# Fee-only financial advisors in New York

> 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.

Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ny/fee-only/page/4

## 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 4 of 14, 151 to 200 of 659, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Comfort Capital Management](https://advisorcensus.com/firm/comfort-capital-management-338648) ([md](https://advisorcensus.com/firm/comfort-capital-management-338648.md)) | 338648 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee |
| [Complete Advisors](https://advisorcensus.com/firm/complete-advisors-valley-stream-ny-307127) ([md](https://advisorcensus.com/firm/complete-advisors-valley-stream-ny-307127.md)) | 307127 | Valley Stream, NY | SEC-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Connective Portfolio Management, LLC](https://advisorcensus.com/firm/connective-portfolio-management-llc-new-york-ny-297755) ([md](https://advisorcensus.com/firm/connective-portfolio-management-llc-new-york-ny-297755.md)) | 297755 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Constellation Asset Management, Inc.](https://advisorcensus.com/firm/constellation-asset-management-inc-fayetteville-ny-125704) ([md](https://advisorcensus.com/firm/constellation-asset-management-inc-fayetteville-ny-125704.md)) | 125704 | Fayetteville, NY | SEC-registered investment adviser | $25 million to $100 million | 8 | % of assets, Fixed fee |
| [Contessa Capital](https://advisorcensus.com/firm/contessa-capital-new-york-ny-319652) ([md](https://advisorcensus.com/firm/contessa-capital-new-york-ny-319652.md)) | 319652 | New York, NY | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee |
| [Cornell Capital Management](https://advisorcensus.com/firm/cornell-capital-management-304229) ([md](https://advisorcensus.com/firm/cornell-capital-management-304229.md)) | 304229 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 4 | % of assets |
| [Cornell Pochily Investment Advisors, Inc.](https://advisorcensus.com/firm/cornell-pochily-investment-advisors-inc-ithaca-ny-145355) ([md](https://advisorcensus.com/firm/cornell-pochily-investment-advisors-inc-ithaca-ny-145355.md)) | 145355 | Ithaca, NY | SEC-registered investment adviser | $500 million to $1 billion | 18 | % of assets, Hourly, Fixed fee |
| [Courier Capital, LLC](https://advisorcensus.com/firm/courier-capital-llc-buffalo-ny-282485) ([md](https://advisorcensus.com/firm/courier-capital-llc-buffalo-ny-282485.md)) | 282485 | Buffalo, NY | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Fixed fee |
| [Cove Private Wealth, LLC](https://advisorcensus.com/firm/cove-private-wealth-llc-oyster-bay-ny-316866) ([md](https://advisorcensus.com/firm/cove-private-wealth-llc-oyster-bay-ny-316866.md)) | 316866 | Oyster Bay, NY | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Covenant Wealth](https://advisorcensus.com/firm/covenant-wealth-buffalo-ny-341432) ([md](https://advisorcensus.com/firm/covenant-wealth-buffalo-ny-341432.md)) | 341432 | Buffalo, NY | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Craven Capital LLC](https://advisorcensus.com/firm/craven-capital-llc-new-york-ny-159238) ([md](https://advisorcensus.com/firm/craven-capital-llc-new-york-ny-159238.md)) | 159238 | New York, NY | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [Creative Capital](https://advisorcensus.com/firm/creative-capital-311492) ([md](https://advisorcensus.com/firm/creative-capital-311492.md)) | 311492 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets |
| [Creative Wealth Builders, LLC](https://advisorcensus.com/firm/creative-wealth-builders-llc-171632) ([md](https://advisorcensus.com/firm/creative-wealth-builders-llc-171632.md)) | 171632 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly, Fixed fee |
| [Crescent Hill Partners LLC](https://advisorcensus.com/firm/crescent-hill-partners-llc-saratoga-springs-ny-166276) ([md](https://advisorcensus.com/firm/crescent-hill-partners-llc-saratoga-springs-ny-166276.md)) | 166276 | Saratoga Springs, NY | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Fixed fee |
| [Cross Border Wealth, LLC](https://advisorcensus.com/firm/cross-border-wealth-llc-new-york-ny-288330) ([md](https://advisorcensus.com/firm/cross-border-wealth-llc-new-york-ny-288330.md)) | 288330 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Fixed fee |
| [Crossingbridge Advisors, LLC](https://advisorcensus.com/firm/crossingbridge-advisors-llc-pleasantville-ny-286594) ([md](https://advisorcensus.com/firm/crossingbridge-advisors-llc-pleasantville-ny-286594.md)) | 286594 | Pleasantville, NY | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Fixed fee |
| [Crownstone Advisory & Investment Corp](https://advisorcensus.com/firm/crownstone-advisory-and-investment-corp-new-york-ny-339959) ([md](https://advisorcensus.com/firm/crownstone-advisory-and-investment-corp-new-york-ny-339959.md)) | 339959 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 0 | % of assets |
| [Cultivating Wealth](https://advisorcensus.com/firm/cultivating-wealth-montauk-ny-282447) ([md](https://advisorcensus.com/firm/cultivating-wealth-montauk-ny-282447.md)) | 282447 | Montauk, NY | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Customers' Yachts Advisers, Inc.](https://advisorcensus.com/firm/customers-yachts-advisers-inc-new-york-ny-307730) ([md](https://advisorcensus.com/firm/customers-yachts-advisers-inc-new-york-ny-307730.md)) | 307730 | New York, NY | State-registered investment adviser | Under $25 million | 6 | % of assets |
| [Daniel Goldstein, CFP](https://advisorcensus.com/firm/daniel-goldstein-cfp-130943) ([md](https://advisorcensus.com/firm/daniel-goldstein-cfp-130943.md)) | 130943 | Not reported, Not reported | State-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly |
| [Dark Horse Wealth LLC](https://advisorcensus.com/firm/dark-horse-wealth-llc-cazenovia-ny-159999) ([md](https://advisorcensus.com/firm/dark-horse-wealth-llc-cazenovia-ny-159999.md)) | 159999 | Cazenovia, NY | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly |
| [David's Planning Services, LLC](https://advisorcensus.com/firm/david-s-planning-services-llc-173609) ([md](https://advisorcensus.com/firm/david-s-planning-services-llc-173609.md)) | 173609 | Not reported, Not reported | State-registered investment adviser | Not reported | 11 | Hourly, Fixed fee |
| [DBM Planning, LLC](https://advisorcensus.com/firm/dbm-planning-llc-new-york-ny-328758) ([md](https://advisorcensus.com/firm/dbm-planning-llc-new-york-ny-328758.md)) | 328758 | New York, NY | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Diameter DCF Advisor LLC](https://advisorcensus.com/firm/diameter-dcf-advisor-llc-new-york-ny-335395) ([md](https://advisorcensus.com/firm/diameter-dcf-advisor-llc-new-york-ny-335395.md)) | 335395 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [DLB Wealth Advisors LLC](https://advisorcensus.com/firm/dlb-wealth-advisors-llc-147897) ([md](https://advisorcensus.com/firm/dlb-wealth-advisors-llc-147897.md)) | 147897 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 18 | % of assets, Hourly, Fixed fee |
| [Domain Money Advisors, LLC](https://advisorcensus.com/firm/domain-money-advisors-llc-new-york-ny-316434) ([md](https://advisorcensus.com/firm/domain-money-advisors-llc-new-york-ny-316434.md)) | 316434 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 4 | Hourly, Subscription, Fixed fee |
| [Double Duty Money Management LLC](https://advisorcensus.com/firm/double-duty-money-management-llc-new-york-ny-326792) ([md](https://advisorcensus.com/firm/double-duty-money-management-llc-new-york-ny-326792.md)) | 326792 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 3 | % of assets |
| [Downtown Investment Advisory](https://advisorcensus.com/firm/downtown-investment-advisory-white-plains-ny-168812) ([md](https://advisorcensus.com/firm/downtown-investment-advisory-white-plains-ny-168812.md)) | 168812 | White Plains, NY | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets |
| [Draper Asset Management, LLC](https://advisorcensus.com/firm/draper-asset-management-llc-smithtown-ny-148136) ([md](https://advisorcensus.com/firm/draper-asset-management-llc-smithtown-ny-148136.md)) | 148136 | Smithtown, NY | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets |
| [Dresner Financial Planning](https://advisorcensus.com/firm/dresner-financial-planning-169285) ([md](https://advisorcensus.com/firm/dresner-financial-planning-169285.md)) | 169285 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 12 | % of assets, Hourly |
| [DSJ Wealth Management LLC](https://advisorcensus.com/firm/dsj-wealth-management-llc-westbury-ny-321216) ([md](https://advisorcensus.com/firm/dsj-wealth-management-llc-westbury-ny-321216.md)) | 321216 | Westbury, NY | State-registered investment adviser | Not reported | 4 | % of assets, Fixed fee |
| [Dubois Capital Management LLC](https://advisorcensus.com/firm/dubois-capital-management-llc-327589) ([md](https://advisorcensus.com/firm/dubois-capital-management-llc-327589.md)) | 327589 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 3 | % of assets, Fixed fee |
| [Eagle Bay Family Office](https://advisorcensus.com/firm/eagle-bay-family-office-new-york-ny-281675) ([md](https://advisorcensus.com/firm/eagle-bay-family-office-new-york-ny-281675.md)) | 281675 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee |
| [Eagle Tax Planning & Advisory Group.llc](https://advisorcensus.com/firm/eagle-tax-planning-and-advisory-group-llc-ozone-park-ny-124875) ([md](https://advisorcensus.com/firm/eagle-tax-planning-and-advisory-group-llc-ozone-park-ny-124875.md)) | 124875 | Ozone Park, NY | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Eagle's Crest Advisors, LLC](https://advisorcensus.com/firm/eagle-s-crest-advisors-llc-huntington-ny-335252) ([md](https://advisorcensus.com/firm/eagle-s-crest-advisors-llc-huntington-ny-335252.md)) | 335252 | Huntington, NY | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Eaglebrook Advisors](https://advisorcensus.com/firm/eaglebrook-advisors-new-york-ny-304438) ([md](https://advisorcensus.com/firm/eaglebrook-advisors-new-york-ny-304438.md)) | 304438 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [East End Wealth Management](https://advisorcensus.com/firm/east-end-wealth-management-hampton-bays-ny-160261) ([md](https://advisorcensus.com/firm/east-end-wealth-management-hampton-bays-ny-160261.md)) | 160261 | Hampton Bays, NY | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [Eighty Rods Advisors](https://advisorcensus.com/firm/eighty-rods-advisors-332877) ([md](https://advisorcensus.com/firm/eighty-rods-advisors-332877.md)) | 332877 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | Hourly, Fixed fee |
| [Elevation Investment Consulting](https://advisorcensus.com/firm/elevation-investment-consulting-rochester-ny-157054) ([md](https://advisorcensus.com/firm/elevation-investment-consulting-rochester-ny-157054.md)) | 157054 | Rochester, NY | State-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly, Fixed fee |
| [Enright, Mollin, Cascio & Ramusevic, Inc.](https://advisorcensus.com/firm/enright-mollin-cascio-and-ramusevic-inc-elmhurst-ny-106574) ([md](https://advisorcensus.com/firm/enright-mollin-cascio-and-ramusevic-inc-elmhurst-ny-106574.md)) | 106574 | Elmhurst, NY | SEC-registered investment adviser | $100 million to $500 million | 36 | % of assets, Fixed fee |
| [Equinum, LLC](https://advisorcensus.com/firm/equinum-llc-brooklyn-ny-304350) ([md](https://advisorcensus.com/firm/equinum-llc-brooklyn-ny-304350.md)) | 304350 | Brooklyn, NY | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets |
| [ESK Capital Management Inc.](https://advisorcensus.com/firm/esk-capital-management-inc-151946) ([md](https://advisorcensus.com/firm/esk-capital-management-inc-151946.md)) | 151946 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly |
| [Eslami & Co. Wealth Management, LLC](https://advisorcensus.com/firm/eslami-and-co-wealth-management-llc-335489) ([md](https://advisorcensus.com/firm/eslami-and-co-wealth-management-llc-335489.md)) | 335489 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Estabrook Capital Management LLC](https://advisorcensus.com/firm/estabrook-capital-management-llc-new-york-ny-128856) ([md](https://advisorcensus.com/firm/estabrook-capital-management-llc-new-york-ny-128856.md)) | 128856 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Fixed fee |
| [Eureka Wealth Solutions](https://advisorcensus.com/firm/eureka-wealth-solutions-new-york-ny-175087) ([md](https://advisorcensus.com/firm/eureka-wealth-solutions-new-york-ny-175087.md)) | 175087 | New York, NY | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [EV Capital Management LLC](https://advisorcensus.com/firm/ev-capital-management-llc-340224) ([md](https://advisorcensus.com/firm/ev-capital-management-llc-340224.md)) | 340224 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Subscription |
| [Ever Green Wealth Management, LLC](https://advisorcensus.com/firm/ever-green-wealth-management-llc-victor-ny-297459) ([md](https://advisorcensus.com/firm/ever-green-wealth-management-llc-victor-ny-297459.md)) | 297459 | Victor, NY | SEC-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [EWM Advisory](https://advisorcensus.com/firm/ewm-advisory-buffalo-ny-282616) ([md](https://advisorcensus.com/firm/ewm-advisory-buffalo-ny-282616.md)) | 282616 | Buffalo, NY | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee |
| [Excelsior](https://advisorcensus.com/firm/excelsior-melville-ny-311850) ([md](https://advisorcensus.com/firm/excelsior-melville-ny-311850.md)) | 311850 | Melville, NY | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Excomp Asset Management Ltd](https://advisorcensus.com/firm/excomp-asset-management-ltd-melville-ny-110434) ([md](https://advisorcensus.com/firm/excomp-asset-management-ltd-melville-ny-110434.md)) | 110434 | Melville, NY | SEC-registered investment adviser | $100 million to $500 million | 33 | % of assets, 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.

## Related pages

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