Best Financial Advisor Firms New York 2023

investor.com

Written by investor.com

April 05, 2023

We're thrilled to recognize the 2023 Top Financial Advisor Firms in New York.

Investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (also known as RIAs) from across the country. The (up to) 100 best firms, with at least one office in New York, were selected using our rigorous Trust Algorithm, which sorts through more than 500,000 data points from the SEC.

Our analysis contains data as of April 05, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in New York are as follows:

  • Must be rated 5 stars by investor.com's Trust Algorithm.
  • Must have an office location in New York.

We applaud these firms for their commitment to fiduciary advice and putting their clients' best interests first. Congratulations!

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
16th Amendment Advisors 5/5 Stars $164.5 million 78 4 $2.1 million
Abbondandolo Wealth Management Corp 5/5 Stars $81.1 million 231 3 $351,078
Alesco Advisors 5/5 Stars $4.2 billion 590 14 $7.1 million
Amazonia Wealth Management 5/5 Stars $5.7 million 6 1 $950,000
Anchor Capital Management 5/5 Stars $37.5 million 43 1 $872,153
Andersen 5/5 Stars $4.2 billion 411 9 $10.3 million
Arbor Capital Management Corp 5/5 Stars $942.3 million 279 3 $3.4 million
Astor Investment Management 5/5 Stars $324.8 million 706 5 $460,026
Barington Companies Investors 5/5 Stars $127.8 million 4 4 $31.9 million
Barrett Wealth Management 5/5 Stars $17.9 million 75 1 $239,165
BH Asset Management 5/5 Stars $116.3 million 92 2 $1.3 million
Blue Water Capital Management 5/5 Stars $150.2 million 334 3 $449,695
Bonadio Wealth Advisors 5/5 Stars $0.0 50 2 $0.0
Brewster Financial Planning 5/5 Stars $151.3 million 111 2 $1.4 million
Bridge Investment Group 5/5 Stars $43.3 billion 122 4 $355.1 million
Bridgewater Advisors 5/5 Stars $1.9 billion 494 5 $3.9 million
Burns Matteson Capital Management 5/5 Stars $270.2 million 202 5 $1.3 million
Calculated Financial Solutions 5/5 Stars $8.9 million 32 1 $276,595
Cambridge Associates 5/5 Stars $276.0 billion 581 463 $475.1 million
Canty Financial Management 5/5 Stars $140.6 million 446 3 $315,210
Capital Financial Advisors of New York 5/5 Stars $165.0 million 113 0 $1.5 million
Capstone Investment Financial Group 5/5 Stars $108.6 million 388 4 $279,880
Carret Asset Management 5/5 Stars $3.0 billion 2,474 11 $1.2 million
Carswell Investments 5/5 Stars $227.6 million 158 1 $1.4 million
Cartesian Capital Group 5/5 Stars $1.4 billion 8 20 $169.2 million
Castle Financial & Retirement Planning Associates 5/5 Stars $97.0 million 148 1 $655,592
Castle Wealth Management 5/5 Stars $354.2 million 195 8 $1.8 million
CCG Investments 5/5 Stars $1.4 billion 1,075 3 $1.3 million
Ciccarelli Advisory Services 5/5 Stars $1.0 billion 3,221 11 $323,665
Circle Wealth Management 5/5 Stars $6.6 billion 120 9 $54.6 million
Clearbrook Investment Consulting 5/5 Stars $464.9 million 1 2 $464.9 million
Clearbrook Investment Solutions 5/5 Stars $192.4 million 47 2 $4.1 million
Cliffwater 5/5 Stars $14.3 billion 43 56 $331.7 million
Coller Capital 5/5 Stars $6.6 billion 20 28 $331.7 million
Del-Sette Capital Management 5/5 Stars $129.7 million 242 2 $536,149
Eisneramper Wealth Management & Corporate Benefits 5/5 Stars $1.3 billion 694 18 $1.9 million
Elanus Capital 5/5 Stars $106.4 million 3 1 $35.5 million
Estabrook Capital Management 5/5 Stars $761.4 million 828 6 $919,525
Everest Consultants 5/5 Stars $446.0 million 426 3 $1.0 million
Fagan Associates 5/5 Stars $583.2 million 1,702 2 $342,675
Florian Financial Group 5/5 Stars $124.7 million 248 1 $502,821
FMF&E Wealth Management 5/5 Stars $316.6 million 292 3 $1.1 million
Focused Wealth Management 5/5 Stars $949.3 million 1,624 8 $584,574
Forteris Wealth Management 5/5 Stars $138.5 million 147 2 $942,427
FOX Financial Services 5/5 Stars $84.2 million 71 1 $1.2 million
Fusion Family Wealth 5/5 Stars $849.0 million 327 5 $2.6 million
Galvin, Gaustad & Stein 5/5 Stars $1.1 billion 914 6 $1.2 million
Gassman Financial Group 5/5 Stars $53.0 million 61 2 $868,733
GeoVest Advisors 5/5 Stars $105.3 million 160 6 $658,118
Golden Bay Advisors 5/5 Stars $138.0 million 73 1 $1.9 million
Greenwood Investors 5/5 Stars $79.9 million 37 1 $2.2 million
Greycourt & Co 5/5 Stars $6.4 billion 41 1 $156.2 million
Grimes & Company 5/5 Stars $4.2 billion 3,530 28 $1.2 million
Heller Wealth Management 5/5 Stars $301.5 million 327 3 $922,077
Heron Wealth 5/5 Stars $433.0 million 254 2 $1.7 million
Hudson Valley Investment Advisors 5/5 Stars $1.1 billion 1,167 10 $963,439
iAdvise Partners 5/5 Stars $159.7 million 10 1 $16.0 million
Iris Advisors 5/5 Stars $22.7 million 26 1 $873,665
J.J. Burns & Company 5/5 Stars $700.3 million 440 6 $1.6 million
J.W.Burns & Company 5/5 Stars $701.2 million 1,244 5 $563,670
JBGlobal.com 5/5 Stars $79.8 million 52 0 $1.5 million
John G. Ullman & Associates 5/5 Stars $1.2 billion 1,004 17 $1.2 million
Keenan Investment Management 5/5 Stars $6.0 million 10 1 $604,787
Keystone Global Partners 5/5 Stars $156.8 million 40 2 $3.9 million
Kinderhook Industries 5/5 Stars $7.2 billion 12 20 $602.8 million
Level Financial Advisors 5/5 Stars $529.6 million 613 6 $863,888
Lexion Capital Management 5/5 Stars $69.0 million 85 1 $811,250
Linwood Investment Advisors 5/5 Stars $430.0 million 263 1 $1.6 million
Lountzis Asset Management 5/5 Stars $415.3 million 176 2 $2.4 million
Luesink Stenstrom Financial 5/5 Stars $54.4 million 42 2 $1.3 million
Marstone 5/5 Stars $2.8 million 6 2 $464,788
MinichMacGregor Wealth Management 5/5 Stars $406.0 million 773 7 $525,288
Modera Wealth Management 5/5 Stars $6.8 billion 2,691 70 $2.5 million
Municipal Asset Management 5/5 Stars $116.2 million 18 3 $6.5 million
Next Capital Management 5/5 Stars $1.2 billion 214 7 $5.4 million
Ogorek Wealth Management 5/5 Stars $411.9 million 296 2 $1.4 million
Olson Tax & Financial Planning 5/5 Stars $15.0 million 11 0 $1.4 million
Open Field Capital 5/5 Stars $104.6 million 11 4 $9.5 million
Perigon Wealth Management 5/5 Stars $4.8 billion 3,498 61 $1.4 million
PFS Planning 5/5 Stars $0.0 12 1 $0.0
Post Capital Partners 5/5 Stars $178.2 million 3 5 $59.4 million
PPC Enterprises 5/5 Stars $1.8 billion 2 23 $897.3 million
Premier Wealth Advisors 5/5 Stars $343.3 million 323 7 $1.1 million
Prince Financial Advisory 5/5 Stars $47.6 million 64 1 $743,961
Rebellion Research 5/5 Stars $23.0 million 110 2 $209,090
Regan Capital 5/5 Stars $793.6 million 26 4 $30.5 million
Richard Bernstein Advisors 5/5 Stars $5.2 billion 15,328 8 $341,762
Rockbridge Investment Management 5/5 Stars $1.3 billion 1,510 11 $836,363
Sanderson Wealth Management 5/5 Stars $898.7 million 320 11 $2.8 million
Sanskar Global Wealth Advisors 5/5 Stars $33.6 million 127 1 $264,550
SAX Wealth Advisors 5/5 Stars $1.3 billion 826 13 $1.6 million
Stewardship Financial Services 5/5 Stars $0.0 44 1 $0.0
The Swarthmore Group 5/5 Stars $1.5 billion 27 4 $55.0 million
Towneley Capital Management 5/5 Stars $819.0 million 204 8 $4.0 million
TR Capital Management 5/5 Stars $100.8 million 7 2 $14.4 million
Vectors Asset Management Company 5/5 Stars $738.6 million 2,620 4 $281,923
W Capital Partners 5/5 Stars $1.8 billion 8 10 $218.9 million
WE Family Offices 5/5 Stars $12.1 billion 96 30 $125.6 million
Weber Asset Management 5/5 Stars $421.6 million 717 6 $587,969
Worth Considering 5/5 Stars $55.1 million 62 1 $887,912

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About the Editorial Team

investor.com
investor.com

Investor.com is your trustworthy guide to the world of personal finance. Founded in 2018 as an unbiased resource empowering consumers to research and compare financial advisory firms, investor.com today gives consumers the tools to make smart money decisions about credit, investing, retirement planning, and more.


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