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Best Financial Advisors near Jackson Heights, New York


To help Americans find the best financial advisors in Jackson Heights, New York, we started with over 7,000 advisor firms that are regulated by the U.S. Securities and Exchange Commission (SEC). Next, we used our proprietary Trust Algorithm to rate firms based on their regulatory disclosures and disciplinary history. Here are top financial advisor firms in Jackson Heights, New York.


1. RegentAtlantic
   (973) 425-8420
Multiple Locations

RegentAtlantic, registered in 1982, manages $4.9 billion for 1,851 clients.

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2. Altfest Personal Wealth Management
   (212) 406-0850
445 Park Avenue, 6th Floor. New York, NY

Altfest Personal Wealth Management, registered in 1983, manages $1.3 billion for 596 clients.

3. Safran Wealth Advisors
   (212) 328-9530
641 Lexington Ave., 14th Floor. New York, NY

Safran Wealth Advisors, registered in 2009, manages $103.4 million for 101 clients.

4. Saybrook Capital Corp
   (212) 355-7733
110 East 59th Street Suite 3200, New York, New York

Saybrook Capital Corp, registered in 1989, manages $329.0 million for 125 clients.

5. Inverness Counsel
   (212) 207-2100
845 Third Avenue, 8th Floor. New York, NY

Inverness Counsel, registered in 1991, manages $3.5 billion for 1,189 clients.

6. Estabrook Capital Management
   (212) 605-5500
900 Third Avenue, Suite 1004. New York, NY

Estabrook Capital Management, registered in 2003, manages $851.3 million for 985 clients.

7. Athena Capital Advisors
   (212) 897-9640
150 East 52nd Street Suite 21001, New York, New York

Athena Capital Advisors, registered in 2003, manages $6.3 billion for 52 clients.

8. Geller Advisors
   (212) 583-6001
909 Third Avenue New York, NY

Geller Advisors, registered in 2005, manages $3.6 billion for 102 clients.

9. Enright, Mollin, Cascio & Ramusevic
   (718) 803-1817
91-31 Queens Blvd., Suite 618. Elmhurst, NY

Enright, Mollin, Cascio & Ramusevic, registered in 1990, manages $219.7 million for 100 clients.

10. PPC Enterprises
   (212) 768-4554
500 Park Avenue, 4th Floor. New York, NY

PPC Enterprises, registered in 2014, manages $1.0 billion for 2 clients.

11. Stonehurst Management
   (212) 993-7071
845 Third Avenue, Suite 1700. New York, NY

Stonehurst Management, registered in 2008, manages $104.9 million for 270 clients.

12. Montrose Advisors
   (212) 888-4747
505 Park Avenue, 20th Floor New York, NY

Montrose Advisors, registered in 1993, manages $189.4 million for 16 clients.

13. Circle Wealth Management
   (212) 283-1000
126 East 56th Street 21st Floor, New York, New York

Circle Wealth Management, registered in 2007, manages $1.9 billion for 107 clients.

14. Apax Partners
   (212) 753-6300
601 Lexington Ave, 53rd Floor. New York, NY

Apax Partners, registered in 2012, manages $128.0 million for 1 clients.

15. Edge Wealth Management
   (212) 682-0133
805 Third Avenue, Floor 12. New York, NY

Edge Wealth Management, registered in 2006, manages $933.6 million for 361 clients.

16. Henry H. Armstrong Associates
   (212) 421-4196
777 Third Avenue 27th Floor, New York, New York

Henry H. Armstrong Associates, registered in 1983, manages $797.9 million for 137 clients.

17. Marlcroft Asset Management
   (212) 980-3100
133 East 58th Street, Suite 1102. New York, NY

Marlcroft Asset Management, registered in 1997, manages $310.0 million for 74 clients.

18. Greycourt & Co
   (412) 361-0100
601 Lexington Ave. 20th Floor, New York, New York

Greycourt & Co, registered in 2001, manages $5.0 billion for 50 clients.

19. Lifeinvest Wealth Management
   (212) 258-2480
750 Lexington Avenue Suite 8141, New York, New York

Lifeinvest Wealth Management, registered in 2009, manages $359.3 million for 119 clients.

20. Lifeinvest Wealth Management
   (212) 258-2480
Multiple Locations

Lifeinvest Wealth Management, registered in 2009, manages $359.3 million for 119 clients.



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Dowling & Yahnke
   (858) 509-9500

Dowling & Yahnke, registered in 1987, manages $4.7 billion for 1,271 clients.

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Halbert Hargrove
   (562) 435-5657

Halbert Hargrove, registered in 1988, manages $2.5 billion for 1,190 clients.

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Corda Investment Management
   (713) 439-0665

Corda Investment Management, registered in 1999, manages $1.2 billion for 1,236 clients.

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Heron Wealth
   (347) 580-5280

Heron Wealth, registered in 2008, manages $342.4 million for 162 clients.

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Top Cities for New York


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