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Find The Best Financial Advisors in New York, New York
New York, the famous big apple, has a population of over 8 million. In other words, one in every 38 Americans resides in the city. With over 10% of the population being high net-worth individuals, New York is one of the most expensive cities in the United States. Choosing a financial advisor that will help in crucial areas such as financial planning, investment management, and more would be highly beneficial if you live in the area. It’s often challenging to find top financial advisors, especially since NYC has over 12,300 professional financial advisors to choose from. Here at FinancialAdvisor.net, we make it easy for you to connect with vetted financial advisors who would be the best fit for you, so you can start building wealth faster.
How To Find The Best Financial Advisors in New York, New York
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in New York, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 20 vetted financial advisors and 1912 non-vetted financial advisors in New York, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in New York, 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, New York
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Top Financial Advisor Firms in New York, 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) |
| 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) |
| KOHLBERG KRAVIS ROBERTS & CO. L.P. 30 Hudson Yards, New York, NY, 10001 | 144533 | $289,898,481,445 | 122 | A Percentage of AUM, Performance Based |