Written by investor.com
September 08, 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 September 08, 2023 and the specific qualifiers for the Top Financial Advisor Firms (RIAs) in New York are as follows:
- Must be rated at least 4.5 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 |
|
$164.5 million | 78 | 4 | $2.1 million |
| Abbondandolo Wealth Management Corp |
|
$81.1 million | 231 | 3 | $351,078 |
| Alesco Advisors |
|
$4.2 billion | 590 | 14 | $7.1 million |
| Anchor Capital Management |
|
$37.5 million | 43 | 1 | $872,153 |
| Andersen |
|
$4.2 billion | 411 | 9 | $10.3 million |
| Apella Wealth |
|
$2.5 billion | 2,903 | 31 | $853,655 |
| Arbor Capital Management Corp |
|
$942.3 million | 279 | 3 | $3.4 million |
| Astor Investment Management |
|
$324.8 million | 706 | 5 | $460,026 |
| Barington Companies Investors |
|
$127.8 million | 4 | 4 | $31.9 million |
| Barrett Wealth Management |
|
$17.9 million | 75 | 1 | $239,165 |
| BH Asset Management |
|
$99.6 million | 96 | 2 | $1.0 million |
| Blue Water Capital Management |
|
$150.2 million | 334 | 3 | $449,695 |
| Bonadio Wealth Advisors |
|
$0.0 | 50 | 2 | $0.0 |
| Brewster Financial Planning |
|
$151.3 million | 111 | 2 | $1.4 million |
| Bridge Investment Group |
|
$43.3 billion | 122 | 4 | $355.1 million |
| Bridgewater Advisors |
|
$1.6 billion | 494 | 6 | $3.3 million |
| Bryant Group Advisors |
|
$2.8 million | 48 | 1 | $59,000 |
| Burns Matteson Capital Management |
|
$270.2 million | 202 | 5 | $1.3 million |
| Cambridge Associates |
|
$276.0 billion | 581 | 463 | $475.1 million |
| Canty Financial Management |
|
$140.6 million | 446 | 3 | $315,210 |
| Capital Financial Advisors of New York |
|
$165.0 million | 113 | 0 | $1.5 million |
| Capstone Investment Financial Group |
|
$108.6 million | 388 | 4 | $279,880 |
| Carret Asset Management |
|
$3.0 billion | 2,474 | 11 | $1.2 million |
| Carswell Investments |
|
$227.6 million | 158 | 1 | $1.4 million |
| Cartesian Capital Group |
|
$1.4 billion | 8 | 20 | $169.2 million |
| Castle Financial & Retirement Planning Associates |
|
$97.0 million | 148 | 1 | $655,592 |
| Castle Wealth Management |
|
$354.2 million | 195 | 8 | $1.8 million |
| CCG Investments |
|
$1.4 billion | 1,075 | 3 | $1.3 million |
| Ciccarelli Advisory Services |
|
$1.0 billion | 3,221 | 11 | $323,665 |
| Circle Wealth Management |
|
$6.6 billion | 120 | 9 | $54.6 million |
| Clearbrook Investment Consulting |
|
$464.9 million | 1 | 2 | $464.9 million |
| Clearbrook Investment Solutions |
|
$192.4 million | 47 | 2 | $4.1 million |
| Coller Capital |
|
$6.3 billion | 20 | 25 | $315.5 million |
| Conrad Capital Management |
|
$77.3 million | 144 | 1 | $536,550 |
| Continuum Wealth Advisors |
|
$169.3 million | 278 | 4 | $608,833 |
| Del-Sette Capital Management |
|
$129.7 million | 242 | 2 | $536,149 |
| Eisneramper Wealth Management & Corporate Benefits |
|
$1.3 billion | 694 | 18 | $1.9 million |
| Estabrook Capital Management |
|
$761.4 million | 828 | 6 | $919,525 |
| Everest Consultants |
|
$446.0 million | 426 | 3 | $1.0 million |
| FMF&E Wealth Management |
|
$316.6 million | 292 | 3 | $1.1 million |
| Focused Wealth Management |
|
$949.3 million | 1,624 | 8 | $584,574 |
| Forteris Wealth Management |
|
$138.5 million | 147 | 2 | $942,427 |
| Fusion Family Wealth |
|
$849.0 million | 327 | 5 | $2.6 million |
| Gassman Financial Group |
|
$53.0 million | 61 | 2 | $868,733 |
| Genesee Capital Advisors |
|
$287.2 million | 469 | 2 | $612,276 |
| GeoVest Advisors |
|
$105.3 million | 160 | 6 | $658,118 |
| Golden Bay Advisors |
|
$138.0 million | 73 | 1 | $1.9 million |
| Greenwood Investors |
|
$79.9 million | 37 | 1 | $2.2 million |
| Grimes & Company |
|
$4.2 billion | 3,530 | 28 | $1.2 million |
| HBW Advisory Services |
|
$1.0 billion | 8,618 | 60 | $118,304 |
| Heller Wealth Management |
|
$301.5 million | 327 | 3 | $922,077 |
| HFH Planning |
|
$148.3 million | 132 | 2 | $1.1 million |
| Hudson Valley Investment Advisors |
|
$1.1 billion | 1,167 | 10 | $963,439 |
| Hurley Capital |
|
$174.2 million | 89 | 2 | $2.0 million |
| Iris Advisors |
|
$22.7 million | 26 | 1 | $873,665 |
| J.W.Burns & Company |
|
$701.2 million | 1,244 | 5 | $563,670 |
| John G. Ullman & Associates |
|
$1.2 billion | 1,004 | 17 | $1.2 million |
| Keenan Investment Management |
|
$6.0 million | 10 | 1 | $604,787 |
| Kinderhook Industries |
|
$7.2 billion | 12 | 20 | $602.8 million |
| Level Financial Advisors |
|
$529.6 million | 613 | 6 | $863,888 |
| Lexion Capital Management |
|
$69.0 million | 85 | 1 | $811,250 |
| Lountzis Asset Management |
|
$415.3 million | 176 | 2 | $2.4 million |
| Marstone |
|
$2.8 million | 6 | 2 | $464,788 |
| McCollum Christoferson Group |
|
$378.1 million | 446 | 1 | $847,787 |
| MinichMacGregor Wealth Management |
|
$406.0 million | 773 | 7 | $525,288 |
| Modera Wealth Management |
|
$6.8 billion | 2,691 | 70 | $2.5 million |
| Municipal Asset Management |
|
$116.2 million | 18 | 3 | $6.5 million |
| New Legacy Group |
|
$357.2 million | 38 | 11 | $9.4 million |
| Next Capital Management |
|
$1.2 billion | 214 | 7 | $5.4 million |
| Northlanding Financial Partners |
|
$198.4 million | 276 | 2 | $718,940 |
| Ogorek Wealth Management |
|
$411.9 million | 296 | 2 | $1.4 million |
| Olson Tax & Financial Planning |
|
$15.0 million | 11 | 0 | $1.4 million |
| OMC Financial Services |
|
$183.8 million | 248 | 3 | $741,203 |
| Open Field Capital |
|
$104.6 million | 11 | 4 | $9.5 million |
| Passive Capital Management |
|
$794.7 million | 366 | 6 | $2.2 million |
| Payne Capital Management |
|
$895.0 million | 1,023 | 9 | $874,906 |
| Perigon Wealth Management |
|
$4.8 billion | 3,498 | 61 | $1.4 million |
| PFS Planning |
|
$0.0 | 12 | 1 | $0.0 |
| Post Capital Partners |
|
$178.2 million | 3 | 5 | $59.4 million |
| PPC Enterprises |
|
$1.8 billion | 2 | 23 | $897.3 million |
| Premier Wealth Advisors |
|
$343.3 million | 323 | 7 | $1.1 million |
| Rebellion Research |
|
$23.0 million | 110 | 2 | $209,090 |
| Regan Capital |
|
$793.6 million | 26 | 4 | $30.5 million |
| Richard Bernstein Advisors |
|
$5.2 billion | 15,328 | 8 | $341,762 |
| Rockbridge Investment Management |
|
$1.3 billion | 1,510 | 11 | $836,363 |
| S.E.E.D. Planning Group |
|
$351.4 million | 616 | 16 | $570,373 |
| Sanderson Wealth Management |
|
$898.7 million | 320 | 11 | $2.8 million |
| Sanskar Advisors |
|
$33.6 million | 127 | 1 | $264,550 |
| SAX Wealth Advisors |
|
$1.3 billion | 826 | 13 | $1.6 million |
| Stewardship Financial Planning |
|
$32.7 million | 38 | 1 | $860,526 |
| The Swarthmore Group |
|
$1.5 billion | 27 | 4 | $55.0 million |
| Towneley Capital Management |
|
$819.0 million | 204 | 8 | $4.0 million |
| TR Capital Management |
|
$100.8 million | 7 | 2 | $14.4 million |
| Vahanian & Associates Financial Planning |
|
$166.7 million | 169 | 3 | $986,492 |
| Vectors Asset Management |
|
$738.6 million | 2,620 | 4 | $281,923 |
| W Capital Partners |
|
$1.8 billion | 8 | 10 | $218.9 million |
| WE Family Offices |
|
$12.1 billion | 106 | 30 | $113.7 million |
| Wealthspire Advisors |
|
$433.0 million | 254 | 2 | $1.7 million |
| Weber Asset Management |
|
$421.6 million | 717 | 6 | $587,969 |
| Worth Considering |
|
$55.1 million | 62 | 1 | $887,912 |
More Top Firms by State
The “investor.com Star Rating Badge” is only available to RIA firms participating in investor.com’s paid subscription-based program and earning a 4.5 to 5 star review from investor.com; participation in investor.com's paid subscription-based program does not guarantee being awarded an “investor.com Star Rating Badge”. For more information on how investor.com rates and reviews RIA firms, please see the Algorithm page.
About the Editorial Team
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.