{ "path": "/advisors/ny/new-york/fee-only", "url": "https://advisorcensus.com/advisors/ny/new-york/fee-only/page/7", "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": 7, "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": 306005, "name": "Magnifina, LLC", "name_as_filed": "MAGNIFINA, LLC", "url": "https://advisorcensus.com/firm/magnifina-llc-bedford-hills-ny-306005", "city": "Bedford Hills", "state": "NY", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 119597, "name": "Magnolia Capital Management", "name_as_filed": "MAGNOLIA CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/magnolia-capital-management-cold-spring-ny-119597", "city": "Cold Spring", "state": "NY", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281694, "name": "Main Street Asset Management LLC", "name_as_filed": "MAIN STREET ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/main-street-asset-management-llc-new-city-ny-281694", "city": "New City", "state": "NY", "years_registered": null, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 118130, "name": "Main Street Financial", "name_as_filed": "MAIN STREET FINANCIAL", "url": "https://advisorcensus.com/firm/main-street-financial-purchase-ny-118130", "city": "Purchase", "state": "NY", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 110325, "name": "Makrod Investment Associates Inc", "name_as_filed": "MAKROD INVESTMENT ASSOCIATES INC", "url": "https://advisorcensus.com/firm/makrod-investment-associates-inc-verona-nj-110325", "city": "Verona", "state": "NJ", "years_registered": 39, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333019, "name": "Manteio Scalable Technologies LLC", "name_as_filed": "MANTEIO SCALABLE TECHNOLOGIES LLC", "url": "https://advisorcensus.com/firm/manteio-scalable-technologies-llc-jersey-city-nj-333019", "city": "Jersey City", "state": "NJ", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 129854, "name": "Mark E. Reich, CPA, CFP", "name_as_filed": "MARK E. REICH, CPA, CFP", "url": "https://advisorcensus.com/firm/mark-e-reich-cpa-cfp-new-york-ny-129854", "city": "New York", "state": "NY", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 338656, "name": "Mary & PIP", "name_as_filed": "MARY & PIP", "url": "https://advisorcensus.com/firm/mary-and-pip-new-york-ny-338656", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 306911, "name": "McGovern Financial Planning, LLC", "name_as_filed": "MCGOVERN FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/mcgovern-financial-planning-llc-north-arlington-nj-306911", "city": "North Arlington", "state": "NJ", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 167226, "name": "McGrath Wealthcare, LLC", "name_as_filed": "MCGRATH WEALTHCARE, LLC", "url": "https://advisorcensus.com/firm/mcgrath-wealthcare-llc-brewster-ny-167226", "city": "Brewster", "state": "NY", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 104567, "name": "McRae Capital Management Inc.", "name_as_filed": "MCRAE CAPITAL MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/mcrae-capital-management-inc-morristown-nj-104567", "city": "Morristown", "state": "NJ", "years_registered": 45, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 110508, "name": "Meadowbrook Wealth Management, LLC", "name_as_filed": "MEADOWBROOK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/meadowbrook-wealth-management-llc-garden-city-ny-110508", "city": "Garden City", "state": "NY", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 312314, "name": "Melius Research", "name_as_filed": "MELIUS RESEARCH", "url": "https://advisorcensus.com/firm/melius-research-new-york-ny-312314", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 139143, "name": "Merrion Investment Management Co, LLC", "name_as_filed": "MERRION INVESTMENT MANAGEMENT CO, LLC", "url": "https://advisorcensus.com/firm/merrion-investment-management-co-llc-cranford-nj-139143", "city": "Cranford", "state": "NJ", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312540, "name": "Meta Investment Management Company LLC", "name_as_filed": "META INVESTMENT MANAGEMENT COMPANY LLC", "url": "https://advisorcensus.com/firm/meta-investment-management-company-llc-brooklyn-ny-312540", "city": "Brooklyn", "state": "NY", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343256, "name": "Midfield Private Wealth, LLC", "name_as_filed": "MIDFIELD PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/midfield-private-wealth-llc-white-plains-ny-343256", "city": "White Plains", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147381, "name": "Miller Tabak Asset Management", "name_as_filed": "MILLER TABAK ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/miller-tabak-asset-management-matawan-nj-147381", "city": "Matawan", "state": "NJ", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 282723, "name": "Minerva Wealth Advisory", "name_as_filed": "MINERVA WEALTH ADVISORY", "url": "https://advisorcensus.com/firm/minerva-wealth-advisory-new-york-ny-282723", "city": "New York", "state": "NY", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109940, "name": "MJB Asset Management LLC", "name_as_filed": "MJB ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/mjb-asset-management-llc-new-york-ny-109940", "city": "New York", "state": "NY", "years_registered": 27, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 135197, "name": "MJM Financial Advisors, LLC", "name_as_filed": "MJM FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/mjm-financial-advisors-llc-gillette-nj-135197", "city": "Gillette", "state": "NJ", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340482, "name": "MML Capital Partners NY, LLC", "name_as_filed": "MML CAPITAL PARTNERS NY, LLC", "url": "https://advisorcensus.com/firm/mml-capital-partners-ny-llc-new-york-city-ny-340482", "city": "New York City", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 155649, "name": "Modera Wealth Management, LLC", "name_as_filed": "MODERA WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/modera-wealth-management-llc-westwood-nj-155649", "city": "Westwood", "state": "NJ", "years_registered": 15, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329227, "name": "Modoo Strategy LLC", "name_as_filed": "MODOO STRATEGY LLC", "url": "https://advisorcensus.com/firm/modoo-strategy-llc-great-neck-ny-329227", "city": "Great Neck", "state": "NY", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333785, "name": "MON Capital Management LLC", "name_as_filed": "MON CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/mon-capital-management-llc-new-york-ny-333785", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289727, "name": "Monterey Associates Financial Planning & Education", "name_as_filed": "MONTEREY ASSOCIATES FINANCIAL PLANNING & EDUCATION", "url": "https://advisorcensus.com/firm/monterey-associates-financial-planning-and-education-pelham-ny-289727", "city": "Pelham", "state": "NY", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 138148, "name": "Montgomery Capital Advisors LLC", "name_as_filed": "MONTGOMERY CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/montgomery-capital-advisors-llc-new-york-ny-138148", "city": "New York", "state": "NY", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 105918, "name": "Montrose Advisors Inc", "name_as_filed": "MONTROSE ADVISORS INC", "url": "https://advisorcensus.com/firm/montrose-advisors-inc-new-york-ny-105918", "city": "New York", "state": "NY", "years_registered": 32, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316146, "name": "Moor Funds", "name_as_filed": "MOOR FUNDS", "url": "https://advisorcensus.com/firm/moor-funds-new-york-ny-316146", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298620, "name": "Mountain Creek Capital, LLC", "name_as_filed": "MOUNTAIN CREEK CAPITAL, LLC", "url": "https://advisorcensus.com/firm/mountain-creek-capital-llc-melville-ny-298620", "city": "Melville", "state": "NY", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 153586, "name": "MPC Capital Advisors, LLC", "name_as_filed": "MPC CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/mpc-capital-advisors-llc-rockville-centre-ny-153586", "city": "Rockville Centre", "state": "NY", "years_registered": 16, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 326791, "name": "MSA Power Funds LLC", "name_as_filed": "MSA POWER FUNDS LLC", "url": "https://advisorcensus.com/firm/msa-power-funds-llc-new-york-ny-326791", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 125889, "name": "MSM Financial Strategies", "name_as_filed": "MSM FINANCIAL STRATEGIES", "url": "https://advisorcensus.com/firm/msm-financial-strategies-manhasset-ny-125889", "city": "Manhasset", "state": "NY", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 121184, "name": "Mullooly Asset Management, Inc.", "name_as_filed": "MULLOOLY ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/mullooly-asset-management-inc-wall-township-nj-121184", "city": "Wall Township", "state": "NJ", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 322228, "name": "Multigenerational.black Inc.", "name_as_filed": "MULTIGENERATIONAL.BLACK INC.", "url": "https://advisorcensus.com/firm/multigenerational-black-inc-new-york-ny-322228", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108320, "name": "Municipal Asset Management Inc", "name_as_filed": "MUNICIPAL ASSET MANAGEMENT INC", "url": "https://advisorcensus.com/firm/municipal-asset-management-inc-rye-brook-ny-108320", "city": "Rye Brook", "state": "NY", "years_registered": 32, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283934, "name": "My Financial Planner, LLC", "name_as_filed": "MY FINANCIAL PLANNER, LLC", "url": "https://advisorcensus.com/firm/my-financial-planner-llc-brooklyn-ny-283934", "city": "Brooklyn", "state": "NY", "years_registered": 10, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328706, "name": "Navwell Advisors", "name_as_filed": "NAVWELL ADVISORS", "url": "https://advisorcensus.com/firm/navwell-advisors-garden-city-ny-328706", "city": "Garden City", "state": "NY", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151109, "name": "NCM Capital Management, LLC", "name_as_filed": "NCM CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ncm-capital-management-llc-ramsey-nj-151109", "city": "Ramsey", "state": "NJ", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104969, "name": "Neville, Rodie & Shaw Inc", "name_as_filed": "NEVILLE, RODIE & SHAW INC", "url": "https://advisorcensus.com/firm/neville-rodie-and-shaw-inc-new-york-ny-104969", "city": "New York", "state": "NY", "years_registered": 59, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 166375, "name": "Newport Wealth Management, LLC", "name_as_filed": "NEWPORT WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/newport-wealth-management-llc-red-bank-nj-166375", "city": "Red Bank", "state": "NJ", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 308974, "name": "Next Pronto Capital Advisors", "name_as_filed": "NEXT PRONTO CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/next-pronto-capital-advisors-new-york-ny-308974", "city": "New York", "state": "NY", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339816, "name": "Northbridge Wealth Management LLC", "name_as_filed": "NORTHBRIDGE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/northbridge-wealth-management-llc-teaneck-nj-339816", "city": "Teaneck", "state": "NJ", "years_registered": 0, "raum_band": "under_25m", 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