{ "path": "/advisors/ny/new-york/for-businesses", "url": "https://advisorcensus.com/advisors/ny/new-york/for-businesses/page/13", "page_type": "metro_answer", "title": "Financial advisors for businesses in New York, NY", "filters": {}, "scope_total": 685, "faq": [ { "q": "Which financial advisors in New York, NY work with businesses?", "a": "685 investment advisory firms with a principal office in the New York metro area report businesses among their clients on Form ADV Item 5.D, as of October 2026; this page lists them. Form ADV Item 5.D asks every registered adviser which types of clients it advises, with the number of each and the assets it manages for them; a firm appears here when it reports at least one." }, { "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 work with businesses. AdvisorCensus lists 685 investment advisory firms with a principal office in the New York metro area that report businesses among their clients, as of October 2026. Reporting a client type means the firm serves it, not that it serves only that type. Firms are listed alphabetically, and each firm's page lists its client types.", "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. Financial advisors for businesses in New York, NY: 685 firms from Form ADV filings as of October 2026.", "total_firms": 685, "page": 13, "total_pages": 14, "sort": "name", "registration_types": { "sec": 618, "state": 67, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 129 }, { "code": "percentage_of_aum", "count": 660 }, { "code": "hourly", "count": 167 }, { "code": "subscription", "count": 11 }, { "code": "fixed", "count": 329 }, { "code": "commissions", "count": 20 }, { "code": "performance_based", "count": 270 }, { "code": "other", "count": 100 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 139 }, { "code": "5_to_9", "count": 145 }, { "code": "10_to_19", "count": 189 }, { "code": "20_plus", "count": 211 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 36 }, { "code": "25m_100m", "count": 70 }, { "code": "100m_500m", "count": 155 }, { "code": "500m_1b", "count": 78 }, { "code": "1b_5b", "count": 131 }, { "code": "over_5b", "count": 191 }, { "code": "not_reported", "count": 24 } ], "firms": [ { "crd_number": 312279, "name": "Target Rock Wealth Management, LLC", "name_as_filed": "TARGET ROCK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/target-rock-wealth-management-llc-new-york-ny-312279", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335067, "name": "Taurus Financial", "name_as_filed": "TAURUS FINANCIAL", "url": "https://advisorcensus.com/firm/taurus-financial-jersey-city-nj-335067", "city": "Jersey City", "state": "NJ", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164484, "name": "TD Private Client Wealth LLC", "name_as_filed": "TD PRIVATE CLIENT WEALTH LLC", "url": "https://advisorcensus.com/firm/td-private-client-wealth-llc-new-york-ny-164484", "city": "New York", "state": "NY", "years_registered": 13, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 168431, "name": "Tekmen Wells LLC", "name_as_filed": "TEKMEN WELLS LLC", "url": "https://advisorcensus.com/firm/tekmen-wells-llc-new-york-ny-168431", "city": "New York", "state": "NY", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 122038, "name": "Teplitz Financial Group LLC", "name_as_filed": "TEPLITZ FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/teplitz-financial-group-llc-old-bridge-nj-122038", "city": "Old Bridge", "state": "NJ", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 290571, "name": "Terra Reit Advisors, LLC", "name_as_filed": "TERRA REIT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/terra-reit-advisors-llc-new-york-ny-290571", "city": "New York", "state": "NY", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 314683, "name": "The August Wealth Management Group", "name_as_filed": "THE AUGUST WEALTH MANAGEMENT GROUP", "url": "https://advisorcensus.com/firm/the-august-wealth-management-group-new-york-ny-314683", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289331, "name": "The Hajdari Group, LLC", "name_as_filed": "THE HAJDARI GROUP, LLC", "url": "https://advisorcensus.com/firm/the-hajdari-group-llc-staten-island-ny-289331", "city": "Staten Island", "state": "NY", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110409, "name": "The Northstar Group, Inc.", "name_as_filed": "THE NORTHSTAR GROUP, INC.", "url": "https://advisorcensus.com/firm/the-northstar-group-inc-new-york-ny-110409", "city": "New York", "state": "NY", "years_registered": 34, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 164395, "name": "The Pinnacle Financial Group", "name_as_filed": "THE PINNACLE FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/the-pinnacle-financial-group-rockville-centre-ny-164395", "city": "Rockville Centre", "state": "NY", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 166593, "name": "The Portfolio Strategy Group, LLC", "name_as_filed": "THE PORTFOLIO STRATEGY GROUP, LLC", "url": "https://advisorcensus.com/firm/the-portfolio-strategy-group-llc-white-plains-ny-166593", "city": "White Plains", "state": "NY", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 334472, "name": "The Quick Group LLC", "name_as_filed": "THE QUICK GROUP LLC", "url": "https://advisorcensus.com/firm/the-quick-group-llc-new-york-ny-334472", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 326975, "name": "The Vertical Market Intelligence Group, LLC", "name_as_filed": "THE VERTICAL MARKET INTELLIGENCE GROUP, LLC", "url": "https://advisorcensus.com/firm/the-vertical-market-intelligence-group-llc-new-york-ny-326975", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 305052, "name": "The Wealth Alliance, LLC", "name_as_filed": "THE WEALTH ALLIANCE, LLC", "url": "https://advisorcensus.com/firm/the-wealth-alliance-llc-melville-ny-305052", "city": "Melville", "state": "NY", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 287476, "name": "Thinking Big Financial", "name_as_filed": "THINKING BIG FINANCIAL", "url": "https://advisorcensus.com/firm/thinking-big-financial-brooklyn-ny-287476", "city": "Brooklyn", "state": "NY", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 154717, "name": "Tigress Financial Partners LLC", "name_as_filed": "TIGRESS FINANCIAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/tigress-financial-partners-llc-new-york-ny-154717", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289075, "name": "Tikehau Capital North America LLC", "name_as_filed": "TIKEHAU CAPITAL NORTH AMERICA LLC", "url": "https://advisorcensus.com/firm/tikehau-capital-north-america-llc-new-york-ny-289075", "city": "New York", "state": "NY", "years_registered": 9, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 161836, "name": "Tilden Park Capital Management LP", "name_as_filed": "TILDEN PARK CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/tilden-park-capital-management-lp-new-york-ny-161836", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 110890, "name": "Tilson Financial Group Inc", "name_as_filed": "TILSON FINANCIAL GROUP INC", "url": "https://advisorcensus.com/firm/tilson-financial-group-inc-new-providence-nj-110890", "city": "New Providence", "state": "NJ", "years_registered": 21, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 241788, "name": "Tishman Capital Partners", "name_as_filed": "TISHMAN CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/tishman-capital-partners-new-york-ny-241788", "city": "New York", "state": "NY", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 129384, "name": "Titan Financial Services, LLC", "name_as_filed": "TITAN FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/titan-financial-services-llc-emerson-nj-129384", "city": "Emerson", "state": "NJ", "years_registered": 27, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 310921, "name": "Titanhub Capital Management LLC", "name_as_filed": "TITANHUB CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/titanhub-capital-management-llc-jackson-heights-ny-310921", "city": "Jackson Heights", "state": "NY", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111052, "name": "TLG Advisors, Inc.", "name_as_filed": "TLG ADVISORS, INC.", "url": "https://advisorcensus.com/firm/tlg-advisors-inc-summit-nj-111052", "city": "Summit", "state": "NJ", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105690, "name": "Tocqueville Asset Management LP", "name_as_filed": "TOCQUEVILLE ASSET MANAGEMENT LP", "url": "https://advisorcensus.com/firm/tocqueville-asset-management-lp-new-york-ny-105690", "city": "New York", "state": "NY", "years_registered": 36, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 291362, "name": "Toms Capital Investment Management LP", "name_as_filed": "TOMS CAPITAL INVESTMENT MANAGEMENT LP", "url": "https://advisorcensus.com/firm/toms-capital-investment-management-lp-new-york-ny-291362", "city": "New York", "state": "NY", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 156518, "name": "Tranquility Path Investment Advisors, LLC", "name_as_filed": "TRANQUILITY PATH INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/tranquility-path-investment-advisors-llc-matawan-nj-156518", "city": "Matawan", "state": "NJ", "years_registered": 15, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 299723, "name": "Transcend Capital Advisors, LLC", "name_as_filed": "TRANSCEND CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/transcend-capital-advisors-llc-madison-nj-299723", "city": "Madison", "state": "NJ", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 138083, "name": "TRG Management LP", "name_as_filed": "TRG MANAGEMENT LP", "url": "https://advisorcensus.com/firm/trg-management-lp-new-york-ny-138083", "city": "New York", "state": "NY", "years_registered": 20, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 281980, "name": "Trutino Capital Management, LLC", "name_as_filed": "TRUTINO CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/trutino-capital-management-llc-new-york-ny-281980", "city": "New York", "state": "NY", "years_registered": 10, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 131889, "name": "TSP Capital Management Group, LLC", "name_as_filed": "TSP CAPITAL MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/tsp-capital-management-group-llc-summit-nj-131889", "city": "Summit", "state": "NJ", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 137137, "name": "Two Sigma Investments, LP", "name_as_filed": "TWO SIGMA INVESTMENTS, LP", "url": "https://advisorcensus.com/firm/two-sigma-investments-lp-new-york-ny-137137", "city": "New York", "state": "NY", "years_registered": 17, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 21274, "name": "UAS Asset Management", "name_as_filed": "UAS ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/uas-asset-management-new-york-ny-21274", "city": "New York", "state": "NY", "years_registered": 38, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 106838, "name": "UBS Asset Management (Americas) LLC", "name_as_filed": "UBS ASSET MANAGEMENT (AMERICAS) LLC", "url": "https://advisorcensus.com/firm/ubs-asset-management-americas-llc-new-york-ny-106838", "city": "New York", "state": "NY", "years_registered": 37, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 8174, "name": "UBS Financial Services Inc.", "name_as_filed": "UBS FINANCIAL SERVICES INC.", "url": "https://advisorcensus.com/firm/ubs-financial-services-inc-weehawken-nj-8174", "city": "Weehawken", "state": "NJ", "years_registered": 55, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 305038, "name": "Unigestion (US) Ltd", "name_as_filed": "UNIGESTION (US) LTD", "url": "https://advisorcensus.com/firm/unigestion-us-ltd-new-york-ny-305038", "city": "New York", "state": "NY", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 107434, "name": "United Asset Strategies Inc.", "name_as_filed": "UNITED ASSET STRATEGIES INC.", "url": "https://advisorcensus.com/firm/united-asset-strategies-inc-garden-city-ny-107434", "city": "Garden City", "state": "NY", "years_registered": 34, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130730, "name": "Universe, Inc.", "name_as_filed": "UNIVERSE, INC.", "url": "https://advisorcensus.com/firm/universe-inc-brooklyn-ny-130730", "city": "Brooklyn", "state": "NY", "years_registered": 22, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 108879, "name": "Valley Wealth Managers, Inc.", "name_as_filed": "VALLEY WEALTH MANAGERS, INC.", "url": "https://advisorcensus.com/firm/valley-wealth-managers-inc-paramus-nj-108879", "city": "Paramus", "state": "NJ", "years_registered": 40, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 116850, "name": "Valueworks, LLC", "name_as_filed": "VALUEWORKS, LLC", "url": "https://advisorcensus.com/firm/valueworks-llc-new-york-city-ny-116850", "city": "New York City", "state": "NY", "years_registered": 24, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 119128, "name": "Vanbarton Group LLC", "name_as_filed": "VANBARTON GROUP LLC", "url": "https://advisorcensus.com/firm/vanbarton-group-llc-new-york-ny-119128", "city": "New York", "state": "NY", "years_registered": 24, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", 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