# 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/9 ## 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 9 of 12, 401 to 450 of 560, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Preakness Retirement Advisors, LLC](https://advisorcensus.com/firm/preakness-retirement-advisors-llc-midland-park-nj-133811) ([md](https://advisorcensus.com/firm/preakness-retirement-advisors-llc-midland-park-nj-133811.md)) | 133811 | Midland Park, NJ | State-registered investment adviser | Under $25 million | 21 | % of assets, Hourly, Fixed fee, Commissions | | [Precision Financial Services](https://advisorcensus.com/firm/precision-financial-services-mine-hill-nj-147872) ([md](https://advisorcensus.com/firm/precision-financial-services-mine-hill-nj-147872.md)) | 147872 | Mine Hill, NJ | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets, Hourly, Fixed fee | | [Premier Path Wealth Partners, LLC](https://advisorcensus.com/firm/premier-path-wealth-partners-llc-madison-nj-325300) ([md](https://advisorcensus.com/firm/premier-path-wealth-partners-llc-madison-nj-325300.md)) | 325300 | Madison, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Hourly, Fixed fee | | [Premier Wealth Advisors, LLC](https://advisorcensus.com/firm/premier-wealth-advisors-llc-new-york-ny-120358) ([md](https://advisorcensus.com/firm/premier-wealth-advisors-llc-new-york-ny-120358.md)) | 120358 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Hourly, Fixed fee | | [Pricap Advisors LLC](https://advisorcensus.com/firm/pricap-advisors-llc-new-york-ny-159614) ([md](https://advisorcensus.com/firm/pricap-advisors-llc-new-york-ny-159614.md)) | 159614 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 14 | % of assets | | [Princeton Capital Management LLC](https://advisorcensus.com/firm/princeton-capital-management-llc-red-bank-nj-113926) ([md](https://advisorcensus.com/firm/princeton-capital-management-llc-red-bank-nj-113926.md)) | 113926 | Red Bank, NJ | SEC-registered investment adviser | $100 million to $500 million | 25 | % of assets, Other | | [Private Advisor Group, LLC](https://advisorcensus.com/firm/private-advisor-group-llc-morristown-nj-155216) ([md](https://advisorcensus.com/firm/private-advisor-group-llc-morristown-nj-155216.md)) | 155216 | Morristown, NJ | SEC-registered investment adviser | Over $5 billion | 15 | % of assets, Hourly, Fixed fee, Other | | [Prudent Investment Advisors, Inc.](https://advisorcensus.com/firm/prudent-investment-advisors-inc-rego-park-ny-126501) ([md](https://advisorcensus.com/firm/prudent-investment-advisors-inc-rego-park-ny-126501.md)) | 126501 | Rego Park, NY | State-registered investment adviser | Under $25 million | 27 | % of assets | | [Pzena Investment Management LLC](https://advisorcensus.com/firm/pzena-investment-management-llc-new-york-ny-106847) ([md](https://advisorcensus.com/firm/pzena-investment-management-llc-new-york-ny-106847.md)) | 106847 | New York, NY | SEC-registered investment adviser | Over $5 billion | 30 | % of assets, Performance fee | | [Quantech Solution Partners North America Inc.](https://advisorcensus.com/firm/quantech-solution-partners-north-america-inc-ny-ny-315603) ([md](https://advisorcensus.com/firm/quantech-solution-partners-north-america-inc-ny-ny-315603.md)) | 315603 | Ny, NY | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Fixed fee | | [Quantum Portfolio Management, LLC](https://advisorcensus.com/firm/quantum-portfolio-management-llc-new-york-ny-326280) ([md](https://advisorcensus.com/firm/quantum-portfolio-management-llc-new-york-ny-326280.md)) | 326280 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets | | [Quent Capital, LLC](https://advisorcensus.com/firm/quent-capital-llc-new-york-ny-308203) ([md](https://advisorcensus.com/firm/quent-capital-llc-new-york-ny-308203.md)) | 308203 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Performance fee | | [R. Seeger Wealth Management, Ltd](https://advisorcensus.com/firm/r-seeger-wealth-management-ltd-lindenhurst-ny-152258) ([md](https://advisorcensus.com/firm/r-seeger-wealth-management-ltd-lindenhurst-ny-152258.md)) | 152258 | Lindenhurst, NY | SEC-registered investment adviser | $25 million to $100 million | 5 | % of assets | | [Radix Organization, Inc.](https://advisorcensus.com/firm/radix-organization-inc-new-york-ny-172791) ([md](https://advisorcensus.com/firm/radix-organization-inc-new-york-ny-172791.md)) | 172791 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Fixed fee | | [Raga Partners LP](https://advisorcensus.com/firm/raga-partners-lp-new-york-ny-316791) ([md](https://advisorcensus.com/firm/raga-partners-lp-new-york-ny-316791.md)) | 316791 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Fixed fee, Performance fee | | [Ramirez Asset Management, Inc.](https://advisorcensus.com/firm/ramirez-asset-management-inc-new-york-ny-110637) ([md](https://advisorcensus.com/firm/ramirez-asset-management-inc-new-york-ny-110637.md)) | 110637 | New York, NY | SEC-registered investment adviser | Over $5 billion | 18 | % of assets | | [Raven Credit Capital Management LLC](https://advisorcensus.com/firm/raven-credit-capital-management-llc-new-york-ny-331556) ([md](https://advisorcensus.com/firm/raven-credit-capital-management-llc-new-york-ny-331556.md)) | 331556 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Performance fee | | [RBC Capital Markets, LLC](https://advisorcensus.com/firm/rbc-capital-markets-llc-new-york-ny-31194) ([md](https://advisorcensus.com/firm/rbc-capital-markets-llc-new-york-ny-31194.md)) | 31194 | New York, NY | SEC-registered investment adviser | Over $5 billion | 49 | % of assets, Fixed fee | | [RBC Rochdale, LLC](https://advisorcensus.com/firm/rbc-rochdale-llc-new-york-ny-117198) ([md](https://advisorcensus.com/firm/rbc-rochdale-llc-new-york-ny-117198.md)) | 117198 | New York, NY | SEC-registered investment adviser | Over $5 billion | 40 | % of assets, Fixed fee | | [RDM Capital Associates Inc](https://advisorcensus.com/firm/rdm-capital-associates-inc-red-bank-nj-106941) ([md](https://advisorcensus.com/firm/rdm-capital-associates-inc-red-bank-nj-106941.md)) | 106941 | Red Bank, NJ | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets | | [RE-Envision Wealth](https://advisorcensus.com/firm/re-envision-wealth-new-york-ny-299357) ([md](https://advisorcensus.com/firm/re-envision-wealth-new-york-ny-299357.md)) | 299357 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee | | [Reaves Asset Management](https://advisorcensus.com/firm/reaves-asset-management-jersey-city-nj-3140) ([md](https://advisorcensus.com/firm/reaves-asset-management-jersey-city-nj-3140.md)) | 3140 | Jersey City, NJ | SEC-registered investment adviser | Over $5 billion | 49 | % of assets, Other | | [Record Currency Management Inc](https://advisorcensus.com/firm/record-currency-management-inc-new-york-ny-171338) ([md](https://advisorcensus.com/firm/record-currency-management-inc-new-york-ny-171338.md)) | 171338 | New York, NY | SEC-registered investment adviser | Over $5 billion | 12 | Fixed fee, Other | | [Redding Ridge Asset Management LLC](https://advisorcensus.com/firm/redding-ridge-asset-management-llc-new-york-ny-283058) ([md](https://advisorcensus.com/firm/redding-ridge-asset-management-llc-new-york-ny-283058.md)) | 283058 | New York, NY | SEC-registered investment adviser | Over $5 billion | 10 | % of assets, Performance fee | | [Reedmark Advisors, LLC](https://advisorcensus.com/firm/reedmark-advisors-llc-somerville-nj-173760) ([md](https://advisorcensus.com/firm/reedmark-advisors-llc-somerville-nj-173760.md)) | 173760 | Somerville, NJ | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly | | [Regency Wealth Management](https://advisorcensus.com/firm/regency-wealth-management-ramsey-nj-131208) ([md](https://advisorcensus.com/firm/regency-wealth-management-ramsey-nj-131208.md)) | 131208 | Ramsey, NJ | SEC-registered investment adviser | $500 million to $1 billion | 15 | % of assets, Fixed fee | | [RHO Treasury](https://advisorcensus.com/firm/rho-treasury-new-york-ny-314581) ([md](https://advisorcensus.com/firm/rho-treasury-new-york-ny-314581.md)) | 314581 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets | | [Ridgeleigh Capital](https://advisorcensus.com/firm/ridgeleigh-capital-summit-nj-171905) ([md](https://advisorcensus.com/firm/ridgeleigh-capital-summit-nj-171905.md)) | 171905 | Summit, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Fixed fee, Performance fee | | [Ritholtz Wealth Management](https://advisorcensus.com/firm/ritholtz-wealth-management-new-york-ny-168652) ([md](https://advisorcensus.com/firm/ritholtz-wealth-management-new-york-ny-168652.md)) | 168652 | New York, NY | SEC-registered investment adviser | Over $5 billion | 13 | % of assets, Fixed fee | | [River Partners Capital Management, LP](https://advisorcensus.com/firm/river-partners-capital-management-lp-new-york-ny-172496) ([md](https://advisorcensus.com/firm/river-partners-capital-management-lp-new-york-ny-172496.md)) | 172496 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Fixed fee, Performance fee | | [RMR Wealth Builders, Inc.](https://advisorcensus.com/firm/rmr-wealth-builders-inc-montclair-nj-169005) ([md](https://advisorcensus.com/firm/rmr-wealth-builders-inc-montclair-nj-169005.md)) | 169005 | Montclair, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Hourly, Fixed fee, Other | | [RMR Wealth Management](https://advisorcensus.com/firm/rmr-wealth-management-new-york-ny-152266) ([md](https://advisorcensus.com/firm/rmr-wealth-management-new-york-ny-152266.md)) | 152266 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Fixed fee | | [Robotti & Company Advisors, LLC](https://advisorcensus.com/firm/robotti-and-company-advisors-llc-new-york-ny-128093) ([md](https://advisorcensus.com/firm/robotti-and-company-advisors-llc-new-york-ny-128093.md)) | 128093 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 25 | % of assets, Performance fee, Other | | [Rock Harbor Partners LLC](https://advisorcensus.com/firm/rock-harbor-partners-llc-larchmont-ny-322545) ([md](https://advisorcensus.com/firm/rock-harbor-partners-llc-larchmont-ny-322545.md)) | 322545 | Larchmont, NY | SEC-registered investment adviser | $1 billion to $5 billion | 3 | Fixed fee, Performance fee, Other | | [Rockefeller Capital Management](https://advisorcensus.com/firm/rockefeller-capital-management-new-york-ny-291361) ([md](https://advisorcensus.com/firm/rockefeller-capital-management-new-york-ny-291361.md)) | 291361 | New York, NY | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Fixed fee | | [Rockefeller Capital Management](https://advisorcensus.com/firm/rockefeller-capital-management-new-york-ny-294197) ([md](https://advisorcensus.com/firm/rockefeller-capital-management-new-york-ny-294197.md)) | 294197 | New York, NY | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Fixed fee, Performance fee | | [Rockline Wealth Management LLC](https://advisorcensus.com/firm/rockline-wealth-management-llc-islip-terrace-ny-324004) ([md](https://advisorcensus.com/firm/rockline-wealth-management-llc-islip-terrace-ny-324004.md)) | 324004 | Islip Terrace, NY | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Fixed fee | | [Rothschild Capital Partners](https://advisorcensus.com/firm/rothschild-capital-partners-new-york-ny-161688) ([md](https://advisorcensus.com/firm/rothschild-capital-partners-new-york-ny-161688.md)) | 161688 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Hourly, Fixed fee, Performance fee | | [Royce Investment Partners](https://advisorcensus.com/firm/royce-investment-partners-new-york-ny-107689) ([md](https://advisorcensus.com/firm/royce-investment-partners-new-york-ny-107689.md)) | 107689 | New York, NY | SEC-registered investment adviser | Over $5 billion | 54 | % of assets, Performance fee | | [RPM Capital Management, LLC](https://advisorcensus.com/firm/rpm-capital-management-llc-rye-brook-ny-164200) ([md](https://advisorcensus.com/firm/rpm-capital-management-llc-rye-brook-ny-164200.md)) | 164200 | Rye Brook, NY | SEC-registered investment adviser | $25 million to $100 million | 10 | % of assets, Other | | [Ruane Cunniff L.P.](https://advisorcensus.com/firm/ruane-cunniff-l-p-new-york-ny-285971) ([md](https://advisorcensus.com/firm/ruane-cunniff-l-p-new-york-ny-285971.md)) | 285971 | New York, NY | SEC-registered investment adviser | Over $5 billion | 8 | % of assets | | [Runnymede Capital Management Inc](https://advisorcensus.com/firm/runnymede-capital-management-inc-mendham-nj-106719) ([md](https://advisorcensus.com/firm/runnymede-capital-management-inc-mendham-nj-106719.md)) | 106719 | Mendham, NJ | State-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee, Other | | [Rush Island Management, LP](https://advisorcensus.com/firm/rush-island-management-lp-new-york-ny-291275) ([md](https://advisorcensus.com/firm/rush-island-management-lp-new-york-ny-291275.md)) | 291275 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Performance fee | | [S&S Equity Corp.](https://advisorcensus.com/firm/s-and-s-equity-corp-westbury-ny-126561) ([md](https://advisorcensus.com/firm/s-and-s-equity-corp-westbury-ny-126561.md)) | 126561 | Westbury, NY | State-registered investment adviser | Not reported | 22 | Other | | [Sagewood Capital Management LLC](https://advisorcensus.com/firm/sagewood-capital-management-llc-new-york-ny-339800) ([md](https://advisorcensus.com/firm/sagewood-capital-management-llc-new-york-ny-339800.md)) | 339800 | New York, NY | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Performance fee | | [Samjo Management, LLC](https://advisorcensus.com/firm/samjo-management-llc-new-york-ny-326808) ([md](https://advisorcensus.com/firm/samjo-management-llc-new-york-ny-326808.md)) | 326808 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee, Performance fee | | [Satovsky Asset Management LLC](https://advisorcensus.com/firm/satovsky-asset-management-llc-new-york-ny-143519) ([md](https://advisorcensus.com/firm/satovsky-asset-management-llc-new-york-ny-143519.md)) | 143519 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets, Hourly, Fixed fee | | [Savvy](https://advisorcensus.com/firm/savvy-new-york-ny-318493) ([md](https://advisorcensus.com/firm/savvy-new-york-ny-318493.md)) | 318493 | New York, NY | SEC-registered investment adviser | Over $5 billion | 4 | % of assets, Hourly, Fixed fee | | [SAX Wealth Advisors, LLC](https://advisorcensus.com/firm/sax-wealth-advisors-llc-parsippany-nj-119193) ([md](https://advisorcensus.com/firm/sax-wealth-advisors-llc-parsippany-nj-119193.md)) | 119193 | Parsippany, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Hourly, Fixed fee | | [Saybrook Capital Corp](https://advisorcensus.com/firm/saybrook-capital-corp-sag-harbor-ny-107679) ([md](https://advisorcensus.com/firm/saybrook-capital-corp-sag-harbor-ny-107679.md)) | 107679 | Sag Harbor, NY | SEC-registered investment adviser | $500 million to $1 billion | 36 | % of assets | - Previous page: https://advisorcensus.com/advisors/ny/new-york/for-charities/page/8.md - Next page: https://advisorcensus.com/advisors/ny/new-york/for-charities/page/10.md ## 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. 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[Financial advisors in Jersey City, NJ](https://advisorcensus.com/advisors/ny/new-york/jersey-city) (https://advisorcensus.com/advisors/ny/new-york/jersey-city.md) - [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.