# Hourly financial advisors in New York

> Find financial advisors in New York who charge by the hour. AdvisorCensus lists 620 investment advisory firms with a principal office in New York that report hourly charges 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.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ny/hourly/page/11

## At a glance

- Investment advisory firms: 620
- Registration: SEC-registered investment adviser: 330, State-registered investment adviser: 290
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 247 (40%); Percentage of assets 540 (87%); Hourly charges 620 (100%); Subscription fees (newsletter or periodical) 16 (3%); Fixed fees 474 (76%); Commissions 22 (4%); Performance-based fees 48 (8%); Other 72 (12%)
- Regulatory assets under management (Item 5.F): Under $25 million 182 (29%); $25 million to $100 million 124 (20%); $100 million to $500 million 138 (22%); $500 million to $1 billion 36 (6%); $1 billion to $5 billion 36 (6%); Over $5 billion 13 (2%); Not reported 91 (15%)
- Years registered: Under 5 years 189 (30%); 5 to 9 years 149 (24%); 10 to 19 years 174 (28%); 20 years or more 108 (17%)

## Firms (page 11 of 13, 501 to 550 of 620, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Saratoga Investment Solutions Inc.](https://advisorcensus.com/firm/saratoga-investment-solutions-inc-saratoga-springs-ny-124949) ([md](https://advisorcensus.com/firm/saratoga-investment-solutions-inc-saratoga-springs-ny-124949.md)) | 124949 | Saratoga Springs, NY | State-registered investment adviser | $25 million to $100 million | 23 | Hourly, Fixed fee |
| [Satovsky Asset Management LLC](https://advisorcensus.com/firm/satovsky-asset-management-llc-new-york-ny-143519) ([md](https://advisorcensus.com/firm/satovsky-asset-management-llc-new-york-ny-143519.md)) | 143519 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets, Hourly, Fixed fee |
| [Savlan Wealth Partners](https://advisorcensus.com/firm/savlan-wealth-partners-new-city-ny-343698) ([md](https://advisorcensus.com/firm/savlan-wealth-partners-new-city-ny-343698.md)) | 343698 | New City, NY | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Savvy](https://advisorcensus.com/firm/savvy-new-york-ny-318493) ([md](https://advisorcensus.com/firm/savvy-new-york-ny-318493.md)) | 318493 | New York, NY | SEC-registered investment adviser | Over $5 billion | 4 | % of assets, Hourly, Fixed fee |
| [Schonfeld Wealth Management, LLC](https://advisorcensus.com/firm/schonfeld-wealth-management-llc-brooklyn-ny-342323) ([md](https://advisorcensus.com/firm/schonfeld-wealth-management-llc-brooklyn-ny-342323.md)) | 342323 | Brooklyn, NY | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Schroeder Capital Management, LLC](https://advisorcensus.com/firm/schroeder-capital-management-llc-brooklyn-ny-324483) ([md](https://advisorcensus.com/firm/schroeder-capital-management-llc-brooklyn-ny-324483.md)) | 324483 | Brooklyn, NY | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee, Performance fee |
| [Seacrest Wealth Management, LLC](https://advisorcensus.com/firm/seacrest-wealth-management-llc-purchase-ny-147092) ([md](https://advisorcensus.com/firm/seacrest-wealth-management-llc-purchase-ny-147092.md)) | 147092 | Purchase, NY | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Hourly, Fixed fee |
| [Segal Marco Advisors](https://advisorcensus.com/firm/segal-marco-advisors-new-york-ny-114687) ([md](https://advisorcensus.com/firm/segal-marco-advisors-new-york-ny-114687.md)) | 114687 | New York, NY | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Hourly, Fixed fee, Other |
| [Seneca Financial Advisors LLC](https://advisorcensus.com/firm/seneca-financial-advisors-llc-rochester-ny-152824) ([md](https://advisorcensus.com/firm/seneca-financial-advisors-llc-rochester-ny-152824.md)) | 152824 | Rochester, NY | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Hourly, Fixed fee |
| [Seniorsolutions](https://advisorcensus.com/firm/seniorsolutions-141878) ([md](https://advisorcensus.com/firm/seniorsolutions-141878.md)) | 141878 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 19 | % of assets, Hourly, Fixed fee, Other |
| [Settanni Financial LLC](https://advisorcensus.com/firm/settanni-financial-llc-armonk-ny-298989) ([md](https://advisorcensus.com/firm/settanni-financial-llc-armonk-ny-298989.md)) | 298989 | Armonk, NY | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Sheehan Financial Advisors, LLC](https://advisorcensus.com/firm/sheehan-financial-advisors-llc-brightwaters-ny-126560) ([md](https://advisorcensus.com/firm/sheehan-financial-advisors-llc-brightwaters-ny-126560.md)) | 126560 | Brightwaters, NY | State-registered investment adviser | Not reported | 25 | Hourly, Fixed fee, Other |
| [Shelterbelt Advisors](https://advisorcensus.com/firm/shelterbelt-advisors-331767) ([md](https://advisorcensus.com/firm/shelterbelt-advisors-331767.md)) | 331767 | Not reported, Not reported | State-registered investment adviser | Not reported | 2 | Hourly, Fixed fee |
| [Sherwood Financial Management](https://advisorcensus.com/firm/sherwood-financial-management-wi-ny-305997) ([md](https://advisorcensus.com/firm/sherwood-financial-management-wi-ny-305997.md)) | 305997 | Wi, NY | State-registered investment adviser | Under $25 million | 6 | % of assets, Hourly, Fixed fee |
| [Shield Wealth Advisors](https://advisorcensus.com/firm/shield-wealth-advisors-williamsville-ny-309538) ([md](https://advisorcensus.com/firm/shield-wealth-advisors-williamsville-ny-309538.md)) | 309538 | Williamsville, NY | SEC-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly |
| [Shope Advisors Group](https://advisorcensus.com/firm/shope-advisors-group-camillus-ny-144056) ([md](https://advisorcensus.com/firm/shope-advisors-group-camillus-ny-144056.md)) | 144056 | Camillus, NY | SEC-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly |
| [Shulman Demeo Asset Management, LLC](https://advisorcensus.com/firm/shulman-demeo-asset-management-llc-lake-success-ny-142897) ([md](https://advisorcensus.com/firm/shulman-demeo-asset-management-llc-lake-success-ny-142897.md)) | 142897 | Lake Success, NY | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets, Hourly, Fixed fee, Other |
| [Silver Grove Advisory Services](https://advisorcensus.com/firm/silver-grove-advisory-services-orchard-park-ny-287512) ([md](https://advisorcensus.com/firm/silver-grove-advisory-services-orchard-park-ny-287512.md)) | 287512 | Orchard Park, NY | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [Silverberg Bernstein Capital Management](https://advisorcensus.com/firm/silverberg-bernstein-capital-management-armonk-ny-327151) ([md](https://advisorcensus.com/firm/silverberg-bernstein-capital-management-armonk-ny-327151.md)) | 327151 | Armonk, NY | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly |
| [Simmons Capital Group](https://advisorcensus.com/firm/simmons-capital-group-halfmoon-ny-281122) ([md](https://advisorcensus.com/firm/simmons-capital-group-halfmoon-ny-281122.md)) | 281122 | Halfmoon, NY | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Simons Financial Network](https://advisorcensus.com/firm/simons-financial-network-165334) ([md](https://advisorcensus.com/firm/simons-financial-network-165334.md)) | 165334 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 13 | % of assets, Hourly, Other |
| [Sinopoli & Sinopoli Financial Services, LLC](https://advisorcensus.com/firm/sinopoli-and-sinopoli-financial-services-llc-east-syracuse-ny-118559) ([md](https://advisorcensus.com/firm/sinopoli-and-sinopoli-financial-services-llc-east-syracuse-ny-118559.md)) | 118559 | East Syracuse, NY | State-registered investment adviser | Under $25 million | 24 | % of assets, Hourly, Fixed fee |
| [SIP Financial Services](https://advisorcensus.com/firm/sip-financial-services-glenville-ny-144985) ([md](https://advisorcensus.com/firm/sip-financial-services-glenville-ny-144985.md)) | 144985 | Glenville, NY | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee |
| [Sloan Advisory Group, Inc.](https://advisorcensus.com/firm/sloan-advisory-group-inc-glens-falls-ny-284325) ([md](https://advisorcensus.com/firm/sloan-advisory-group-inc-glens-falls-ny-284325.md)) | 284325 | Glens Falls, NY | SEC-registered investment adviser | $25 million to $100 million | 10 | % of assets, Hourly, Fixed fee |
| [SM Carlton Advisory](https://advisorcensus.com/firm/sm-carlton-advisory-310381) ([md](https://advisorcensus.com/firm/sm-carlton-advisory-310381.md)) | 310381 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 5 | % of assets, Hourly |
| [Snyder Wealth Group](https://advisorcensus.com/firm/snyder-wealth-group-medford-ny-106425) ([md](https://advisorcensus.com/firm/snyder-wealth-group-medford-ny-106425.md)) | 106425 | Medford, NY | SEC-registered investment adviser | $100 million to $500 million | 35 | % of assets, Hourly, Fixed fee |
| [Sound View Financial Services](https://advisorcensus.com/firm/sound-view-financial-services-169034) ([md](https://advisorcensus.com/firm/sound-view-financial-services-169034.md)) | 169034 | Not reported, Not reported | State-registered investment adviser | Not reported | 12 | Hourly, Fixed fee |
| [Spano Advisory Services Inc.](https://advisorcensus.com/firm/spano-advisory-services-inc-mahopac-ny-113588) ([md](https://advisorcensus.com/firm/spano-advisory-services-inc-mahopac-ny-113588.md)) | 113588 | Mahopac, NY | State-registered investment adviser | $25 million to $100 million | 25 | % of assets, Hourly |
| [Sparrow Wealth Management](https://advisorcensus.com/firm/sparrow-wealth-management-335599) ([md](https://advisorcensus.com/firm/sparrow-wealth-management-335599.md)) | 335599 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Stacey Braun Associates Inc](https://advisorcensus.com/firm/stacey-braun-associates-inc-new-york-ny-105056) ([md](https://advisorcensus.com/firm/stacey-braun-associates-inc-new-york-ny-105056.md)) | 105056 | New York, NY | SEC-registered investment adviser | Over $5 billion | 51 | % of assets, Hourly, Fixed fee |
| [Stackwealth LLC](https://advisorcensus.com/firm/stackwealth-llc-336449) ([md](https://advisorcensus.com/firm/stackwealth-llc-336449.md)) | 336449 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Sterling Financial Planning](https://advisorcensus.com/firm/sterling-financial-planning-new-york-ny-126064) ([md](https://advisorcensus.com/firm/sterling-financial-planning-new-york-ny-126064.md)) | 126064 | New York, NY | State-registered investment adviser | Not reported | 8 | Hourly, Fixed fee |
| [Sterling Manor Financial, LLC](https://advisorcensus.com/firm/sterling-manor-financial-llc-saratoga-springs-ny-284218) ([md](https://advisorcensus.com/firm/sterling-manor-financial-llc-saratoga-springs-ny-284218.md)) | 284218 | Saratoga Springs, NY | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Hourly, Fixed fee |
| [Steward Advisors Group, LLC](https://advisorcensus.com/firm/steward-advisors-group-llc-halfmoon-ny-321846) ([md](https://advisorcensus.com/firm/steward-advisors-group-llc-halfmoon-ny-321846.md)) | 321846 | Halfmoon, NY | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Stewardship Financial Planning](https://advisorcensus.com/firm/stewardship-financial-planning-tarrytown-ny-128676) ([md](https://advisorcensus.com/firm/stewardship-financial-planning-tarrytown-ny-128676.md)) | 128676 | Tarrytown, NY | SEC-registered investment adviser | $25 million to $100 million | 3 | Hourly, Fixed fee |
| [Strategic Wealth Management Group](https://advisorcensus.com/firm/strategic-wealth-management-group-new-york-ny-125882) ([md](https://advisorcensus.com/firm/strategic-wealth-management-group-new-york-ny-125882.md)) | 125882 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Hourly, Fixed fee |
| [Summit Trail Advisors, LLC](https://advisorcensus.com/firm/summit-trail-advisors-llc-new-york-ny-220519) ([md](https://advisorcensus.com/firm/summit-trail-advisors-llc-new-york-ny-220519.md)) | 220519 | New York, NY | SEC-registered investment adviser | Over $5 billion | 11 | % of assets, Hourly, Fixed fee, Performance fee |
| [Sykon Capital LLC](https://advisorcensus.com/firm/sykon-capital-llc-harrison-ny-326728) ([md](https://advisorcensus.com/firm/sykon-capital-llc-harrison-ny-326728.md)) | 326728 | Harrison, NY | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Subscription, Fixed fee |
| [Sylo Planning](https://advisorcensus.com/firm/sylo-planning-330193) ([md](https://advisorcensus.com/firm/sylo-planning-330193.md)) | 330193 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Systematic Insights Capital, LLC](https://advisorcensus.com/firm/systematic-insights-capital-llc-new-york-ny-170179) ([md](https://advisorcensus.com/firm/systematic-insights-capital-llc-new-york-ny-170179.md)) | 170179 | New York, NY | State-registered investment adviser | Not reported | 12 | % of assets, Hourly, Subscription, Fixed fee, Commissions, Performance fee |
| [Taher Financial Planning](https://advisorcensus.com/firm/taher-financial-planning-brooklyn-ny-288081) ([md](https://advisorcensus.com/firm/taher-financial-planning-brooklyn-ny-288081.md)) | 288081 | Brooklyn, NY | State-registered investment adviser | Under $25 million | 9 | % of assets, Hourly, Fixed fee |
| [Tailored Wealth Solutions](https://advisorcensus.com/firm/tailored-wealth-solutions-saratoga-springs-ny-340266) ([md](https://advisorcensus.com/firm/tailored-wealth-solutions-saratoga-springs-ny-340266.md)) | 340266 | Saratoga Springs, NY | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Subscription, Fixed fee |
| [Target Rock Wealth Management, LLC](https://advisorcensus.com/firm/target-rock-wealth-management-llc-new-york-ny-312279) ([md](https://advisorcensus.com/firm/target-rock-wealth-management-llc-new-york-ny-312279.md)) | 312279 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Tekmen Wells LLC](https://advisorcensus.com/firm/tekmen-wells-llc-new-york-ny-168431) ([md](https://advisorcensus.com/firm/tekmen-wells-llc-new-york-ny-168431.md)) | 168431 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Tendful Wealth Planning](https://advisorcensus.com/firm/tendful-wealth-planning-341332) ([md](https://advisorcensus.com/firm/tendful-wealth-planning-341332.md)) | 341332 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [The 401(K) Expert](https://advisorcensus.com/firm/the-401-k-expert-289580) ([md](https://advisorcensus.com/firm/the-401-k-expert-289580.md)) | 289580 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 8 | Hourly, Fixed fee, Other |
| [The August Wealth Management Group](https://advisorcensus.com/firm/the-august-wealth-management-group-new-york-ny-314683) ([md](https://advisorcensus.com/firm/the-august-wealth-management-group-new-york-ny-314683.md)) | 314683 | New York, NY | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [The Bendix Financial Group, Inc.](https://advisorcensus.com/firm/the-bendix-financial-group-inc-garden-city-ny-118999) ([md](https://advisorcensus.com/firm/the-bendix-financial-group-inc-garden-city-ny-118999.md)) | 118999 | Garden City, NY | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee, Commissions |
| [The Butler Group LLC](https://advisorcensus.com/firm/the-butler-group-llc-131814) ([md](https://advisorcensus.com/firm/the-butler-group-llc-131814.md)) | 131814 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 22 | % of assets, Hourly, Fixed fee, Other |
| [The Capital Preserve, Inc.](https://advisorcensus.com/firm/the-capital-preserve-inc-tarrytown-ny-130170) ([md](https://advisorcensus.com/firm/the-capital-preserve-inc-tarrytown-ny-130170.md)) | 130170 | Tarrytown, NY | State-registered investment adviser | Not reported | 21 | 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.

## Related pages

- [Financial advisors in New York](https://advisorcensus.com/advisors/ny) (https://advisorcensus.com/advisors/ny.md)
- [Fee-only financial advisors in New York](https://advisorcensus.com/advisors/ny/fee-only) (https://advisorcensus.com/advisors/ny/fee-only.md)
- [Flat-fee financial advisors in New York](https://advisorcensus.com/advisors/ny/flat-fee) (https://advisorcensus.com/advisors/ny/flat-fee.md)
- [Hourly financial advisors in New York, NY](https://advisorcensus.com/advisors/ny/new-york/hourly) (https://advisorcensus.com/advisors/ny/new-york/hourly.md)
- [Hourly financial advisors in Rochester, NY](https://advisorcensus.com/advisors/ny/rochester/hourly) (https://advisorcensus.com/advisors/ny/rochester/hourly.md)
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- [Hourly financial advisors in Elmira, NY](https://advisorcensus.com/advisors/ny/elmira/hourly) (https://advisorcensus.com/advisors/ny/elmira/hourly.md)
- [Hourly financial advisors in Kingston, NY](https://advisorcensus.com/advisors/ny/kingston/hourly) (https://advisorcensus.com/advisors/ny/kingston/hourly.md)

Cite as: AdvisorCensus. Hourly financial advisors in New York: 620 firms from Form ADV filings as of October 2026.