Financial advisors in New York
528 SEC-registered advisory firms based in New York, ranked by assets under management. Compare fees and fiduciary status, or get matched with your best fit in about 2 minutes.
Top cities in New York
New York advisory firms by assets
New York, NY · CRD #7691
$1.8T AUM·5.8M accounts·Fee-based
New York, NY · CRD #137432
$241B AUM·448 accounts·Fee-based
Showing the 40 largest of 528 firms in New York. Get matched to see the ones that fit you.
Firms compiled from public SEC Form ADV filings and ranked by reported regulatory AUM. AdvisoryReviews is an independent comparison service, not affiliated with or endorsed by any firm listed. Verify current details at adviserinfo.sec.gov.
Choosing an advisor in New York
How many financial advisors are in New York?
AdvisoryReviews lists 528 SEC-registered advisory firms based in New York, compiled from public Form ADV filings. The largest by assets appear first. Use the free match tool to narrow them to the ones that fit your situation.
How do I verify a financial advisor in New York?
Every firm here links to its official record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov). Check registration status, Form ADV, and any disclosures there before engaging anyone.
What does a financial advisor cost in New York?
Fees vary by firm and model. Fee-only firms charge you directly (a percentage of assets, a flat fee, or hourly); fee-based firms may also earn commissions. Each firm profile shows its disclosed fee arrangements. The industry all-in average is around 1.25%.
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