# 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/page/11

## 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 11 of 13, 501 to 550 of 603, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Snyder Wealth Group](https://advisorcensus.com/firm/snyder-wealth-group-medford-ny-106425) ([md](https://advisorcensus.com/firm/snyder-wealth-group-medford-ny-106425.md)) | 106425 | Medford, NY | SEC-registered investment adviser | $100 million to $500 million | 35 | % of assets, Hourly, Fixed fee |
| [Sona Asset Management (US) LLC](https://advisorcensus.com/firm/sona-asset-management-us-llc-new-york-ny-291738) ([md](https://advisorcensus.com/firm/sona-asset-management-us-llc-new-york-ny-291738.md)) | 291738 | New York, NY | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Performance fee, Other |
| [South Street Advisors, LLC](https://advisorcensus.com/firm/south-street-advisors-llc-new-york-ny-112326) ([md](https://advisorcensus.com/firm/south-street-advisors-llc-new-york-ny-112326.md)) | 112326 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 28 | % of assets |
| [Spano Advisory Services Inc.](https://advisorcensus.com/firm/spano-advisory-services-inc-mahopac-ny-113588) ([md](https://advisorcensus.com/firm/spano-advisory-services-inc-mahopac-ny-113588.md)) | 113588 | Mahopac, NY | State-registered investment adviser | $25 million to $100 million | 25 | % of assets, Hourly |
| [Spielberger & Brooks, Inc.](https://advisorcensus.com/firm/spielberger-and-brooks-inc-woodbury-ny-147197) ([md](https://advisorcensus.com/firm/spielberger-and-brooks-inc-woodbury-ny-147197.md)) | 147197 | Woodbury, NY | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Performance fee |
| [Spring Street Wealth](https://advisorcensus.com/firm/spring-street-wealth-new-york-ny-338643) ([md](https://advisorcensus.com/firm/spring-street-wealth-new-york-ny-338643.md)) | 338643 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets, Fixed fee |
| [ST. James Investment Advisors, LLC](https://advisorcensus.com/firm/st-james-investment-advisors-llc-port-jefferson-ny-283880) ([md](https://advisorcensus.com/firm/st-james-investment-advisors-llc-port-jefferson-ny-283880.md)) | 283880 | Port Jefferson, NY | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets |
| [Stacey Braun Associates Inc](https://advisorcensus.com/firm/stacey-braun-associates-inc-new-york-ny-105056) ([md](https://advisorcensus.com/firm/stacey-braun-associates-inc-new-york-ny-105056.md)) | 105056 | New York, NY | SEC-registered investment adviser | Over $5 billion | 51 | % of assets, Hourly, Fixed fee |
| [Starboard Value LP](https://advisorcensus.com/firm/starboard-value-lp-new-york-ny-156943) ([md](https://advisorcensus.com/firm/starboard-value-lp-new-york-ny-156943.md)) | 156943 | New York, NY | SEC-registered investment adviser | Over $5 billion | 15 | % of assets, Performance fee |
| [Stargazer Financial Planning](https://advisorcensus.com/firm/stargazer-financial-planning-oakland-nj-334411) ([md](https://advisorcensus.com/firm/stargazer-financial-planning-oakland-nj-334411.md)) | 334411 | Oakland, NJ | State-registered investment adviser | Not reported | 1 | Hourly |
| [Stawnychy Financial Services, Inc.](https://advisorcensus.com/firm/stawnychy-financial-services-inc-kinnelon-nj-128859) ([md](https://advisorcensus.com/firm/stawnychy-financial-services-inc-kinnelon-nj-128859.md)) | 128859 | Kinnelon, NJ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Steffens Financial Corp](https://advisorcensus.com/firm/steffens-financial-corp-byram-township-nj-342546) ([md](https://advisorcensus.com/firm/steffens-financial-corp-byram-township-nj-342546.md)) | 342546 | Byram Township, NJ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Steinberg Asset Management, LLC](https://advisorcensus.com/firm/steinberg-asset-management-llc-new-york-ny-118968) ([md](https://advisorcensus.com/firm/steinberg-asset-management-llc-new-york-ny-118968.md)) | 118968 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Performance fee |
| [Steinberganna Wealth Management LLC](https://advisorcensus.com/firm/steinberganna-wealth-management-llc-huntington-ny-335680) ([md](https://advisorcensus.com/firm/steinberganna-wealth-management-llc-huntington-ny-335680.md)) | 335680 | Huntington, NY | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee, Performance fee |
| [Sterling Financial Planning Inc](https://advisorcensus.com/firm/sterling-financial-planning-inc-sparta-nj-108664) ([md](https://advisorcensus.com/firm/sterling-financial-planning-inc-sparta-nj-108664.md)) | 108664 | Sparta, NJ | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets, Hourly, Fixed fee, Other |
| [Stolzer Rothschild Levy LLC](https://advisorcensus.com/firm/stolzer-rothschild-levy-llc-basking-ridge-nj-169817) ([md](https://advisorcensus.com/firm/stolzer-rothschild-levy-llc-basking-ridge-nj-169817.md)) | 169817 | Basking Ridge, NJ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [Stone Hill Fiduciary Management, LLC](https://advisorcensus.com/firm/stone-hill-fiduciary-management-llc-great-neck-ny-164981) ([md](https://advisorcensus.com/firm/stone-hill-fiduciary-management-llc-great-neck-ny-164981.md)) | 164981 | Great Neck, NY | SEC-registered investment adviser | $1 billion to $5 billion | 14 | Fixed fee |
| [Stonehurst Management, LLC](https://advisorcensus.com/firm/stonehurst-management-llc-new-york-ny-124784) ([md](https://advisorcensus.com/firm/stonehurst-management-llc-new-york-ny-124784.md)) | 124784 | New York, NY | State-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [Stony Point Capital](https://advisorcensus.com/firm/stony-point-capital-new-york-ny-283066) ([md](https://advisorcensus.com/firm/stony-point-capital-new-york-ny-283066.md)) | 283066 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Performance fee |
| [Strategic Family Wealth Counselors, L.L.C.](https://advisorcensus.com/firm/strategic-family-wealth-counselors-l-l-c-fairfield-nj-128199) ([md](https://advisorcensus.com/firm/strategic-family-wealth-counselors-l-l-c-fairfield-nj-128199.md)) | 128199 | Fairfield, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Hourly, Fixed fee |
| [Strategic Wealth Management Group](https://advisorcensus.com/firm/strategic-wealth-management-group-new-york-ny-125882) ([md](https://advisorcensus.com/firm/strategic-wealth-management-group-new-york-ny-125882.md)) | 125882 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 21 | % of assets, Hourly, Fixed fee |
| [Stratton Capital Investment Advisory LLC](https://advisorcensus.com/firm/stratton-capital-investment-advisory-llc-new-york-ny-307491) ([md](https://advisorcensus.com/firm/stratton-capital-investment-advisory-llc-new-york-ny-307491.md)) | 307491 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Stuyvesant Capital Management Corporation](https://advisorcensus.com/firm/stuyvesant-capital-management-corporation-armonk-ny-111998) ([md](https://advisorcensus.com/firm/stuyvesant-capital-management-corporation-armonk-ny-111998.md)) | 111998 | Armonk, NY | SEC-registered investment adviser | $25 million to $100 million | 47 | % of assets, Performance fee |
| [Summit Financial, LLC](https://advisorcensus.com/firm/summit-financial-llc-parsippany-nj-299322) ([md](https://advisorcensus.com/firm/summit-financial-llc-parsippany-nj-299322.md)) | 299322 | Parsippany, NJ | SEC-registered investment adviser | Over $5 billion | 7 | % of assets, Fixed fee |
| [Summit Trail Advisors, LLC](https://advisorcensus.com/firm/summit-trail-advisors-llc-new-york-ny-220519) ([md](https://advisorcensus.com/firm/summit-trail-advisors-llc-new-york-ny-220519.md)) | 220519 | New York, NY | SEC-registered investment adviser | Over $5 billion | 11 | % of assets, Hourly, Fixed fee, Performance fee |
| [Swarthmore Asset Management Ltd](https://advisorcensus.com/firm/swarthmore-asset-management-ltd-new-york-ny-108507) ([md](https://advisorcensus.com/firm/swarthmore-asset-management-ltd-new-york-ny-108507.md)) | 108507 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 34 | % of assets, Fixed fee |
| [Systematic Financial Management LP](https://advisorcensus.com/firm/systematic-financial-management-lp-teaneck-nj-106146) ([md](https://advisorcensus.com/firm/systematic-financial-management-lp-teaneck-nj-106146.md)) | 106146 | Teaneck, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 31 | % of assets, Performance fee |
| [TAG Associates LLC](https://advisorcensus.com/firm/tag-associates-llc-new-york-ny-116959) ([md](https://advisorcensus.com/firm/tag-associates-llc-new-york-ny-116959.md)) | 116959 | New York, NY | SEC-registered investment adviser | Over $5 billion | 24 | % of assets, Fixed fee, Performance fee |
| [Tandem Capital Management, Inc.](https://advisorcensus.com/firm/tandem-capital-management-inc-woodcliff-lake-nj-107856) ([md](https://advisorcensus.com/firm/tandem-capital-management-inc-woodcliff-lake-nj-107856.md)) | 107856 | Woodcliff Lake, NJ | SEC-registered investment adviser | $100 million to $500 million | 35 | % of assets, Hourly, Fixed fee |
| [Taurus Financial](https://advisorcensus.com/firm/taurus-financial-jersey-city-nj-335067) ([md](https://advisorcensus.com/firm/taurus-financial-jersey-city-nj-335067.md)) | 335067 | Jersey City, NJ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [TD Private Client Wealth LLC](https://advisorcensus.com/firm/td-private-client-wealth-llc-new-york-ny-164484) ([md](https://advisorcensus.com/firm/td-private-client-wealth-llc-new-york-ny-164484.md)) | 164484 | New York, NY | SEC-registered investment adviser | Over $5 billion | 13 | % of assets |
| [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 |
| [Thames Asset Management, Inc](https://advisorcensus.com/firm/thames-asset-management-inc-hackensack-nj-106559) ([md](https://advisorcensus.com/firm/thames-asset-management-inc-hackensack-nj-106559.md)) | 106559 | Hackensack, NJ | State-registered investment adviser | $25 million to $100 million | 33 | % of assets, Hourly |
| [The August Wealth Management Group](https://advisorcensus.com/firm/the-august-wealth-management-group-new-york-ny-314683) ([md](https://advisorcensus.com/firm/the-august-wealth-management-group-new-york-ny-314683.md)) | 314683 | New York, NY | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [The Hajdari Group, LLC](https://advisorcensus.com/firm/the-hajdari-group-llc-staten-island-ny-289331) ([md](https://advisorcensus.com/firm/the-hajdari-group-llc-staten-island-ny-289331.md)) | 289331 | Staten Island, NY | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [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 |
| [The Wealth Alliance, LLC](https://advisorcensus.com/firm/the-wealth-alliance-llc-melville-ny-305052) ([md](https://advisorcensus.com/firm/the-wealth-alliance-llc-melville-ny-305052.md)) | 305052 | Melville, NY | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, 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 |
| [Timecapital Investor Advisory Services Inc](https://advisorcensus.com/firm/timecapital-investor-advisory-services-inc-port-jefferson-station-ny-105672) ([md](https://advisorcensus.com/firm/timecapital-investor-advisory-services-inc-port-jefferson-station-ny-105672.md)) | 105672 | Port Jefferson Station, NY | SEC-registered investment adviser | $100 million to $500 million | 50 | % of assets |
| [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 |
| [Titan Financial Services, LLC](https://advisorcensus.com/firm/titan-financial-services-llc-emerson-nj-129384) ([md](https://advisorcensus.com/firm/titan-financial-services-llc-emerson-nj-129384.md)) | 129384 | Emerson, NJ | State-registered investment adviser | $25 million to $100 million | 27 | % of assets, Hourly, Fixed fee, Commissions |
| [TKG Wealth Advisers LLC](https://advisorcensus.com/firm/tkg-wealth-advisers-llc-cranford-nj-324156) ([md](https://advisorcensus.com/firm/tkg-wealth-advisers-llc-cranford-nj-324156.md)) | 324156 | Cranford, NJ | State-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly, Fixed 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 |
| [Tortoise Investment Management, LLC](https://advisorcensus.com/firm/tortoise-investment-management-llc-white-plains-ny-128723) ([md](https://advisorcensus.com/firm/tortoise-investment-management-llc-white-plains-ny-128723.md)) | 128723 | White Plains, NY | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets |
| [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 |

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## 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. It measures scale, not performance or quality.

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- [Financial advisors in Brooklyn, NY](https://advisorcensus.com/advisors/ny/new-york/brooklyn) (https://advisorcensus.com/advisors/ny/new-york/brooklyn.md)
- [Financial advisors in White Plains, NY](https://advisorcensus.com/advisors/ny/new-york/white-plains) (https://advisorcensus.com/advisors/ny/new-york/white-plains.md)
- [Financial advisors in Red Bank, NJ](https://advisorcensus.com/advisors/ny/new-york/red-bank) (https://advisorcensus.com/advisors/ny/new-york/red-bank.md)
- [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.