{ "path": "/advisors/ny/new-york/fee-only", "url": "https://advisorcensus.com/advisors/ny/new-york/fee-only/page/2", "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": 2, "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": 269905, "name": "Axon Consulting Inc", "name_as_filed": "AXON CONSULTING INC", "url": "https://advisorcensus.com/firm/axon-consulting-inc-new-york-ny-269905", "city": "New York", "state": "NY", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 316753, "name": "BA Global Capital", "name_as_filed": "BA GLOBAL CAPITAL", "url": "https://advisorcensus.com/firm/ba-global-capital-newark-nj-316753", "city": "Newark", "state": "NJ", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 144234, "name": "Baron Financial Group LLC", "name_as_filed": "BARON FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/baron-financial-group-llc-fair-lawn-nj-144234", "city": "Fair Lawn", "state": "NJ", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 170878, "name": "Barr CPA LLC", "name_as_filed": "BARR CPA LLC", "url": "https://advisorcensus.com/firm/barr-cpa-llc-ridgewood-nj-170878", "city": "Ridgewood", "state": "NJ", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 112273, "name": "Basicvalue Asset Management Inc.", "name_as_filed": "BASICVALUE ASSET MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/basicvalue-asset-management-inc-new-york-ny-112273", "city": "New York", "state": "NY", "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285329, "name": "Beacon Hill Private Wealth LLC", "name_as_filed": "BEACON HILL PRIVATE WEALTH LLC", "url": "https://advisorcensus.com/firm/beacon-hill-private-wealth-llc-summit-nj-285329", "city": "Summit", "state": "NJ", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 332668, "name": "Beatrice Advisors LP", "name_as_filed": "BEATRICE ADVISORS LP", "url": "https://advisorcensus.com/firm/beatrice-advisors-lp-new-york-ny-332668", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 111188, "name": "Bellwether Consulting LLC", "name_as_filed": "BELLWETHER CONSULTING LLC", "url": "https://advisorcensus.com/firm/bellwether-consulting-llc-millburn-nj-111188", "city": "Millburn", "state": "NJ", "years_registered": 25, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125121, "name": "Bertolet Capital LLC", "name_as_filed": "BERTOLET CAPITAL LLC", "url": "https://advisorcensus.com/firm/bertolet-capital-llc-new-york-ny-125121", "city": "New York", "state": "NY", "years_registered": 23, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 144080, "name": "Bespoke Investment Group, LLC", "name_as_filed": "BESPOKE INVESTMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/bespoke-investment-group-llc-harrison-ny-144080", "city": "Harrison", "state": "NY", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "subscription" ], "enhanced": false }, { "crd_number": 334496, "name": "Betteredge Capital LLC", "name_as_filed": "BETTEREDGE CAPITAL LLC", "url": "https://advisorcensus.com/firm/betteredge-capital-llc-new-york-ny-334496", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 152117, "name": "BH Asset Management, LLC", "name_as_filed": "BH ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bh-asset-management-llc-new-york-ny-152117", "city": "New York", "state": "NY", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 165202, "name": "Biggin, Inc.", "name_as_filed": "BIGGIN, INC.", "url": "https://advisorcensus.com/firm/biggin-inc-melville-ny-165202", "city": "Melville", "state": "NY", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105208, "name": "Blackhill Capital, Inc", "name_as_filed": "BLACKHILL CAPITAL, INC", "url": "https://advisorcensus.com/firm/blackhill-capital-inc-morristown-nj-105208", "city": "Morristown", "state": "NJ", "years_registered": 38, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 282864, "name": "Blaine Capital, LLC", "name_as_filed": "BLAINE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/blaine-capital-llc-new-york-ny-282864", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 153570, "name": "Blank Equity Management LLC", "name_as_filed": "BLANK EQUITY MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/blank-equity-management-llc-port-washington-ny-153570", "city": "Port Washington", "state": "NY", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317803, "name": "Bloomschon CPAS LLC", "name_as_filed": "BLOOMSCHON CPAS LLC", "url": "https://advisorcensus.com/firm/bloomschon-cpas-llc-jericho-ny-317803", "city": "Jericho", "state": "NY", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287816, "name": "Blue OX Capital Management, Inc.", "name_as_filed": "BLUE OX CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/blue-ox-capital-management-inc-tenafly-nj-287816", "city": "Tenafly", "state": "NJ", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 159025, "name": "Blue Spark Capital Advisors", "name_as_filed": "BLUE SPARK CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/blue-spark-capital-advisors-new-york-ny-159025", "city": "New York", "state": "NY", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 326599, "name": "Bluevine Advisory LLC", "name_as_filed": "BLUEVINE ADVISORY LLC", "url": "https://advisorcensus.com/firm/bluevine-advisory-llc-jersey-city-nj-326599", "city": "Jersey City", "state": "NJ", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288987, "name": "Boerum Hill Financial Advisors LLC", "name_as_filed": "BOERUM HILL FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/boerum-hill-financial-advisors-llc-brooklyn-ny-288987", "city": "Brooklyn", "state": "NY", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 301066, "name": "Bone Fide Wealth", "name_as_filed": "BONE FIDE WEALTH", "url": "https://advisorcensus.com/firm/bone-fide-wealth-new-york-ny-301066", "city": "New York", "state": "NY", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 162386, "name": "Bostwick Capital LLC", "name_as_filed": "BOSTWICK CAPITAL LLC", "url": "https://advisorcensus.com/firm/bostwick-capital-llc-locust-valley-ny-162386", "city": "Locust Valley", "state": "NY", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 288133, "name": "Bpbi LLC", "name_as_filed": "BPBI LLC", "url": "https://advisorcensus.com/firm/bpbi-llc-new-york-ny-288133", "city": "New York", "state": "NY", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333795, "name": "BQS Financial Advisors, LLC", "name_as_filed": "BQS FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/bqs-financial-advisors-llc-new-york-ny-333795", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 283307, "name": "Brave Eagle Wealth Management", "name_as_filed": "BRAVE EAGLE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/brave-eagle-wealth-management-new-york-ny-283307", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300746, "name": "Brazen Capital, LLC", "name_as_filed": "BRAZEN CAPITAL, LLC", "url": "https://advisorcensus.com/firm/brazen-capital-llc-new-york-ny-300746", "city": "New York", "state": "NY", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 321097, "name": "Breakwater Capital Group", "name_as_filed": "BREAKWATER CAPITAL GROUP", "url": "https://advisorcensus.com/firm/breakwater-capital-group-paramus-nj-321097", "city": "Paramus", "state": "NJ", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125291, "name": "Brewster Financial Planning LLC", "name_as_filed": "BREWSTER FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/brewster-financial-planning-llc-brooklyn-ny-125291", "city": "Brooklyn", "state": "NY", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109826, "name": "Bridgewater Advisors Inc.", "name_as_filed": "BRIDGEWATER ADVISORS INC.", "url": "https://advisorcensus.com/firm/bridgewater-advisors-inc-new-york-ny-109826", "city": "New York", "state": "NY", "years_registered": 31, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 287796, "name": "Brooklawn Capital Advisors", "name_as_filed": "BROOKLAWN CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/brooklawn-capital-advisors-new-york-ny-287796", "city": "New York", "state": "NY", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 292115, "name": "Brooklyn FI, LLC", "name_as_filed": "BROOKLYN FI, LLC", "url": "https://advisorcensus.com/firm/brooklyn-fi-llc-brooklyn-ny-292115", "city": "Brooklyn", "state": "NY", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 284104, "name": "Brooklyn Plans LLC", "name_as_filed": "BROOKLYN PLANS LLC", "url": "https://advisorcensus.com/firm/brooklyn-plans-llc-brooklyn-ny-284104", "city": "Brooklyn", "state": "NY", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323195, "name": "Bruderman Private Wealth", "name_as_filed": "BRUDERMAN PRIVATE WEALTH", "url": "https://advisorcensus.com/firm/bruderman-private-wealth-locust-valley-ny-323195", "city": "Locust Valley", "state": "NY", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 277095, "name": "Bryant Group Advisors", "name_as_filed": "BRYANT GROUP ADVISORS", "url": "https://advisorcensus.com/firm/bryant-group-advisors-new-york-ny-277095", "city": "New York", "state": "NY", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 143124, "name": "Bryden-Abrams Investment Management LLC", "name_as_filed": "BRYDEN-ABRAMS INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/bryden-abrams-investment-management-llc-new-york-ny-143124", "city": "New York", "state": "NY", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 128382, "name": "Buttfield & Associates", "name_as_filed": "BUTTFIELD & ASSOCIATES", "url": "https://advisorcensus.com/firm/buttfield-and-associates-red-bank-nj-128382", "city": "Red Bank", "state": "NJ", "years_registered": 39, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 125221, "name": "Byrne Asset Management, LLC", "name_as_filed": "BYRNE ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/byrne-asset-management-llc-kingston-nj-125221", "city": "Kingston", "state": "NJ", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 106752, "name": "C & C Financial Services, Inc.", "name_as_filed": "C & C FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/c-and-c-financial-services-inc-great-neck-ny-106752", "city": "Great Neck", "state": "NY", "years_registered": 32, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140028, "name": "Calculated Financial Solutions, LLC", "name_as_filed": "CALCULATED FINANCIAL SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/calculated-financial-solutions-llc-cedarhurst-ny-140028", "city": "Cedarhurst", "state": "NY", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125340, "name": "Cannistra Financial Advisors Inc.", "name_as_filed": "CANNISTRA FINANCIAL ADVISORS INC.", "url": "https://advisorcensus.com/firm/cannistra-financial-advisors-inc-mount-kisco-ny-125340", "city": "Mount Kisco", "state": "NY", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 129216, "name": "Capital Allocation Management, Inc", "name_as_filed": "CAPITAL ALLOCATION MANAGEMENT, INC", "url": "https://advisorcensus.com/firm/capital-allocation-management-inc-totowa-nj-129216", "city": "Totowa", 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