{ "path": "/advisors/ny/fee-only", "url": "https://advisorcensus.com/advisors/ny/fee-only/page/12", "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": 12, "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": 149745, "name": "Seaway Advisors", "name_as_filed": "SEAWAY ADVISORS", "url": "https://advisorcensus.com/firm/seaway-advisors-fairport-ny-149745", "city": "Fairport", "state": "NY", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 308909, "name": "Seeds", "name_as_filed": "SEEDS", "url": "https://advisorcensus.com/firm/seeds-new-york-ny-308909", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 152824, "name": "Seneca Financial Advisors LLC", "name_as_filed": "SENECA FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/seneca-financial-advisors-llc-rochester-ny-152824", "city": "Rochester", "state": "NY", "years_registered": 16, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332396, "name": "Serenity Capital Advisors Inc.", "name_as_filed": "SERENITY CAPITAL ADVISORS INC.", "url": "https://advisorcensus.com/firm/serenity-capital-advisors-inc-pittsford-ny-332396", "city": "Pittsford", "state": "NY", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338114, "name": "Serone Capital Management LLC", "name_as_filed": "SERONE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/serone-capital-management-llc-new-york-ny-338114", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 158722, "name": "Seven Bridges Advisors LLC", "name_as_filed": "SEVEN BRIDGES ADVISORS LLC", "url": "https://advisorcensus.com/firm/seven-bridges-advisors-llc-new-york-ny-158722", "city": "New York", "state": "NY", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338664, "name": "Sharpe Advisors, LLC", "name_as_filed": "SHARPE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/sharpe-advisors-llc-new-york-ny-338664", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 142739, "name": "Shelter Rock Management, LLC", "name_as_filed": "SHELTER ROCK MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/shelter-rock-management-llc-jericho-ny-142739", "city": "Jericho", "state": "NY", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331767, "name": "Shelterbelt Advisors", "name_as_filed": "SHELTERBELT ADVISORS", "url": "https://advisorcensus.com/firm/shelterbelt-advisors-331767", "city": null, "state": null, "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305997, "name": "Sherwood Financial Management", "name_as_filed": "SHERWOOD FINANCIAL MANAGEMENT", "url": "https://advisorcensus.com/firm/sherwood-financial-management-wi-ny-305997", "city": "Wi", "state": "NY", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107533, "name": "Shikiar Asset Management Inc", "name_as_filed": "SHIKIAR ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/shikiar-asset-management-inc-new-york-ny-107533", "city": "New York", "state": "NY", "years_registered": 33, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 3403, "name": "Shufro, Rose & Co., LLC", "name_as_filed": "SHUFRO, ROSE & CO., LLC", "url": "https://advisorcensus.com/firm/shufro-rose-and-co-llc-new-york-ny-3403", "city": "New York", "state": "NY", "years_registered": 71, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 336660, "name": "Simco Financial", "name_as_filed": "SIMCO FINANCIAL", "url": "https://advisorcensus.com/firm/simco-financial-canandaigua-ny-336660", "city": "Canandaigua", "state": "NY", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334785, "name": "Simpleadvisory LLC", "name_as_filed": "SIMPLEADVISORY LLC", "url": "https://advisorcensus.com/firm/simpleadvisory-llc-garden-city-ny-334785", "city": "Garden City", "state": "NY", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 300559, "name": "Sincerus Advisory", "name_as_filed": "SINCERUS ADVISORY", "url": "https://advisorcensus.com/firm/sincerus-advisory-new-york-ny-300559", "city": "New York", "state": "NY", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 144985, "name": "SIP Financial Services", "name_as_filed": "SIP FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/sip-financial-services-glenville-ny-144985", "city": "Glenville", "state": "NY", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310381, "name": "SM Carlton Advisory", "name_as_filed": "SM CARLTON ADVISORY", "url": "https://advisorcensus.com/firm/sm-carlton-advisory-310381", "city": null, "state": null, "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 107675, "name": "Smith Affiliated Capital Corp.", "name_as_filed": "SMITH AFFILIATED CAPITAL CORP.", "url": "https://advisorcensus.com/firm/smith-affiliated-capital-corp-new-york-ny-107675", "city": "New York", "state": "NY", "years_registered": 44, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 112326, "name": "South Street Advisors, LLC", "name_as_filed": "SOUTH STREET ADVISORS, LLC", "url": "https://advisorcensus.com/firm/south-street-advisors-llc-new-york-ny-112326", "city": "New York", "state": "NY", "years_registered": 28, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335599, "name": "Sparrow Wealth Management", "name_as_filed": "SPARROW WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/sparrow-wealth-management-335599", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 143774, "name": "Spaulding Greene Wealth Management, LLC", "name_as_filed": "SPAULDING GREENE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/spaulding-greene-wealth-management-llc-143774", "city": null, "state": null, "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336449, "name": "Stackwealth LLC", "name_as_filed": "STACKWEALTH LLC", "url": "https://advisorcensus.com/firm/stackwealth-llc-336449", "city": null, "state": null, "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109617, "name": "Steginsky Capital LLC", "name_as_filed": "STEGINSKY CAPITAL LLC", "url": "https://advisorcensus.com/firm/steginsky-capital-llc-port-washington-ny-109617", "city": "Port Washington", "state": "NY", "years_registered": 26, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 124566, "name": "Stephen A. Dipisa Registered Investment Advisor", "name_as_filed": "STEPHEN A. DIPISA REGISTERED INVESTMENT ADVISOR", "url": "https://advisorcensus.com/firm/stephen-a-dipisa-registered-investment-advisor-124566", "city": null, "state": null, "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 126064, "name": "Sterling Financial Planning", "name_as_filed": "STERLING FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/sterling-financial-planning-new-york-ny-126064", "city": "New York", "state": "NY", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107706, "name": "Sterling IMC", "name_as_filed": "STERLING IMC", "url": "https://advisorcensus.com/firm/sterling-imc-dewitt-ny-107706", "city": "Dewitt", "state": "NY", "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 140540, "name": "Sterling Valuation Group, Inc.", "name_as_filed": "STERLING VALUATION GROUP, INC.", "url": "https://advisorcensus.com/firm/sterling-valuation-group-inc-new-york-ny-140540", "city": "New York", "state": "NY", "years_registered": 20, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 128676, "name": "Stewardship Financial Planning", "name_as_filed": "STEWARDSHIP FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/stewardship-financial-planning-tarrytown-ny-128676", "city": "Tarrytown", "state": "NY", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164981, "name": "Stone Hill Fiduciary Management, LLC", "name_as_filed": "STONE HILL FIDUCIARY MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/stone-hill-fiduciary-management-llc-great-neck-ny-164981", "city": "Great Neck", "state": "NY", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 124784, "name": "Stonehurst Management, LLC", "name_as_filed": "STONEHURST MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/stonehurst-management-llc-new-york-ny-124784", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 109677, "name": "Strategic Financial Services", "name_as_filed": "STRATEGIC FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/strategic-financial-services-utica-ny-109677", "city": "Utica", "state": "NY", "years_registered": 37, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 307491, "name": "Stratton Capital Investment Advisory LLC", "name_as_filed": "STRATTON CAPITAL INVESTMENT ADVISORY LLC", "url": "https://advisorcensus.com/firm/stratton-capital-investment-advisory-llc-new-york-ny-307491", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 336188, "name": "Superstate Advisers LLC", "name_as_filed": "SUPERSTATE ADVISERS LLC", "url": "https://advisorcensus.com/firm/superstate-advisers-llc-new-york-ny-336188", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166616, "name": "Sustainable Insight Capital Management, LLC", "name_as_filed": "SUSTAINABLE INSIGHT CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/sustainable-insight-capital-management-llc-new-york-ny-166616", "city": "New York", "state": "NY", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108507, "name": "Swarthmore Asset Management Ltd", "name_as_filed": "SWARTHMORE ASSET MANAGEMENT LTD", "url": "https://advisorcensus.com/firm/swarthmore-asset-management-ltd-new-york-ny-108507", "city": "New York", "state": "NY", "years_registered": 34, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 336338, "name": "Sykon Asset Management LLC", "name_as_filed": "SYKON ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/sykon-asset-management-llc-harrison-ny-336338", "city": "Harrison", "state": "NY", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 326728, "name": "Sykon Capital LLC", "name_as_filed": "SYKON CAPITAL LLC", "url": "https://advisorcensus.com/firm/sykon-capital-llc-harrison-ny-326728", "city": "Harrison", "state": "NY", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 155311, "name": "System Research, LLC", "name_as_filed": "SYSTEM RESEARCH, LLC", "url": "https://advisorcensus.com/firm/system-research-llc-155311", "city": null, "state": null, "years_registered": 15, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 123961, "name": "Taconic Advisors", "name_as_filed": "TACONIC ADVISORS", "url": "https://advisorcensus.com/firm/taconic-advisors-saugerties-ny-123961", "city": "Saugerties", "state": "NY", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 333968, "name": "Tactical Rotation Management, LLC", "name_as_filed": "TACTICAL ROTATION MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/tactical-rotation-management-llc-forest-hills-ny-333968", "city": "Forest Hills", "state": "NY", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288081, "name": "Taher Financial Planning", "name_as_filed": "TAHER FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/taher-financial-planning-brooklyn-ny-288081", "city": "Brooklyn", "state": "NY", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312279, "name": "Target Rock Wealth Management, LLC", "name_as_filed": "TARGET ROCK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/target-rock-wealth-management-llc-new-york-ny-312279", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168431, "name": "Tekmen Wells LLC", "name_as_filed": "TEKMEN WELLS LLC", "url": "https://advisorcensus.com/firm/tekmen-wells-llc-new-york-ny-168431", "city": "New York", "state": "NY", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111676, "name": "Terra Nova Asset Management LLC", "name_as_filed": "TERRA NOVA ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/terra-nova-asset-management-llc-new-york-ny-111676", "city": "New York", "state": "NY", "years_registered": 28, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 342990, "name": "The Educator's Advisor", "name_as_filed": "THE EDUCATOR'S ADVISOR", "url": "https://advisorcensus.com/firm/the-educator-s-advisor-342990", "city": null, "state": null, "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 33062, "name": "The Healy Group LLC", "name_as_filed": "THE HEALY GROUP LLC", "url": "https://advisorcensus.com/firm/the-healy-group-llc-33062", "city": null, "state": null, "years_registered": 29, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" 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