# Fee-only financial advisors in New York

> Find financial advisors in New York who are paid only by client fees. 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, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ny/fee-only/page/13

## At a glance

- Investment advisory firms: 659
- Registration: SEC-registered investment adviser: 360, State-registered investment adviser: 299
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 659 (100%); Percentage of assets 595 (90%); Hourly charges 247 (37%); Subscription fees (newsletter or periodical) 19 (3%); Fixed fees 337 (51%)
- Regulatory assets under management (Item 5.F): Under $25 million 259 (39%); $25 million to $100 million 127 (19%); $100 million to $500 million 136 (21%); $500 million to $1 billion 40 (6%); $1 billion to $5 billion 42 (6%); Over $5 billion 6 (1%); Not reported 49 (7%)
- Years registered: Under 5 years 248 (38%); 5 to 9 years 134 (20%); 10 to 19 years 163 (25%); 20 years or more 113 (17%); Not reported 1 (0%)

## Firms (page 13 of 14, 601 to 650 of 659, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Tilden Capital Management, LLC](https://advisorcensus.com/firm/tilden-capital-management-llc-154988) ([md](https://advisorcensus.com/firm/tilden-capital-management-llc-154988.md)) | 154988 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Timber Point Capital Management](https://advisorcensus.com/firm/timber-point-capital-management-white-plains-ny-307366) ([md](https://advisorcensus.com/firm/timber-point-capital-management-white-plains-ny-307366.md)) | 307366 | White Plains, NY | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets |
| [Titanhub Capital Management LLC](https://advisorcensus.com/firm/titanhub-capital-management-llc-jackson-heights-ny-310921) ([md](https://advisorcensus.com/firm/titanhub-capital-management-llc-jackson-heights-ny-310921.md)) | 310921 | Jackson Heights, NY | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Tomkiewicz Wealth Management](https://advisorcensus.com/firm/tomkiewicz-wealth-management-wynantskill-ny-336571) ([md](https://advisorcensus.com/firm/tomkiewicz-wealth-management-wynantskill-ny-336571.md)) | 336571 | Wynantskill, NY | State-registered investment adviser | Under $25 million | 1 | % of assets |
| [Tortoise Investment Management, LLC](https://advisorcensus.com/firm/tortoise-investment-management-llc-white-plains-ny-128723) ([md](https://advisorcensus.com/firm/tortoise-investment-management-llc-white-plains-ny-128723.md)) | 128723 | White Plains, NY | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets |
| [Transparent Wealth Consulting LLC](https://advisorcensus.com/firm/transparent-wealth-consulting-llc-new-york-ny-283193) ([md](https://advisorcensus.com/firm/transparent-wealth-consulting-llc-new-york-ny-283193.md)) | 283193 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 8 | % of assets, Hourly, Fixed fee |
| [Triple Play Planning, LLC](https://advisorcensus.com/firm/triple-play-planning-llc-329117) ([md](https://advisorcensus.com/firm/triple-play-planning-llc-329117.md)) | 329117 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Trufton Investment Management, Inc.](https://advisorcensus.com/firm/trufton-investment-management-inc-bronxville-ny-113174) ([md](https://advisorcensus.com/firm/trufton-investment-management-inc-bronxville-ny-113174.md)) | 113174 | Bronxville, NY | State-registered investment adviser | Under $25 million | 11 | % of assets |
| [Tuliptree Advisors](https://advisorcensus.com/firm/tuliptree-advisors-329872) ([md](https://advisorcensus.com/firm/tuliptree-advisors-329872.md)) | 329872 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Twentythree Advisory](https://advisorcensus.com/firm/twentythree-advisory-new-york-ny-332537) ([md](https://advisorcensus.com/firm/twentythree-advisory-new-york-ny-332537.md)) | 332537 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [Twin Bridges Advisory](https://advisorcensus.com/firm/twin-bridges-advisory-new-york-ny-343402) ([md](https://advisorcensus.com/firm/twin-bridges-advisory-new-york-ny-343402.md)) | 343402 | New York, NY | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Two Point Capital Management, Inc.](https://advisorcensus.com/firm/two-point-capital-management-inc-pittsford-ny-131816) ([md](https://advisorcensus.com/firm/two-point-capital-management-inc-pittsford-ny-131816.md)) | 131816 | Pittsford, NY | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets |
| [Under PAR Planning LLC](https://advisorcensus.com/firm/under-par-planning-llc-306930) ([md](https://advisorcensus.com/firm/under-par-planning-llc-306930.md)) | 306930 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [United Advisors Investment Management, LLC](https://advisorcensus.com/firm/united-advisors-investment-management-llc-new-york-ny-164908) ([md](https://advisorcensus.com/firm/united-advisors-investment-management-llc-new-york-ny-164908.md)) | 164908 | New York, NY | SEC-registered investment adviser | Under $25 million | 13 | % of assets |
| [United Financial Planning Group LLC](https://advisorcensus.com/firm/united-financial-planning-group-llc-hauppauge-ny-149843) ([md](https://advisorcensus.com/firm/united-financial-planning-group-llc-hauppauge-ny-149843.md)) | 149843 | Hauppauge, NY | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Universe, Inc.](https://advisorcensus.com/firm/universe-inc-brooklyn-ny-130730) ([md](https://advisorcensus.com/firm/universe-inc-brooklyn-ny-130730.md)) | 130730 | Brooklyn, NY | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly |
| [Upkeep Financial](https://advisorcensus.com/firm/upkeep-financial-new-york-ny-313221) ([md](https://advisorcensus.com/firm/upkeep-financial-new-york-ny-313221.md)) | 313221 | New York, NY | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly, Fixed fee |
| [Upside LAB Advisors Inc.](https://advisorcensus.com/firm/upside-lab-advisors-inc-304862) ([md](https://advisorcensus.com/firm/upside-lab-advisors-inc-304862.md)) | 304862 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly |
| [Upstart Wealth Management, LLC](https://advisorcensus.com/firm/upstart-wealth-management-llc-new-york-ny-173728) ([md](https://advisorcensus.com/firm/upstart-wealth-management-llc-new-york-ny-173728.md)) | 173728 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Upstate Advisers Inc](https://advisorcensus.com/firm/upstate-advisers-inc-pittsford-ny-341449) ([md](https://advisorcensus.com/firm/upstate-advisers-inc-pittsford-ny-341449.md)) | 341449 | Pittsford, NY | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets |
| [Valorem LLC](https://advisorcensus.com/firm/valorem-llc-new-york-ny-339215) ([md](https://advisorcensus.com/firm/valorem-llc-new-york-ny-339215.md)) | 339215 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets, Fixed fee |
| [Valur Robo Advisors](https://advisorcensus.com/firm/valur-robo-advisors-new-york-ny-318675) ([md](https://advisorcensus.com/firm/valur-robo-advisors-new-york-ny-318675.md)) | 318675 | New York, NY | SEC-registered investment adviser | Under $25 million | 4 | % of assets |
| [Vanik Capital LLC](https://advisorcensus.com/firm/vanik-capital-llc-338232) ([md](https://advisorcensus.com/firm/vanik-capital-llc-338232.md)) | 338232 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Vanquour LLC](https://advisorcensus.com/firm/vanquour-llc-new-york-ny-317552) ([md](https://advisorcensus.com/firm/vanquour-llc-new-york-ny-317552.md)) | 317552 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Vectors Asset Management](https://advisorcensus.com/firm/vectors-asset-management-new-york-ny-137772) ([md](https://advisorcensus.com/firm/vectors-asset-management-new-york-ny-137772.md)) | 137772 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Fixed fee |
| [Velara Wealth Management Inc.](https://advisorcensus.com/firm/velara-wealth-management-inc-new-york-ny-342735) ([md](https://advisorcensus.com/firm/velara-wealth-management-inc-new-york-ny-342735.md)) | 342735 | New York, NY | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Veneroso Wealth Management](https://advisorcensus.com/firm/veneroso-wealth-management-woodbury-ny-342014) ([md](https://advisorcensus.com/firm/veneroso-wealth-management-woodbury-ny-342014.md)) | 342014 | Woodbury, NY | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Visdom Investment Group LLC](https://advisorcensus.com/firm/visdom-investment-group-llc-rye-brook-ny-327619) ([md](https://advisorcensus.com/firm/visdom-investment-group-llc-rye-brook-ny-327619.md)) | 327619 | Rye Brook, NY | SEC-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [Voltz Asset Management Inc.](https://advisorcensus.com/firm/voltz-asset-management-inc-167138) ([md](https://advisorcensus.com/firm/voltz-asset-management-inc-167138.md)) | 167138 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 13 | Hourly, Fixed fee |
| [Walker Capital Advisors](https://advisorcensus.com/firm/walker-capital-advisors-new-york-ny-284621) ([md](https://advisorcensus.com/firm/walker-capital-advisors-new-york-ny-284621.md)) | 284621 | New York, NY | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly |
| [Wallace Wealth Advisory, Inc.](https://advisorcensus.com/firm/wallace-wealth-advisory-inc-jamaica-ny-342291) ([md](https://advisorcensus.com/firm/wallace-wealth-advisory-inc-jamaica-ny-342291.md)) | 342291 | Jamaica, NY | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Wallstreeti.com](https://advisorcensus.com/firm/wallstreeti-com-new-york-ny-123567) ([md](https://advisorcensus.com/firm/wallstreeti-com-new-york-ny-123567.md)) | 123567 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Walnut Investment Services LLC](https://advisorcensus.com/firm/walnut-investment-services-llc-brooklyn-ny-113666) ([md](https://advisorcensus.com/firm/walnut-investment-services-llc-brooklyn-ny-113666.md)) | 113666 | Brooklyn, NY | SEC-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly |
| [Washington Square Capital Management LLC](https://advisorcensus.com/firm/washington-square-capital-management-llc-new-york-ny-150335) ([md](https://advisorcensus.com/firm/washington-square-capital-management-llc-new-york-ny-150335.md)) | 150335 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 11 | % of assets, Fixed fee |
| [Watch Hill Advisors, LLC](https://advisorcensus.com/firm/watch-hill-advisors-llc-new-york-ny-159994) ([md](https://advisorcensus.com/firm/watch-hill-advisors-llc-new-york-ny-159994.md)) | 159994 | New York, NY | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [Wealthie Advisors](https://advisorcensus.com/firm/wealthie-advisors-brooklyn-ny-340058) ([md](https://advisorcensus.com/firm/wealthie-advisors-brooklyn-ny-340058.md)) | 340058 | Brooklyn, NY | SEC-registered investment adviser | Under $25 million | 0 | % of assets |
| [Wealthmeup Advisors LLC](https://advisorcensus.com/firm/wealthmeup-advisors-llc-new-york-ny-335157) ([md](https://advisorcensus.com/firm/wealthmeup-advisors-llc-new-york-ny-335157.md)) | 335157 | New York, NY | SEC-registered investment adviser | Under $25 million | 1 | % of assets |
| [Wealthunite Advisors, LLC](https://advisorcensus.com/firm/wealthunite-advisors-llc-manhasset-ny-285807) ([md](https://advisorcensus.com/firm/wealthunite-advisors-llc-manhasset-ny-285807.md)) | 285807 | Manhasset, NY | SEC-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [Weber Asset Management, Inc.](https://advisorcensus.com/firm/weber-asset-management-inc-lake-success-ny-106267) ([md](https://advisorcensus.com/firm/weber-asset-management-inc-lake-success-ny-106267.md)) | 106267 | Lake Success, NY | SEC-registered investment adviser | $500 million to $1 billion | 33 | % of assets |
| [Weisberg Financial Services](https://advisorcensus.com/firm/weisberg-financial-services-128535) ([md](https://advisorcensus.com/firm/weisberg-financial-services-128535.md)) | 128535 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 22 | Fixed fee |
| [Weiss Financial Group LLC](https://advisorcensus.com/firm/weiss-financial-group-llc-mahopac-ny-159331) ([md](https://advisorcensus.com/firm/weiss-financial-group-llc-mahopac-ny-159331.md)) | 159331 | Mahopac, NY | SEC-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [West Financial Planning](https://advisorcensus.com/firm/west-financial-planning-147138) ([md](https://advisorcensus.com/firm/west-financial-planning-147138.md)) | 147138 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 18 | % of assets, Fixed fee |
| [Westmore Asset Management](https://advisorcensus.com/firm/westmore-asset-management-pearl-river-ny-164431) ([md](https://advisorcensus.com/firm/westmore-asset-management-pearl-river-ny-164431.md)) | 164431 | Pearl River, NY | SEC-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee |
| [WGS Management Services, Inc](https://advisorcensus.com/firm/wgs-management-services-inc-rochester-ny-270003) ([md](https://advisorcensus.com/firm/wgs-management-services-inc-rochester-ny-270003.md)) | 270003 | Rochester, NY | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly |
| [Wilkinson Global Asset Management LLC](https://advisorcensus.com/firm/wilkinson-global-asset-management-llc-new-york-ny-292470) ([md](https://advisorcensus.com/firm/wilkinson-global-asset-management-llc-new-york-ny-292470.md)) | 292470 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets |
| [Willcox Wealth Management](https://advisorcensus.com/firm/willcox-wealth-management-new-york-ny-335728) ([md](https://advisorcensus.com/firm/willcox-wealth-management-new-york-ny-335728.md)) | 335728 | New York, NY | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee |
| [Wilson Advisors, LLC](https://advisorcensus.com/firm/wilson-advisors-llc-clifton-park-ny-144440) ([md](https://advisorcensus.com/firm/wilson-advisors-llc-clifton-park-ny-144440.md)) | 144440 | Clifton Park, NY | State-registered investment adviser | Not reported | 19 | Hourly, Fixed fee |
| [Winthrop Partners - EPA, LLC](https://advisorcensus.com/firm/winthrop-partners-epa-llc-orchard-ny-282098) ([md](https://advisorcensus.com/firm/winthrop-partners-epa-llc-orchard-ny-282098.md)) | 282098 | Orchard, NY | SEC-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [Winthrop Partners - WNY, LLC](https://advisorcensus.com/firm/winthrop-partners-wny-llc-orchard-ny-282100) ([md](https://advisorcensus.com/firm/winthrop-partners-wny-llc-orchard-ny-282100.md)) | 282100 | Orchard, NY | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Winthrop Partners - WPA , LLC](https://advisorcensus.com/firm/winthrop-partners-wpa-llc-orchard-ny-282102) ([md](https://advisorcensus.com/firm/winthrop-partners-wpa-llc-orchard-ny-282102.md)) | 282102 | Orchard, NY | SEC-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |

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## Questions people ask

**How many financial advisory firms are there in New York?**
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.

**How many fee-only financial advisors are in New York?**
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.

**How many financial advisors in New York offer financial planning?**
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.

**Are the financial advisors in New York fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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Cite as: AdvisorCensus. Fee-only financial advisors in New York: 659 firms from Form ADV filings as of October 2026.