| BROOKLYN FI, LLC 33 Nassau Ave, Brooklyn, NY, 11222 | 292115 | $227,519,078 | 1177 | A percentage of AUM, Hourly charges, Fixed fees |
| BREWSTER FINANCIAL PLANNING LLC 641 President Street, Suite 106 Brooklyn, NY, 11215 | 125291 | $175,897,203 | 597 | A percentage of AUM, Hourly charges, Fixed fees |
| GENERAL EQUITY HOLDINGS LP 45 Main Street,, Suite 411 Brooklyn, NY, 11201 | 287823 | $160,920,023 | 3 | A percentage of AUM, Performance Based |
| WALNUT INVESTMENT SERVICES LLC 1018 8th Avenue, Brooklyn, NY, 11215 | 113666 | $77,000,000 | 305 | A percentage of AUM, Hourly charges |
| SQUARE WAVE CAPITAL 55 Prospect Street, Suite 310 Brooklyn, NY, 11201 | 318517 | $66,747,718 | 2 | A percentage of AUM, Performance Based |
| YEARWOOD YOUNG ADVISORS 195 Montague Street, 14th Floor Brooklyn, NY, 11201 | 307719 | $66,268,166 | 34 | A percentage of AUM, Hourly charges, Fixed fees |
| BLEECKER STREET CAPITAL MANAGEMENT, LLC 61 Greenpoint Avenue, Suite 628 Brooklyn, NY, 11222 | 332519 | $63,987,515 | 2 | A percentage of AUM, Performance Based |
| BOERUM HILL FINANCIAL ADVISORS LLC 236 Livingston St, Suite 15g Brooklyn, NY, 11201 | 288987 | $28,330,272 | 123 | A percentage of AUM, Hourly charges, Fixed fees |
| MARIDEA WEALTH MANAGEMENT 25 Kent Avenue, Suite 401 Brooklyn, NY, 11249 | 325523 | $25,183,144 | 102 | A percentage of AUM, Hourly charges |
| CARRY ADVISORS LLC 10 Grand Street, Floor 3 Brooklyn, NY, 11211 | 323620 | $16,471,619 | 581 | Fixed fees |
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