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Find Best Financial Advisors in New York, 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!

We understand your financial needs are not always the same! Choosing the right financial advisor in New York is a tedious task to do. give you extensive options to compare best advisors in New York & pick the one as per your needs

How To Find Best Financial Advisors & Planners in New York?

Looking for a qualified financial advisor in New York? We can help you by narrowing down your options & listing the best financial advisors in New York as per their qualifications & experience.

Find! Compare & Connect with the top financial advisors in New York near you with the list of certified and vetted New York financial advisors.

List of Qualified Financial Advisors in New York, New York


Peter Levine

Ameriprise Financial Services, LLC

481 8th Avenue
Suite 1130

New York, NY 10001



Jed Limmer

Bicoastal Wealth Management

142 West 57th Street

New York, NY 10019



Walter Varian

Edelman Financial Engines, LLC

340 Madison Avenue

New York, NY 10173




Altfest Personal Wealth Management

445 Park Avenue
6th Floor

New York, NY 10022



Personal Capital

Personal Capital


Prince, NY 10012



Paul Stawinski

CLU Wealth Advisors

310 West 86 th Street

New York, NY 10024




Farther Finance, LLC

Four World Trade Center
150 Greenwich St, Ste 2946

New York, NY 10007



Stephen Sassi

Edelman Financial Engines, LLC

406 Forest Ave.

Staten Island, NY 10301



Brian Deutsch

Edelman Financial Engines, LLC

650 From Road

Paramus, NJ 07652



Kevin Shea

Edelman Financial Engines, LLC

51 JFK Parkway

Short Hills, NJ 07078



Frank Lepore

Bleakley Financial Group

100 Passaic Avenue
Suite 300

Fairfield, NJ 07004



Emil Ben David

Edelman Financial Engines, LLC

1130 RXR Plaza

Uniondale, NY 11556



Nick Friedman

Edelman Financial Engines, LLC

10 Bank Street

White Plains, NY 10606



Paresh B. Shah

PareShah Partners LLC

960 South Broadway, Suite 115-B

Hicksville, NY 11801



Sal Marino

Edelman Financial Engines, LLC

328 Newman Springs Road

Red Bank, NJ 07701



Philip Capell

Piermont Wealth Management Inc.

48 South Service Road
Suite 102

Melville, NY 11747


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

Firm Name Firm CRD# Total AUM No. of Clients Fee Structure
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
Bnp Paribas Asset Management Usa, Inc.
200 Park Avenue, 11th Floor New York, NY 10166
105455 $53,025,531,558 90 A percentage of AUM
Fixed fees
Performance Based
Davis Selected Advisers - Ny, Inc.
620 Fifth Avenue, 3rd Floor New York, NY 10020
106659 $20,666,561,559 48 A percentage of AUM
Gilder Gagnon Howe & Co. Llc
475 Tenth Avenue, 12th Floor New York, NY 10018-1120
2002 $20,112,768,647 9031 A percentage of AUM
Commision Based
Oppenheimer Asset Management
85 Broad Street, New York, NY 10004
105559 $19,882,272,864 44669 A percentage of AUM
Fixed fees
Beck, Mack & Oliver Llc
565 Fifth Avenue, 19th Floor New York, NY 10017-7111
105466 $4,750,619,302 1244 A percentage of AUM
Performance Based
Hsbc Securities (Usa) Inc.
452 Fifth Avenue, New York, NY 10018
19585 $3,856,530,902 15727 A percentage of AUM
Fixed fees
Performance Based
Bny Mellon Securities Corporation
240 Greenwich Street, 9th Floor East New York, NY 10286-0001
231 $2,481,367,832 3995 A percentage of AUM
Hourly charges
Third Avenue Management Llc
622 Third Ave, 32nd Floor New York, NY 10017-6715
107545 $1,540,288,642 15 A percentage of AUM
Hourly charges
Performance Based
Signature Securities Group Corp.
1177 Avenue Of The Americas, 11th Floor, New York, NY 10036
104233 $1,095,258,974 1964 A percentage of AUM
Griffin Asset Management, Llc
230 Park Avenue, 4th Floor New York, NY 10169
104548 $945,320,067 661 A percentage of AUM
Fixed fees
Performance Based
Herold Advisors, Inc.
805 3rd Ave 18th Floor, New York, NY 10022-7513
105090 $376,020,301 315 A percentage of AUM
Capital Management Associates Inc
140 Broadway, 44th Floor, New York, NY 10005
104783 $136,383,933 42 A percentage of AUM
R. F. Lafferty & Co., Inc.
40 Wall Street, New York, NY 10005
2498 $103,435,214 159 A percentage of AUM
Hourly charges
Commision Based
Needham & Company, Llc
250 Park Avenue, New York, NY 10177
16360 $0 0 Fixed fees
Commision Based

Additional Financial Advisors in New York

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone 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

Frequently Asked Questions

Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

What's the difference between a financial planner and a financial advisor?

A financial advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

How much money should I have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

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