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 |
|
$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 |
| Amazonia Wealth Management |
|
$5.7 million | 6 | 1 | $950,000 |
| Anchor Capital Management |
|
$37.5 million | 43 | 1 | $872,153 |
| Andersen |
|
$4.2 billion | 411 | 9 | $10.3 million |
| 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 |
|
$116.3 million | 92 | 2 | $1.3 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 |
|
$1.9 billion | 494 | 5 | $3.9 million |
| Burns Matteson Capital Management |
|
$270.2 million | 202 | 5 | $1.3 million |
| Calculated Financial Solutions |
|
$8.9 million | 32 | 1 | $276,595 |
| 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 |
| Cliffwater |
|
$14.3 billion | 43 | 56 | $331.7 million |
| Coller Capital |
|
$6.6 billion | 20 | 28 | $331.7 million |
| Del-Sette Capital Management |
|
$129.7 million | 242 | 2 | $536,149 |
| Eisneramper Wealth Management & Corporate Benefits |
|
$1.3 billion | 694 | 18 | $1.9 million |
| Elanus Capital |
|
$106.4 million | 3 | 1 | $35.5 million |
| Estabrook Capital Management |
|
$761.4 million | 828 | 6 | $919,525 |
| Everest Consultants |
|
$446.0 million | 426 | 3 | $1.0 million |
| Fagan Associates |
|
$583.2 million | 1,702 | 2 | $342,675 |
| Florian Financial Group |
|
$124.7 million | 248 | 1 | $502,821 |
| 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 |
| FOX Financial Services |
|
$84.2 million | 71 | 1 | $1.2 million |
| Fusion Family Wealth |
|
$849.0 million | 327 | 5 | $2.6 million |
| Galvin, Gaustad & Stein |
|
$1.1 billion | 914 | 6 | $1.2 million |
| Gassman Financial Group |
|
$53.0 million | 61 | 2 | $868,733 |
| 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 |
| Greycourt & Co |
|
$6.4 billion | 41 | 1 | $156.2 million |
| Grimes & Company |
|
$4.2 billion | 3,530 | 28 | $1.2 million |
| Heller Wealth Management |
|
$301.5 million | 327 | 3 | $922,077 |
| Heron Wealth |
|
$433.0 million | 254 | 2 | $1.7 million |
| Hudson Valley Investment Advisors |
|
$1.1 billion | 1,167 | 10 | $963,439 |
| iAdvise Partners |
|
$159.7 million | 10 | 1 | $16.0 million |
| Iris Advisors |
|
$22.7 million | 26 | 1 | $873,665 |
| J.J. Burns & Company |
|
$700.3 million | 440 | 6 | $1.6 million |
| J.W.Burns & Company |
|
$701.2 million | 1,244 | 5 | $563,670 |
| JBGlobal.com |
|
$79.8 million | 52 | 0 | $1.5 million |
| John G. Ullman & Associates |
|
$1.2 billion | 1,004 | 17 | $1.2 million |
| Keenan Investment Management |
|
$6.0 million | 10 | 1 | $604,787 |
| Keystone Global Partners |
|
$156.8 million | 40 | 2 | $3.9 million |
| 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 |
| Linwood Investment Advisors |
|
$430.0 million | 263 | 1 | $1.6 million |
| Lountzis Asset Management |
|
$415.3 million | 176 | 2 | $2.4 million |
| Luesink Stenstrom Financial |
|
$54.4 million | 42 | 2 | $1.3 million |
| Marstone |
|
$2.8 million | 6 | 2 | $464,788 |
| 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 |
| Next Capital Management |
|
$1.2 billion | 214 | 7 | $5.4 million |
| Ogorek Wealth Management |
|
$411.9 million | 296 | 2 | $1.4 million |
| Olson Tax & Financial Planning |
|
$15.0 million | 11 | 0 | $1.4 million |
| Open Field Capital |
|
$104.6 million | 11 | 4 | $9.5 million |
| 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 |
| Prince Financial Advisory |
|
$47.6 million | 64 | 1 | $743,961 |
| 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 |
| Sanderson Wealth Management |
|
$898.7 million | 320 | 11 | $2.8 million |
| Sanskar Global Wealth Advisors |
|
$33.6 million | 127 | 1 | $264,550 |
| SAX Wealth Advisors |
|
$1.3 billion | 826 | 13 | $1.6 million |
| Stewardship Financial Services |
|
$0.0 | 44 | 1 | $0.0 |
| 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 |
| Vectors Asset Management Company |
|
$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 | 96 | 30 | $125.6 million |
| Weber Asset Management |
|
$421.6 million | 717 | 6 | $587,969 |
| Worth Considering |
|
$55.1 million | 62 | 1 | $887,912 |
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About the Editorial Team
investor.com
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