{ "path": "/advisors/ny/new-york/fee-only", "url": "https://advisorcensus.com/advisors/ny/new-york/fee-only/page/4", "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": 4, "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": 308002, "name": "Emissary Wealth", "name_as_filed": "EMISSARY WEALTH", "url": "https://advisorcensus.com/firm/emissary-wealth-hackensack-nj-308002", "city": "Hackensack", "state": "NJ", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169389, "name": "Empowered Retirement, Inc.", "name_as_filed": "EMPOWERED RETIREMENT, INC.", "url": "https://advisorcensus.com/firm/empowered-retirement-inc-roseland-nj-169389", "city": "Roseland", "state": "NJ", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106574, "name": "Enright, Mollin, Cascio & Ramusevic, Inc.", "name_as_filed": "ENRIGHT, MOLLIN, CASCIO & RAMUSEVIC, INC.", "url": "https://advisorcensus.com/firm/enright-mollin-cascio-and-ramusevic-inc-elmhurst-ny-106574", "city": "Elmhurst", "state": "NY", "years_registered": 36, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 155591, "name": "Epona Financial Solutions", "name_as_filed": "EPONA FINANCIAL SOLUTIONS", "url": "https://advisorcensus.com/firm/epona-financial-solutions-basking-ridge-nj-155591", "city": "Basking Ridge", "state": "NJ", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 304350, "name": "Equinum, LLC", "name_as_filed": "EQUINUM, LLC", "url": "https://advisorcensus.com/firm/equinum-llc-brooklyn-ny-304350", "city": "Brooklyn", "state": "NY", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104927, "name": "ESD Advisory Services Inc", "name_as_filed": "ESD ADVISORY SERVICES INC", "url": "https://advisorcensus.com/firm/esd-advisory-services-inc-south-orange-nj-104927", "city": "South Orange", "state": "NJ", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128856, "name": "Estabrook Capital Management LLC", "name_as_filed": "ESTABROOK CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/estabrook-capital-management-llc-new-york-ny-128856", "city": "New York", "state": "NY", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 175087, "name": "Eureka Wealth Solutions", "name_as_filed": "EUREKA WEALTH SOLUTIONS", "url": "https://advisorcensus.com/firm/eureka-wealth-solutions-new-york-ny-175087", "city": "New York", "state": "NY", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283681, "name": "Everguide Financial Group, LLC", "name_as_filed": "EVERGUIDE FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/everguide-financial-group-llc-cranford-nj-283681", "city": "Cranford", "state": "NJ", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 109229, "name": "Excel Capital Management Corp", "name_as_filed": "EXCEL CAPITAL MANAGEMENT CORP", "url": "https://advisorcensus.com/firm/excel-capital-management-corp-warren-nj-109229", "city": "Warren", "state": "NJ", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311850, "name": "Excelsior", "name_as_filed": "EXCELSIOR", "url": "https://advisorcensus.com/firm/excelsior-melville-ny-311850", "city": "Melville", "state": "NY", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110434, "name": "Excomp Asset Management Ltd", "name_as_filed": "EXCOMP ASSET MANAGEMENT LTD", "url": "https://advisorcensus.com/firm/excomp-asset-management-ltd-melville-ny-110434", "city": "Melville", "state": "NY", "years_registered": 33, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 108891, "name": "Family CFO, LLC", "name_as_filed": "FAMILY CFO, LLC", "url": "https://advisorcensus.com/firm/family-cfo-llc-new-york-ny-108891", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 129975, "name": "Federmann Financial Advisors Inc.", "name_as_filed": "FEDERMANN FINANCIAL ADVISORS INC.", "url": "https://advisorcensus.com/firm/federmann-financial-advisors-inc-rocky-point-ny-129975", "city": "Rocky Point", "state": "NY", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 126510, "name": "Fieldstone Money Management, Inc.", "name_as_filed": "FIELDSTONE MONEY MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/fieldstone-money-management-inc-croton-on-hudson-ny-126510", "city": "Croton on Hudson", "state": "NY", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 166896, "name": "Fifth Avenue Wealth Advisors LLC", "name_as_filed": "FIFTH AVENUE WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/fifth-avenue-wealth-advisors-llc-new-york-ny-166896", "city": "New York", "state": "NY", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 325157, "name": "Financehq LLC", "name_as_filed": "FINANCEHQ LLC", "url": "https://advisorcensus.com/firm/financehq-llc-new-york-ny-325157", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "subscription", "fixed" ], "enhanced": false }, { "crd_number": 125537, "name": "Financial Advisor Network, Inc.", "name_as_filed": "FINANCIAL ADVISOR NETWORK, INC.", "url": "https://advisorcensus.com/firm/financial-advisor-network-inc-farmingdale-ny-125537", "city": "Farmingdale", "state": "NY", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106643, "name": "Financial Asset Management Corp", "name_as_filed": "FINANCIAL ASSET MANAGEMENT CORP", "url": "https://advisorcensus.com/firm/financial-asset-management-corp-chappaqua-ny-106643", "city": "Chappaqua", "state": "NY", "years_registered": 40, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319060, "name": "Financial Boss", "name_as_filed": "FINANCIAL BOSS", "url": "https://advisorcensus.com/firm/financial-boss-plainview-ny-319060", "city": "Plainview", "state": "NY", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 128900, "name": "Financial Futures", "name_as_filed": "FINANCIAL FUTURES", "url": "https://advisorcensus.com/firm/financial-futures-brielle-nj-128900", "city": "Brielle", "state": "NJ", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166378, "name": "Financial Spyglass®", "name_as_filed": "FINANCIAL SPYGLASS®", "url": "https://advisorcensus.com/firm/financial-spyglass-rye-ny-166378", "city": "Rye", "state": "NY", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 312342, "name": "Fincera", "name_as_filed": "FINCERA", "url": "https://advisorcensus.com/firm/fincera-new-york-ny-312342", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 311629, "name": "Fitzwalter Capital (US) LLC", "name_as_filed": "FITZWALTER CAPITAL (US) LLC", "url": "https://advisorcensus.com/firm/fitzwalter-capital-us-llc-new-york-ny-311629", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 164516, "name": "Five Factor Capital Advisors", "name_as_filed": "FIVE FACTOR CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/five-factor-capital-advisors-rye-brook-ny-164516", "city": "Rye Brook", "state": "NY", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 334596, "name": "FMD Wealth Advisors LLC", "name_as_filed": "FMD WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/fmd-wealth-advisors-llc-white-plains-ny-334596", "city": "White Plains", "state": "NY", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 304183, "name": "Focus Asset Management LLC", "name_as_filed": "FOCUS ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/focus-asset-management-llc-new-york-ny-304183", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 281818, "name": "Foresight Global Investors, Inc.", "name_as_filed": "FORESIGHT GLOBAL INVESTORS, INC.", "url": "https://advisorcensus.com/firm/foresight-global-investors-inc-purchase-ny-281818", "city": "Purchase", "state": "NY", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310545, "name": "Forsyth Street Asset Management LLC", "name_as_filed": "FORSYTH STREET ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/forsyth-street-asset-management-llc-new-york-ny-310545", "city": "New York", "state": "NY", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 108314, "name": "Forteris Wealth Management, Inc.", "name_as_filed": "FORTERIS WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/forteris-wealth-management-inc-armonk-ny-108314", "city": "Armonk", "state": "NY", "years_registered": 32, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287468, "name": "Four Corners Financial", "name_as_filed": "FOUR CORNERS FINANCIAL", "url": "https://advisorcensus.com/firm/four-corners-financial-melville-ny-287468", "city": "Melville", "state": "NY", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112506, "name": "Fox Financial Services, Inc.", "name_as_filed": "FOX FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/fox-financial-services-inc-white-plains-ny-112506", "city": "White Plains", "state": "NY", "years_registered": 25, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 338868, "name": "Framework Digital Advisors", "name_as_filed": "FRAMEWORK DIGITAL ADVISORS", "url": "https://advisorcensus.com/firm/framework-digital-advisors-new-york-ny-338868", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 341347, "name": "Franklin Advisors Corp", "name_as_filed": "FRANKLIN ADVISORS CORP", "url": "https://advisorcensus.com/firm/franklin-advisors-corp-new-york-ny-341347", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 306009, "name": "Freedom Found Financial", "name_as_filed": "FREEDOM FOUND FINANCIAL", "url": "https://advisorcensus.com/firm/freedom-found-financial-towaco-nj-306009", "city": "Towaco", "state": "NJ", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323452, "name": "Freedom Investments, Corp.", "name_as_filed": "FREEDOM INVESTMENTS, CORP.", "url": "https://advisorcensus.com/firm/freedom-investments-corp-new-york-ny-323452", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 126524, "name": "Frisch Financial Group, Inc.", "name_as_filed": "FRISCH FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/frisch-financial-group-inc-melville-ny-126524", "city": "Melville", "state": "NY", "years_registered": 23, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 322603, "name": "Fruitful", "name_as_filed": "FRUITFUL", "url": "https://advisorcensus.com/firm/fruitful-new-york-ny-322603", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "subscription" ], "enhanced": false }, { "crd_number": 343853, "name": "Future Proof Consulting Group LLC", "name_as_filed": "FUTURE PROOF CONSULTING GROUP LLC", "url": "https://advisorcensus.com/firm/future-proof-consulting-group-llc-white-plains-ny-343853", "city": "White Plains", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152968, "name": "G-Squared Advisory LLC", "name_as_filed": "G-SQUARED ADVISORY LLC", "url": "https://advisorcensus.com/firm/g-squared-advisory-llc-mamaroneck-ny-152968", "city": "Mamaroneck", "state": "NY", "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112737, "name": "G.B. Allen Associates, Inc.", "name_as_filed": "G.B. ALLEN ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/g-b-allen-associates-inc-montvale-nj-112737", "city": "Montvale", "state": "NJ", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 129345, "name": "Gaur Asset Management, Inc.", "name_as_filed": "GAUR ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/gaur-asset-management-inc-somerset-nj-129345", "city": "Somerset", "state": "NJ", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331944, "name": "Geneva Financial Group", "name_as_filed": "GENEVA FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/geneva-financial-group-lakewood-nj-331944", "city": "Lakewood", "state": "NJ", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 156504, "name": "Geremia Financial Services, LLC", "name_as_filed": "GEREMIA FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/geremia-financial-services-llc-edison-nj-156504", "city": "Edison", "state": "NJ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328073, "name": "Glenview Wealth LLC", "name_as_filed": "GLENVIEW WEALTH LLC", "url": "https://advisorcensus.com/firm/glenview-wealth-llc-new-york-ny-328073", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 174812, "name": "Global Special Situations Research Co. Inc.", "name_as_filed": "GLOBAL SPECIAL SITUATIONS RESEARCH CO. 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