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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 16 vetted financial advisors and 1919 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 17 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

advisor

Peter Levine

Ameriprise Financial Services, LLC

call212-967-1428

advisor

Louis Green

Savvy Advisors

call917-590-0552

advisor

Frank Lepore

Bleakley Financial Group

call973-244-4237

advisor

Doug Frew

BroadFront Capital Management

call732-819-5006

advisor

Anthony M. Errico

Port Capital Management

call212-597-2249

advisor

Peter Gellman

Palmerston Group Advisors, LLC

call732-248-5777

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 $2,549,092,782,514 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)
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)
J.P. MORGAN PRIVATE INVESTMENTS INC.
383 Madison, Floor 5
New York, NY, 10179-0001
110186 $292,912,547,772 941857 A percentage of AUM, Performance Based, Other (PYMT/REIMB OF FULLY-LOADED COSTS FOR PROVIDING INVST SERVICES)

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