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Top Financial Advisor Firms in New York




With the latest investor.com Trust Algorithm update, we're thrilled to recognize the 2020 Top 114 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 114 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 June 01, 2020, 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!



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Are you a top firm in New York? As a consumer advocacy project, lists have no upfront fees or licensing fees. Contact Brandon Wilson for your digital certificate and customized press release.
Firm Rating Year Registered Minimum Office Locations
&Wealth Partners 2009 View Locations
Adirondack Research & Management 2004 View Locations
Alesco Advisors 2000 View Locations
Altfest Personal Wealth Management 1983 View Locations
Altium Wealth Management 2010 View Locations
Andersen 2003 View Locations
Argus Investors' Counsel 1960 View Locations
Armbruster Capital Management 2010 View Locations
BakerAvenue 2004 View Locations
Bourne Lent Asset Managament 2000 View Locations
Bridgewater Advisors 1995 View Locations
Bryden-abrams Investment Management 2007 View Locations
Buck 1999 View Locations
Burns Matteson Capital Management 2002 View Locations
C. G. Hughes Company 1999 View Locations
CJM Wealth Management 2020 View Locations
CSM Capital Corporation 2004 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
Carosa, Stanton & Depaolo Asset Management 1996 View Locations
Carswell Investments 2011 View Locations
Clarity Investments + Planning 2008 View Locations
Clear Harbor Asset Management 2009 View Locations
Clear Point Advisors 1998 View Locations
Clearstead; Hartland & Co 1988 View Locations
Cliffwater 2004 View Locations
Congress Park Capital 2009 View Locations
Continuum Wealth Advisors 2010 View Locations
Crow Point Partners 2006 View Locations
Curtis & Bissonette 1988 View Locations
Delta Capital Management 2005 View Locations
Dopkins Wealth Management 2003 View Locations
Douglass Winthrop Advisors 1999 View Locations
FMF&E Wealth Management 2006 View Locations
FOURPOINTS Asset Management 2020 View Locations
FOX Financial Services 2001 View Locations
Federmann Financial Advisors 2010 View Locations
Financial Asset Management Corp 1986 View Locations
Fingerlakes Wealth Management 2009 View Locations
Flynn Zito Capital Management 2010 View Locations
Forte Capital 1998 View Locations
Forteris Wealth Management 1993 View Locations
Francis Financial 2012 View Locations
Frisch Financial Group 2003 View Locations
Galvin, Gaustad & Stein 2010 View Locations
Generation Capital Management 2009 View Locations
Gold Coast Wealth Management 2011 View Locations
Grandfield & Dodd 2001 View Locations
HFH Planning 1997 View Locations
HS Management Partners 2007 View Locations
Heller Wealth Management 2003 View Locations
Heron Wealth 2008 $500,000 View Locations
Heydorn Stone Capital Management 2005 $250,000 View Locations
Howard Capital Management 1974 View Locations
Howe and Rusling 1941 View Locations
Infiniti Wealth Management 2008 View Locations
Investment Insight Wealth Management 2008 View Locations
J.W.burns & Company 1977 View Locations
JNB Advisors 2005 View Locations
John G. Ullman & Associates 1978 View Locations
John W. Bristol & Co. 1978 View Locations
Karpus Investment Management 1987 View Locations
Kings Point Capital Management 2005 View Locations
Level Financial Advisors 1981 View Locations
Lindner Capital Advisors 1997 View Locations
Linwood Investment Advisors 2012 View Locations
Luther Forest Wealth Advisors 2007 View Locations
Mercer Global Advisors 2008 $500,000 View Locations
Mill Creek Capital Advisors 2006 View Locations
NBT Capital Management 1987 View Locations
NEW Providence Asset Management 2006 View Locations
Neville, Rodie & Shaw 1966 View Locations
Next Capital Management 1999 View Locations
Nottingham Advisors 1982 View Locations
OMC Financial Services 1987 View Locations
Ogorek Wealth Management 1983 View Locations
Parks Capital 2006 View Locations
Passive Capital Management 2008 View Locations
Payne Capital Management 2008 View Locations
Pension Partners 2007 View Locations
Peter B. Cannell & Co. 1986 View Locations
Piermont Wealth Management 2002 View Locations
Ping Capital Management 2011 View Locations
Pivotal Planning Group 2010 View Locations
Post Resch Tallon Group 2012 View Locations
Pratt Collard Buck Advisory Group 2011 View Locations
R.W. Roge & Company 1986 View Locations
RegentAtlantic 1982 $1,000,000 View Locations
Rockbridge Investment Management 2001 View Locations
SOL Capital Management Co. 1987 View Locations
Safran Wealth Advisors 2009 View Locations
Samalin Investment Counsel 2007 View Locations
Sanderson Wealth Management 2002 View Locations
Sandhill Investment Management 2004 View Locations
Sauberan & Company 1991 View Locations
Saybrook Capital Corp 1989 View Locations
Shikiar Asset Management 1993 View Locations
Smith Affiliated Capital Corp 1982 View Locations
South Street Advisors 1998 View Locations
Tandem Capital Management 1991 View Locations
The Doman Group 2011 View Locations
The Mather Group 2011 View Locations
The Pinnacle Financial Group 2012 View Locations
The Waterford Group 2010 View Locations
Tiedemann Advisors 2009 View Locations
Valicenti Advisory Services 1983 View Locations
Veris Wealth Partners 2007 View Locations
WE Family Offices 2001 View Locations
Weber Asset Management 1993 View Locations
Whitney & Company 2001 View Locations
Wise Wealth Management 2010 View Locations
Ziegler Capital Management 2020 View Locations


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