AdvisorCensus / Financial advisors / New York / New York, NY / Fidelity Investments
Financial advisors in New York, NY using Fidelity Investments
168 SEC-registered investment advisory firms headquartered in the New York, NY metro area name Fidelity Investments as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| 16th Amendment Advisors LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| 191 Godwin Associates, Inc. D/B/A Godwin Capital Management | Wyckoff | SEC-registered investment adviser | $100 million to $500 million |
| Able Wealth Management LLC | Toms River | SEC-registered investment adviser | $500 million to $1 billion |
| Abner Herrman & Brock, LLC | Jersey City | SEC-registered investment adviser | $1 billion to $5 billion |
| 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 |
| Aljen Asset Management LLC | Cedar Knolls | SEC-registered investment adviser | $100 million to $500 million |
| Allen Investment Management, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Altar Rock | New York | SEC-registered investment adviser | $100 million to $500 million |
| Altfest Personal Wealth Management | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| American Wealth Administration Group LLC | Glen Cove | SEC-registered investment adviser | $25 million to $100 million |
| Arax Advisory Partners | New York | SEC-registered investment adviser | Over $5 billion |
| Argus Investors' Counsel, Inc. | New York | SEC-registered investment adviser | $100 million to $500 million |
| Ascend Interplay, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Aspire Advisors, LLC | North White Plains | SEC-registered investment adviser | $100 million to $500 million |
| Aspire Strategist Portfolios LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Astoria Portfolio Advisors LLC | New York | SEC-registered investment adviser | $500 million to $1 billion |
| 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 |
| Beckerman Wealth | Ocean Grove | SEC-registered investment adviser | $100 million to $500 million |
| Belle Haven Investments, L.P. | Rye Brook | SEC-registered investment adviser | Over $5 billion |
| BH Asset Management, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Boyar Asset Management, Inc. | New York | SEC-registered investment adviser | $100 million to $500 million |
| Bridgewater Advisors Inc. | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Cadia Private Client LLC | Parsippany | SEC-registered investment adviser | $100 million to $500 million |
| Cannell & Spears LLC | New York | SEC-registered investment adviser | Over $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 |
| Cerity Partners LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Cerity Partners Retirement Plan Consultants | New York | SEC-registered investment adviser | Over $5 billion |
| CFS Investment Advisory Services LLC | Totowa | SEC-registered investment adviser | $1 billion to $5 billion |
| Charles Pratt & Company, L.L.C. | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Cherrydale Wealth Management, LLC | Montclair | SEC-registered investment adviser | $100 million to $500 million |
| CIO Capital Group LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Circle Advisers Inc | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Citizens Private Wealth | Tarrytown | SEC-registered investment adviser | Over $5 billion |
| Clarity Investments + Planning LLC | Mount Kisco | SEC-registered investment adviser | $100 million to $500 million |
| Clear Wave Wealth Management, LLC | Red Bank | SEC-registered investment adviser | $500 million to $1 billion |
| Compound Planning, Inc. | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Covington & Associates, Inc. | Westfield | SEC-registered investment adviser | $100 million to $500 million |
| D. E. Shaw Investment Management, L.L.C. | New York | SEC-registered investment adviser | Over $5 billion |
| Derivaty Co | White Plains | SEC-registered investment adviser | $25 million to $100 million |
| Diversified Planning Strategies Advisors LLC | Roseland | SEC-registered investment adviser | $100 million to $500 million |
| Douglas C. Lane & Associates | New York | SEC-registered investment adviser | Over $5 billion |
| Drucker Wealth | Woodcliff Lake | SEC-registered investment adviser | $500 million to $1 billion |
| Dynamic Trading Management, LLC. | White Plains | SEC-registered investment adviser | $100 million to $500 million |
| Eagle Bay Family Office | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Eagle Strategies LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Ehrenkranz Partners L.P. | New York | SEC-registered investment adviser | Over $5 billion |
| Enright, Mollin, Cascio & Ramusevic, Inc. | Elmhurst | SEC-registered investment adviser | $100 million to $500 million |
| Ethic | 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 |
| Financial Decisions, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Five Eleven Partners | Garden City | SEC-registered investment adviser | $100 million to $500 million |
| Flagstar Securities, Inc. | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Foresight Global Investors, Inc. | Purchase | SEC-registered investment adviser | $500 million to $1 billion |
| Fox Financial Services, Inc. | White Plains | SEC-registered investment adviser | $100 million to $500 million |
| Fusion Family Wealth, LLC | Woodbury | SEC-registered investment adviser | $1 billion to $5 billion |
| Gagnon Securities, LLC | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Gilder Gagnon Howe & Co. LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Giverny Capital Asset Management | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Goodhaven Capital Management | Millburn | SEC-registered investment adviser | $100 million to $500 million |
| Granger Management LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Greenline Partners | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Griffin Asset Management, LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Hamlin Capital Management, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| High Point Wealth Management, LLC | Chester | SEC-registered investment adviser | $100 million to $500 million |
| Horizon Kinetics Asset Management LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Hurley Capital, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Imperity Wealth Alliance LLC | Melville | SEC-registered investment adviser | $100 million to $500 million |
| Income & Asset Advisory, Inc. | Armonk | SEC-registered investment adviser | $100 million to $500 million |
| Infiniti Wealth Management | Brewster | SEC-registered investment adviser | $100 million to $500 million |
| J. Safra Asset Management Corporation | New York City | SEC-registered investment adviser | Over $5 billion |
| Kelleher Financial Advisors, LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Kevin M. Gibney and Company, LLC | Iselin | SEC-registered investment adviser | $100 million to $500 million |
| Kimelman & Baird, LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| L&L Partners Wealth Management, LLC | Suffern | SEC-registered investment adviser | $25 million to $100 million |
| Ladenburg Thalmann Asset Management Inc | New York | SEC-registered investment adviser | Over $5 billion |
| Lava Wealth Management, LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Lehmann, Livian, Fridson Advisors, LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Leo Wealth, LLC | Edison | SEC-registered investment adviser | $1 billion to $5 billion |
| Levin Capital Strategies, L.P. | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Lifecapital Partners LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Liftpoint Family Wealth Advisors, LLC | Far Hills | SEC-registered investment adviser | $100 million to $500 million |
| Lighthouse Financial Advisors, Inc. | Red Bank | SEC-registered investment adviser | $1 billion to $5 billion |
| Livian & Co. | New York | SEC-registered investment adviser | $100 million to $500 million |
| LK Financial Planning LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Luesink Stenstrom Financial | New York | SEC-registered investment adviser | $25 million to $100 million |
| Magnus Financial Group LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Main Street Financial | Purchase | SEC-registered investment adviser | $25 million to $100 million |
| Maridea Wealth Management | Brooklyn | SEC-registered investment adviser | $1 billion to $5 billion |
| Matauro, LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| McRae Capital Management Inc. | Morristown | SEC-registered investment adviser | $500 million to $1 billion |
| Merkkuri Wealth Advisors LLC | Jericho | SEC-registered investment adviser | $100 million to $500 million |
| Modera Wealth Management, LLC | Westwood | SEC-registered investment adviser | Over $5 billion |
| Mountain Hill Investment Partners | Atlantic Highlands | SEC-registered investment adviser | $500 million to $1 billion |
| Museum Mile Funds LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| NCM Capital Management, LLC | Ramsey | SEC-registered investment adviser | $500 million to $1 billion |
| Neuberger Berman Investment Advisers LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Neville, Rodie & Shaw Inc | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Nosuris, Inc. | Lynbrook | SEC-registered investment adviser | $25 million to $100 million |
| Oberon Asset Management, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Omni 360 Wealth, Inc. | Plainsboro | SEC-registered investment adviser | $100 million to $500 million |
| Overbrook Management Corporation | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Palisade Capital Management, LP | Fort Lee | SEC-registered investment adviser | $1 billion to $5 billion |
| Pathstone | Englewood | SEC-registered investment adviser | Over $5 billion |
| Payne Capital Management, LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Pelkonen and Associates LLC | Melville | SEC-registered investment adviser | $100 million to $500 million |
| Personal CFO Solutions LLC | Chester | SEC-registered investment adviser | $1 billion to $5 billion |
| Pinnacle Associates, Ltd. | New York | SEC-registered investment adviser | Over $5 billion |
| Portfolio Strategies Inc NY | Montvale | SEC-registered investment adviser | $1 billion to $5 billion |
| Precision Financial Services | Mine Hill | SEC-registered investment adviser | $100 million to $500 million |
| Premier Path Wealth Partners, LLC | Madison | SEC-registered investment adviser | $1 billion to $5 billion |
| Private Advisor Group, LLC | Morristown | SEC-registered investment adviser | Over $5 billion |
| Quantinno Capital Management LP | New York | SEC-registered investment adviser | Over $5 billion |
| Quent Capital, LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Redblack Advisers, Inc. | Oradell | SEC-registered investment adviser | $500 million to $1 billion |
| Regency Wealth Management | Ramsey | SEC-registered investment adviser | $500 million to $1 billion |
| Ridgeleigh Capital | Summit | SEC-registered investment adviser | $1 billion to $5 billion |
| Ridgewood Investments | Springfield | SEC-registered investment adviser | $100 million to $500 million |
| Ritholtz Wealth Management | New York | SEC-registered investment adviser | Over $5 billion |
| River Partners Capital Management, LP | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| RMR Wealth Builders, Inc. | Montclair | SEC-registered investment adviser | $1 billion to $5 billion |
| Rockefeller Capital Management | New York | SEC-registered investment adviser | Over $5 billion |
| Rockefeller Capital Management | New York | SEC-registered investment adviser | Over $5 billion |
| Roxbury Financial | Mount Arlington | SEC-registered investment adviser | $100 million to $500 million |
| Salvus Wealth Management, LLC | Red Bank | SEC-registered investment adviser | $100 million to $500 million |
| Samalin Wealth | Chappaqua | SEC-registered investment adviser | $100 million to $500 million |
| Satovsky Asset Management LLC | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Savvy | New York | SEC-registered investment adviser | Over $5 billion |
| SAX Wealth Advisors, LLC | Parsippany | SEC-registered investment adviser | $1 billion to $5 billion |
| Seeds | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Sfumato Capital Management LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Shelter Rock Management, LLC | Jericho | SEC-registered investment adviser | $100 million to $500 million |
| Shorehaven Wealth Partners, LLC | Red Bank | SEC-registered investment adviser | $500 million to $1 billion |
| Shufro, Rose & Co., LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Simon Quick Advisors, LLC | Morristown | SEC-registered investment adviser | Over $5 billion |
| Square Wave Capital | Brooklyn | SEC-registered investment adviser | $100 million to $500 million |
| Steffens Financial Corp | Byram Township | SEC-registered investment adviser | $100 million to $500 million |
| Sterling Financial Planning Inc | Sparta | SEC-registered investment adviser | $500 million to $1 billion |
| Stone Hill Fiduciary Management, LLC | Great Neck | SEC-registered investment adviser | $1 billion to $5 billion |
| Summit Financial, LLC | Parsippany | SEC-registered investment adviser | Over $5 billion |
| Summit Trail Advisors, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Tandem Capital Management, Inc. | Woodcliff Lake | SEC-registered investment adviser | $100 million to $500 million |
| Tepp Wealth Management | Westfield | SEC-registered investment adviser | $100 million to $500 million |
| Terra Nova Asset Management LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| The Wealth Alliance, LLC | Melville | SEC-registered investment adviser | $1 billion to $5 billion |
| Tiedemann Advisors, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Timber Point Capital Management | White Plains | SEC-registered investment adviser | $100 million to $500 million |
| Tishman Capital Partners | New York | SEC-registered investment adviser | $500 million to $1 billion |
| TLG Advisors, Inc. | Summit | SEC-registered investment adviser | $1 billion to $5 billion |
| Tortoise Investment Management, LLC | White Plains | SEC-registered investment adviser | $1 billion to $5 billion |
| Transcend Capital Advisors, LLC | Madison | SEC-registered investment adviser | $1 billion to $5 billion |
| TSP Capital Management Group, LLC | Summit | SEC-registered investment adviser | $500 million to $1 billion |
| Vaughan and Company Securities, Inc. | Ridgewood | SEC-registered investment adviser | $100 million to $500 million |
| Virtus Wealth Solutions | Cranford | SEC-registered investment adviser | $500 million to $1 billion |
| 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 |
| Walnut Investment Services LLC | Brooklyn | SEC-registered investment adviser | $25 million to $100 million |
| Wealth Quarterback LLC | Toms River | SEC-registered investment adviser | $100 million to $500 million |
| Wealthspire Advisors | New York | SEC-registered investment adviser | Over $5 billion |
| Weber Asset Management, Inc. | Lake Success | SEC-registered investment adviser | $500 million to $1 billion |
| Westmore Asset Management | Pearl River | SEC-registered investment adviser | $25 million to $100 million |
| Williams Jones Wealth Management, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Wiss Private Client Advisors, LLC | Florham Park | SEC-registered investment adviser | $1 billion to $5 billion |
| Withum Wealth Management | Red Bank | SEC-registered investment adviser | $1 billion to $5 billion |
| World Investment Advisors, LLC | Lincroft | SEC-registered investment adviser | Over $5 billion |
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. Fidelity Investments nationwide
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