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Best Financial Advisor Firms New York 2021




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2021 Top 100 Financial Advisor Firms in New York.

investor.com enables Americans to quickly research and compare the backgrounds of more than 650,000 individuals and 17,000 Registered Investment Advisors (RIAs) from across the country. The 100 best firms, with at least one office in New York, were selected using our rigorous Trust Algorithm, which sorts through more than 28 million data points from the SEC and FINRA.

Our analysis contains data as of September 18, 2021, 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!



View other state winners

Firm Rating Year Registered Minimum Office Locations
16th Amendment Advisors 2009 View Locations
Alesco Advisors 2000 View Locations
Andersen 2003 View Locations
Argus Investors' Counsel 1960 View Locations
Artemis Wealth Advisors 2010 View Locations
BH Asset Management 2010 View Locations
Barrett Wealth Management 2003 View Locations
Blue Water Capital Management 2007 View Locations
Bonadio Wealth Advisors 2001 View Locations
Brewster Financial Planning 2013 View Locations
Bridgewater Advisors 1995 View Locations
Burns Matteson Capital Management 2002 View Locations
CCG Investments 1999 View Locations
Cambridge Associates 1978 View Locations
Canty Financial Management 2007 View Locations
Capital Financial Advisors of New York 2008 View Locations
Capital Financial Services 2000 View Locations
Capstone Investment Financial Group 2007 View Locations
Carosa, Stanton & Depaolo Asset Management 1996 View Locations
Carswell Investments 2011 View Locations
Cartesian Capital Group 2012 View Locations
Ciccarelli Advisory Services 1985 View Locations
Circle Wealth Management 2007 View Locations
Clearbrook Investment Consulting 1999 View Locations
Clearbrook Investment Solutions 2011 View Locations
Clearstead; Hartland & Co 1988 View Locations
Cliffwater 2004 View Locations
Conrad Capital Management 2001 View Locations
Csenge Advisory Group 2011 View Locations
D/B/A/ Lauber Financial Planning 2010 View Locations
Dann Asset Advisors 2013 View Locations
Edge Wealth Management 2006 View Locations
Eisneramper Wealth Management & Corporate Benefits 2008 View Locations
Everest Consultants 2013 View Locations
FMF&E Wealth Management 2006 View Locations
Fischer Investment Group 1987 View Locations
Focused Wealth Management 2010 View Locations
Francis Financial 2012 View Locations
Galvin, Gaustad & Stein 2010 View Locations
Gassman Financial Group 2013 View Locations
GeoVest Advisors 1988 View Locations
Golden Bay Advisors 2013 View Locations
Greenwood Investors 2010 View Locations
Greycourt & Co 2001 View Locations
HBW Advisory Services 2012 View Locations
HFH Planning 1997 View Locations
HG Vora Capital Management 2012 View Locations
Hayes Asset Management 2006 View Locations
Heller Wealth Management 2003 View Locations
Heron Wealth 2008 $300,000 View Locations
Hudson Valley Investment Advisors 1995 View Locations
Hurley Capital 2008 View Locations
Infiniti Wealth Management 2008 View Locations
Investment Insight Wealth Management 2008 View Locations
J.J. Burns & Company 2006 View Locations
J.W.burns & Company 1977 View Locations
John G. Ullman & Associates 1978 View Locations
Keenan Investment Management 2002 View Locations
Kinderhook Industries 2012 View Locations
Kings Point Capital Management 2005 View Locations
Level Financial Advisors 1981 View Locations
Lexion Capital Management 2012 View Locations
Linwood Investment Advisors 2012 View Locations
Luesink Stenstrom Financial 2008 View Locations
MPMG & Partners USA 2013 View Locations
Main Street Financial 2012 View Locations
Marstone 2013 View Locations
Mcpherson Financial Advisors 2010 View Locations
Merk Investments 2001 View Locations
Mill Creek Capital Advisors 2006 View Locations
Next Capital Management 1999 View Locations
Nottingham Advisors 1982 View Locations
OLD Field Advisors 2005 View Locations
OMC Financial Services 1987 View Locations
Ogorek Wealth Management 1983 View Locations
Olson TAX & Financial Planning 2012 View Locations
Open Field Capital 2005 View Locations
PFS Planning 2005 View Locations
Parks Capital 2006 View Locations
Post Resch Tallon Group 2012 View Locations
Pratt Collard Buck Advisory Group 2011 View Locations
Premier Wealth Advisors 2013 View Locations
Record Currency Management Limited 1994 View Locations
RegentAtlantic 1982 $1,000,000 View Locations
Rockbridge Investment Management 2001 View Locations
Sanderson Wealth Management 2002 View Locations
Sanskar Global Wealth Advisors 2000 View Locations
Sirmium Capital 2013 View Locations
Square Mile Capital Management 2012 View Locations
THE Swarthmore Group 2000 View Locations
TR Capital Management 2012 View Locations
Tandem Capital Management 1991 View Locations
Tortoise Investment Management 2006 View Locations
Trimtabs Asset Management 2011 View Locations
Troob Capital Management 2012 View Locations
Vahanian & Associates Financial Planning 1998 View Locations
W Capital Partners 2012 View Locations
WE Family Offices 2001 View Locations
Weber Asset Management 1993 View Locations
Withum Wealth Management 2011 View Locations


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