{ "path": "/advisors/ny/fee-only", "url": "https://advisorcensus.com/advisors/ny/fee-only/page/10", "page_type": "state_fee", "title": "Fee-only financial advisors in New York", "filters": {}, "scope_total": 659, "faq": [ { "q": "How many financial advisory firms are there in New York?", "a": "AdvisorCensus lists 4,031 investment advisory firms with a principal office in New York, from Form ADV filings as of October 2026: 2,638 SEC-registered, 695 state-registered, and 698 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in New York?", "a": "659 of the 4,031 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in New York offer financial planning?", "a": "972 of the 3,333 firms in New York that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in New York fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 659 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 659 investment advisory firms with a principal office in New York that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": null, "citation": "AdvisorCensus. Fee-only financial advisors in New York: 659 firms from Form ADV filings as of October 2026.", "total_firms": 659, "page": 10, "total_pages": 14, "sort": "name", "registration_types": { "sec": 360, "state": 299, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 659 }, { "code": "percentage_of_aum", "count": 595 }, { "code": "hourly", "count": 247 }, { "code": "subscription", "count": 19 }, { "code": "fixed", "count": 337 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 248 }, { "code": "5_to_9", "count": 134 }, { "code": "10_to_19", "count": 163 }, { "code": "20_plus", "count": 113 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 259 }, { "code": "25m_100m", "count": 127 }, { "code": "100m_500m", "count": 136 }, { "code": "500m_1b", "count": 40 }, { "code": "1b_5b", "count": 42 }, { "code": "over_5b", "count": 6 }, { "code": "not_reported", "count": 49 } ], "firms": [ { "crd_number": 148329, "name": "Monticello Capital Management, LLC", "name_as_filed": "MONTICELLO CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/monticello-capital-management-llc-148329", "city": null, "state": null, "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105918, "name": "Montrose Advisors Inc", "name_as_filed": "MONTROSE ADVISORS INC", "url": "https://advisorcensus.com/firm/montrose-advisors-inc-new-york-ny-105918", "city": "New York", "state": "NY", "years_registered": 32, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329605, "name": "Moonbridge Financial Design, LLC", "name_as_filed": "MOONBRIDGE FINANCIAL DESIGN, LLC", "url": "https://advisorcensus.com/firm/moonbridge-financial-design-llc-rhinebeck-ny-329605", "city": "Rhinebeck", "state": "NY", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 316146, "name": "Moor Funds", "name_as_filed": "MOOR FUNDS", "url": "https://advisorcensus.com/firm/moor-funds-new-york-ny-316146", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298620, "name": "Mountain Creek Capital, LLC", "name_as_filed": "MOUNTAIN CREEK CAPITAL, LLC", "url": "https://advisorcensus.com/firm/mountain-creek-capital-llc-melville-ny-298620", "city": "Melville", "state": "NY", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 153586, "name": "MPC Capital Advisors, LLC", "name_as_filed": "MPC CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/mpc-capital-advisors-llc-rockville-centre-ny-153586", "city": "Rockville Centre", "state": "NY", "years_registered": 16, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 326791, "name": "MSA Power Funds LLC", "name_as_filed": "MSA POWER FUNDS LLC", "url": "https://advisorcensus.com/firm/msa-power-funds-llc-new-york-ny-326791", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 125889, "name": "MSM Financial Strategies", "name_as_filed": "MSM FINANCIAL STRATEGIES", "url": "https://advisorcensus.com/firm/msm-financial-strategies-manhasset-ny-125889", "city": "Manhasset", "state": "NY", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 322228, "name": "Multigenerational.black Inc.", "name_as_filed": "MULTIGENERATIONAL.BLACK INC.", "url": "https://advisorcensus.com/firm/multigenerational-black-inc-new-york-ny-322228", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108320, "name": "Municipal Asset Management Inc", "name_as_filed": "MUNICIPAL ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/municipal-asset-management-inc-rye-brook-ny-108320", "city": "Rye Brook", "state": "NY", "years_registered": 32, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 158463, "name": "Mussett Wealth Management, LLC", "name_as_filed": "MUSSETT WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mussett-wealth-management-llc-rensselaer-ny-158463", "city": "Rensselaer", "state": "NY", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 283934, "name": "My Financial Planner, LLC", "name_as_filed": "MY FINANCIAL PLANNER, LLC", "url": "https://advisorcensus.com/firm/my-financial-planner-llc-brooklyn-ny-283934", "city": "Brooklyn", "state": "NY", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328706, "name": "Navwell Advisors", "name_as_filed": "NAVWELL ADVISORS", "url": "https://advisorcensus.com/firm/navwell-advisors-garden-city-ny-328706", "city": "Garden City", "state": "NY", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104969, "name": "Neville, Rodie & Shaw Inc", "name_as_filed": "NEVILLE, RODIE & SHAW INC", "url": "https://advisorcensus.com/firm/neville-rodie-and-shaw-inc-new-york-ny-104969", "city": "New York", "state": "NY", "years_registered": 59, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 308974, "name": "Next Pronto Capital Advisors", "name_as_filed": "NEXT PRONTO CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/next-pronto-capital-advisors-new-york-ny-308974", "city": "New York", "state": "NY", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 226575, "name": "North Woods Wealth Management", "name_as_filed": "NORTH WOODS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/north-woods-wealth-management-buffalo-ny-226575", "city": "Buffalo", "state": "NY", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 125725, "name": "Nottinghill Capital Management Inc.", "name_as_filed": "NOTTINGHILL CAPITAL MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/nottinghill-capital-management-inc-125725", "city": null, "state": null, "years_registered": 29, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343978, "name": "Novera Wealth, Inc.", "name_as_filed": "NOVERA WEALTH, INC.", "url": "https://advisorcensus.com/firm/novera-wealth-inc-new-york-ny-343978", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 322065, "name": "Nuvern Wealth Advisors LLC", "name_as_filed": "NUVERN WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/nuvern-wealth-advisors-llc-new-york-ny-322065", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316056, "name": "NYE Street Partners LLC", "name_as_filed": "NYE STREET PARTNERS LLC", "url": "https://advisorcensus.com/firm/nye-street-partners-llc-saratoga-springs-ny-316056", "city": "Saratoga Springs", "state": "NY", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 136100, "name": "O'Brien Capital Management, Inc.", "name_as_filed": "O'BRIEN CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/o-brien-capital-management-inc-nyack-ny-136100", "city": "Nyack", "state": "NY", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129056, "name": "O'Gorman Asset Management, Inc.", "name_as_filed": "O'GORMAN ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/o-gorman-asset-management-inc-129056", "city": null, "state": null, "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108201, "name": "Occam Capital Management, LLC", "name_as_filed": "OCCAM CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/occam-capital-management-llc-pittsford-ny-108201", "city": "Pittsford", "state": "NY", "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 144474, "name": "Offit Capital", "name_as_filed": "OFFIT CAPITAL", "url": "https://advisorcensus.com/firm/offit-capital-new-york-ny-144474", "city": "New York", "state": "NY", "years_registered": 19, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 105707, "name": "Ogorek Wealth Management, LLC", "name_as_filed": "OGOREK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ogorek-wealth-management-llc-williamsville-ny-105707", "city": "Williamsville", "state": "NY", "years_registered": 43, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339661, "name": "OLA-I Consulting", "name_as_filed": "OLA-I CONSULTING", "url": "https://advisorcensus.com/firm/ola-i-consulting-339661", "city": null, "state": null, "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 134519, "name": "Old Field Advisors LLC", "name_as_filed": "OLD FIELD ADVISORS LLC", "url": "https://advisorcensus.com/firm/old-field-advisors-llc-setauket-ny-134519", "city": "Setauket", "state": "NY", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147799, "name": "Olson Tax & Financial Planning", "name_as_filed": "OLSON TAX & FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/olson-tax-and-financial-planning-147799", "city": null, "state": null, "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110528, "name": "OMC Financial Services Ltd", "name_as_filed": "OMC FINANCIAL SERVICES LTD", "url": "https://advisorcensus.com/firm/omc-financial-services-ltd-dewitt-ny-110528", "city": "Dewitt", "state": "NY", "years_registered": 39, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 337532, "name": "Omen Advisory, LLC", "name_as_filed": "OMEN ADVISORY, LLC", "url": "https://advisorcensus.com/firm/omen-advisory-llc-new-york-ny-337532", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "subscription" ], "enhanced": false }, { "crd_number": 343298, "name": "Optos Real Estate Credit, LLC", "name_as_filed": "OPTOS REAL ESTATE CREDIT, LLC", "url": "https://advisorcensus.com/firm/optos-real-estate-credit-llc-new-york-ny-343298", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 286225, "name": "Orion-Archstone Asset Management Inc.", "name_as_filed": "ORION-ARCHSTONE ASSET MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/orion-archstone-asset-management-inc-new-york-ny-286225", "city": "New York", "state": "NY", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 331295, "name": "Osprey Private Wealth LLC", "name_as_filed": "OSPREY PRIVATE WEALTH LLC", "url": "https://advisorcensus.com/firm/osprey-private-wealth-llc-new-york-ny-331295", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 309684, "name": "Oxler Private Wealth", "name_as_filed": "OXLER PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/oxler-private-wealth-rye-brook-ny-309684", "city": "Rye Brook", "state": "NY", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 111479, "name": "Paradigm Asset Management", "name_as_filed": "PARADIGM ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/paradigm-asset-management-white-plains-ny-111479", "city": "White Plains", "state": "NY", "years_registered": 31, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 174254, "name": "Parker Logan Advisors", "name_as_filed": "PARKER LOGAN ADVISORS", "url": "https://advisorcensus.com/firm/parker-logan-advisors-174254", "city": null, "state": null, "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 160172, "name": "Parkview US LLC", "name_as_filed": "PARKVIEW US LLC", "url": "https://advisorcensus.com/firm/parkview-us-llc-new-york-ny-160172", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300774, "name": "Parlin Advisors LLC", "name_as_filed": "PARLIN ADVISORS LLC", "url": "https://advisorcensus.com/firm/parlin-advisors-llc-hague-ny-300774", "city": "Hague", "state": "NY", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 142870, "name": "Passive Capital Management, LLC", "name_as_filed": "PASSIVE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/passive-capital-management-llc-syracuse-ny-142870", "city": "Syracuse", "state": "NY", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314627, "name": "Passive Management LLC", "name_as_filed": "PASSIVE MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/passive-management-llc-new-york-ny-314627", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 319259, "name": "Paul M Williams LLC", "name_as_filed": "PAUL M WILLIAMS LLC", "url": "https://advisorcensus.com/firm/paul-m-williams-llc-katonah-ny-319259", "city": "Katonah", "state": "NY", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130600, "name": "PDM Advisors", "name_as_filed": "PDM ADVISORS", "url": "https://advisorcensus.com/firm/pdm-advisors-130600", "city": null, "state": null, "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335723, "name": "Peartree Advisory", "name_as_filed": "PEARTREE ADVISORY", "url": "https://advisorcensus.com/firm/peartree-advisory-rochester-ny-335723", "city": "Rochester", "state": "NY", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168859, "name": "Perennial", "name_as_filed": "PERENNIAL", "url": "https://advisorcensus.com/firm/perennial-new-york-ny-168859", "city": "New York", "state": "NY", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304969, "name": "PFS Capital, LLC", "name_as_filed": "PFS CAPITAL, LLC", "url": "https://advisorcensus.com/firm/pfs-capital-llc-new-york-ny-304969", "city": "New York", "state": "NY", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336500, "name": "Pincus Capital Management, LP", 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