# 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/12

## 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 12 of 13, 551 to 600 of 620, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [The Debart Group Inc.](https://advisorcensus.com/firm/the-debart-group-inc-new-york-ny-118660) ([md](https://advisorcensus.com/firm/the-debart-group-inc-new-york-ny-118660.md)) | 118660 | New York, NY | State-registered investment adviser | Not reported | 26 | % of assets, Hourly, Fixed fee, Commissions |
| [The Florio Wealth Management Group](https://advisorcensus.com/firm/the-florio-wealth-management-group-westbury-ny-288027) ([md](https://advisorcensus.com/firm/the-florio-wealth-management-group-westbury-ny-288027.md)) | 288027 | Westbury, NY | State-registered investment adviser | Not reported | 7 | Hourly, Fixed fee, Other |
| [The Hajdari Group, LLC](https://advisorcensus.com/firm/the-hajdari-group-llc-staten-island-ny-289331) ([md](https://advisorcensus.com/firm/the-hajdari-group-llc-staten-island-ny-289331.md)) | 289331 | Staten Island, NY | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [The Mustico Financial Group, Inc.](https://advisorcensus.com/firm/the-mustico-financial-group-inc-elmira-ny-125763) ([md](https://advisorcensus.com/firm/the-mustico-financial-group-inc-elmira-ny-125763.md)) | 125763 | Elmira, NY | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly |
| [The Northstar Group, Inc.](https://advisorcensus.com/firm/the-northstar-group-inc-new-york-ny-110409) ([md](https://advisorcensus.com/firm/the-northstar-group-inc-new-york-ny-110409.md)) | 110409 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 34 | % of assets, Hourly, Fixed fee |
| [The Pitti Group Wealth Management, LLC](https://advisorcensus.com/firm/the-pitti-group-wealth-management-llc-victor-ny-314685) ([md](https://advisorcensus.com/firm/the-pitti-group-wealth-management-llc-victor-ny-314685.md)) | 314685 | Victor, NY | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [The Portfolio Strategy Group, LLC](https://advisorcensus.com/firm/the-portfolio-strategy-group-llc-white-plains-ny-166593) ([md](https://advisorcensus.com/firm/the-portfolio-strategy-group-llc-white-plains-ny-166593.md)) | 166593 | White Plains, NY | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Performance fee |
| [The True Prophets LLC](https://advisorcensus.com/firm/the-true-prophets-llc-320723) ([md](https://advisorcensus.com/firm/the-true-prophets-llc-320723.md)) | 320723 | Not reported, Not reported | State-registered investment adviser | Not reported | 4 | % of assets, Hourly, Fixed fee, Performance fee |
| [The Wealth Alliance, LLC](https://advisorcensus.com/firm/the-wealth-alliance-llc-melville-ny-305052) ([md](https://advisorcensus.com/firm/the-wealth-alliance-llc-melville-ny-305052.md)) | 305052 | Melville, NY | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [Three Dots Advisory LLC](https://advisorcensus.com/firm/three-dots-advisory-llc-new-york-ny-342640) ([md](https://advisorcensus.com/firm/three-dots-advisory-llc-new-york-ny-342640.md)) | 342640 | New York, NY | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Performance fee |
| [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 |
| [Timothy C. Minneci](https://advisorcensus.com/firm/timothy-c-minneci-williamsville-ny-169088) ([md](https://advisorcensus.com/firm/timothy-c-minneci-williamsville-ny-169088.md)) | 169088 | Williamsville, NY | State-registered investment adviser | Not reported | 12 | Hourly, Fixed fee, Other |
| [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 |
| [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 |
| [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 |
| [Twelve Two Capital LLC](https://advisorcensus.com/firm/twelve-two-capital-llc-297748) ([md](https://advisorcensus.com/firm/twelve-two-capital-llc-297748.md)) | 297748 | Not reported, Not reported | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee, Other |
| [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 |
| [Unified Retirement Planning Group](https://advisorcensus.com/firm/unified-retirement-planning-group-briarcliff-manor-ny-341550) ([md](https://advisorcensus.com/firm/unified-retirement-planning-group-briarcliff-manor-ny-341550.md)) | 341550 | Briarcliff Manor, NY | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [United Asset Strategies Inc.](https://advisorcensus.com/firm/united-asset-strategies-inc-garden-city-ny-107434) ([md](https://advisorcensus.com/firm/united-asset-strategies-inc-garden-city-ny-107434.md)) | 107434 | Garden City, NY | SEC-registered investment adviser | $1 billion to $5 billion | 34 | % of assets, Hourly, Fixed fee |
| [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 |
| [Valicenti Advisory Services Inc](https://advisorcensus.com/firm/valicenti-advisory-services-inc-elmira-ny-110669) ([md](https://advisorcensus.com/firm/valicenti-advisory-services-inc-elmira-ny-110669.md)) | 110669 | Elmira, NY | SEC-registered investment adviser | $500 million to $1 billion | 43 | % of assets, Hourly |
| [Value Investment Professionals, LLC](https://advisorcensus.com/firm/value-investment-professionals-llc-new-york-ny-164704) ([md](https://advisorcensus.com/firm/value-investment-professionals-llc-new-york-ny-164704.md)) | 164704 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Performance fee |
| [Vanderbilt Advisory Services](https://advisorcensus.com/firm/vanderbilt-advisory-services-woodbury-ny-116537) ([md](https://advisorcensus.com/firm/vanderbilt-advisory-services-woodbury-ny-116537.md)) | 116537 | Woodbury, NY | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Fixed fee |
| [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 |
| [VCP Financial LLC](https://advisorcensus.com/firm/vcp-financial-llc-staten-island-ny-167901) ([md](https://advisorcensus.com/firm/vcp-financial-llc-staten-island-ny-167901.md)) | 167901 | Staten Island, NY | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly |
| [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 |
| [Velbridge Wealth Advisors LLC](https://advisorcensus.com/firm/velbridge-wealth-advisors-llc-337634) ([md](https://advisorcensus.com/firm/velbridge-wealth-advisors-llc-337634.md)) | 337634 | Not reported, Not reported | State-registered investment adviser | Not reported | 1 | % 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 |
| [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 |
| [W & S Management Services, Inc.](https://advisorcensus.com/firm/w-and-s-management-services-inc-rochester-ny-127852) ([md](https://advisorcensus.com/firm/w-and-s-management-services-inc-rochester-ny-127852.md)) | 127852 | Rochester, NY | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee, Performance 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 Investments](https://advisorcensus.com/firm/wallace-investments-new-york-ny-300335) ([md](https://advisorcensus.com/firm/wallace-investments-new-york-ny-300335.md)) | 300335 | New York, NY | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Commissions, Other |
| [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 |
| [Wank & Liptzin Advisory Services LLC](https://advisorcensus.com/firm/wank-and-liptzin-advisory-services-llc-garden-city-ny-126215) ([md](https://advisorcensus.com/firm/wank-and-liptzin-advisory-services-llc-garden-city-ny-126215.md)) | 126215 | Garden City, NY | State-registered investment adviser | Under $25 million | 27 | Hourly |
| [Waterford Advisors, LLC](https://advisorcensus.com/firm/waterford-advisors-llc-orchard-park-ny-119442) ([md](https://advisorcensus.com/firm/waterford-advisors-llc-orchard-park-ny-119442.md)) | 119442 | Orchard Park, NY | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets, Hourly, Fixed fee |
| [Wealth Forward Advisors](https://advisorcensus.com/firm/wealth-forward-advisors-new-york-ny-337462) ([md](https://advisorcensus.com/firm/wealth-forward-advisors-new-york-ny-337462.md)) | 337462 | New York, NY | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Wealth Strategies & Solutions, Ltd.](https://advisorcensus.com/firm/wealth-strategies-and-solutions-ltd-rochester-ny-297130) ([md](https://advisorcensus.com/firm/wealth-strategies-and-solutions-ltd-rochester-ny-297130.md)) | 297130 | Rochester, NY | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Other |
| [Wealthlet](https://advisorcensus.com/firm/wealthlet-whitestone-ny-282885) ([md](https://advisorcensus.com/firm/wealthlet-whitestone-ny-282885.md)) | 282885 | Whitestone, NY | State-registered investment adviser | Not reported | 10 | Hourly, Fixed fee, Other |
| [Wealthpro, LLC](https://advisorcensus.com/firm/wealthpro-llc-gloversville-ny-127907) ([md](https://advisorcensus.com/firm/wealthpro-llc-gloversville-ny-127907.md)) | 127907 | Gloversville, NY | SEC-registered investment adviser | $25 million to $100 million | 22 | % of assets, Hourly, Fixed fee |
| [Wealthwise, LLC](https://advisorcensus.com/firm/wealthwise-llc-154661) ([md](https://advisorcensus.com/firm/wealthwise-llc-154661.md)) | 154661 | Not reported, Not reported | State-registered investment adviser | Not reported | 16 | % of assets, Hourly |
| [Weatherhelm Capital Management LLC](https://advisorcensus.com/firm/weatherhelm-capital-management-llc-cambridge-ny-175019) ([md](https://advisorcensus.com/firm/weatherhelm-capital-management-llc-cambridge-ny-175019.md)) | 175019 | Cambridge, NY | SEC-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly, Performance 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 |
| [Welara](https://advisorcensus.com/firm/welara-new-york-ny-334534) ([md](https://advisorcensus.com/firm/welara-new-york-ny-334534.md)) | 334534 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee, Performance fee |
| [Wembley Strategic Advisory LLC](https://advisorcensus.com/firm/wembley-strategic-advisory-llc-new-york-ny-305692) ([md](https://advisorcensus.com/firm/wembley-strategic-advisory-llc-new-york-ny-305692.md)) | 305692 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee, Performance 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)
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Cite as: AdvisorCensus. Hourly financial advisors in New York: 620 firms from Form ADV filings as of October 2026.