Best Financial Advisor Firms New York 2024

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Written by investor.com

August 09, 2024

No matter what life stage you’re in, there are times you might need to ask a financial advisor for help. How should you invest your money? Where should you stash your kids’ college savings? What about planning for retirement? These are just some of the questions a financial expert can answer.

But how to find a reputable financial advisor? You’re in the right place. Every month, investor.com gathers data on over 17,000 financial advisor firms in the U.S. Then we filter for the best of the best. Only established firms with at least 10 years in business and $100 million+ in assets under management, with no reported disciplinary history or conflicts of interest,* are included on our list for Best Financial Advisor Firms in New York in 2024.

Top New York firms by average client balance

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Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
Nepc
5/5 Stars $95.4 billion 434 1 $219.8 million
WE Family Offices
5/5 Stars $13.9 billion 108 32 $128.8 million
Mcqueen Financial Advisors II
5/5 Stars $11.6 billion 111 3 $104.6 million
CAP Strat
5/5 Stars $19.1 billion 346 5 $55.3 million
Garcia Hamilton & Associates
5/5 Stars $20.2 billion 449 3 $45.1 million
Chandler Asset Management
5/5 Stars $35.8 billion 818 16 $43.8 million
Richmond Capital Management
5/5 Stars $5.6 billion 175 13 $31.9 million
Circle Wealth Management
5/5 Stars $10.2 billion 319 8 $31.9 million
The Caprock Group
5/5 Stars $6.9 billion 317 34 $21.8 million
Paul Comstock Partners
5/5 Stars $2.0 billion 114 8 $17.8 million

Top 10 financial advisors in New York by number of advisors

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Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
EP Wealth Advisors
5/5 Stars $22.3 billion 13,185 195 $1.7 million
Merit Financial Advisors
5/5 Stars $7.3 billion 11,475 139 $631,994
Modera Wealth Management
5/5 Stars $12.5 billion 5,684 106 $2.2 million
The Mather Group
5/5 Stars $10.5 billion 4,245 91 $2.5 million
Perigon Wealth Management
5/5 Stars $6.9 billion 3,744 77 $1.9 million
Csenge Advisory Group
5/5 Stars $2.8 billion 5,630 76 $488,978
Latitude Advisors
5/5 Stars $340.4 million 1,502 74 $226,625
Parallel Advisors
5/5 Stars $7.1 billion 3,658 63 $1.9 million
Pure Financial Advisors
5/5 Stars $6.3 billion 4,975 56 $1.3 million
Apella Wealth
5/5 Stars $3.3 billion 3,300 40 $1.0 million

Top 10 financial advisors in New York by total AUM

Click any column header to sort the table, or click any firm to see a detailed review.

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
Nepc
5/5 Stars $95.4 billion 434 1 $219.8 million
Chandler Asset Management
5/5 Stars $35.8 billion 818 16 $43.8 million
Clark Capital Management Group
5/5 Stars $25.9 billion 30,934 24 $838,262
Sage Advisory Services CO
5/5 Stars $22.7 billion 8,128 38 $2.8 million
Clearstead; Hartland & Co.; Clearstead Advisory Solutions
5/5 Stars $22.4 billion 4,264 28 $5.2 million
EP Wealth Advisors
5/5 Stars $22.3 billion 13,185 195 $1.7 million
Garcia Hamilton & Associates
5/5 Stars $20.2 billion 449 3 $45.1 million
Matson Money
5/5 Stars $19.6 billion 30,605 9 $641,967
CAP Strat
5/5 Stars $19.1 billion 346 5 $55.3 million
WE Family Offices
5/5 Stars $13.9 billion 108 32 $128.8 million

Top 10 financial advisors in New York by total clients

Click any column header to sort the table, or click any firm to see a detailed review.

Company Overall Assets Under Management Total Clients Total Advisors Average Client Balance
Sigfig Wealth Management
5/5 Stars $2.8 billion 79,642 4 $35,120
Stadion Money Management
5/5 Stars $2.3 billion 50,984 15 $45,756
Geowealth Management
5/5 Stars $12.3 billion 49,816 20 $247,576
Clark Capital Management Group
5/5 Stars $25.9 billion 30,934 24 $838,262
Matson Money
5/5 Stars $19.6 billion 30,605 9 $641,967
Richard Bernstein Advisors
5/5 Stars $5.2 billion 14,693 8 $356,338
EP Wealth Advisors
5/5 Stars $22.3 billion 13,185 195 $1.7 million
Future Capital
5/5 Stars $962.5 million 12,768 2 $75,386
Flexible Plan Investments
5/5 Stars $1.4 billion 11,773 6 $120,660
Merit Financial Advisors
5/5 Stars $7.3 billion 11,475 139 $631,994

Find a financial advisor in New York

Find the best financial advisor firms near you. You can use our search bar to find a financial advisor near your address or ZIP code, or use the map to find a financial advisor firm in your area.


More Top Firms by State

Methodology

Every month investor.com’s rigorous Trust Algorithm sorts through more than 500,000 data points from the SEC. We then filter for the following data points to determine which firms qualify for our list of Best Financial Advisor Firms in New York 2024.

Firm has:

  • Jurisdiction in New York
  • SEC registration
  • No reported conflicts of interest*
  • No reported disciplinary history
  • At least 10 years in business
  • Total clients: 100+
  • Total assets under management (AUM): $100 million+

*These are the conflicts of interest tracked by investor.com: attorney conflict, broker-dealer conflict, commissions compensation conflict, insurance agency conflict, insurance affiliation conflict, private investment management, proprietary securities or investment products, soft-dollar benefit conflict. For more information on conflicts of interest and disciplinary actions, see our Trust Algorithm.

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.

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