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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 14 vetted financial advisors and 1369 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 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, New York

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Peter Levine

Ameriprise Financial Services, LLC

481 8th Avenue
Suite 1130

New York, NY 10001

212-967-1428

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Altfest Personal Wealth Management

Altfest Personal Wealth Management

445 Park Avenue
6th Floor

New York, NY 10022

212-796-8729

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U.S. Capital Wealth Advisors, LLC

U.S. Capital Wealth Advisors, LLC

150 East 52nd Street Suite 5001

New York, NY 10022

512-342-0202

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Peter Marzullo

Wells Fargo Clearing Services, LLC

One Penn Plaza, 27TH FLOOR

New York, NY 10006

917-351-2088

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Farther

Farther, LLC

Four World Trade Center
150 Greenwich St, Ste 2946

New York, NY 10007

720-744-2145

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Future You Wealth

Future You Wealth LLC

200 Vesey Street
24th Floor

New York, NY 10282

917-426-2982

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Hazel Secco

Align Financial Solutions LLC

50 Harrison St, #212C

Hoboken, NJ 07030

201-655-6572

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Frank Lepore

Bleakley Financial Group

100 Passaic Avenue
Suite 300

Fairfield, NJ 07004

973-244-4237

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Bozidar Jovanovic

Honey Badger Advisors LLC

125 Central Avenue B9

Rye, NY 10580

914-393-4684

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Kevin Myers

Flynn Financial Partners

56 Harrison St
Suite 203

New Rochelle, NY 10580

914-819-1819

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Masa Yamazaki

Oxler Private Wealth

800 Westchester Ave
Suite 641N

Rye Brook, NY 10573

212-785-2860

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Charles Helme

BH Asset Management, LLC

777 W Putnam Ave. 3rd Floor

Greenwich, CT 06830

203-987-6227

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Peter Gellman

Palmerston Group Advisors, LLC

320 Raritan Avenue, Suite 302

Highland Park, NJ 08904

732-248-5777

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Philip Capell

Piermont Wealth Management Inc.

48 South Service Road
Suite 102

Melville, NY 11747

631-454-1585

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
J.P. MORGAN INVESTMENT MANAGEMENT INC.
383 Madison Avenue,
New York, NY, 10179-0001
107038 $2,278,203,833,724 88148 A percentage of AUM, Fixed fees, Performance Based
GOLDMAN SACHS ASSET MANAGEMENT, L.P.
200 West Street,
New York, NY, 10282
107738 $1,548,963,564,024 99767 A percentage of AUM, Fixed fees, Performance Based, Other (ADDITIONAL INFORMATION ON FEES CAN BE FOUND IN ADV PART 2A)
BLACKROCK FINANCIAL MANAGEMENT, INC
55 East 52nd Street,
New York, NY, 10055
107105 $1,318,243,655,697 2026 A percentage of AUM, Fixed fees, Performance Based
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
One Bryant Park,
New York, NY, 10036
7691 $1,283,837,699,073 2825602 A percentage of AUM, Fixed fees, Commision Based
BLACKROCK ADVISORS, LLC
55 East 52nd Street,
New York, NY, 10055
106614 $1,001,720,535,116 316 A percentage of AUM
MORGAN STANLEY INVESTMENT MANAGEMENT INC.
522 Fifth Avenue,
New York, NY, 10036
110353 $632,628,774,158 27687 A percentage of AUM, Fixed fees, Performance Based
TEACHERS ADVISORS, LLC
730 Third Ave, 4th Flr
New York, NY, 10017-3206
107157 $410,479,885,837 154 A percentage of AUM, Fixed fees, Performance Based, Other (INVESTED CAPITAL)
BNY MELLON INVESTMENT ADVISER, INC.
240 Greenwich Street,
New York, NY, 10286
105642 $384,166,419,278 126 A percentage of AUM
NEUBERGER BERMAN INVESTMENT ADVISERS LLC
1290 Avenue Of The Americas,
New York, NY, 10104
124687 $365,088,265,127 39601 A percentage of AUM, Fixed fees, Performance Based, Other (LICENSING FEE)
MILLENNIUM MANAGEMENT LLC
399 Park Avenue,
New York, NY, 10022
158117 $340,996,421,000 15 A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)
APOLLO CAPITAL MANAGEMENT, L.P.
9 West 57th Street, 43rd Floor
New York, NY, 10019
143161 $326,892,722,509 373 A percentage of AUM, Performance Based, Other (CARRIED INTEREST)
AIG ASSET MANAGEMENT (U.S.), LLC
28 Liberty Street, Floors 46, 47
New York, NY, 10005
150088 $308,474,560,211 91 A percentage of AUM, Fixed fees, Performance Based
UBS ASSET MANAGEMENT (AMERICAS) INC.
787 7th Avenue,
New York, NY, 10019
106838 $299,705,759,037 287436 A percentage of AUM, Fixed fees, Performance Based
TIAA-CREF INVESTMENT MANAGEMENT LLC
730 Third Ave, 4th Flr
New York, NY, 10017-3206
107168 $283,150,525,964 8 A percentage of AUM, Fixed fees, Other (AT COST)
J.P. MORGAN PRIVATE INVESTMENTS INC.
383 Madison Avenue, Floor 5
New York, NY, 10179-0001
110186 $281,322,232,889 857521 A percentage of AUM, Performance Based

Additional Financial Advisors in New York, New York

* Additional advisors listing is provided in partnership with Yext

Financial AdvisorOffice LocationPhone Number
Blue Rider Group
Inquire with Blue
399 Park Ave, 12th Fl New York, NY 10022 212-893-6432
Andrew J Lask Jr.
Inquire with Andrew
1290 Avenue Of The Americas, Fl 12 New York, NY 10104 212-893-7591
Blake Bainou
Inquire with Blake
1 Penn Plaza 43rd, Fl New York, NY 10119 212-643-5725
Alexander Kupferberg
Inquire with Alexander
590 Madison Avenue 11th, Floor New York, NY 10022 212-307-2963
Aleksandr Guzenfeld
Inquire with Aleksandr
590 Madison Avenue, 11th Floor New York, NY 10022 212-307-2856
Arlene Scozzaro
Inquire with Arlene
55 East 52nd St, 29th, Fl New York, NY 10055 212-649-8509
Barbara Yee
Inquire with Barbara
399 Park Ave 12th, Fl New York, NY 10022 212-893-6388
Brian P. Dunne
Inquire with Brian
1 Penn Plaza 43rd, Fl New York, NY 10119 212-643-5916
Brian M Biegen
Inquire with Brian
522 5th Avenue, 11th Floor New York, NY 10036 212-603-6107
Adam Prescott Jacobs
Inquire with Adam
522 5th Avenue, 11th, Floor New York, NY 10036 212-603-6246

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