# Financial advisors for retirement plans in New York, NY > Find financial advisors in New York, NY who work with retirement plans. AdvisorCensus lists 603 investment advisory firms with a principal office in the New York metro area that report retirement plans 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-retirement-plans ## At a glance - Investment advisory firms: 603 - Registration: SEC-registered investment adviser: 526, State-registered investment adviser: 77 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 109 (18%); Percentage of assets 583 (97%); Hourly charges 179 (30%); Subscription fees (newsletter or periodical) 7 (1%); Fixed fees 318 (53%); Commissions 21 (3%); Performance-based fees 204 (34%); Other 94 (16%) - Regulatory assets under management (Item 5.F): Under $25 million 34 (6%); $25 million to $100 million 64 (11%); $100 million to $500 million 152 (25%); $500 million to $1 billion 64 (11%); $1 billion to $5 billion 97 (16%); Over $5 billion 170 (28%); Not reported 22 (4%) - Years registered: Under 5 years 94 (16%); 5 to 9 years 99 (16%); 10 to 19 years 171 (28%); 20 years or more 238 (39%); Not reported 1 (0%) ## Firms (page 1 of 13, 1 to 50 of 603, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [191 Godwin Associates, Inc. D/B/A Godwin Capital Management](https://advisorcensus.com/firm/191-godwin-associates-inc-d-b-a-godwin-capital-management-wyckoff-nj-124288) ([md](https://advisorcensus.com/firm/191-godwin-associates-inc-d-b-a-godwin-capital-management-wyckoff-nj-124288.md)) | 124288 | Wyckoff, NJ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee | | [1932 Investment Management](https://advisorcensus.com/firm/1932-investment-management-newark-nj-337619) ([md](https://advisorcensus.com/firm/1932-investment-management-newark-nj-337619.md)) | 337619 | Newark, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets | | [2XIDEAS](https://advisorcensus.com/firm/2xideas-new-york-ny-328190) ([md](https://advisorcensus.com/firm/2xideas-new-york-ny-328190.md)) | 328190 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 2 | % of assets, Subscription | | [4THOUGHT Financial Group Inc.](https://advisorcensus.com/firm/4thought-financial-group-inc-syosset-ny-162997) ([md](https://advisorcensus.com/firm/4thought-financial-group-inc-syosset-ny-162997.md)) | 162997 | Syosset, NY | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Hourly, Subscription, Fixed fee | | [5C Capital Management, LLC](https://advisorcensus.com/firm/5c-capital-management-llc-woodcliff-lake-nj-284213) ([md](https://advisorcensus.com/firm/5c-capital-management-llc-woodcliff-lake-nj-284213.md)) | 284213 | Woodcliff Lake, NJ | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee, Commissions | | [Abbott Capital Management LLC](https://advisorcensus.com/firm/abbott-capital-management-llc-new-york-ny-106332) ([md](https://advisorcensus.com/firm/abbott-capital-management-llc-new-york-ny-106332.md)) | 106332 | New York, NY | SEC-registered investment adviser | Over $5 billion | 40 | % of assets, Fixed fee, Performance fee | | [Able Wealth Management LLC](https://advisorcensus.com/firm/able-wealth-management-llc-toms-river-nj-298085) ([md](https://advisorcensus.com/firm/able-wealth-management-llc-toms-river-nj-298085.md)) | 298085 | Toms River, NJ | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Hourly, Fixed fee | | [Abner Herrman & Brock, LLC](https://advisorcensus.com/firm/abner-herrman-and-brock-llc-jersey-city-nj-8517) ([md](https://advisorcensus.com/firm/abner-herrman-and-brock-llc-jersey-city-nj-8517.md)) | 8517 | Jersey City, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 44 | % of assets | | [Access Wealth](https://advisorcensus.com/firm/access-wealth-east-hanover-nj-112973) ([md](https://advisorcensus.com/firm/access-wealth-east-hanover-nj-112973.md)) | 112973 | East Hanover, NJ | SEC-registered investment adviser | $500 million to $1 billion | 25 | % of assets, Fixed fee | | [Accountants Proprietary Financial Servicenet, LLC](https://advisorcensus.com/firm/accountants-proprietary-financial-servicenet-llc-plainview-ny-126685) ([md](https://advisorcensus.com/firm/accountants-proprietary-financial-servicenet-llc-plainview-ny-126685.md)) | 126685 | Plainview, NY | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets | | [Acres](https://advisorcensus.com/firm/acres-uniondale-ny-281190) ([md](https://advisorcensus.com/firm/acres-uniondale-ny-281190.md)) | 281190 | Uniondale, NY | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Fixed fee, Performance fee | | [Active Wealth Advisors](https://advisorcensus.com/firm/active-wealth-advisors-woodcliff-lake-nj-336793) ([md](https://advisorcensus.com/firm/active-wealth-advisors-woodcliff-lake-nj-336793.md)) | 336793 | Woodcliff Lake, NJ | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets | | [Adalta Capital Management LLC](https://advisorcensus.com/firm/adalta-capital-management-llc-new-york-ny-283771) ([md](https://advisorcensus.com/firm/adalta-capital-management-llc-new-york-ny-283771.md)) | 283771 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Performance fee | | [ADC Wealth Management, LLC](https://advisorcensus.com/firm/adc-wealth-management-llc-massapequa-ny-159083) ([md](https://advisorcensus.com/firm/adc-wealth-management-llc-massapequa-ny-159083.md)) | 159083 | Massapequa, NY | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Fixed fee | | [ADP Strategic Plan Services, LLC](https://advisorcensus.com/firm/adp-strategic-plan-services-llc-roseland-nj-286555) ([md](https://advisorcensus.com/firm/adp-strategic-plan-services-llc-roseland-nj-286555.md)) | 286555 | Roseland, NJ | SEC-registered investment adviser | Over $5 billion | 9 | % of assets, Fixed fee | | [Advanced Portfolio Management, LLC](https://advisorcensus.com/firm/advanced-portfolio-management-llc-new-york-ny-138769) ([md](https://advisorcensus.com/firm/advanced-portfolio-management-llc-new-york-ny-138769.md)) | 138769 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Fixed fee, Performance fee | | [Advanced Portfolio Services LLC](https://advisorcensus.com/firm/advanced-portfolio-services-llc-saint-james-ny-314046) ([md](https://advisorcensus.com/firm/advanced-portfolio-services-llc-saint-james-ny-314046.md)) | 314046 | Saint James, NY | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly | | [Advent Capital Management, LLC](https://advisorcensus.com/firm/advent-capital-management-llc-new-york-ny-113013) ([md](https://advisorcensus.com/firm/advent-capital-management-llc-new-york-ny-113013.md)) | 113013 | New York, NY | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Performance fee | | [Advisors Capital Management, LLC](https://advisorcensus.com/firm/advisors-capital-management-llc-ridgewood-nj-112266) ([md](https://advisorcensus.com/firm/advisors-capital-management-llc-ridgewood-nj-112266.md)) | 112266 | Ridgewood, NJ | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Hourly, Fixed fee | | [Aetos Alternatives Management](https://advisorcensus.com/firm/aetos-alternatives-management-new-york-ny-116761) ([md](https://advisorcensus.com/firm/aetos-alternatives-management-new-york-ny-116761.md)) | 116761 | New York, NY | SEC-registered investment adviser | Over $5 billion | 24 | % of assets, Performance fee | | [Afbi LP](https://advisorcensus.com/firm/afbi-lp-new-york-ny-331428) ([md](https://advisorcensus.com/firm/afbi-lp-new-york-ny-331428.md)) | 331428 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Performance fee | | [AJF Capital Management, Inc.](https://advisorcensus.com/firm/ajf-capital-management-inc-new-york-ny-126414) ([md](https://advisorcensus.com/firm/ajf-capital-management-inc-new-york-ny-126414.md)) | 126414 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Fixed fee, Commissions | | [Aksia LLC](https://advisorcensus.com/firm/aksia-llc-new-york-ny-143422) ([md](https://advisorcensus.com/firm/aksia-llc-new-york-ny-143422.md)) | 143422 | New York, NY | SEC-registered investment adviser | Over $5 billion | 19 | % of assets, Fixed fee, Performance fee | | [Aljen Asset Management LLC](https://advisorcensus.com/firm/aljen-asset-management-llc-cedar-knolls-nj-128962) ([md](https://advisorcensus.com/firm/aljen-asset-management-llc-cedar-knolls-nj-128962.md)) | 128962 | Cedar Knolls, NJ | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed fee | | [Alpine Saxon Woods](https://advisorcensus.com/firm/alpine-saxon-woods-purchase-ny-109686) ([md](https://advisorcensus.com/firm/alpine-saxon-woods-purchase-ny-109686.md)) | 109686 | Purchase, NY | SEC-registered investment adviser | $500 million to $1 billion | 26 | % of assets | | [Alpinvest US Holdings, LLC](https://advisorcensus.com/firm/alpinvest-us-holdings-llc-new-york-ny-328458) ([md](https://advisorcensus.com/firm/alpinvest-us-holdings-llc-new-york-ny-328458.md)) | 328458 | New York, NY | SEC-registered investment adviser | Over $5 billion | 2 | % of assets, Fixed fee, Performance fee | | [Alta Fundamental Advisers LLC](https://advisorcensus.com/firm/alta-fundamental-advisers-llc-new-york-ny-168642) ([md](https://advisorcensus.com/firm/alta-fundamental-advisers-llc-new-york-ny-168642.md)) | 168642 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Performance fee | | [Altera Private Wealth LLC](https://advisorcensus.com/firm/altera-private-wealth-llc-east-elmhurst-ny-336744) ([md](https://advisorcensus.com/firm/altera-private-wealth-llc-east-elmhurst-ny-336744.md)) | 336744 | East Elmhurst, NY | State-registered investment adviser | Under $25 million | 0 | % of assets | | [American Capital Management Inc](https://advisorcensus.com/firm/american-capital-management-inc-new-york-ny-110861) ([md](https://advisorcensus.com/firm/american-capital-management-inc-new-york-ny-110861.md)) | 110861 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 46 | % of assets | | [American Financial & Tax Strategies, Inc.](https://advisorcensus.com/firm/american-financial-and-tax-strategies-inc-new-york-ny-115559) ([md](https://advisorcensus.com/firm/american-financial-and-tax-strategies-inc-new-york-ny-115559.md)) | 115559 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 32 | % of assets, Hourly, Fixed fee | | [Anthony J. Orlando Inc.](https://advisorcensus.com/firm/anthony-j-orlando-inc-oradell-nj-122026) ([md](https://advisorcensus.com/firm/anthony-j-orlando-inc-oradell-nj-122026.md)) | 122026 | Oradell, NJ | State-registered investment adviser | $25 million to $100 million | Not reported | % of assets, Fixed fee, Commissions | | [AP Capital Delaware LLC](https://advisorcensus.com/firm/ap-capital-delaware-llc-new-york-ny-315796) ([md](https://advisorcensus.com/firm/ap-capital-delaware-llc-new-york-ny-315796.md)) | 315796 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee | | [APG Asset Management US, Inc](https://advisorcensus.com/firm/apg-asset-management-us-inc-new-york-ny-160795) ([md](https://advisorcensus.com/firm/apg-asset-management-us-inc-new-york-ny-160795.md)) | 160795 | New York, NY | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Other | | [Apollo Capital Management, L.P.](https://advisorcensus.com/firm/apollo-capital-management-l-p-new-york-ny-143161) ([md](https://advisorcensus.com/firm/apollo-capital-management-l-p-new-york-ny-143161.md)) | 143161 | New York, NY | SEC-registered investment adviser | Over $5 billion | 19 | % of assets, Performance fee, Other | | [Apollo Investment Management, L.P.](https://advisorcensus.com/firm/apollo-investment-management-l-p-new-york-ny-130610) ([md](https://advisorcensus.com/firm/apollo-investment-management-l-p-new-york-ny-130610.md)) | 130610 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Performance fee | | [Applied Academics](https://advisorcensus.com/firm/applied-academics-new-york-ny-340114) ([md](https://advisorcensus.com/firm/applied-academics-new-york-ny-340114.md)) | 340114 | New York, NY | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee, Performance fee | | [APS Wealth Management, LLC](https://advisorcensus.com/firm/aps-wealth-management-llc-melville-ny-298233) ([md](https://advisorcensus.com/firm/aps-wealth-management-llc-melville-ny-298233.md)) | 298233 | Melville, NY | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee | | [Arax Advisory Partners](https://advisorcensus.com/firm/arax-advisory-partners-new-york-ny-133535) ([md](https://advisorcensus.com/firm/arax-advisory-partners-new-york-ny-133535.md)) | 133535 | New York, NY | SEC-registered investment adviser | Over $5 billion | 20 | % of assets, Hourly, Fixed fee, Performance fee, Other | | [Arch Global Advisors, LLC](https://advisorcensus.com/firm/arch-global-advisors-llc-new-york-ny-297397) ([md](https://advisorcensus.com/firm/arch-global-advisors-llc-new-york-ny-297397.md)) | 297397 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee | | [Argus Investors' Counsel, Inc.](https://advisorcensus.com/firm/argus-investors-counsel-inc-new-york-ny-106981) ([md](https://advisorcensus.com/firm/argus-investors-counsel-inc-new-york-ny-106981.md)) | 106981 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 65 | % of assets, Fixed fee | | [ARS Investment Partners, LLC](https://advisorcensus.com/firm/ars-investment-partners-llc-new-york-ny-5845) ([md](https://advisorcensus.com/firm/ars-investment-partners-llc-new-york-ny-5845.md)) | 5845 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 55 | % of assets, Performance fee | | [Ashbay Capital, LLC](https://advisorcensus.com/firm/ashbay-capital-llc-new-york-ny-168788) ([md](https://advisorcensus.com/firm/ashbay-capital-llc-new-york-ny-168788.md)) | 168788 | New York,, NY | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets | | [Asset Management Services Group, Inc.](https://advisorcensus.com/firm/asset-management-services-group-inc-toms-river-nj-40701) ([md](https://advisorcensus.com/firm/asset-management-services-group-inc-toms-river-nj-40701.md)) | 40701 | Toms River, NJ | State-registered investment adviser | Under $25 million | 24 | % of assets | | [Atalanta Sosnoff Capital, LLC](https://advisorcensus.com/firm/atalanta-sosnoff-capital-llc-new-york-ny-104880) ([md](https://advisorcensus.com/firm/atalanta-sosnoff-capital-llc-new-york-ny-104880.md)) | 104880 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 44 | % of assets, Fixed fee | | [Atherean Asset Management LLC](https://advisorcensus.com/firm/atherean-asset-management-llc-jersey-city-nj-170857) ([md](https://advisorcensus.com/firm/atherean-asset-management-llc-jersey-city-nj-170857.md)) | 170857 | Jersey City, NJ | State-registered investment adviser | Under $25 million | 12 | % of assets, Fixed fee, Performance fee | | [Atwob](https://advisorcensus.com/firm/atwob-katonah-ny-172961) ([md](https://advisorcensus.com/firm/atwob-katonah-ny-172961.md)) | 172961 | Katonah, NY | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee | | [Audax Private Debt](https://advisorcensus.com/firm/audax-private-debt-new-york-ny-159458) ([md](https://advisorcensus.com/firm/audax-private-debt-new-york-ny-159458.md)) | 159458 | New York, NY | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee, Other | | [Avanti Wealth Management](https://advisorcensus.com/firm/avanti-wealth-management-rutherford-nj-319737) ([md](https://advisorcensus.com/firm/avanti-wealth-management-rutherford-nj-319737.md)) | 319737 | Rutherford, NJ | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly | | [AXA Investment Managers US Inc](https://advisorcensus.com/firm/axa-investment-managers-us-inc-new-york-ny-113608) ([md](https://advisorcensus.com/firm/axa-investment-managers-us-inc-new-york-ny-113608.md)) | 113608 | New York, NY | SEC-registered investment adviser | Over $5 billion | 25 | % of assets, Fixed fee, Performance fee, Other | | [Axiom Investment Management LLC](https://advisorcensus.com/firm/axiom-investment-management-llc-new-york-ny-141516) ([md](https://advisorcensus.com/firm/axiom-investment-management-llc-new-york-ny-141516.md)) | 141516 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 20 | % of assets, Performance fee | - Next page: https://advisorcensus.com/advisors/ny/new-york/for-retirement-plans/page/2.md ## Questions people ask **Which financial advisors in New York, NY work with retirement plans?** 603 investment advisory firms with a principal office in the New York metro area report retirement plans 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 for cryptocurrency holders in New York, NY](https://advisorcensus.com/advisors/ny/new-york/cryptocurrency-holders) (https://advisorcensus.com/advisors/ny/new-york/cryptocurrency-holders.md) - [Financial advisors for divorce in New York, NY](https://advisorcensus.com/advisors/ny/new-york/divorce) (https://advisorcensus.com/advisors/ny/new-york/divorce.md) - [Financial advisors for expats and Americans abroad in New York, NY](https://advisorcensus.com/advisors/ny/new-york/expats-and-americans-abroad) (https://advisorcensus.com/advisors/ny/new-york/expats-and-americans-abroad.md) - [Financial advisors for immigrants and cross-border families in New York, NY](https://advisorcensus.com/advisors/ny/new-york/immigrants-and-cross-border-families) (https://advisorcensus.com/advisors/ny/new-york/immigrants-and-cross-border-families.md) - [Financial advisors for pre-retirees in New York, NY](https://advisorcensus.com/advisors/ny/new-york/pre-retirees) (https://advisorcensus.com/advisors/ny/new-york/pre-retirees.md) - 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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 retirement plans in New York, NY: 603 firms from Form ADV filings as of October 2026.