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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 19 vetted financial advisors and 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

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Peter Levine

Ameriprise Financial Services, LLC

212-967-1428

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Walter Varian

Edelman Financial Engines, LLC

646-779-2102

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Mark W. Cassidy

Prosperiant Wealth Management, LLC

973-789-6818

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Greg Colonna

Edelman Financial Engines, LLC

718-719-9924

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Frank Lepore

Bleakley Financial Group

973-244-4237

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Michael Klein

Bleakley Financial Group

973-575-4180

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Matt Cuiffo

Edelman Financial Engines, LLC

516-252-1387

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Alex Tirso

Ramapo Wealth Advisors

201-942-1503

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Christopher Badaracco

Rose Wealth Advisors

201-961-4887

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Masa Yamazaki

Oxler Private Wealth

212-785-2860

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Jennifer Keiling

Edelman Financial Engines, LLC

732-578-2343

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Charles Helme

BH Asset Management, LLC

203-987-6227

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Peter Gellman

Palmerston Group Advisors, LLC

732-248-5777

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

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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

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