# Financial advisors for charitable organizations in New York, NY

> Find financial advisors in New York, NY who work with charitable organizations. AdvisorCensus lists 560 investment advisory firms with a principal office in the New York metro area that report charitable organizations 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.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ny/new-york/for-charities/page/11

## At a glance

- Investment advisory firms: 560
- Registration: SEC-registered investment adviser: 516, State-registered investment adviser: 44
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 139 (25%); Percentage of assets 543 (97%); Hourly charges 147 (26%); Subscription fees (newsletter or periodical) 7 (1%); Fixed fees 296 (53%); Commissions 15 (3%); Performance-based fees 194 (35%); Other 79 (14%)
- Regulatory assets under management (Item 5.F): Under $25 million 18 (3%); $25 million to $100 million 43 (8%); $100 million to $500 million 149 (27%); $500 million to $1 billion 69 (12%); $1 billion to $5 billion 115 (21%); Over $5 billion 150 (27%); Not reported 16 (3%)
- Years registered: Under 5 years 89 (16%); 5 to 9 years 105 (19%); 10 to 19 years 154 (28%); 20 years or more 212 (38%)

## Firms (page 11 of 12, 501 to 550 of 560, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Teplitz Financial Group LLC](https://advisorcensus.com/firm/teplitz-financial-group-llc-old-bridge-nj-122038) ([md](https://advisorcensus.com/firm/teplitz-financial-group-llc-old-bridge-nj-122038.md)) | 122038 | Old Bridge, NJ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Tetragon Partners L.P.](https://advisorcensus.com/firm/tetragon-partners-l-p-new-york-ny-156040) ([md](https://advisorcensus.com/firm/tetragon-partners-l-p-new-york-ny-156040.md)) | 156040 | New York, NY | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee, Other |
| [The Investment Connection LLC](https://advisorcensus.com/firm/the-investment-connection-llc-bridgewater-nj-171533) ([md](https://advisorcensus.com/firm/the-investment-connection-llc-bridgewater-nj-171533.md)) | 171533 | Bridgewater, NJ | State-registered investment adviser | $100 million to $500 million | 12 | % of assets, Fixed fee |
| [The Northstar Group, Inc.](https://advisorcensus.com/firm/the-northstar-group-inc-new-york-ny-110409) ([md](https://advisorcensus.com/firm/the-northstar-group-inc-new-york-ny-110409.md)) | 110409 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 34 | % of assets, Hourly, Fixed fee |
| [The Pinnacle Financial Group](https://advisorcensus.com/firm/the-pinnacle-financial-group-rockville-centre-ny-164395) ([md](https://advisorcensus.com/firm/the-pinnacle-financial-group-rockville-centre-ny-164395.md)) | 164395 | Rockville Centre, NY | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Fixed fee, Other |
| [The Portfolio Strategy Group, LLC](https://advisorcensus.com/firm/the-portfolio-strategy-group-llc-white-plains-ny-166593) ([md](https://advisorcensus.com/firm/the-portfolio-strategy-group-llc-white-plains-ny-166593.md)) | 166593 | White Plains, NY | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Performance fee |
| [The Vertical Market Intelligence Group, LLC](https://advisorcensus.com/firm/the-vertical-market-intelligence-group-llc-new-york-ny-326975) ([md](https://advisorcensus.com/firm/the-vertical-market-intelligence-group-llc-new-york-ny-326975.md)) | 326975 | New York, NY | State-registered investment adviser | Not reported | 3 | Other |
| [Theorem](https://advisorcensus.com/firm/theorem-new-york-ny-281280) ([md](https://advisorcensus.com/firm/theorem-new-york-ny-281280.md)) | 281280 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Performance fee |
| [Third Avenue Management LLC](https://advisorcensus.com/firm/third-avenue-management-llc-new-york-ny-107545) ([md](https://advisorcensus.com/firm/third-avenue-management-llc-new-york-ny-107545.md)) | 107545 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 40 | % of assets |
| [Third North Capital LP](https://advisorcensus.com/firm/third-north-capital-lp-new-york-ny-285348) ([md](https://advisorcensus.com/firm/third-north-capital-lp-new-york-ny-285348.md)) | 285348 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee, Performance fee, Other |
| [Tiedemann Advisors, LLC](https://advisorcensus.com/firm/tiedemann-advisors-llc-new-york-ny-147189) ([md](https://advisorcensus.com/firm/tiedemann-advisors-llc-new-york-ny-147189.md)) | 147189 | New York, NY | SEC-registered investment adviser | Over $5 billion | 17 | % of assets, Fixed fee |
| [Tilson Financial Group Inc](https://advisorcensus.com/firm/tilson-financial-group-inc-new-providence-nj-110890) ([md](https://advisorcensus.com/firm/tilson-financial-group-inc-new-providence-nj-110890.md)) | 110890 | New Providence, NJ | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Hourly, Fixed fee |
| [Timessquare Capital Management, LLC](https://advisorcensus.com/firm/timessquare-capital-management-llc-new-york-ny-132694) ([md](https://advisorcensus.com/firm/timessquare-capital-management-llc-new-york-ny-132694.md)) | 132694 | New York, NY | SEC-registered investment adviser | Over $5 billion | 22 | % of assets, Performance fee |
| [TLG Advisors, Inc.](https://advisorcensus.com/firm/tlg-advisors-inc-summit-nj-111052) ([md](https://advisorcensus.com/firm/tlg-advisors-inc-summit-nj-111052.md)) | 111052 | Summit, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 25 | % of assets, Hourly, Fixed fee |
| [Tocqueville Asset Management LP](https://advisorcensus.com/firm/tocqueville-asset-management-lp-new-york-ny-105690) ([md](https://advisorcensus.com/firm/tocqueville-asset-management-lp-new-york-ny-105690.md)) | 105690 | New York, NY | SEC-registered investment adviser | Over $5 billion | 36 | % of assets, Performance fee |
| [Tranquility Path Investment Advisors, LLC](https://advisorcensus.com/firm/tranquility-path-investment-advisors-llc-matawan-nj-156518) ([md](https://advisorcensus.com/firm/tranquility-path-investment-advisors-llc-matawan-nj-156518.md)) | 156518 | Matawan, NJ | State-registered investment adviser | Not reported | 15 | % of assets |
| [Tranquilli Financial Advisor, LLC](https://advisorcensus.com/firm/tranquilli-financial-advisor-llc-clinton-nj-298056) ([md](https://advisorcensus.com/firm/tranquilli-financial-advisor-llc-clinton-nj-298056.md)) | 298056 | Clinton, NJ | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Transatlantique Private Wealth LLC](https://advisorcensus.com/firm/transatlantique-private-wealth-llc-new-york-ny-169820) ([md](https://advisorcensus.com/firm/transatlantique-private-wealth-llc-new-york-ny-169820.md)) | 169820 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets |
| [Traphagen Financial Group](https://advisorcensus.com/firm/traphagen-financial-group-oradell-nj-107764) ([md](https://advisorcensus.com/firm/traphagen-financial-group-oradell-nj-107764.md)) | 107764 | Oradell, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 27 | % of assets, Hourly |
| [TSP Capital Management Group, LLC](https://advisorcensus.com/firm/tsp-capital-management-group-llc-summit-nj-131889) ([md](https://advisorcensus.com/firm/tsp-capital-management-group-llc-summit-nj-131889.md)) | 131889 | Summit, NJ | SEC-registered investment adviser | $500 million to $1 billion | 22 | % of assets, Fixed fee, Performance fee |
| [UAS Asset Management](https://advisorcensus.com/firm/uas-asset-management-new-york-ny-21274) ([md](https://advisorcensus.com/firm/uas-asset-management-new-york-ny-21274.md)) | 21274 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 38 | % of assets, Performance fee |
| [UBS Asset Management (Americas) LLC](https://advisorcensus.com/firm/ubs-asset-management-americas-llc-new-york-ny-106838) ([md](https://advisorcensus.com/firm/ubs-asset-management-americas-llc-new-york-ny-106838.md)) | 106838 | New York, NY | SEC-registered investment adviser | Over $5 billion | 37 | % of assets, Fixed fee, Performance fee |
| [UBS Financial Services Inc.](https://advisorcensus.com/firm/ubs-financial-services-inc-weehawken-nj-8174) ([md](https://advisorcensus.com/firm/ubs-financial-services-inc-weehawken-nj-8174.md)) | 8174 | Weehawken, NJ | SEC-registered investment adviser | Over $5 billion | 55 | % of assets, Hourly, Fixed fee, Commissions, Other |
| [United Asset Strategies Inc.](https://advisorcensus.com/firm/united-asset-strategies-inc-garden-city-ny-107434) ([md](https://advisorcensus.com/firm/united-asset-strategies-inc-garden-city-ny-107434.md)) | 107434 | Garden City, NY | SEC-registered investment adviser | $1 billion to $5 billion | 34 | % of assets, Hourly, Fixed fee |
| [Upstart Wealth Management, LLC](https://advisorcensus.com/firm/upstart-wealth-management-llc-new-york-ny-173728) ([md](https://advisorcensus.com/firm/upstart-wealth-management-llc-new-york-ny-173728.md)) | 173728 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Valley Wealth Managers, Inc.](https://advisorcensus.com/firm/valley-wealth-managers-inc-paramus-nj-108879) ([md](https://advisorcensus.com/firm/valley-wealth-managers-inc-paramus-nj-108879.md)) | 108879 | Paramus, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 40 | % of assets, Hourly |
| [Valueworks, LLC](https://advisorcensus.com/firm/valueworks-llc-new-york-city-ny-116850) ([md](https://advisorcensus.com/firm/valueworks-llc-new-york-city-ny-116850.md)) | 116850 | New York City, NY | SEC-registered investment adviser | $500 million to $1 billion | 24 | % of assets, Performance fee |
| [Van ECK Associates Corp.](https://advisorcensus.com/firm/van-eck-associates-corp-new-york-ny-105080) ([md](https://advisorcensus.com/firm/van-eck-associates-corp-new-york-ny-105080.md)) | 105080 | New York, NY | SEC-registered investment adviser | Over $5 billion | 42 | % of assets, Performance fee |
| [Vanderbilt Advisory Services](https://advisorcensus.com/firm/vanderbilt-advisory-services-woodbury-ny-116537) ([md](https://advisorcensus.com/firm/vanderbilt-advisory-services-woodbury-ny-116537.md)) | 116537 | Woodbury, NY | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Fixed fee |
| [Vectors Asset Management](https://advisorcensus.com/firm/vectors-asset-management-new-york-ny-137772) ([md](https://advisorcensus.com/firm/vectors-asset-management-new-york-ny-137772.md)) | 137772 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Fixed fee |
| [Villafranco Wealth Management](https://advisorcensus.com/firm/villafranco-wealth-management-cresskill-nj-110371) ([md](https://advisorcensus.com/firm/villafranco-wealth-management-cresskill-nj-110371.md)) | 110371 | Cresskill, NJ | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets |
| [Virtus Wealth Solutions](https://advisorcensus.com/firm/virtus-wealth-solutions-cranford-nj-332536) ([md](https://advisorcensus.com/firm/virtus-wealth-solutions-cranford-nj-332536.md)) | 332536 | Cranford, NJ | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Hourly, Fixed fee |
| [Visconti & Associates, a Financial Services LLC](https://advisorcensus.com/firm/visconti-and-associates-a-financial-services-llc-verona-nj-129478) ([md](https://advisorcensus.com/firm/visconti-and-associates-a-financial-services-llc-verona-nj-129478.md)) | 129478 | Verona, NJ | State-registered investment adviser | Under $25 million | 26 | % of assets |
| [Vise AI Advisors](https://advisorcensus.com/firm/vise-ai-advisors-new-york-city-ny-301761) ([md](https://advisorcensus.com/firm/vise-ai-advisors-new-york-city-ny-301761.md)) | 301761 | New York City, NY | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Fixed fee |
| [Vision Retirement](https://advisorcensus.com/firm/vision-retirement-ridgewood-nj-173064) ([md](https://advisorcensus.com/firm/vision-retirement-ridgewood-nj-173064.md)) | 173064 | Ridgewood, NJ | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Hourly, Fixed fee, Other |
| [Voya Investment Management Co. LLC](https://advisorcensus.com/firm/voya-investment-management-co-llc-new-york-ny-106494) ([md](https://advisorcensus.com/firm/voya-investment-management-co-llc-new-york-ny-106494.md)) | 106494 | New York, NY | SEC-registered investment adviser | Over $5 billion | 53 | % of assets, Performance fee |
| [Wachtel Capital Advisors, LLC](https://advisorcensus.com/firm/wachtel-capital-advisors-llc-towaco-nj-311280) ([md](https://advisorcensus.com/firm/wachtel-capital-advisors-llc-towaco-nj-311280.md)) | 311280 | Towaco, NJ | State-registered investment adviser | $25 million to $100 million | 5 | % of assets |
| [Wallace Investments](https://advisorcensus.com/firm/wallace-investments-new-york-ny-300335) ([md](https://advisorcensus.com/firm/wallace-investments-new-york-ny-300335.md)) | 300335 | New York, NY | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Commissions, Other |
| [Washington Crossing Advisors LLC](https://advisorcensus.com/firm/washington-crossing-advisors-llc-morristown-nj-281511) ([md](https://advisorcensus.com/firm/washington-crossing-advisors-llc-morristown-nj-281511.md)) | 281511 | Morristown, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets |
| [Water Asset Management, LLC](https://advisorcensus.com/firm/water-asset-management-llc-new-york-ny-151508) ([md](https://advisorcensus.com/firm/water-asset-management-llc-new-york-ny-151508.md)) | 151508 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 17 | % of assets, Performance fee |
| [WBB Securities, LLC](https://advisorcensus.com/firm/wbb-securities-llc-cranford-nj-118440) ([md](https://advisorcensus.com/firm/wbb-securities-llc-cranford-nj-118440.md)) | 118440 | Cranford, NJ | State-registered investment adviser | Not reported | 22 | % of assets |
| [WBI Investments, LLC](https://advisorcensus.com/firm/wbi-investments-llc-red-bank-nj-106336) ([md](https://advisorcensus.com/firm/wbi-investments-llc-red-bank-nj-106336.md)) | 106336 | Red Bank, NJ | SEC-registered investment adviser | $500 million to $1 billion | 41 | % of assets |
| [Wealth Quarterback LLC](https://advisorcensus.com/firm/wealth-quarterback-llc-toms-river-nj-282967) ([md](https://advisorcensus.com/firm/wealth-quarterback-llc-toms-river-nj-282967.md)) | 282967 | Toms River, NJ | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee, Other |
| [Wealthedge Investment Advisors, LLC](https://advisorcensus.com/firm/wealthedge-investment-advisors-llc-new-york-ny-126337) ([md](https://advisorcensus.com/firm/wealthedge-investment-advisors-llc-new-york-ny-126337.md)) | 126337 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Other |
| [Wealthspire Advisors](https://advisorcensus.com/firm/wealthspire-advisors-new-york-ny-106181) ([md](https://advisorcensus.com/firm/wealthspire-advisors-new-york-ny-106181.md)) | 106181 | New York, NY | SEC-registered investment adviser | Over $5 billion | 31 | % of assets, Fixed fee, Other |
| [Wealthspring Capital LLC](https://advisorcensus.com/firm/wealthspring-capital-llc-west-harrison-ny-301040) ([md](https://advisorcensus.com/firm/wealthspring-capital-llc-west-harrison-ny-301040.md)) | 301040 | West Harrison, NY | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Performance fee |
| [Welch Capital Partners LLC](https://advisorcensus.com/firm/welch-capital-partners-llc-harrison-ny-106721) ([md](https://advisorcensus.com/firm/welch-capital-partners-llc-harrison-ny-106721.md)) | 106721 | Harrison, NY | SEC-registered investment adviser | $500 million to $1 billion | 30 | % of assets, Performance fee |
| [Wellington Shields & Co., LLC](https://advisorcensus.com/firm/wellington-shields-and-co-llc-new-york-ny-149021) ([md](https://advisorcensus.com/firm/wellington-shields-and-co-llc-new-york-ny-149021.md)) | 149021 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Fixed fee |
| [Wellington Shields Capital Management, LLC](https://advisorcensus.com/firm/wellington-shields-capital-management-llc-new-york-ny-150529) ([md](https://advisorcensus.com/firm/wellington-shields-capital-management-llc-new-york-ny-150529.md)) | 150529 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Fixed fee |
| [Westfuller Advisors, LLC](https://advisorcensus.com/firm/westfuller-advisors-llc-new-york-ny-155054) ([md](https://advisorcensus.com/firm/westfuller-advisors-llc-new-york-ny-155054.md)) | 155054 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Fixed fee |

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## Questions people ask

**Which financial advisors in New York, NY work with charitable organizations?**
560 investment advisory firms with a principal office in the New York metro area report charitable organizations 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.

**How many financial advisory firms are there in New York, NY?**
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.

**How many fee-only financial advisors are in New York, NY?**
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.

**How many financial advisors in New York, NY offer financial planning?**
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.

**Are the financial advisors in New York, NY fiduciaries?**
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.

**How do I check whether a financial advisor has disciplinary disclosures?**
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.

**Does AdvisorCensus rate, verify, or recommend these firms?**
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.

**What does regulatory assets under management mean?**
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.

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- [Financial advisors in Summit, NJ](https://advisorcensus.com/advisors/ny/new-york/summit) (https://advisorcensus.com/advisors/ny/new-york/summit.md)
- [Financial advisors in Melville, NY](https://advisorcensus.com/advisors/ny/new-york/melville) (https://advisorcensus.com/advisors/ny/new-york/melville.md)
- [Financial advisors in Garden City, NY](https://advisorcensus.com/advisors/ny/new-york/garden-city) (https://advisorcensus.com/advisors/ny/new-york/garden-city.md)
- [Financial advisors in Rye Brook, NY](https://advisorcensus.com/advisors/ny/new-york/rye-brook) (https://advisorcensus.com/advisors/ny/new-york/rye-brook.md)
- [Financial advisors in Morristown, NJ](https://advisorcensus.com/advisors/ny/new-york/morristown) (https://advisorcensus.com/advisors/ny/new-york/morristown.md)
- [Financial advisors in New York City, NY](https://advisorcensus.com/advisors/ny/new-york/new-york-city) (https://advisorcensus.com/advisors/ny/new-york/new-york-city.md)
- [Financial advisors in Newark, NJ](https://advisorcensus.com/advisors/ny/new-york/newark) (https://advisorcensus.com/advisors/ny/new-york/newark.md)
- [Financial advisors in Rye, NY](https://advisorcensus.com/advisors/ny/new-york/rye) (https://advisorcensus.com/advisors/ny/new-york/rye.md)
- [Financial advisors in Rochester](https://advisorcensus.com/advisors/ny/rochester) (https://advisorcensus.com/advisors/ny/rochester.md)
- [Financial advisors in Albany](https://advisorcensus.com/advisors/ny/albany) (https://advisorcensus.com/advisors/ny/albany.md)
- [Financial advisors in Buffalo](https://advisorcensus.com/advisors/ny/buffalo) (https://advisorcensus.com/advisors/ny/buffalo.md)
- [Financial advisors in Syracuse](https://advisorcensus.com/advisors/ny/syracuse) (https://advisorcensus.com/advisors/ny/syracuse.md)
- [Financial advisors in Kiryas Joel](https://advisorcensus.com/advisors/ny/kiryas-joel) (https://advisorcensus.com/advisors/ny/kiryas-joel.md)
- [Financial advisors in Utica](https://advisorcensus.com/advisors/ny/utica) (https://advisorcensus.com/advisors/ny/utica.md)
- [Financial advisors in Kingston](https://advisorcensus.com/advisors/ny/kingston) (https://advisorcensus.com/advisors/ny/kingston.md)
- [Financial advisors in Ithaca](https://advisorcensus.com/advisors/ny/ithaca) (https://advisorcensus.com/advisors/ny/ithaca.md)

Cite as: AdvisorCensus. Financial advisors for charitable organizations in New York, NY: 560 firms from Form ADV filings as of October 2026.