AdvisorCensus / Financial advisors / New York / New York, NY / Charles Schwab
Financial advisors in New York, NY using Charles Schwab
422 SEC-registered investment advisory firms headquartered in the New York, NY metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 1230 Advisors, LLC | Pound Ridge | SEC-registered investment adviser | $100 million to $500 million |
| 16th Amendment Advisors LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| 2201 Capital, LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| 5C Capital Management, LLC | Woodcliff Lake | SEC-registered investment adviser | $500 million to $1 billion |
| Abernathy Group II LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Able Wealth Management LLC | Toms River | SEC-registered investment adviser | $500 million to $1 billion |
| Access Wealth | East Hanover | SEC-registered investment adviser | $500 million to $1 billion |
| Accretive Wealth Partners, LLC | Parsippany | SEC-registered investment adviser | $500 million to $1 billion |
| Adalta Capital Management LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Advisors Capital Management, LLC | Ridgewood | SEC-registered investment adviser | Over $5 billion |
| Ahara Advisors | Jersey City | SEC-registered investment adviser | $100 million to $500 million |
| Allen Investment Management, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Alliance Wealth Management Group, LLC | Flemington | SEC-registered investment adviser | $500 million to $1 billion |
| Altfest Personal Wealth Management | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Ameraudi Asset Management, Inc. | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| American Financial & Tax Strategies, Inc. | New York | SEC-registered investment adviser | $100 million to $500 million |
| APS Wealth Management, LLC | Melville | SEC-registered investment adviser | $100 million to $500 million |
| Arax Advisory Partners | New York | SEC-registered investment adviser | Over $5 billion |
| Arbus Capital Management, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Arcadia Wealth Management | Smithtown | SEC-registered investment adviser | $100 million to $500 million |
| Arch Global Advisors, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Argus Investors' Counsel, Inc. | New York | SEC-registered investment adviser | $100 million to $500 million |
| Arrival Capital Management LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Artemis Wealth Advisors, LLC | Port Washington | SEC-registered investment adviser | $1 billion to $5 billion |
| Artesian Capital Management (Delaware) LP | New York | SEC-registered investment adviser | $25 million to $100 million |
| Ashbay Capital, LLC | New York, | SEC-registered investment adviser | $100 million to $500 million |
| Aspire Wealth Advisory Group, LLC | New York | SEC-registered investment adviser | Under $25 million |
| Asset Advisory Group, Inc. | Kinnelon | SEC-registered investment adviser | $100 million to $500 million |
| Astoria Portfolio Advisors LLC | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Astra Wealth Partners | Jersey City | SEC-registered investment adviser | $100 million to $500 million |
| Atwob | Katonah | SEC-registered investment adviser | $100 million to $500 million |
| Aurora Private Wealth, Inc. | Totowa | SEC-registered investment adviser | $100 million to $500 million |
| Avestar Capital, LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Avrio Wealth LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Baron Financial Group LLC | Fair Lawn | SEC-registered investment adviser | $100 million to $500 million |
| Bautis Financial, LLC | Montclair | SEC-registered investment adviser | $100 million to $500 million |
| Bayridge Financial Group, Inc. | Rockville Centre | SEC-registered investment adviser | $25 million to $100 million |
| BBR Partners, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| BCS Private Wealth Management | Rumson | SEC-registered investment adviser | $100 million to $500 million |
| Beacon Financial Advisors | Rye Brook | SEC-registered investment adviser | $100 million to $500 million |
| Beatrice Advisors LP | New York | SEC-registered investment adviser | $100 million to $500 million |
| Beck, Mack & Oliver LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Belle Haven Investments, L.P. | Rye Brook | SEC-registered investment adviser | Over $5 billion |
| Bespoke Investment Group, LLC | Harrison | SEC-registered investment adviser | $100 million to $500 million |
| Bienville Capital Management, LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Big Rock Advisors LLC | Sag Harbor | SEC-registered investment adviser | $25 million to $100 million |
| Blackdiamond Wealth Management, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Blank Equity Management LLC | Port Washington | SEC-registered investment adviser | $100 million to $500 million |
| Blue Spark Capital Advisors | New York | SEC-registered investment adviser | $100 million to $500 million |
| Blue Square Asset Management, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Boerum Hill Financial Advisors LLC | Brooklyn | SEC-registered investment adviser | $25 million to $100 million |
| BPP Wealth Solutions, LLC | Basking Ridge | SEC-registered investment adviser | $100 million to $500 million |
| Bravias Financial | Iselin | SEC-registered investment adviser | $100 million to $500 million |
| Breakwater Capital Group | Paramus | SEC-registered investment adviser | $1 billion to $5 billion |
| Brewster Financial Planning LLC | Brooklyn | SEC-registered investment adviser | $100 million to $500 million |
| Bridgewater Advisors Inc. | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Brooklawn Capital Advisors | New York | SEC-registered investment adviser | $100 million to $500 million |
| Brooklyn FI, LLC | Brooklyn | SEC-registered investment adviser | $500 million to $1 billion |
| Bruderman Private Wealth | Locust Valley | SEC-registered investment adviser | $25 million to $100 million |
| Bulldog Investors, LLP | Saddle Brook | SEC-registered investment adviser | $500 million to $1 billion |
| Byrne Asset Management, LLC | Kingston | SEC-registered investment adviser | $100 million to $500 million |
| C & C Financial Services, Inc. | Great Neck | SEC-registered investment adviser | $25 million to $100 million |
| Cannell & Spears LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Cantor Fitzgerald Investment Advisors | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Carret Asset Management, LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Carrick Lane LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Castfirm Advisors LLC | Garden City | SEC-registered investment adviser | $25 million to $100 million |
| Castle Financial & Retirement Planning Associates Inc | Fair Haven | SEC-registered investment adviser | $100 million to $500 million |
| Cerity Partners LLC | New York | SEC-registered investment adviser | Over $5 billion |
| CFS Investment Advisory Services LLC | Totowa | SEC-registered investment adviser | $1 billion to $5 billion |
| Chatham Wealth Management | Chatham | SEC-registered investment adviser | $500 million to $1 billion |
| Chemistry Wealth Management LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Chesapeake Asset Management LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Circle Advisers Inc | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Circle Wealth Management, LLC | Summit | SEC-registered investment adviser | Over $5 billion |
| Ciro Capital LLC | Jersey City | SEC-registered investment adviser | $100 million to $500 million |
| Citizens Private Wealth | Tarrytown | SEC-registered investment adviser | Over $5 billion |
| Citrin Cooperman Wealth Management, LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Clarion Call Capital | New York | SEC-registered investment adviser | $25 million to $100 million |
| Clarus Group LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Clearbrook Investment Solutions LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Clearview Financial Planning, Inc. | Southold | SEC-registered investment adviser | $25 million to $100 million |
| Collaborative Capital Advisors LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Compass Advisors | Melville | SEC-registered investment adviser | $500 million to $1 billion |
| Compass Private Wealth Group LLC | Short Hills | SEC-registered investment adviser | $100 million to $500 million |
| Complete Advisors | Valley Stream | SEC-registered investment adviser | $25 million to $100 million |
| Compound Planning, Inc. | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Condor Capital Wealth Management | Martinsville | SEC-registered investment adviser | $1 billion to $5 billion |
| Conrad Capital Management, Inc. | Hauppauge | SEC-registered investment adviser | $25 million to $100 million |
| Cooper Creek Partners Management LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Cornerstone Planning Group | Fairfield | SEC-registered investment adviser | $500 million to $1 billion |
| Corrado Advisors, LLC | Ramsey | SEC-registered investment adviser | $100 million to $500 million |
| Covenant Asset Management, LLC | Chester | SEC-registered investment adviser | $500 million to $1 billion |
| Cross Border Wealth, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Cullen Capital Management, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Cultivating Wealth | Montauk | SEC-registered investment adviser | $100 million to $500 million |
| Davidov Wealth Group, LLC | Garden City | SEC-registered investment adviser | $100 million to $500 million |
| Davidson Wealth Management LLC | Forked River | SEC-registered investment adviser | $100 million to $500 million |
| DCM Advisors, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Delta Capital Management LLC | Red Bank | SEC-registered investment adviser | $100 million to $500 million |
| Derivaty Co | White Plains | SEC-registered investment adviser | $25 million to $100 million |
| Derryrush Wealth | West Sayville | SEC-registered investment adviser | $25 million to $100 million |
| DGS Capital Management | Jersey City | SEC-registered investment adviser | $1 billion to $5 billion |
| Diversified Planning Strategies Advisors LLC | Roseland | SEC-registered investment adviser | $100 million to $500 million |
| Domani Advisors | New York | SEC-registered investment adviser | $100 million to $500 million |
| Dominari Securities LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Douglas C. Lane & Associates | New York | SEC-registered investment adviser | Over $5 billion |
| Douglass Winthrop Advisors LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Downtown Investment Advisory | White Plains | SEC-registered investment adviser | $100 million to $500 million |
| Draper Asset Management, LLC | Smithtown | SEC-registered investment adviser | $100 million to $500 million |
| East Coast Wealth Management, Inc. | Florham Park | SEC-registered investment adviser | $100 million to $500 million |
| Edge Wealth Management, LLC | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Ehrenkranz Partners L.P. | New York | SEC-registered investment adviser | Over $5 billion |
| Elco Management Company, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Ellevest | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Emissary Wealth | Hackensack | SEC-registered investment adviser | $100 million to $500 million |
| Enright, Mollin, Cascio & Ramusevic, Inc. | Elmhurst | SEC-registered investment adviser | $100 million to $500 million |
| Equinum, LLC | Brooklyn | SEC-registered investment adviser | $500 million to $1 billion |
| Estabrook Capital Management LLC | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Ethic | New York | SEC-registered investment adviser | Over $5 billion |
| Evercore Wealth Management, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Exceed Advisory LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Excomp Asset Management Ltd | Melville | SEC-registered investment adviser | $100 million to $500 million |
| Family Manage LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Federal Prep | Bohemia | SEC-registered investment adviser | $25 million to $100 million |
| Federmann Financial Advisors Inc. | Rocky Point | SEC-registered investment adviser | $100 million to $500 million |
| Fiduciary Management Group, LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Financial Asset Management Corp | Chappaqua | SEC-registered investment adviser | $100 million to $500 million |
| Financial Decisions, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Financial Futures | Brielle | SEC-registered investment adviser | $100 million to $500 million |
| First Light Wealth Advisors, LLC | Little Falls | SEC-registered investment adviser | $100 million to $500 million |
| Fithian LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Focus Planning Group | Bayport | SEC-registered investment adviser | $25 million to $100 million |
| Fortis Group Advisors LLC | Westwood | SEC-registered investment adviser | $500 million to $1 billion |
| Francis Financial | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Franco Financial Advisors, Inc. | New York | SEC-registered investment adviser | $25 million to $100 million |
| Franklin Mutual Advisers, LLC | Short Hills | SEC-registered investment adviser | Over $5 billion |
| Frisch Financial Group, Inc. | Melville | SEC-registered investment adviser | $500 million to $1 billion |
| Garden State Investment Advisory Services, LLC | Red Bank | SEC-registered investment adviser | $500 million to $1 billion |
| Garrison Bradford & Associates Inc | New York | SEC-registered investment adviser | $100 million to $500 million |
| GCI Financial Group | Mendham | SEC-registered investment adviser | $100 million to $500 million |
| Genesis Financial Group, LLC | Paramus | SEC-registered investment adviser | $100 million to $500 million |
| Giverny Capital Asset Management | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Global Wealth Management, LLC | Kingston | SEC-registered investment adviser | $100 million to $500 million |
| Goalvest Advisory LLC | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Gold Coast Wealth Management, LLC | Jericho | SEC-registered investment adviser | $100 million to $500 million |
| Grandfield & Dodd, LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Grantvest Financial Group LLC | Matawan | SEC-registered investment adviser | $100 million to $500 million |
| Gravity Capital Management LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Great Hill Advisory | Port Washington | SEC-registered investment adviser | $100 million to $500 million |
| Green Ridge Wealth Planning LLC | Montville | SEC-registered investment adviser | $100 million to $500 million |
| Greenline Partners | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Greycliff Wealth Management, LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Guerra Pan Advisors, LLC | Montclair | SEC-registered investment adviser | $100 million to $500 million |
| Hamlin Capital Management, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Hegarty Advisors, LLC | Garden City | SEC-registered investment adviser | $100 million to $500 million |
| Helianth Investment Management LLC | Port Chester | SEC-registered investment adviser | $25 million to $100 million |
| Heller Wealth Management | Melville | SEC-registered investment adviser | $500 million to $1 billion |
| Hemisphere Partners LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Heritage Financial Counselors, LLC | Bedminster | SEC-registered investment adviser | $100 million to $500 million |
| Heydorn Stone Capital Management LLC | Larchmont | SEC-registered investment adviser | $100 million to $500 million |
| HFH Planning Inc. | New York | SEC-registered investment adviser | $100 million to $500 million |
| Highland Financial Advisors, LLC | Wayne | SEC-registered investment adviser | $500 million to $1 billion |
| Hilbert 8, LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Hillcrest Wealth Advisors - NY, LLC | Holmdel | SEC-registered investment adviser | $100 million to $500 million |
| HS Management Partners, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Hudson Oak Wealth Advisory LLC | Hoboken | SEC-registered investment adviser | $100 million to $500 million |
| Hudson Portfolio Management LLC | Garrison | SEC-registered investment adviser | $100 million to $500 million |
| Hudson View Advisors, LLC | Croton-On-Hudson | SEC-registered investment adviser | $25 million to $100 million |
| Hurley Capital, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| ICW Holdings, LLC | Brooklyn | SEC-registered investment adviser | $100 million to $500 million |
| IDB Lido Wealth, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| IFC Personal Money Managers, Inc. | New York | SEC-registered investment adviser | $100 million to $500 million |
| Ingalls Investment Management, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Innovative Private Wealth Management Inc. | Somers | SEC-registered investment adviser | $100 million to $500 million |
| Institutional Investment Advisors Corp | New York | SEC-registered investment adviser | $100 million to $500 million |
| Integrated Financial Consulting, LLC | Airmont | SEC-registered investment adviser | $100 million to $500 million |
| Integrity Advisory Partners LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Investment Partners Asset Management | Metuchen | SEC-registered investment adviser | $100 million to $500 million |
| J.J. Burns & Company | Melville | SEC-registered investment adviser | $1 billion to $5 billion |
| Jbglobal.com LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Joel Isaacson & Co., LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Joseph P. Lucia & Associates, LLC | Yorktown Heights | SEC-registered investment adviser | $100 million to $500 million |
| Kahn Brothers Advisors LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Kelleher Financial Advisors, LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Kensington Financial Advisors LLC | Roseland | SEC-registered investment adviser | $100 million to $500 million |
| Kevin M. Gibney and Company, LLC | Iselin | SEC-registered investment adviser | $100 million to $500 million |
| Key Client Fiduciary Advisors, LLC | Fairfield | SEC-registered investment adviser | $500 million to $1 billion |
| Klingenstein Fields Advisors | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Koehler Asset Management | Babylon | SEC-registered investment adviser | $100 million to $500 million |
| KPC Terrapin Group LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Krane Funds Advisors, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Kutz and Company Inc. | Great Neck | SEC-registered investment adviser | $100 million to $500 million |
| Ladenburg Thalmann Asset Management Inc | New York | SEC-registered investment adviser | Over $5 billion |
| Laidlaw Wealth Management LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Landmark Wealth Management, LLC | Melville | SEC-registered investment adviser | $100 million to $500 million |
| Lantern Wealth Advisors, LLC | Melville | SEC-registered investment adviser | $100 million to $500 million |
| Lava Wealth Management, LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| LDR Capital Management, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Leatherback Investments LLC | Lakewood | SEC-registered investment adviser | $100 million to $500 million |
| Lebenthal Diversified Asset Management Inc. | Hauppauge | SEC-registered investment adviser | $500 million to $1 billion |
| Lebenthal Global Advisors, LLC | Hauppauge | SEC-registered investment adviser | $500 million to $1 billion |
| Leeb Capital Management, Inc. | New York | SEC-registered investment adviser | $100 million to $500 million |
| Legacy Edge Advisors | Syosset | SEC-registered investment adviser | $1 billion to $5 billion |
| Lehmann, Livian, Fridson Advisors, LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Leo Wealth Management, LLC | Staten Island | SEC-registered investment adviser | $25 million to $100 million |
| Leo Wealth, LLC | Edison | SEC-registered investment adviser | $1 billion to $5 billion |
| Lepercq de Neuflize Asset Management LLC | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Leslie Marie Giordano | Garden City | SEC-registered investment adviser | $25 million to $100 million |
| Lightedway Advisory Services, Inc. | Harrison | SEC-registered investment adviser | $100 million to $500 million |
| Lionhunter Capital Management LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Lionshead Wealth Management, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Locker Financial Services, LLC | Verona | SEC-registered investment adviser | $100 million to $500 million |
| Long Island Wealth Management, Inc. | Melville | SEC-registered investment adviser | $100 million to $500 million |
| Lowell Road Asset Management, Inc. | Manhasset | SEC-registered investment adviser | $25 million to $100 million |
| LT Advisors LLC | New City | SEC-registered investment adviser | $25 million to $100 million |
| Lumida Wealth Management LLC | Wayne | SEC-registered investment adviser | $100 million to $500 million |
| Lumiere Financial | New York | SEC-registered investment adviser | $25 million to $100 million |
| Luxor Capital Group, LP | New York | SEC-registered investment adviser | Over $5 billion |
| M.A. Whelan Financial Planning | Buchanan | SEC-registered investment adviser | $25 million to $100 million |
| Mace Capital Management, LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Magnifina, LLC | Bedford Hills | SEC-registered investment adviser | $25 million to $100 million |
| Magnus Financial Group LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Makrod Investment Associates Inc | Verona | SEC-registered investment adviser | $500 million to $1 billion |
| Maridea Wealth Management | Brooklyn | SEC-registered investment adviser | $1 billion to $5 billion |
| Markin Asset Management, LP | Rye | SEC-registered investment adviser | $100 million to $500 million |
| Matrix Asset Advisors Inc | White Plains | SEC-registered investment adviser | $1 billion to $5 billion |
| Maytech Global Investments | New York | SEC-registered investment adviser | $500 million to $1 billion |
| MD Wealth Advisors Inc | Cranford | SEC-registered investment adviser | $100 million to $500 million |
| Merit Financial Partners LLC | Maspeth | SEC-registered investment adviser | $100 million to $500 million |
| Merrion Investment Management Co, LLC | Cranford | SEC-registered investment adviser | $100 million to $500 million |
| Mezzasalma Advisors | Tinton Falls | SEC-registered investment adviser | $500 million to $1 billion |
| Michael J. Porro & Co. Financial Advisors, Inc. | Old Tappan | SEC-registered investment adviser | $100 million to $500 million |
| Millennial Advisers, LLC. | New York | SEC-registered investment adviser | $100 million to $500 million |
| Minerva Wealth Advisory | New York | SEC-registered investment adviser | $25 million to $100 million |
| Minko Wealth | Brooklyn | SEC-registered investment adviser | $100 million to $500 million |
| Mint Asset Management LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| MJB Asset Management LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Modera Wealth Management, LLC | Westwood | SEC-registered investment adviser | Over $5 billion |
| Momentum Advisors | New York | SEC-registered investment adviser | $100 million to $500 million |
| Montrose Advisors Inc | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Mountain Hill Investment Partners | Atlantic Highlands | SEC-registered investment adviser | $500 million to $1 billion |
| Mullooly Asset Management, Inc. | Wall Township | SEC-registered investment adviser | $100 million to $500 million |
| Murphy & Mullick Capital Management Corp | Smithtown | SEC-registered investment adviser | $100 million to $500 million |
| Museum Mile Funds LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| MWM Group LLC | Cedarhurst | SEC-registered investment adviser | $100 million to $500 million |
| N Financial Plans | Huntington | SEC-registered investment adviser | $25 million to $100 million |
| Nardis Advisors LLC | Scarsdale | SEC-registered investment adviser | $100 million to $500 million |
| Navis Wealth Advisors LLC | Rye Brook | SEC-registered investment adviser | $500 million to $1 billion |
| Nerdwallet Wealth Partners, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| New AGE Alpha | Rye | SEC-registered investment adviser | $1 billion to $5 billion |
| New Horizons Wealth Management | Cedar Knolls | SEC-registered investment adviser | $100 million to $500 million |
| Newport Capital Group, LLC | Red Bank | SEC-registered investment adviser | $1 billion to $5 billion |
| Next Capital Management LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Noblebridge Wealth | Montclair | SEC-registered investment adviser | $100 million to $500 million |
| O'Brien Capital Management, Inc. | Nyack | SEC-registered investment adviser | $25 million to $100 million |
| Oakbourne Advisors | Berkeley Heights | SEC-registered investment adviser | $100 million to $500 million |
| Obsidian CIO LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Offit Capital | New York | SEC-registered investment adviser | Over $5 billion |
| Old Bridge Wealth, Inc | Syosset | SEC-registered investment adviser | $100 million to $500 million |
| Old Field Advisors LLC | Setauket | SEC-registered investment adviser | $25 million to $100 million |
| Old Slip Registered Investment Advisors, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Oliver Luxxe Assets LLC | Gladstone | SEC-registered investment adviser | $1 billion to $5 billion |
| Omega Capital Management, LLC | Flanders | SEC-registered investment adviser | $100 million to $500 million |
| Omni 360 Wealth, Inc. | Plainsboro | SEC-registered investment adviser | $100 million to $500 million |
| Onepoint BFG Wealth Partners | Parsippany | SEC-registered investment adviser | Over $5 billion |
| Onyx Bridge Wealth Group LLC | Tarrytown | SEC-registered investment adviser | $1 billion to $5 billion |
| Opal Wealth Advisors, LLC | Jericho | SEC-registered investment adviser | $1 billion to $5 billion |
| Osprey Private Wealth LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Overbrook Management Corporation | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Paradigm Investment Advisory, LLC | Bridgewater | SEC-registered investment adviser | $100 million to $500 million |
| Paradigm Wealth Advisory LLC | Bridgewater | SEC-registered investment adviser | $100 million to $500 million |
| Pathstone | Englewood | SEC-registered investment adviser | Over $5 billion |
| PCB Capital LLC | East Brunswick | SEC-registered investment adviser | $100 million to $500 million |
| Peapod Lane Capital LLC | Bedford Hills | SEC-registered investment adviser | $100 million to $500 million |
| Peconic Asset Planning | Riverhead | SEC-registered investment adviser | $25 million to $100 million |
| Pegasus Asset Management Inc | Morristown | SEC-registered investment adviser | $500 million to $1 billion |
| Pegasus Group, LLC | Morristown | SEC-registered investment adviser | $25 million to $100 million |
| Perennial | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Personal Financial Solutions, LLC | Manasquan | SEC-registered investment adviser | $100 million to $500 million |
| Pinnacle Associates, Ltd. | New York | SEC-registered investment adviser | Over $5 billion |
| Piton Investment Management, LP | Garden City | SEC-registered investment adviser | $500 million to $1 billion |
| Plan First Wealth LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Podell Financial Group LLC | Fairfield | SEC-registered investment adviser | $100 million to $500 million |
| Port Capital Management | Massapequa | SEC-registered investment adviser | $25 million to $100 million |
| Prato Capital Management | White Plains | SEC-registered investment adviser | $100 million to $500 million |
| Premier Wealth Advisors, LLC | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Prestige Wealth Management Group, LLC | Flemington | SEC-registered investment adviser | $500 million to $1 billion |
| Pricap Advisors LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Princeton Capital Management LLC | Red Bank | SEC-registered investment adviser | $100 million to $500 million |
| Private Client Asset Management, Inc. | Massapequa | SEC-registered investment adviser | $100 million to $500 million |
| Prolific Solutions | New York | SEC-registered investment adviser | $25 million to $100 million |
| Prospect Hill Management, LLC | Short Hills | SEC-registered investment adviser | $100 million to $500 million |
| Purevest | Staten Island | SEC-registered investment adviser | $25 million to $100 million |
| Quantel Asset Management LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Quantinno Capital Management LP | New York | SEC-registered investment adviser | Over $5 billion |
| Quantstreet Capital | New Rochelle | SEC-registered investment adviser | $100 million to $500 million |
| R. Seeger Wealth Management, Ltd | Lindenhurst | SEC-registered investment adviser | $25 million to $100 million |
| R.W. Roge & Company, Inc | Bohemia | SEC-registered investment adviser | $100 million to $500 million |
| RE-Envision Wealth | New York | SEC-registered investment adviser | $100 million to $500 million |
| Redblack Advisers, Inc. | Oradell | SEC-registered investment adviser | $500 million to $1 billion |
| Revel Wealth Management | Elmwood Park | SEC-registered investment adviser | $100 million to $500 million |
| Revere Wealth Management LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Revolve Wealth Partners, LLC | Hackensack | SEC-registered investment adviser | $1 billion to $5 billion |
| RGA Investment Advisors, LLC | Great Neck | SEC-registered investment adviser | $100 million to $500 million |
| Ridgewood Investments | Springfield | SEC-registered investment adviser | $100 million to $500 million |
| Rilex Capital LLC | Manasquan | SEC-registered investment adviser | $100 million to $500 million |
| Ritholtz Wealth Management | New York | SEC-registered investment adviser | Over $5 billion |
| RMR Wealth Builders, Inc. | Montclair | SEC-registered investment adviser | $1 billion to $5 billion |
| RMR Wealth Management | New York | SEC-registered investment adviser | $100 million to $500 million |
| Robotti & Company Advisors, LLC | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Rock Harbor Partners LLC | Larchmont | SEC-registered investment adviser | $1 billion to $5 billion |
| Rosci Lamb, LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Rosecliff Capital Advisory LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Rothschild Capital Partners | New York | SEC-registered investment adviser | $100 million to $500 million |
| RPM Capital Management, LLC | Rye Brook | SEC-registered investment adviser | $25 million to $100 million |
| S.F. Ehrlich Associates, Inc. | Cranford | SEC-registered investment adviser | $100 million to $500 million |
| Sacks & Associates, LLC | Warren | SEC-registered investment adviser | $100 million to $500 million |
| Safe Harbor Asset Management, Inc. | Huntington | SEC-registered investment adviser | $25 million to $100 million |
| Safran Wealth Advisors, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Sandro Wealth Management LLC | Fairfield | SEC-registered investment adviser | $100 million to $500 million |
| Savvy | New York | SEC-registered investment adviser | Over $5 billion |
| SAX Wealth Advisors, LLC | Parsippany | SEC-registered investment adviser | $1 billion to $5 billion |
| Schonfeld Wealth Management, LLC | Brooklyn | SEC-registered investment adviser | $100 million to $500 million |
| Schultze Asset Management, LP | Rye Brook | SEC-registered investment adviser | $25 million to $100 million |
| Seabridge Investment Advisors LLC | Summit | SEC-registered investment adviser | $500 million to $1 billion |
| Seacrest Investment Management, LLC | Purchase | SEC-registered investment adviser | $100 million to $500 million |
| Seacrest Wealth Management, LLC | Purchase | SEC-registered investment adviser | $1 billion to $5 billion |
| Seasons of Advice Wealth Management | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Seeds | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Seelaus Asset Management, LLC | Chatham | SEC-registered investment adviser | $1 billion to $5 billion |
| Select Equity Group, L.P. | New York | SEC-registered investment adviser | Over $5 billion |
| Settanni Financial LLC | Armonk | SEC-registered investment adviser | $100 million to $500 million |
| SFI Advisors, LLC | Montclair | SEC-registered investment adviser | $100 million to $500 million |
| Shelter Rock Management, LLC | Jericho | SEC-registered investment adviser | $100 million to $500 million |
| Shore Point Advisors, LLC | Brielle | SEC-registered investment adviser | $100 million to $500 million |
| Shulman Demeo Asset Management, LLC | Lake Success | SEC-registered investment adviser | $500 million to $1 billion |
| Signature Wealth Management Partners, LLC | Montvale | SEC-registered investment adviser | $100 million to $500 million |
| Signet Financial Management, LLC | Parsippany | SEC-registered investment adviser | $1 billion to $5 billion |
| Silvercrest Asset Management Group LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Simon Quick Advisors, LLC | Morristown | SEC-registered investment adviser | Over $5 billion |
| Simplicity Wealth | Summit | SEC-registered investment adviser | $1 billion to $5 billion |
| Sincerus Advisory | New York | SEC-registered investment adviser | $100 million to $500 million |
| Smallwood Wealth Management | Red Bank | SEC-registered investment adviser | $100 million to $500 million |
| Smith Affiliated Capital Corp. | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Sophis Investments LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| South Street Advisors, LLC | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Spring Street Wealth | New York | SEC-registered investment adviser | $25 million to $100 million |
| ST. James Investment Advisors, LLC | Port Jefferson | SEC-registered investment adviser | $500 million to $1 billion |
| Stawnychy Financial Services, Inc. | Kinnelon | SEC-registered investment adviser | $100 million to $500 million |
| Steinberganna Wealth Management LLC | Huntington | SEC-registered investment adviser | $100 million to $500 million |
| Stembrook Asset Management, LLC | Red Bank | SEC-registered investment adviser | $100 million to $500 million |
| Stephen J. Garry & Associates, LLC | Garden City | SEC-registered investment adviser | $100 million to $500 million |
| Sterling Financial Planning Inc | Sparta | SEC-registered investment adviser | $500 million to $1 billion |
| Stern Capital Management, Inc. | Old Bridge | SEC-registered investment adviser | $100 million to $500 million |
| Stewardship Financial Planning | Tarrytown | SEC-registered investment adviser | $25 million to $100 million |
| Stolzer Rothschild Levy LLC | Basking Ridge | SEC-registered investment adviser | $100 million to $500 million |
| Stratacore Capital Management, LLC. | New York | SEC-registered investment adviser | $25 million to $100 million |
| Strategas Asset Management, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Strategic Family Wealth Counselors, L.L.C. | Fairfield | SEC-registered investment adviser | $1 billion to $5 billion |
| Strategic Wealth Management Group | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Stratton Capital Investment Advisory LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Stuyvesant Capital Management Corporation | Armonk | SEC-registered investment adviser | $25 million to $100 million |
| Summit Financial, LLC | Parsippany | SEC-registered investment adviser | Over $5 billion |
| Summit Place Financial Advisors, LLC | Summit | SEC-registered investment adviser | $100 million to $500 million |
| Summit Rock Advisors, LP | New York | SEC-registered investment adviser | Over $5 billion |
| Summit Trail Advisors, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Swarthmore Asset Management Ltd | New York | SEC-registered investment adviser | $25 million to $100 million |
| Sykon Capital LLC | Harrison | SEC-registered investment adviser | $100 million to $500 million |
| TAG Associates Florida LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| TAG Associates LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Talisman Wealth Advisors, LLC | Mountainside | SEC-registered investment adviser | $100 million to $500 million |
| Target Rock Wealth Management, LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Taurus Financial | Jersey City | SEC-registered investment adviser | $100 million to $500 million |
| Tenon Financial | Metuchen | SEC-registered investment adviser | $100 million to $500 million |
| Teplitz Financial Group LLC | Old Bridge | SEC-registered investment adviser | $100 million to $500 million |
| The Genwealth Group, Inc. | Maplewood | SEC-registered investment adviser | $500 million to $1 billion |
| The Hajdari Group, LLC | Staten Island | SEC-registered investment adviser | $100 million to $500 million |
| The Northstar Group, Inc. | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| The Pillar Strategies | Flemington | SEC-registered investment adviser | $100 million to $500 million |
| The Pinnacle Financial Group | Rockville Centre | SEC-registered investment adviser | $1 billion to $5 billion |
| The Portfolio Strategy Group, LLC | White Plains | SEC-registered investment adviser | $1 billion to $5 billion |
| The Wealthplan LLC | Great Neck | SEC-registered investment adviser | $25 million to $100 million |
| Tiedemann Advisors, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Tilson Financial Group Inc | New Providence | SEC-registered investment adviser | $500 million to $1 billion |
| TLG Advisors, Inc. | Summit | SEC-registered investment adviser | $1 billion to $5 billion |
| Transatlantique Private Wealth LLC | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Transcend Capital Advisors, LLC | Madison | SEC-registered investment adviser | $1 billion to $5 billion |
| TSG Alpha Partners, LLC | Old Bridge | SEC-registered investment adviser | $100 million to $500 million |
| Twentythree Advisory | New York | SEC-registered investment adviser | $25 million to $100 million |
| Unified Retirement Planning Group | Briarcliff Manor | SEC-registered investment adviser | $100 million to $500 million |
| United Asset Strategies Inc. | Garden City | SEC-registered investment adviser | $1 billion to $5 billion |
| United Financial Planning Group LLC | Hauppauge | SEC-registered investment adviser | $100 million to $500 million |
| Upstart Wealth Management, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Valley Wealth Managers, Inc. | Paramus | SEC-registered investment adviser | $1 billion to $5 billion |
| Valorem LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Value Investment Professionals, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Valueworks, LLC | New York City | SEC-registered investment adviser | $500 million to $1 billion |
| Valur Robo Advisors | New York | SEC-registered investment adviser | Under $25 million |
| VCP Financial LLC | Staten Island | SEC-registered investment adviser | $100 million to $500 million |
| Vectors Asset Management | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Veneroso Wealth Management | Woodbury | SEC-registered investment adviser | $100 million to $500 million |
| Villafranco Wealth Management | Cresskill | SEC-registered investment adviser | $100 million to $500 million |
| Visdom Investment Group LLC | Rye Brook | SEC-registered investment adviser | $25 million to $100 million |
| Vise AI Advisors | New York City | SEC-registered investment adviser | Over $5 billion |
| Washington Square Capital Management LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Wealthedge Investment Advisors, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Wealthspire Advisors | New York | SEC-registered investment adviser | Over $5 billion |
| Wealthspring Capital LLC | West Harrison | SEC-registered investment adviser | $500 million to $1 billion |
| Wealthunite Advisors, LLC | Manhasset | SEC-registered investment adviser | $25 million to $100 million |
| Weiss Financial Group LLC | Mahopac | SEC-registered investment adviser | $25 million to $100 million |
| Wesfair Advisory Group, Inc. | Chappaqua | SEC-registered investment adviser | $25 million to $100 million |
| Westco Advisory Services, Inc. | Lynbrook | SEC-registered investment adviser | $100 million to $500 million |
| Westmore Asset Management | Pearl River | SEC-registered investment adviser | $25 million to $100 million |
| Wharton Wealth Planning, LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Wilkinson Global Asset Management LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Williams Jones Wealth Management, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Wise Wealth Management, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Withum Wealth Management | Red Bank | SEC-registered investment adviser | $1 billion to $5 billion |
| Yearwood Young Advisors | Brooklyn | SEC-registered investment adviser | $25 million to $100 million |
| ZOE Financial, Inc. | New York | SEC-registered investment adviser | $100 million to $500 million |
| Zynergy Retirement Planning | Red Bank | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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