{ "path": "/advisors/ny/new-york/fee-only", "url": "https://advisorcensus.com/advisors/ny/new-york/fee-only/page/10", "page_type": "metro_fee", "title": "Fee-only financial advisors in New York, NY", "filters": {}, "scope_total": 518, "faq": [ { "q": "How many financial advisory firms are there in New York, NY?", "a": "AdvisorCensus lists 3,971 investment advisory firms with a principal office in the New York metro area, from Form ADV filings as of October 2026: 2,691 SEC-registered, 551 state-registered, and 729 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in New York, NY?", "a": "518 of the 3,971 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in New York, NY offer financial planning?", "a": "851 of the 3,242 firms in New York, NY that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in New York, NY fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 518 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "Find financial advisors in New York, NY who are paid only by client fees. AdvisorCensus lists 518 investment advisory firms with a principal office in the New York metro area that meet AdvisorCensus's fee-only test: paid only by client fees on Form ADV Item 5.E, with no employee registered with a broker-dealer or licensed as an insurance agent, no brokerage, insurance, or real estate sales business or related company, and no referral fees from others, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below.", "about_market": "New York has 3,971 investment advisory firms with a principal office in the metro area as of October 2026: 2,691 SEC-registered, 551 state-registered, and 729 exempt reporting advisers. 518 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 687 report under $100 million in regulatory assets under management. The metro area has 7,409,947 households, 1,637,705 of them with income of $200,000 or more, or 412 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Fee-only financial advisors in New York, NY: 518 firms from Form ADV filings as of October 2026.", "total_firms": 518, "page": 10, "total_pages": 11, "sort": "name", "registration_types": { "sec": 336, "state": 182, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 518 }, { "code": "percentage_of_aum", "count": 468 }, { "code": "hourly", "count": 172 }, { "code": "subscription", "count": 14 }, { "code": "fixed", "count": 281 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 0 }, { "code": "other", "count": 0 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 182 }, { "code": "5_to_9", "count": 120 }, { "code": "10_to_19", "count": 120 }, { "code": "20_plus", "count": 94 }, { "code": "not_reported", "count": 2 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 129 }, { "code": "25m_100m", "count": 119 }, { "code": "100m_500m", "count": 143 }, { "code": "500m_1b", "count": 38 }, { "code": "1b_5b", "count": 42 }, { "code": "over_5b", "count": 8 }, { "code": "not_reported", "count": 39 } ], "firms": [ { "crd_number": 288081, "name": "Taher Financial Planning", "name_as_filed": "TAHER FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/taher-financial-planning-brooklyn-ny-288081", "city": "Brooklyn", "state": "NY", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313283, "name": "Talisman Wealth Advisors, LLC", "name_as_filed": "TALISMAN WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/talisman-wealth-advisors-llc-mountainside-nj-313283", "city": "Mountainside", "state": "NJ", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107856, "name": "Tandem Capital Management, Inc.", "name_as_filed": "TANDEM CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/tandem-capital-management-inc-woodcliff-lake-nj-107856", "city": "Woodcliff Lake", "state": "NJ", "years_registered": 35, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312279, "name": "Target Rock Wealth Management, LLC", "name_as_filed": "TARGET ROCK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/target-rock-wealth-management-llc-new-york-ny-312279", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327256, "name": "Team Financial Planning", "name_as_filed": "TEAM FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/team-financial-planning-union-nj-327256", "city": "Union", "state": "NJ", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168431, "name": "Tekmen Wells LLC", "name_as_filed": "TEKMEN WELLS LLC", "url": "https://advisorcensus.com/firm/tekmen-wells-llc-new-york-ny-168431", "city": "New York", "state": "NY", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305581, "name": "Tenon Financial", "name_as_filed": "TENON FINANCIAL", "url": "https://advisorcensus.com/firm/tenon-financial-metuchen-nj-305581", "city": "Metuchen", "state": "NJ", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 111676, "name": "Terra Nova Asset Management LLC", "name_as_filed": "TERRA NOVA ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/terra-nova-asset-management-llc-new-york-ny-111676", "city": "New York", "state": "NY", "years_registered": 28, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106559, "name": "Thames Asset Management, Inc", "name_as_filed": "THAMES ASSET MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/thames-asset-management-inc-hackensack-nj-106559", "city": "Hackensack", "state": "NJ", "years_registered": 33, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 171533, "name": "The Investment Connection LLC", "name_as_filed": "THE INVESTMENT CONNECTION LLC", "url": "https://advisorcensus.com/firm/the-investment-connection-llc-bridgewater-nj-171533", "city": "Bridgewater", "state": "NJ", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 109288, "name": "The Mathes Company, Inc.", "name_as_filed": "THE MATHES COMPANY, INC.", "url": "https://advisorcensus.com/firm/the-mathes-company-inc-new-york-ny-109288", "city": "New York", "state": "NY", "years_registered": 29, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298222, "name": "Thomaslloyd Climate Solutions LLC", "name_as_filed": "THOMASLLOYD CLIMATE SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/thomaslloyd-climate-solutions-llc-pleasantville-ny-298222", "city": "Pleasantville", "state": "NY", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110890, "name": "Tilson Financial Group Inc", "name_as_filed": "TILSON FINANCIAL GROUP INC", "url": "https://advisorcensus.com/firm/tilson-financial-group-inc-new-providence-nj-110890", "city": "New Providence", "state": "NJ", "years_registered": 21, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307366, "name": "Timber Point Capital Management", "name_as_filed": "TIMBER POINT CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/timber-point-capital-management-white-plains-ny-307366", "city": "White Plains", "state": "NY", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310921, "name": "Titanhub Capital Management LLC", "name_as_filed": "TITANHUB CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/titanhub-capital-management-llc-jackson-heights-ny-310921", "city": "Jackson Heights", "state": "NY", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128723, "name": "Tortoise Investment Management, LLC", "name_as_filed": "TORTOISE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/tortoise-investment-management-llc-white-plains-ny-128723", "city": "White Plains", "state": "NY", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 152633, "name": "TPK Advisors LLC", "name_as_filed": "TPK ADVISORS LLC", "url": "https://advisorcensus.com/firm/tpk-advisors-llc-edgewater-nj-152633", "city": "Edgewater", "state": "NJ", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 165288, "name": "Treesa Financial Planning, LLC", "name_as_filed": "TREESA FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/treesa-financial-planning-llc-closter-nj-165288", "city": "Closter", "state": "NJ", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113174, "name": "Trufton Investment Management, Inc.", "name_as_filed": "TRUFTON INVESTMENT MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/trufton-investment-management-inc-bronxville-ny-113174", "city": "Bronxville", "state": "NY", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332537, "name": "Twentythree Advisory", "name_as_filed": "TWENTYTHREE ADVISORY", "url": "https://advisorcensus.com/firm/twentythree-advisory-new-york-ny-332537", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343402, "name": "Twin Bridges Advisory", "name_as_filed": "TWIN BRIDGES ADVISORY", "url": "https://advisorcensus.com/firm/twin-bridges-advisory-new-york-ny-343402", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 174124, "name": "Unique Financial Advisors LLC", "name_as_filed": "UNIQUE FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/unique-financial-advisors-llc-holmdel-nj-174124", "city": "Holmdel", "state": "NJ", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164908, "name": "United Advisors Investment Management, LLC", "name_as_filed": "UNITED ADVISORS INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/united-advisors-investment-management-llc-new-york-ny-164908", "city": "New York", "state": "NY", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 149843, "name": "United Financial Planning Group LLC", "name_as_filed": "UNITED FINANCIAL PLANNING GROUP LLC", "url": "https://advisorcensus.com/firm/united-financial-planning-group-llc-hauppauge-ny-149843", "city": "Hauppauge", "state": "NY", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130730, "name": "Universe, Inc.", "name_as_filed": "UNIVERSE, INC.", "url": "https://advisorcensus.com/firm/universe-inc-brooklyn-ny-130730", "city": "Brooklyn", "state": "NY", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 313221, "name": "Upkeep Financial", "name_as_filed": "UPKEEP FINANCIAL", "url": "https://advisorcensus.com/firm/upkeep-financial-new-york-ny-313221", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173728, "name": "Upstart Wealth Management, LLC", "name_as_filed": "UPSTART WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/upstart-wealth-management-llc-new-york-ny-173728", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339215, "name": "Valorem LLC", "name_as_filed": "VALOREM LLC", "url": "https://advisorcensus.com/firm/valorem-llc-new-york-ny-339215", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 125128, "name": "Valuealigned Partners", "name_as_filed": "VALUEALIGNED PARTNERS", "url": "https://advisorcensus.com/firm/valuealigned-partners-red-bank-nj-125128", "city": "Red Bank", "state": "NJ", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 318675, "name": "Valur Robo Advisors", "name_as_filed": "VALUR ROBO ADVISORS", "url": "https://advisorcensus.com/firm/valur-robo-advisors-new-york-ny-318675", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 317552, "name": "Vanquour LLC", "name_as_filed": "VANQUOUR LLC", "url": "https://advisorcensus.com/firm/vanquour-llc-new-york-ny-317552", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 137772, "name": "Vectors Asset Management", "name_as_filed": "VECTORS ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/vectors-asset-management-new-york-ny-137772", "city": "New York", "state": "NY", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 342735, "name": "Velara Wealth Management Inc.", "name_as_filed": "VELARA WEALTH MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/velara-wealth-management-inc-new-york-ny-342735", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342014, "name": "Veneroso Wealth Management", "name_as_filed": "VENEROSO WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/veneroso-wealth-management-woodbury-ny-342014", "city": "Woodbury", "state": "NY", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110371, "name": "Villafranco Wealth Management", "name_as_filed": "VILLAFRANCO WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/villafranco-wealth-management-cresskill-nj-110371", "city": "Cresskill", "state": "NJ", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327619, "name": "Visdom Investment Group LLC", "name_as_filed": "VISDOM INVESTMENT GROUP LLC", "url": "https://advisorcensus.com/firm/visdom-investment-group-llc-rye-brook-ny-327619", "city": "Rye Brook", "state": "NY", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 340047, "name": "Volpe Investments LLC", "name_as_filed": "VOLPE INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/volpe-investments-llc-cranford-nj-340047", "city": "Cranford", "state": "NJ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 284621, "name": "Walker Capital Advisors", "name_as_filed": "WALKER CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/walker-capital-advisors-new-york-ny-284621", "city": "New York", "state": "NY", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 342291, "name": "Wallace Wealth Advisory, Inc.", "name_as_filed": "WALLACE WEALTH ADVISORY, INC.", "url": "https://advisorcensus.com/firm/wallace-wealth-advisory-inc-jamaica-ny-342291", "city": "Jamaica", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 123567, "name": "Wallstreeti.com", "name_as_filed": "WALLSTREETI.COM", "url": "https://advisorcensus.com/firm/wallstreeti-com-new-york-ny-123567", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 113666, "name": "Walnut Investment Services LLC", "name_as_filed": "WALNUT INVESTMENT SERVICES LLC", "url": "https://advisorcensus.com/firm/walnut-investment-services-llc-brooklyn-ny-113666", "city": "Brooklyn", "state": "NY", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 150335, "name": "Washington Square Capital Management LLC", "name_as_filed": "WASHINGTON SQUARE CAPITAL MANAGEMENT LLC", "url": 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