Written by investor.com
December 01, 2022
We're thrilled to recognize the 2023 Top 100 Financial Advisor Firms in New York.
investor.com enables Americans to quickly research and compare over 17,000 financial advisor firms (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 close to one million data points from the SEC.
Our analysis contains data as of December 01, 2022 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in New York are as followed:
- Must be Trusted by investor.com.
- 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 |
|
$109.0 million | 61 | 4 | $1.8 million |
| Abbondandolo Wealth Management Corp |
|
$97.4 million | 225 | 2 | $432,828 |
| Alesco Advisors |
|
$4.4 billion | 600 | 13 | $7.3 million |
| Amberwave Partners |
|
$1.5 million | 1 | 5 | $1.5 million |
| Anchor Capital Management |
|
$50.8 million | 86 | 1 | $590,956 |
| Arbor Capital Management Corp |
|
$1.1 billion | 279 | 3 | $3.9 million |
| Armbruster Capital Management |
|
$726.8 million | 379 | 6 | $1.9 million |
| Astor Investment Management |
|
$429.2 million | 823 | 9 | $521,462 |
| Barington Companies Investors |
|
$147.7 million | 4 | 4 | $36.9 million |
| Barrett Wealth Management |
|
$19.6 million | 71 | 1 | $276,681 |
| Beaumont Financial Partners |
|
$3.0 billion | 1,389 | 13 | $2.2 million |
| BH Asset Management |
|
$116.3 million | 92 | 2 | $1.3 million |
| Blue Water Capital Management |
|
$181.6 million | 308 | 3 | $589,683 |
| Bonadio Wealth Advisors |
|
$0.0 | 50 | 2 | $0.0 |
| Brewster Financial Planning |
|
$176.4 million | 109 | 2 | $1.6 million |
| Bridgewater Advisors |
|
$2.0 billion | 500 | 4 | $3.9 million |
| Brownson, Rehmus & Foxworth |
|
$4.3 billion | 226 | 16 | $19.0 million |
| Burns Matteson Capital Management |
|
$330.1 million | 207 | 6 | $1.6 million |
| Calculated Financial Solutions |
|
$10.4 million | 32 | 1 | $324,414 |
| Cambridge Associates |
|
$294.3 billion | 568 | 461 | $518.2 million |
| Canty Financial Management |
|
$152.2 million | 395 | 4 | $385,380 |
| Capital Financial Advisors of New York |
|
$184.0 million | 105 | 0 | $1.8 million |
| Capstone Investment Financial Group |
|
$119.2 million | 363 | 4 | $328,363 |
| Carret Asset Management |
|
$3.4 billion | 2,414 | 11 | $1.4 million |
| Carswell Investments |
|
$247.0 million | 154 | 1 | $1.6 million |
| Cartesian Capital Group |
|
$1.7 billion | 8 | 20 | $217.7 million |
| Castle Financial & Retirement Planning Associates |
|
$108.7 million | 164 | 1 | $662,901 |
| CCG Investments |
|
$1.3 billion | 284 | 3 | $4.4 million |
| Ciccarelli Advisory Services |
|
$1.0 billion | 3,221 | 11 | $323,665 |
| Circle Wealth Management |
|
$3.4 billion | 120 | 7 | $28.5 million |
| Clarity Investments + Planning |
|
$96.8 million | 82 | 1 | $1.2 million |
| Clearbrook Investment Consulting |
|
$480.0 million | 1 | 2 | $480.0 million |
| Clearbrook Investment Solutions |
|
$620.2 million | 30 | 2 | $20.7 million |
| Clearstead; Hartland & Co |
|
$11.2 billion | 1,095 | 9 | $10.3 million |
| Cliffwater |
|
$11.2 billion | 42 | 56 | $265.7 million |
| Coller Capital |
|
$6.6 billion | 20 | 28 | $331.7 million |
| Csenge Advisory Group |
|
$2.4 billion | 3,904 | 52 | $602,438 |
| D/B/A/ Lauber Financial Planning |
|
$5.8 million | 11 | 1 | $526,637 |
| Del-Sette Capital Management |
|
$147.1 million | 256 | 3 | $574,588 |
| Delta Capital Management |
|
$218.2 million | 42 | 3 | $5.2 million |
| Eisneramper Wealth Management & Corporate Benefits |
|
$720.1 million | 449 | 10 | $1.6 million |
| Elanus Capital |
|
$211.4 million | 3 | 1 | $70.5 million |
| Everest Consultants |
|
$538.6 million | 392 | 3 | $1.4 million |
| Fagan Associates |
|
$667.5 million | 1,611 | 3 | $414,327 |
| Focused Wealth Management |
|
$1.1 billion | 1,613 | 8 | $676,427 |
 Forteris Wealth Management
|
|
$156.0 million | 127 | 2 | $1.2 million |
| Francis Financial |
|
$465.8 million | 192 | 7 | $2.4 million |
| Fusion Family Wealth |
|
$912.2 million | 299 | 5 | $3.1 million |
| Galvin, Gaustad & Stein |
|
$1.3 billion | 882 | 7 | $1.5 million |
| Gassman Financial Group |
|
$71.0 million | 67 | 3 | $1.1 million |
| Golden Bay Advisors |
|
$148.7 million | 138 | 1 | $1.1 million |
| Greenwood Investors |
|
$118.2 million | 44 | 1 | $2.7 million |
| Greycourt & Co |
|
$6.3 billion | 46 | 1 | $137.5 million |
| HBW Advisory Services |
|
$1.0 billion | 8,618 | 60 | $118,304 |
| Heller Wealth Management |
|
$323.9 million | 163 | 3 | $2.0 million |
 Heron Wealth
|
|
$454.7 million | 213 | 2 | $2.1 million |
| HFH Planning |
|
$174.7 million | 125 | 2 | $1.4 million |
| Hudson Valley Investment Advisors |
|
$999.9 million | 867 | 7 | $1.2 million |
| Hurley Capital |
|
$120.6 million | 76 | 1 | $1.6 million |
| iAdvise Partners |
|
$176.5 million | 7 | 1 | $25.2 million |
| Inverness Counsel |
|
$4.5 billion | 1,037 | 10 | $4.3 million |
| J.J. Burns & Company |
|
$725.0 million | 391 | 5 | $1.9 million |
| J.W.Burns & Company |
|
$829.8 million | 1,221 | 5 | $679,567 |
| JBGlobal.com |
|
$88.7 million | 52 | 0 | $1.7 million |
| John G. Ullman & Associates |
|
$1.3 billion | 998 | 20 | $1.3 million |
| Keenan Investment Management |
|
$6.3 million | 7 | 1 | $899,211 |
| Kinderhook Industries |
|
$6.4 billion | 12 | 17 | $533.1 million |
| Latitude Advisors |
|
$275.0 million | 1,023 | 75 | $268,817 |
| Level Financial Advisors |
|
$545.2 million | 618 | 6 | $882,203 |
| Lexion Capital Management |
|
$78.6 million | 87 | 1 | $903,977 |
| Linwood Investment Advisors |
|
$430.0 million | 263 | 1 | $1.6 million |
| Luesink Stenstrom Financial |
|
$60.9 million | 39 | 2 | $1.6 million |
| Main Street Financial |
|
$59.5 million | 97 | 3 | $613,863 |
| Marstone |
|
$3.1 million | 123 | 2 | $25,537 |
| Merk Investments |
|
$1.1 billion | 4 | 5 | $284.0 million |
| MinichMacGregor Wealth Management |
|
$449.5 million | 744 | 6 | $604,108 |
| Modera Wealth Management |
|
$7.0 billion | 2,293 | 56 | $3.0 million |
| Next Capital Management |
|
$1.3 billion | 193 | 8 | $6.7 million |
| Ogorek Wealth Management |
|
$487.4 million | 187 | 2 | $2.6 million |
| Olson Tax & Financial Planning |
|
$15.0 million | 11 | 0 | $1.4 million |
| Open Field Capital |
|
$152.0 million | 11 | 4 | $13.8 million |
| Orbimed Advisors |
|
$17.3 billion | 32 | 73 | $541.3 million |
| PFS Planning |
|
$0.0 | 12 | 1 | $0.0 |
| PPC Enterprises |
|
$1.5 billion | 2 | 25 | $763.1 million |
| Prince Financial Advisory |
|
$53.4 million | 78 | 1 | $684,282 |
 RegentAtlantic
|
|
$6.2 billion | 2,131 | 44 | $2.9 million |
| Richard Bernstein Advisors |
|
$6.1 billion | 14,181 | 9 | $427,731 |
| RLP Financial MGT |
|
$0.0 | 10 | 1 | $0.0 |
| Rockbridge Investment Management |
|
$1.6 billion | 1,620 | 14 | $969,877 |
| Sanderson Wealth Management |
|
$995.7 million | 297 | 10 | $3.4 million |
| Sanskar Global Wealth Advisors |
|
$34.3 million | 90 | 1 | $381,580 |
| Square Mile Capital Management |
|
$11.9 billion | 49 | 44 | $243.2 million |
| Stewart Asset Management |
|
$250.7 million | 106 | 5 | $2.4 million |
| Tortoise Investment Management |
|
$1.3 billion | 431 | 15 | $3.1 million |
| Towneley Capital Management |
|
$954.0 million | 201 | 7 | $4.7 million |
| TR Capital Management |
|
$74.6 million | 7 | 2 | $10.7 million |
| Vahanian & Associates Financial Planning |
|
$317.3 million | 176 | 3 | $1.8 million |
| W Capital Partners |
|
$2.1 billion | 11 | 10 | $190.4 million |
| WE Family Offices |
|
$13.4 billion | 96 | 32 | $139.4 million |
| Weber Asset Management |
|
$534.3 million | 345 | 6 | $1.5 million |
More Top Firms by State
About the Editorial Team
investor.com
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