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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
Altfest Personal Wealth Management
Altfest Personal Wealth Management
445 Park Avenue
6th Floor
212-796-8729
U.S. Capital Wealth Advisors, LLC
U.S. Capital Wealth Advisors, LLC
150 East 52nd Street Suite 5001
512-342-0202
Top Financial Advisor Firms in New York, New York (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee 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 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 |
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