{ "path": "/advisors/ny/new-york/fee-only", "url": "https://advisorcensus.com/advisors/ny/new-york/fee-only/page/5", "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": 5, "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": 322132, "name": "Grand Life Financial LLC", "name_as_filed": "GRAND LIFE FINANCIAL LLC", "url": "https://advisorcensus.com/firm/grand-life-financial-llc-summit-nj-322132", "city": "Summit", "state": "NJ", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110971, "name": "Grandfield & Dodd, LLC", "name_as_filed": "GRANDFIELD & DODD, LLC", "url": "https://advisorcensus.com/firm/grandfield-and-dodd-llc-new-york-ny-110971", "city": "New York", "state": "NY", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304236, "name": "Green Ridge Wealth Planning LLC", "name_as_filed": "GREEN RIDGE WEALTH PLANNING LLC", "url": "https://advisorcensus.com/firm/green-ridge-wealth-planning-llc-montville-nj-304236", "city": "Montville", "state": "NJ", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 296885, "name": "Greenlife Advisors, LLC", "name_as_filed": "GREENLIFE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/greenlife-advisors-llc-harrison-ny-296885", "city": "Harrison", "state": "NY", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164192, "name": "Greenline Partners", "name_as_filed": "GREENLINE PARTNERS", "url": "https://advisorcensus.com/firm/greenline-partners-new-york-ny-164192", "city": "New York", "state": "NY", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 131554, "name": "GRO Capital, LLC", "name_as_filed": "GRO CAPITAL, LLC", "url": "https://advisorcensus.com/firm/gro-capital-llc-lambertville-nj-131554", "city": "Lambertville", "state": "NJ", "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106679, "name": "Groesbeck Investment Management Corp", "name_as_filed": "GROESBECK INVESTMENT MANAGEMENT CORP", "url": "https://advisorcensus.com/firm/groesbeck-investment-management-corp-glen-rock-nj-106679", "city": "Glen Rock", "state": "NJ", "years_registered": 33, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 313489, "name": "Guerra Pan Advisors, LLC", "name_as_filed": "GUERRA PAN ADVISORS, LLC", "url": "https://advisorcensus.com/firm/guerra-pan-advisors-llc-montclair-nj-313489", "city": "Montclair", "state": "NJ", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 290643, "name": "H&S Tax and Wealth Advisors LLC", "name_as_filed": "H&S TAX AND WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/h-and-s-tax-and-wealth-advisors-llc-red-bank-nj-290643", "city": "Red Bank", "state": "NJ", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 154493, "name": "Halyard Asset Management LLC", "name_as_filed": "HALYARD ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/halyard-asset-management-llc-white-plains-ny-154493", "city": "White Plains", "state": "NY", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 119278, "name": "Hamlin Capital Management, LLC", "name_as_filed": "HAMLIN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hamlin-capital-management-llc-new-york-ny-119278", "city": "New York", "state": "NY", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333166, "name": "Handal Dunaway LLC", "name_as_filed": "HANDAL DUNAWAY LLC", "url": "https://advisorcensus.com/firm/handal-dunaway-llc-new-york-ny-333166", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 130229, "name": "Harper Capital Management, Ltd.", "name_as_filed": "HARPER CAPITAL MANAGEMENT, LTD.", "url": "https://advisorcensus.com/firm/harper-capital-management-ltd-cold-spring-ny-130229", "city": "Cold Spring", "state": "NY", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307006, "name": "Hawks Point Capital Partners LLC", "name_as_filed": "HAWKS POINT CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/hawks-point-capital-partners-llc-rye-brook-ny-307006", "city": "Rye Brook", "state": "NY", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 174811, "name": "Hazelview Securities (US) LLC", "name_as_filed": "HAZELVIEW SECURITIES (US) LLC", "url": "https://advisorcensus.com/firm/hazelview-securities-us-llc-new-york-ny-174811", "city": "New York", "state": "NY", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 306342, "name": "Hegarty Advisors, LLC", "name_as_filed": "HEGARTY ADVISORS, LLC", "url": "https://advisorcensus.com/firm/hegarty-advisors-llc-garden-city-ny-306342", "city": "Garden City", "state": "NY", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 344021, "name": "Heirmont Wealth Management", "name_as_filed": "HEIRMONT WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/heirmont-wealth-management-uniondale-ny-344021", "city": "Uniondale", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 317326, "name": "Helianth Investment Management LLC", "name_as_filed": "HELIANTH INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/helianth-investment-management-llc-port-chester-ny-317326", "city": "Port Chester", "state": "NY", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 124261, "name": "Heller Wealth Management", "name_as_filed": "HELLER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/heller-wealth-management-melville-ny-124261", "city": "Melville", "state": "NY", "years_registered": 23, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 136535, "name": "Hemisphere Partners LLC", "name_as_filed": "HEMISPHERE PARTNERS LLC", "url": "https://advisorcensus.com/firm/hemisphere-partners-llc-new-york-ny-136535", "city": "New York", "state": "NY", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169293, "name": "Henry James International Management, Inc.", "name_as_filed": "HENRY JAMES INTERNATIONAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/henry-james-international-management-inc-new-york-ny-169293", "city": "New York", "state": "NY", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 288232, "name": "Heritage Financial Counselors, LLC", "name_as_filed": "HERITAGE FINANCIAL COUNSELORS, LLC", "url": "https://advisorcensus.com/firm/heritage-financial-counselors-llc-bedminster-nj-288232", "city": "Bedminster", "state": "NJ", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 157307, "name": "Heronetta Management, L.P.", "name_as_filed": "HERONETTA MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/heronetta-management-l-p-new-york-ny-157307", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 125903, "name": "Heydorn Stone Capital Management LLC", "name_as_filed": "HEYDORN STONE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/heydorn-stone-capital-management-llc-larchmont-ny-125903", "city": "Larchmont", "state": "NY", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 114046, "name": "HFH Planning Inc.", "name_as_filed": "HFH PLANNING INC.", "url": "https://advisorcensus.com/firm/hfh-planning-inc-new-york-ny-114046", "city": "New York", "state": "NY", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327649, "name": "HHL Wealth Advisors Inc.", "name_as_filed": "HHL WEALTH ADVISORS INC.", "url": "https://advisorcensus.com/firm/hhl-wealth-advisors-inc-flushing-ny-327649", "city": "Flushing", "state": "NY", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 147111, "name": "High Point Wealth Management, LLC", "name_as_filed": "HIGH POINT WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/high-point-wealth-management-llc-chester-nj-147111", "city": "Chester", "state": "NJ", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 125838, "name": "Highland Financial Advisors, LLC", "name_as_filed": "HIGHLAND FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/highland-financial-advisors-llc-wayne-nj-125838", "city": "Wayne", "state": "NJ", "years_registered": 21, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 340720, "name": "Highrock Capital Management Inc.", "name_as_filed": "HIGHROCK CAPITAL MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/highrock-capital-management-inc-uniondale-ny-340720", "city": "Uniondale", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 126818, "name": "Hillcrest Wealth Advisors - NY, LLC", "name_as_filed": "HILLCREST WEALTH ADVISORS - NY, LLC", "url": "https://advisorcensus.com/firm/hillcrest-wealth-advisors-ny-llc-holmdel-nj-126818", "city": "Holmdel", "state": "NJ", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 277166, "name": "Hommel Wealth Management, Inc.", "name_as_filed": "HOMMEL WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/hommel-wealth-management-inc-garden-city-ny-277166", "city": "Garden City", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 269969, "name": "Horizon Harvest Financial Planning", "name_as_filed": "HORIZON HARVEST FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/horizon-harvest-financial-planning-brooklyn-ny-269969", "city": "Brooklyn", "state": "NY", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168922, "name": "Howard-Martin Capital Group, LLC", "name_as_filed": "HOWARD-MARTIN CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/howard-martin-capital-group-llc-new-york-ny-168922", "city": "New York", "state": "NY", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 145480, "name": "HS Management Partners, LLC", "name_as_filed": "HS MANAGEMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/hs-management-partners-llc-new-york-ny-145480", "city": "New York", "state": "NY", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 286437, "name": "Hudson Canyon Capital Management", "name_as_filed": "HUDSON CANYON CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/hudson-canyon-capital-management-new-york-ny-286437", "city": "New York", "state": "NY", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 146338, "name": "Hudson Companies", "name_as_filed": "HUDSON COMPANIES", "url": "https://advisorcensus.com/firm/hudson-companies-pearl-river-ny-146338", "city": "Pearl River", "state": "NY", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300218, "name": "Hudson Oak Wealth Advisory LLC", "name_as_filed": "HUDSON OAK WEALTH ADVISORY LLC", "url": "https://advisorcensus.com/firm/hudson-oak-wealth-advisory-llc-hoboken-nj-300218", "city": "Hoboken", "state": "NJ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 130021, "name": "Hudson Portfolio Management LLC", "name_as_filed": "HUDSON PORTFOLIO MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/hudson-portfolio-management-llc-garrison-ny-130021", "city": "Garrison", "state": "NY", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 311411, "name": "Hypatia Capital Management LLC", "name_as_filed": "HYPATIA CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/hypatia-capital-management-llc-new-york-ny-311411", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 321163, "name": "Hyperion Wealth Management LLC", "name_as_filed": "HYPERION WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/hyperion-wealth-management-llc-new-york-ny-321163", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 282152, "name": "I-Squared Wealth Management, Inc.", "name_as_filed": "I-SQUARED WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/i-squared-wealth-management-inc-totowa-nj-282152", "city": "Totowa", "state": "NJ", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 126344, "name": "IFC Personal Money Managers, Inc.", "name_as_filed": "IFC PERSONAL MONEY MANAGERS, INC.", "url": "https://advisorcensus.com/firm/ifc-personal-money-managers-inc-new-york-ny-126344", "city": "New York", "state": "NY", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105677, "name": "Independent Investors Inc", "name_as_filed": "INDEPENDENT INVESTORS INC", "url": "https://advisorcensus.com/firm/independent-investors-inc-nesconset-ny-105677", "city": "Nesconset", "state": "NY", "years_registered": 43, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 327771, "name": "Index Technologies Group LLC", "name_as_filed": "INDEX TECHNOLOGIES GROUP LLC", "url": "https://advisorcensus.com/firm/index-technologies-group-llc-new-york-ny-327771", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 127216, "name": "Infiniti Wealth Management", "name_as_filed": "INFINITI WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/infiniti-wealth-management-brewster-ny-127216", "city": "Brewster", "state": "NY", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 121641, "name": "Integrated Asset Management, Inc.", "name_as_filed": "INTEGRATED ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/integrated-asset-management-inc-spring-lake-nj-121641", "city": "Spring Lake", "state": "NJ", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 130920, "name": "Integrated Financial Consulting, LLC", "name_as_filed": "INTEGRATED FINANCIAL CONSULTING, LLC", "url": "https://advisorcensus.com/firm/integrated-financial-consulting-llc-airmont-ny-130920", "city": "Airmont", "state": "NY", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 161647, "name": "Integrity Advisory Partners LLC", "name_as_filed": "INTEGRITY ADVISORY PARTNERS LLC", "url": "https://advisorcensus.com/firm/integrity-advisory-partners-llc-new-york-ny-161647", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285955, "name": "Investall, Inc.", "name_as_filed": "INVESTALL, INC.", "url": "https://advisorcensus.com/firm/investall-inc-new-york-ny-285955", "city": "New York", "state": "NY", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 310803, "name": "Investry, LLC", "name_as_filed": "INVESTRY, LLC", "url": "https://advisorcensus.com/firm/investry-llc-scarsdale-ny-310803", "city": "Scarsdale", "state": "NY", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/ny", "label": "Financial advisors in New York" }, "metro": { "path": "/advisors/ny/new-york", "label": "Financial advisors in New York, NY" }, "city_pages": [ { "path": "/advisors/ny/new-york/brooklyn", "label": "Financial advisors in Brooklyn, NY", "firm_count": 69 }, { "path": "/advisors/ny/new-york/white-plains", "label": "Financial advisors in White Plains, NY", "firm_count": 44 }, { "path": "/advisors/ny/new-york/red-bank", "label": "Financial advisors in Red Bank, NJ", "firm_count": 39 }, { "path": "/advisors/ny/new-york/jersey-city", "label": "Financial advisors in Jersey City, NJ", "firm_count": 35 }, { "path": "/advisors/ny/new-york/summit", "label": "Financial advisors in Summit, NJ", "firm_count": 33 }, { "path": "/advisors/ny/new-york/melville", "label": "Financial advisors in Melville, NY", "firm_count": 28 }, { "path": "/advisors/ny/new-york/garden-city", "label": "Financial advisors in Garden City, NY", "firm_count": 27 }, { "path": "/advisors/ny/new-york/rye-brook", "label": "Financial advisors in Rye Brook, NY", "firm_count": 22 }, { "path": "/advisors/ny/new-york/morristown", "label": "Financial advisors in Morristown, NJ", "firm_count": 20 }, { "path": "/advisors/ny/new-york/new-york-city", "label": "Financial advisors in New York City, NY", "firm_count": 20 }, { "path": "/advisors/ny/new-york/newark", "label": "Financial advisors in Newark, NJ", "firm_count": 19 }, { "path": "/advisors/ny/new-york/rye", "label": "Financial advisors in Rye, NY", "firm_count": 18 } ], "fee_pages": [ { "path": "/advisors/ny/new-york/flat-fee", "label": "Flat-fee financial advisors in New York, NY", "firm_count": 999 }, { "path": "/advisors/ny/new-york/hourly", "label": "Hourly financial advisors in New York, NY", "firm_count": 536 } ], "answer_pages": [ { "path": "/advisors/ny/new-york/for-high-net-worth-individuals", "firm_count": 1176, "label": "Financial advisors for high-net-worth individuals in New York, NY" }, { "path": "/advisors/ny/new-york/for-retirement-plans", "firm_count": 603, "label": "Financial advisors for retirement plans in New York, NY" }, { "path": "/advisors/ny/new-york/for-businesses", "firm_count": 685, "label": "Financial advisors for businesses in New York, NY" }, { "path": "/advisors/ny/new-york/for-charities", "firm_count": 560, "label": "Financial advisors for charitable organizations in New York, NY" }, { "path": "/advisors/ny/new-york/no-account-minimum", "firm_count": 195, "label": "Financial advisors with no account minimum in New York, NY" } ], "niche_pages": [ { "path": "/advisors/ny/new-york/business-owners", "firm_count": 2, "label": "Financial advisors for business owners in New York, NY" }, { "path": "/advisors/ny/new-york/cryptocurrency-holders", "firm_count": 2, "label": "Financial advisors for cryptocurrency holders in New York, NY" }, { "path": "/advisors/ny/new-york/divorce", "firm_count": 1, "label": "Financial advisors for divorce in New York, NY" }, { "path": "/advisors/ny/new-york/expats-and-americans-abroad", "firm_count": 1, "label": "Financial advisors for expats and Americans abroad in New York, NY" }, { "path": "/advisors/ny/new-york/immigrants-and-cross-border-families", "firm_count": 1, "label": "Financial advisors for immigrants and cross-border families in New York, NY" }, { "path": "/advisors/ny/new-york/pre-retirees", "firm_count": 1, "label": "Financial advisors for pre-retirees in New York, NY" }, { "path": "/advisors/ny/new-york/retirees", "firm_count": 1, "label": "Financial advisors for retirees in New York, NY" }, { "path": "/advisors/ny/new-york/tech-employees-with-equity-compensation", "firm_count": 1, "label": "Financial advisors for tech employees with equity compensation in New York, NY" }, { "path": "/advisors/ny/new-york/widowhood", "firm_count": 1, "label": "Financial advisors for widows and widowers in New York, NY" } ], "state_fee": { "path": "/advisors/ny/fee-only", "label": "Fee-only financial advisors in New York" } }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }