Best Financial Advisor Firms New York 2023

investor.com

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:

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

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About the Editorial Team

investor.com
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, retirement planning, and more.


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