Written by investor.com
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
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
|
|
$95.4 billion | 434 | 1 | $219.8 million |
|
WE Family Offices
|
|
$13.9 billion | 108 | 32 | $128.8 million |
|
Mcqueen Financial Advisors II
|
|
$11.6 billion | 111 | 3 | $104.6 million |
|
CAP Strat
|
|
$19.1 billion | 346 | 5 | $55.3 million |
|
Garcia Hamilton & Associates
|
|
$20.2 billion | 449 | 3 | $45.1 million |
|
Chandler Asset Management
|
|
$35.8 billion | 818 | 16 | $43.8 million |
|
Richmond Capital Management
|
|
$5.6 billion | 175 | 13 | $31.9 million |
|
Circle Wealth Management
|
|
$10.2 billion | 319 | 8 | $31.9 million |
|
The Caprock Group
|
|
$6.9 billion | 317 | 34 | $21.8 million |
|
Paul Comstock Partners
|
|
$2.0 billion | 114 | 8 | $17.8 million |
Top 10 financial advisors in New York by number of advisors
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 |
|
EP Wealth Advisors
|
|
$22.3 billion | 13,185 | 195 | $1.7 million |
|
Merit Financial Advisors
|
|
$7.3 billion | 11,475 | 139 | $631,994 |
|
Modera Wealth Management
|
|
$12.5 billion | 5,684 | 106 | $2.2 million |
|
The Mather Group
|
|
$10.5 billion | 4,245 | 91 | $2.5 million |
|
Perigon Wealth Management
|
|
$6.9 billion | 3,744 | 77 | $1.9 million |
|
Csenge Advisory Group
|
|
$2.8 billion | 5,630 | 76 | $488,978 |
|
Latitude Advisors
|
|
$340.4 million | 1,502 | 74 | $226,625 |
|
Parallel Advisors
|
|
$7.1 billion | 3,658 | 63 | $1.9 million |
|
Pure Financial Advisors
|
|
$6.3 billion | 4,975 | 56 | $1.3 million |
|
Connecticut Wealth Management
|
|
$3.2 billion | 1,388 | 40 | $2.3 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
|
|
$95.4 billion | 434 | 1 | $219.8 million |
|
Chandler Asset Management
|
|
$35.8 billion | 818 | 16 | $43.8 million |
|
Clark Capital Management Group
|
|
$25.9 billion | 30,934 | 24 | $838,262 |
|
Sage Advisory Services CO
|
|
$22.7 billion | 8,128 | 38 | $2.8 million |
|
Clearstead; Hartland & Co.; Clearstead Advisory Solutions
|
|
$22.4 billion | 4,264 | 28 | $5.2 million |
|
EP Wealth Advisors
|
|
$22.3 billion | 13,185 | 195 | $1.7 million |
|
Garcia Hamilton & Associates
|
|
$20.2 billion | 449 | 3 | $45.1 million |
|
Matson Money
|
|
$19.6 billion | 30,605 | 9 | $641,967 |
|
CAP Strat
|
|
$19.1 billion | 346 | 5 | $55.3 million |
|
WE Family Offices
|
|
$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
|
|
$2.8 billion | 79,642 | 4 | $35,120 |
|
Stadion Money Management
|
|
$2.3 billion | 50,984 | 15 | $45,756 |
|
Geowealth Management
|
|
$12.3 billion | 49,816 | 20 | $247,576 |
|
Clark Capital Management Group
|
|
$25.9 billion | 30,934 | 24 | $838,262 |
|
Matson Money
|
|
$19.6 billion | 30,605 | 9 | $641,967 |
|
Richard Bernstein Advisors
|
|
$5.2 billion | 14,693 | 8 | $356,338 |
|
EP Wealth Advisors
|
|
$22.3 billion | 13,185 | 195 | $1.7 million |
|
Future Capital
|
|
$962.5 million | 12,768 | 2 | $75,386 |
|
Flexible Plan Investments
|
|
$1.4 billion | 11,773 | 6 | $120,660 |
|
Merit Financial Advisors
|
|
$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 is your trustworthy guide to the world of financial advisors. 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.