{
  "path": "/advisors/ny/flat-fee",
  "url": "https://advisorcensus.com/advisors/ny/flat-fee",
  "page_type": "state_fee",
  "title": "Flat-fee financial advisors in New York",
  "filters": {},
  "scope_total": 1036,
  "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": "Find financial advisors in New York who charge a fixed fee. AdvisorCensus lists 1,036 investment advisory firms with a principal office in New York that report fixed fees among their Form ADV Item 5.E compensation arrangements, 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.",
  "about_market": null,
  "citation": "AdvisorCensus. Flat-fee financial advisors in New York: 1,036 firms from Form ADV filings as of October 2026.",
  "total_firms": 1036,
  "page": 1,
  "total_pages": 21,
  "sort": "name",
  "registration_types": {
    "sec": 711,
    "state": 325,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 337
    },
    {
      "code": "percentage_of_aum",
      "count": 889
    },
    {
      "code": "hourly",
      "count": 474
    },
    {
      "code": "subscription",
      "count": 32
    },
    {
      "code": "fixed",
      "count": 1036
    },
    {
      "code": "commissions",
      "count": 28
    },
    {
      "code": "performance_based",
      "count": 235
    },
    {
      "code": "other",
      "count": 162
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 338
    },
    {
      "code": "5_to_9",
      "count": 227
    },
    {
      "code": "10_to_19",
      "count": 291
    },
    {
      "code": "20_plus",
      "count": 180
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 220
    },
    {
      "code": "25m_100m",
      "count": 155
    },
    {
      "code": "100m_500m",
      "count": 216
    },
    {
      "code": "500m_1b",
      "count": 83
    },
    {
      "code": "1b_5b",
      "count": 128
    },
    {
      "code": "over_5b",
      "count": 114
    },
    {
      "code": "not_reported",
      "count": 120
    }
  ],
  "firms": [
    {
      "crd_number": 298880,
      "name": "1505 Capital LLC",
      "name_as_filed": "1505 CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/1505-capital-llc-new-york-ny-298880",
      "city": "New York",
      "state": "NY",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322923,
      "name": "26NORTH",
      "name_as_filed": "26NORTH",
      "url": "https://advisorcensus.com/firm/26north-new-york-ny-322923",
      "city": "New York",
      "state": "NY",
      "years_registered": 4,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159892,
      "name": "3I Corporation",
      "name_as_filed": "3I CORPORATION",
      "url": "https://advisorcensus.com/firm/3i-corporation-new-york-ny-159892",
      "city": "New York",
      "state": "NY",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160089,
      "name": "400 Capital Management LLC",
      "name_as_filed": "400 CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/400-capital-management-llc-new-york-ny-160089",
      "city": "New York",
      "state": "NY",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 162997,
      "name": "4THOUGHT Financial Group Inc.",
      "name_as_filed": "4THOUGHT FINANCIAL GROUP INC.",
      "url": "https://advisorcensus.com/firm/4thought-financial-group-inc-syosset-ny-162997",
      "city": "Syosset",
      "state": "NY",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "subscription",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 338118,
      "name": "501 North, LLC",
      "name_as_filed": "501 NORTH, LLC",
      "url": "https://advisorcensus.com/firm/501-north-llc-new-york-ny-338118",
      "city": "New York",
      "state": "NY",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 308524,
      "name": "9D Capital LLC",
      "name_as_filed": "9D CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/9d-capital-llc-new-york-ny-308524",
      "city": "New York",
      "state": "NY",
      "years_registered": 6,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 173292,
      "name": "A.G. Morgan Financial Advisors, LLC",
      "name_as_filed": "A.G. MORGAN FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/a-g-morgan-financial-advisors-llc-massapequa-ny-173292",
      "city": "Massapequa",
      "state": "NY",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 317534,
      "name": "Abaya Wealth Management LLC",
      "name_as_filed": "ABAYA WEALTH MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/abaya-wealth-management-llc-buffalo-ny-317534",
      "city": "Buffalo",
      "state": "NY",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106332,
      "name": "Abbott Capital Management LLC",
      "name_as_filed": "ABBOTT CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/abbott-capital-management-llc-new-york-ny-106332",
      "city": "New York",
      "state": "NY",
      "years_registered": 40,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334101,
      "name": "Abby Advisors LLC",
      "name_as_filed": "ABBY ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/abby-advisors-llc-334101",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 298303,
      "name": "Aboveboard Wealth Management, LLC",
      "name_as_filed": "ABOVEBOARD WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/aboveboard-wealth-management-llc-new-york-ny-298303",
      "city": "New York",
      "state": "NY",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342409,
      "name": "Accfox Capital LLC",
      "name_as_filed": "ACCFOX CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/accfox-capital-llc-342409",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160501,
      "name": "Accumulus Capital Management, LLC",
      "name_as_filed": "ACCUMULUS CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/accumulus-capital-management-llc-new-york-ny-160501",
      "city": "New York",
      "state": "NY",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304442,
      "name": "ACE & Company New York, Inc.",
      "name_as_filed": "ACE & COMPANY NEW YORK, INC.",
      "url": "https://advisorcensus.com/firm/ace-and-company-new-york-inc-new-york-ny-304442",
      "city": "New York",
      "state": "NY",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315407,
      "name": "Aces Advisors",
      "name_as_filed": "ACES ADVISORS",
      "url": "https://advisorcensus.com/firm/aces-advisors-new-york-ny-315407",
      "city": "New York",
      "state": "NY",
      "years_registered": 5,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 281190,
      "name": "Acres",
      "name_as_filed": "ACRES",
      "url": "https://advisorcensus.com/firm/acres-uniondale-ny-281190",
      "city": "Uniondale",
      "state": "NY",
      "years_registered": 10,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 159083,
      "name": "ADC Wealth Management, LLC",
      "name_as_filed": "ADC WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/adc-wealth-management-llc-massapequa-ny-159083",
      "city": "Massapequa",
      "state": "NY",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 323504,
      "name": "Addigence Corporation",
      "name_as_filed": "ADDIGENCE CORPORATION",
      "url": "https://advisorcensus.com/firm/addigence-corporation-new-york-ny-323504",
      "city": "New York",
      "state": "NY",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133305,
      "name": "Adirondack Capital Advisors, LLC",
      "name_as_filed": "ADIRONDACK CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/adirondack-capital-advisors-llc-syracuse-ny-133305",
      "city": "Syracuse",
      "state": "NY",
      "years_registered": 7,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126155,
      "name": "Adirondack Financial Services Corp",
      "name_as_filed": "ADIRONDACK FINANCIAL SERVICES CORP",
      "url": "https://advisorcensus.com/firm/adirondack-financial-services-corp-utica-ny-126155",
      "city": "Utica",
      "state": "NY",
      "years_registered": 20,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 138769,
      "name": "Advanced Portfolio Management, LLC",
      "name_as_filed": "ADVANCED PORTFOLIO MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/advanced-portfolio-management-llc-new-york-ny-138769",
      "city": "New York",
      "state": "NY",
      "years_registered": 20,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118537,
      "name": "Advisor Financial Services, Inc.",
      "name_as_filed": "ADVISOR FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/advisor-financial-services-inc-chatham-ny-118537",
      "city": "Chatham",
      "state": "NY",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 167526,
      "name": "Aeolian Advisors Corporation",
      "name_as_filed": "AEOLIAN ADVISORS CORPORATION",
      "url": "https://advisorcensus.com/firm/aeolian-advisors-corporation-nyack-ny-167526",
      "city": "Nyack",
      "state": "NY",
      "years_registered": 13,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339023,
      "name": "Affluence",
      "name_as_filed": "AFFLUENCE",
      "url": "https://advisorcensus.com/firm/affluence-339023",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328473,
      "name": "Aging Issues Management LLC",
      "name_as_filed": "AGING ISSUES MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/aging-issues-management-llc-hawthorne-ny-328473",
      "city": "Hawthorne",
      "state": "NY",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 337864,
      "name": "Ahakista Capital LLC",
      "name_as_filed": "AHAKISTA CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/ahakista-capital-llc-new-york-ny-337864",
      "city": "New York",
      "state": "NY",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158290,
      "name": "Aifam Group LLC",
      "name_as_filed": "AIFAM GROUP LLC",
      "url": "https://advisorcensus.com/firm/aifam-group-llc-rye-ny-158290",
      "city": "Rye",
      "state": "NY",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124512,
      "name": "Aimcdonnaugh & Co. Inc.",
      "name_as_filed": "AIMCDONNAUGH & CO. INC.",
      "url": "https://advisorcensus.com/firm/aimcdonnaugh-and-co-inc-baldwin-ny-124512",
      "city": "Baldwin",
      "state": "NY",
      "years_registered": 4,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 322515,
      "name": "AIP Management US",
      "name_as_filed": "AIP MANAGEMENT US",
      "url": "https://advisorcensus.com/firm/aip-management-us-new-york-ny-322515",
      "city": "New York",
      "state": "NY",
      "years_registered": 3,
      "raum_band": "1b_5b",
      "compensation_types": [
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126414,
      "name": "AJF Capital Management, Inc.",
      "name_as_filed": "AJF CAPITAL MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/ajf-capital-management-inc-new-york-ny-126414",
      "city": "New York",
      "state": "NY",
      "years_registered": 11,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "commissions"
      ],
      "enhanced": false
    },
    {
      "crd_number": 143422,
      "name": "Aksia LLC",
      "name_as_filed": "AKSIA LLC",
      "url": "https://advisorcensus.com/firm/aksia-llc-new-york-ny-143422",
      "city": "New York",
      "state": "NY",
      "years_registered": 19,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 226775,
      "name": "Alaia Capital, LLC",
      "name_as_filed": "ALAIA CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/alaia-capital-llc-new-york-ny-226775",
      "city": "New York",
      "state": "NY",
      "years_registered": 11,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 316226,
      "name": "Albanyadvisor Group LLC",
      "name_as_filed": "ALBANYADVISOR GROUP LLC",
      "url": "https://advisorcensus.com/firm/albanyadvisor-group-llc-albany-ny-316226",
      "city": "Albany",
      "state": "NY",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343811,
      "name": "Aldebaran Capital",
      "name_as_filed": "ALDEBARAN CAPITAL",
      "url": "https://advisorcensus.com/firm/aldebaran-capital-brooklyn-ny-343811",
      "city": "Brooklyn",
      "state": "NY",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339091,
      "name": "Alesco Advisors, LLC, an ESL Company",
      "name_as_filed": "ALESCO ADVISORS, LLC, AN ESL COMPANY",
      "url": "https://advisorcensus.com/firm/alesco-advisors-llc-an-esl-company-pittsford-ny-339091",
      "city": "Pittsford",
      "state": "NY",
      "years_registered": 0,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 304716,
      "name": "Aligned Climate Capital LLC",
      "name_as_filed": "ALIGNED CLIMATE CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/aligned-climate-capital-llc-new-york-ny-304716",
      "city": "New York",
      "state": "NY",
      "years_registered": 6,
      "raum_band": "1b_5b",
      "compensation_types": [
        "fixed",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 124454,
      "name": "Allen Investment Management, LLC",
      "name_as_filed": "ALLEN INVESTMENT MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/allen-investment-management-llc-new-york-ny-124454",
      "city": "New York",
      "state": "NY",
      "years_registered": 23,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 161684,
      "name": "Allianz Capital Partners of America LLC",
      "name_as_filed": "ALLIANZ CAPITAL PARTNERS OF AMERICA LLC",
      "url": "https://advisorcensus.com/firm/allianz-capital-partners-of-america-llc-new-york-ny-161684",
      "city": "New York",
      "state": "NY",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 319640,
      "name": "Allies Capital Management",
      "name_as_filed": "ALLIES CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/allies-capital-management-new-york-ny-319640",
      "city": "New York",
      "state": "NY",
      "years_registered": 4,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 153591,
      "name": "Allsquare Wealth Management, LLC",
      "name_as_filed": "ALLSQUARE WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/allsquare-wealth-management-llc-albany-ny-153591",
      "city": "Albany",
      "state": "NY",
      "years_registered": 16,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 324030,
      "name": "Alphanso",
      "name_as_filed": "ALPHANSO",
      "url": "https://advisorcensus.com/firm/alphanso-324030",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "subscription",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328458,
      "name": "Alpinvest US Holdings, LLC",
      "name_as_filed": "ALPINVEST US HOLDINGS, LLC",
      "url": "https://advisorcensus.com/firm/alpinvest-us-holdings-llc-new-york-ny-328458",
      "city": "New York",
      "state": "NY",
      "years_registered": 2,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 283144,
      "name": "Altamar Partners North America LLC",
      "name_as_filed": "ALTAMAR PARTNERS NORTH AMERICA LLC",
      "url": "https://advisorcensus.com/firm/altamar-partners-north-america-llc-new-york-ny-283144",
      "city": "New York",
      "state": "NY",
      "years_registered": 10,
      "raum_band": "over_5b",
      "compensation_types": [
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326868,
      "name": "Altar Rock",
      "name_as_filed": "ALTAR ROCK",
      "url": "https://advisorcensus.com/firm/altar-rock-new-york-ny-326868",
      "city": "New York",
      "state": "NY",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 110130,
      "name": "Altfest Personal Wealth Management",
      "name_as_filed": "ALTFEST PERSONAL WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/altfest-personal-wealth-management-new-york-ny-110130",
      "city": "New York",
      "state": "NY",
      "years_registered": 43,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 126545,
      "name": "Amazz Investment Management, Inc.",
      "name_as_filed": "AMAZZ INVESTMENT MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/amazz-investment-management-inc-williamsville-ny-126545",
      "city": "Williamsville",
      "state": "NY",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342249,
      "name": "Amber Road Investors LP",
      "name_as_filed": "AMBER ROAD INVESTORS LP",
      "url": "https://advisorcensus.com/firm/amber-road-investors-lp-new-york-ny-342249",
      "city": "New York",
      "state": "NY",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 166057,
      "name": "American Centurion Financial LLC",
      "name_as_filed": "AMERICAN CENTURION FINANCIAL LLC",
      "url": "https://advisorcensus.com/firm/american-centurion-financial-llc-new-york-ny-166057",
      "city": "New York",
      "state": "NY",
      "years_registered": 13,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 115559,
      "name": "American Financial & Tax Strategies, Inc.",
      "name_as_filed": "AMERICAN FINANCIAL & TAX STRATEGIES, INC.",
      "url": "https://advisorcensus.com/firm/american-financial-and-tax-strategies-inc-new-york-ny-115559",
      "city": "New York",
      "state": "NY",
      "years_registered": 32,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/ny",
      "label": "Financial advisors in New York"
    },
    "fee_pages": [
      {
        "path": "/advisors/ny/fee-only",
        "label": "Fee-only financial advisors in New York",
        "firm_count": 659
      },
      {
        "path": "/advisors/ny/hourly",
        "label": "Hourly financial advisors in New York",
        "firm_count": 620
      }
    ],
    "metro_fee_pages": [
      {
        "path": "/advisors/ny/new-york/flat-fee",
        "firm_count": 999,
        "label": "Flat-fee financial advisors in New York, NY"
      },
      {
        "path": "/advisors/ny/rochester/flat-fee",
        "firm_count": 60,
        "label": "Flat-fee financial advisors in Rochester, NY"
      },
      {
        "path": "/advisors/ny/albany/flat-fee",
        "firm_count": 48,
        "label": "Flat-fee financial advisors in Albany, NY"
      },
      {
        "path": "/advisors/ny/buffalo/flat-fee",
        "firm_count": 45,
        "label": "Flat-fee financial advisors in Buffalo, NY"
      },
      {
        "path": "/advisors/ny/kiryas-joel/flat-fee",
        "firm_count": 17,
        "label": "Flat-fee financial advisors in Kiryas Joel, NY"
      },
      {
        "path": "/advisors/ny/syracuse/flat-fee",
        "firm_count": 13,
        "label": "Flat-fee financial advisors in Syracuse, NY"
      },
      {
        "path": "/advisors/ny/ithaca/flat-fee",
        "firm_count": 6,
        "label": "Flat-fee financial advisors in Ithaca, NY"
      },
      {
        "path": "/advisors/ny/utica/flat-fee",
        "firm_count": 6,
        "label": "Flat-fee financial advisors in Utica, NY"
      },
      {
        "path": "/advisors/ny/kingston/flat-fee",
        "firm_count": 3,
        "label": "Flat-fee financial advisors in Kingston, NY"
      },
      {
        "path": "/advisors/ny/binghamton/flat-fee",
        "firm_count": 2,
        "label": "Flat-fee financial advisors in Binghamton, NY"
      },
      {
        "path": "/advisors/ny/glens-falls/flat-fee",
        "firm_count": 2,
        "label": "Flat-fee financial advisors in Glens Falls, NY"
      }
    ]
  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}