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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 14 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 19 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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Peter Marzullo

Wells Fargo Clearing Services, LLC

917-351-2088

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Hazel Secco

Align Financial Solutions LLC

201-655-6572

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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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Kevin Myers

Flynn Financial Partners

914-819-1819

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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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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
ROKOS CAPITAL MANAGEMENT (US) LP
600 Lexington Avenue,
New York City, NY, 10022
306046 $14,132,419,417 4 A Percentage of AUM, Other (RCM US LP RECEIVES A FEE FROM A RELATED PERSON, RCM LLP)
SEGANTII CAPITAL MANAGEMENT (USA) LLC
520 Madison Avenue, Suite 21b,
New York City, NY, 10022
310058 $12,742,156,452 1 Other (COMPANY RECEIVES A FEE FROM A RELATED PERSON.)
J. SAFRA ASSET MANAGEMENT CORPORATION
546 Fifth Avenue,
New York City, NY, 10036
131243 $3,562,361,416 2809 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 $1,369,486,292 11 A Percentage of AUM, Performance Based
ASCRIBE CAPITAL LLC
590 Madison Avenue, 38th Floor
New York City, NY, 10022
167218 $1,114,429,564 8 A Percentage of AUM, Performance Based
AIGEN INVESTMENT MANAGEMENT, LP
411 Fifth Ave, Suite 702
New York City, NY, 10016
297391 $957,867,761 5 Performance Based
VISE AI ADVISORS
521 Broadway, 3rd Floor
New York City, NY, 10012
301761 $481,740,685 3372 A Percentage of AUM, Fixed Fees
VALUEWORKS, LLC
One World Trade, Suite 84g
New York City, NY, 10007
116850 $293,259,887 112 A Percentage of AUM, Performance Based
PARKVIEW US LLC
477 Madison Avenue, Floor 6
New York City, NY, 10022
160172 $274,604,449 19 A Percentage of AUM, Fixed Fees
QSEMBLE CAPITAL MANAGEMENT, LP
1 Rockefeller Plaza, Suite 2304
New York City, NY, 10020
290920 $261,165,980 3 A Percentage of AUM, Performance Based
SAGARD HOLDINGS MANAGER (US) LLC
280 Park Avenue, 29f East
New York City, NY, 10017
322374 $240,216,812 4 A Percentage of AUM, Performance Based
EMPERY ASSET MANAGEMENT, LP
One Rockefeller Plaza, Suite 1205
New York City, NY, 10020
148180 $195,165,527 6 A Percentage of AUM, Fixed Fees, Performance Based
QUANTBASE
30 Wall Street, Ste 801
New York City, NY, 10005
315414 $3,150,790 1412 A Percentage of AUM, Fixed Fees

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