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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!
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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 17 vetted financial advisors and 1888 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
Edelman Financial Engines, LLC
877-208-7414
Address
- 340 Madison Avenue,
New York, NY 10173 See Details - 900 South Avenue,
Suite 203,
Staten Island, NY 10314 See Details - 51 John F Kennedy Parkway,
Suite 270,
Short Hills, NJ 07078 See Details - 1130 RXR Plaza,
Suite 1130,
Uniondale, NY 11556 See Details - 10 Bank Street,
Suite 1215,
White Plains, NY 10606 See Details - 328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details
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 | $2,549,092,782,514 | 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 |
| 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) |
| 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) |
| TIAA-CREF INVESTMENT MANAGEMENT LLC 730 Third Ave, 4th Flr New York, NY, 10017-3206 | 107168 | $249,860,425,244 | 8 | A percentage of AUM, Fixed fees, Other (AT COST) |
| VOYA INVESTMENT MANAGEMENT CO. LLC 230 Park Avenue, New York, NY, 10169 | 106494 | $241,807,595,450 | 96377 | A percentage of AUM, Performance Based |
Select other cities around New York, New York to broaden your search for a financial advisor
- Financial Advisors in Brooklyn, New York
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- Financial Advisors in Massapequa, New York
- Financial Advisors in New York, New York
- Financial Advisors in Pittsford, New York
- Financial Advisors in Rensselaer, New York
- Financial Advisors in Rochester, New York
- Financial Advisors in Slingerlands, New York
- Financial Advisors in Staten Island, New York
- Financial Advisors in Syracuse, New York
- Financial Advisors in Tarrytown, New York
- Financial Advisors in White Plains, New York
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