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Find The 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!
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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 12 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 20 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 |
|---|---|---|---|---|
| ROKOS CAPITAL MANAGEMENT (US) LP 600 Lexington Avenue, 34th Floor New York City, NY, 10022 | 306046 | $20,884,441,508 | 5 | A percentage of AUM, Other (RCM US LP RECEIVES A FEE FROM A RELATED PERSON, RCM LLP) |
| J. SAFRA ASSET MANAGEMENT CORPORATION 546 Fifth Avenue, New York City, NY, 10036 | 131243 | $3,678,266,561 | 2575 | A percentage of AUM, Fixed fees, Other (% OF ASSETS UNDER CONSULTATION) |
| AVENUE ASIA CAPITAL MANAGEMENT, L.P. 11 West 42nd Street, 9th Floor New York City, NY, 10036 | 113246 | $1,620,775,606 | 14 | A percentage of AUM, Performance Based |
| QSEMBLE CAPITAL MANAGEMENT, LP 1 Rockefeller Plaza, Suite 2304 New York City, NY, 10020 | 290920 | $1,260,482,434 | 4 | A percentage of AUM, Performance Based |
| ASCRIBE CAPITAL LLC 590 Madison Avenue, 38th Floor New York City, NY, 10022 | 167218 | $1,087,806,747 | 8 | A percentage of AUM, Performance Based |
| VISE AI ADVISORS 521 Broadway, 3rd Floor New York City, NY, 10012 | 301761 | $1,071,426,891 | 4147 | A percentage of AUM, Fixed fees |
| SAGARD HOLDINGS MANAGER (US) LLC 280 Park Avenue, 29f East New York City, NY, 10017 | 322374 | $340,019,903 | 5 | A percentage of AUM, Performance Based |
| VALUEWORKS, LLC One World Trade, Suite 84g New York City, NY, 10007 | 116850 | $312,114,211 | 98 | A percentage of AUM, Performance Based |
| PARKVIEW US LLC 477 Madison Avenue, Floor 6 New York City, NY, 10022 | 160172 | $310,409,328 | 22 | A percentage of AUM, Fixed fees |
| AIGEN INVESTMENT MANAGEMENT, LP 411 Fifth Ave, Suite 702 New York City, NY, 10016 | 297391 | $174,401,214 | 5 | Performance Based |
| EMPERY ASSET MANAGEMENT, LP One Rockefeller Plaza, Suite 1205 New York City, NY, 10020 | 148180 | $136,910,434 | 6 | A percentage of AUM, Fixed fees, Performance Based |
| J. STERN & CO., LLC 45 Rockefeller Plaza, 21st Floor New York City, NY, 10111 | 326509 | $25,000,000 | 1 | A percentage of AUM, Performance Based |
Select other cities around New York, New York to broaden your search for a financial advisor
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- Financial Advisors in Tarrytown, New York
- Financial Advisors in White Plains, New York
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