# 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/3

## 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 3 of 13, 101 to 150 of 603, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Certares Management LLC](https://advisorcensus.com/firm/certares-management-llc-new-york-ny-296928) ([md](https://advisorcensus.com/firm/certares-management-llc-new-york-ny-296928.md)) | 296928 | New York, NY | SEC-registered investment adviser | Over $5 billion | 8 | % of assets, Performance fee |
| [CFM Advisors Inc](https://advisorcensus.com/firm/cfm-advisors-inc-hauppauge-ny-111581) ([md](https://advisorcensus.com/firm/cfm-advisors-inc-hauppauge-ny-111581.md)) | 111581 | Hauppauge, NY | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets, Fixed fee |
| [CFS Investment Advisory Services LLC](https://advisorcensus.com/firm/cfs-investment-advisory-services-llc-totowa-nj-106577) ([md](https://advisorcensus.com/firm/cfs-investment-advisory-services-llc-totowa-nj-106577.md)) | 106577 | Totowa, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 32 | % of assets, Fixed fee |
| [Chamonix Partners Capital Management LLC](https://advisorcensus.com/firm/chamonix-partners-capital-management-llc-new-york-ny-318867) ([md](https://advisorcensus.com/firm/chamonix-partners-capital-management-llc-new-york-ny-318867.md)) | 318867 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Circle Advisers Inc](https://advisorcensus.com/firm/circle-advisers-inc-new-york-ny-110818) ([md](https://advisorcensus.com/firm/circle-advisers-inc-new-york-ny-110818.md)) | 110818 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 43 | % of assets, Hourly, Fixed fee |
| [Ciro Capital LLC](https://advisorcensus.com/firm/ciro-capital-llc-jersey-city-nj-329576) ([md](https://advisorcensus.com/firm/ciro-capital-llc-jersey-city-nj-329576.md)) | 329576 | Jersey City, NJ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Cirrus Research, LLC](https://advisorcensus.com/firm/cirrus-research-llc-new-york-ny-143800) ([md](https://advisorcensus.com/firm/cirrus-research-llc-new-york-ny-143800.md)) | 143800 | New York, NY | State-registered investment adviser | Not reported | 18 | Fixed fee, Other |
| [Citigroup Global Markets Inc.](https://advisorcensus.com/firm/citigroup-global-markets-inc-new-york-ny-7059) ([md](https://advisorcensus.com/firm/citigroup-global-markets-inc-new-york-ny-7059.md)) | 7059 | New York, NY | SEC-registered investment adviser | Over $5 billion | 62 | % of assets, Fixed fee |
| [Clarion Partners](https://advisorcensus.com/firm/clarion-partners-new-york-ny-108803) ([md](https://advisorcensus.com/firm/clarion-partners-new-york-ny-108803.md)) | 108803 | New York, NY | SEC-registered investment adviser | Over $5 billion | 44 | % of assets, Fixed fee, Performance fee, Other |
| [Clarus Group LLC](https://advisorcensus.com/firm/clarus-group-llc-new-york-ny-310156) ([md](https://advisorcensus.com/firm/clarus-group-llc-new-york-ny-310156.md)) | 310156 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Clear Point Advisors, Inc.](https://advisorcensus.com/firm/clear-point-advisors-inc-melville-ny-111775) ([md](https://advisorcensus.com/firm/clear-point-advisors-inc-melville-ny-111775.md)) | 111775 | Melville, NY | SEC-registered investment adviser | $100 million to $500 million | 28 | % of assets, Hourly |
| [Clearbridge Investments, LLC](https://advisorcensus.com/firm/clearbridge-investments-llc-new-york-ny-137028) ([md](https://advisorcensus.com/firm/clearbridge-investments-llc-new-york-ny-137028.md)) | 137028 | New York, NY | SEC-registered investment adviser | Over $5 billion | 21 | % of assets, Performance fee |
| [Cohen & Steers Capital Management Inc.](https://advisorcensus.com/firm/cohen-and-steers-capital-management-inc-new-york-ny-106266) ([md](https://advisorcensus.com/firm/cohen-and-steers-capital-management-inc-new-york-ny-106266.md)) | 106266 | New York, NY | SEC-registered investment adviser | Over $5 billion | 40 | % of assets, Performance fee, Other |
| [Cohen Klingenstein, LLC](https://advisorcensus.com/firm/cohen-klingenstein-llc-new-york-ny-148428) ([md](https://advisorcensus.com/firm/cohen-klingenstein-llc-new-york-ny-148428.md)) | 148428 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets |
| [Colucci Wealth Management LLC](https://advisorcensus.com/firm/colucci-wealth-management-llc-brightwaters-ny-338046) ([md](https://advisorcensus.com/firm/colucci-wealth-management-llc-brightwaters-ny-338046.md)) | 338046 | Brightwaters, NY | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets |
| [Compass Advisors](https://advisorcensus.com/firm/compass-advisors-melville-ny-288256) ([md](https://advisorcensus.com/firm/compass-advisors-melville-ny-288256.md)) | 288256 | Melville, NY | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee |
| [Complete Advisors](https://advisorcensus.com/firm/complete-advisors-valley-stream-ny-307127) ([md](https://advisorcensus.com/firm/complete-advisors-valley-stream-ny-307127.md)) | 307127 | Valley Stream, NY | SEC-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee |
| [Compound Planning, Inc.](https://advisorcensus.com/firm/compound-planning-inc-new-york-ny-171787) ([md](https://advisorcensus.com/firm/compound-planning-inc-new-york-ny-171787.md)) | 171787 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Fixed fee, Other |
| [Condor Capital Wealth Management](https://advisorcensus.com/firm/condor-capital-wealth-management-martinsville-nj-104920) ([md](https://advisorcensus.com/firm/condor-capital-wealth-management-martinsville-nj-104920.md)) | 104920 | Martinsville, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 37 | % of assets, Hourly, Fixed fee |
| [Consolidated Portfolio Review Corp](https://advisorcensus.com/firm/consolidated-portfolio-review-corp-woodbury-ny-112694) ([md](https://advisorcensus.com/firm/consolidated-portfolio-review-corp-woodbury-ny-112694.md)) | 112694 | Woodbury, NY | SEC-registered investment adviser | $1 billion to $5 billion | 34 | % of assets, Hourly, Fixed fee |
| [Consulting Group Advisory Services LLC](https://advisorcensus.com/firm/consulting-group-advisory-services-llc-purchase-ny-137463) ([md](https://advisorcensus.com/firm/consulting-group-advisory-services-llc-purchase-ny-137463.md)) | 137463 | Purchase, NY | SEC-registered investment adviser | Over $5 billion | 20 | % of assets |
| [Coordinated Planning Group, Inc.](https://advisorcensus.com/firm/coordinated-planning-group-inc-melville-ny-173653) ([md](https://advisorcensus.com/firm/coordinated-planning-group-inc-melville-ny-173653.md)) | 173653 | Melville, NY | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee, Other |
| [Corbin Capital Partners, L.P.](https://advisorcensus.com/firm/corbin-capital-partners-l-p-new-york-ny-130819) ([md](https://advisorcensus.com/firm/corbin-capital-partners-l-p-new-york-ny-130819.md)) | 130819 | New York, NY | SEC-registered investment adviser | Over $5 billion | 22 | % of assets, Performance fee |
| [Corinthian Partners Asset Management LLC](https://advisorcensus.com/firm/corinthian-partners-asset-management-llc-new-york-ny-109385) ([md](https://advisorcensus.com/firm/corinthian-partners-asset-management-llc-new-york-ny-109385.md)) | 109385 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee |
| [Cornerstone Planning Group](https://advisorcensus.com/firm/cornerstone-planning-group-fairfield-nj-307189) ([md](https://advisorcensus.com/firm/cornerstone-planning-group-fairfield-nj-307189.md)) | 307189 | Fairfield, NJ | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee |
| [Cornerstone Professional Advisor Services, LLC](https://advisorcensus.com/firm/cornerstone-professional-advisor-services-llc-garden-city-ny-115122) ([md](https://advisorcensus.com/firm/cornerstone-professional-advisor-services-llc-garden-city-ny-115122.md)) | 115122 | Garden City, NY | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Other |
| [Corrado Advisors, LLC](https://advisorcensus.com/firm/corrado-advisors-llc-ramsey-nj-111721) ([md](https://advisorcensus.com/firm/corrado-advisors-llc-ramsey-nj-111721.md)) | 111721 | Ramsey, NJ | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets |
| [Cove Private Wealth, LLC](https://advisorcensus.com/firm/cove-private-wealth-llc-oyster-bay-ny-316866) ([md](https://advisorcensus.com/firm/cove-private-wealth-llc-oyster-bay-ny-316866.md)) | 316866 | Oyster Bay, NY | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets |
| [Covenant Asset Management, LLC](https://advisorcensus.com/firm/covenant-asset-management-llc-chester-nj-108567) ([md](https://advisorcensus.com/firm/covenant-asset-management-llc-chester-nj-108567.md)) | 108567 | Chester, NJ | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets, Hourly, Fixed fee |
| [Covington & Associates, Inc.](https://advisorcensus.com/firm/covington-and-associates-inc-westfield-nj-113357) ([md](https://advisorcensus.com/firm/covington-and-associates-inc-westfield-nj-113357.md)) | 113357 | Westfield, NJ | SEC-registered investment adviser | $100 million to $500 million | 25 | % of assets |
| [CSD Financial LLC](https://advisorcensus.com/firm/csd-financial-llc-brooklyn-ny-310948) ([md](https://advisorcensus.com/firm/csd-financial-llc-brooklyn-ny-310948.md)) | 310948 | Brooklyn, NY | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Cullen Capital Management, LLC](https://advisorcensus.com/firm/cullen-capital-management-llc-new-york-ny-113128) ([md](https://advisorcensus.com/firm/cullen-capital-management-llc-new-york-ny-113128.md)) | 113128 | New York, NY | SEC-registered investment adviser | Over $5 billion | 26 | % of assets, Performance fee |
| [D. E. Shaw Investment Management, L.L.C.](https://advisorcensus.com/firm/d-e-shaw-investment-management-l-l-c-new-york-ny-135284) ([md](https://advisorcensus.com/firm/d-e-shaw-investment-management-l-l-c-new-york-ny-135284.md)) | 135284 | New York, NY | SEC-registered investment adviser | Over $5 billion | 21 | % of assets, Performance fee, Other |
| [Dahab Associates Inc](https://advisorcensus.com/firm/dahab-associates-inc-bay-shore-ny-108356) ([md](https://advisorcensus.com/firm/dahab-associates-inc-bay-shore-ny-108356.md)) | 108356 | Bay Shore, NY | SEC-registered investment adviser | Not reported | 40 | Fixed fee, Other |
| [Davidov Wealth Group, LLC](https://advisorcensus.com/firm/davidov-wealth-group-llc-garden-city-ny-166794) ([md](https://advisorcensus.com/firm/davidov-wealth-group-llc-garden-city-ny-166794.md)) | 166794 | Garden City, NY | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly |
| [Davidson Wealth Management LLC](https://advisorcensus.com/firm/davidson-wealth-management-llc-forked-river-nj-153227) ([md](https://advisorcensus.com/firm/davidson-wealth-management-llc-forked-river-nj-153227.md)) | 153227 | Forked River, NJ | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Hourly, Fixed fee |
| [Davis Selected Advisers - NY, Inc.](https://advisorcensus.com/firm/davis-selected-advisers-ny-inc-new-york-ny-106659) ([md](https://advisorcensus.com/firm/davis-selected-advisers-ny-inc-new-york-ny-106659.md)) | 106659 | New York, NY | SEC-registered investment adviser | Over $5 billion | 29 | % of assets |
| [DBM Planning, LLC](https://advisorcensus.com/firm/dbm-planning-llc-new-york-ny-328758) ([md](https://advisorcensus.com/firm/dbm-planning-llc-new-york-ny-328758.md)) | 328758 | New York, NY | State-registered investment adviser | Under $25 million | 2 | % of assets, Fixed fee |
| [DCM Advisors, LLC](https://advisorcensus.com/firm/dcm-advisors-llc-new-york-ny-126248) ([md](https://advisorcensus.com/firm/dcm-advisors-llc-new-york-ny-126248.md)) | 126248 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Performance fee |
| [Delta & Gamma Capital Management LLC](https://advisorcensus.com/firm/delta-and-gamma-capital-management-llc-new-york-ny-282317) ([md](https://advisorcensus.com/firm/delta-and-gamma-capital-management-llc-new-york-ny-282317.md)) | 282317 | New York, NY | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly, Fixed fee, Performance fee |
| [Delta Capital Management LLC](https://advisorcensus.com/firm/delta-capital-management-llc-red-bank-nj-106248) ([md](https://advisorcensus.com/firm/delta-capital-management-llc-red-bank-nj-106248.md)) | 106248 | Red Bank, NJ | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets |
| [Derryrush Wealth](https://advisorcensus.com/firm/derryrush-wealth-west-sayville-ny-338575) ([md](https://advisorcensus.com/firm/derryrush-wealth-west-sayville-ny-338575.md)) | 338575 | West Sayville, NY | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets, Fixed fee |
| [DGS Capital Management](https://advisorcensus.com/firm/dgs-capital-management-jersey-city-nj-281938) ([md](https://advisorcensus.com/firm/dgs-capital-management-jersey-city-nj-281938.md)) | 281938 | Jersey City, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets |
| [Donald Smith & Co., Inc.](https://advisorcensus.com/firm/donald-smith-and-co-inc-new-york-ny-104947) ([md](https://advisorcensus.com/firm/donald-smith-and-co-inc-new-york-ny-104947.md)) | 104947 | New York, NY | SEC-registered investment adviser | Over $5 billion | 51 | % of assets, Performance fee |
| [Dorchester Advisors LLC](https://advisorcensus.com/firm/dorchester-advisors-llc-short-hills-nj-154460) ([md](https://advisorcensus.com/firm/dorchester-advisors-llc-short-hills-nj-154460.md)) | 154460 | Short Hills, NJ | State-registered investment adviser | $25 million to $100 million | 16 | % of assets, Hourly, Fixed fee, Other |
| [Douglas C. Lane & Associates](https://advisorcensus.com/firm/douglas-c-lane-and-associates-new-york-ny-282563) ([md](https://advisorcensus.com/firm/douglas-c-lane-and-associates-new-york-ny-282563.md)) | 282563 | New York, NY | SEC-registered investment adviser | Over $5 billion | 10 | % of assets |
| [DW Partners, LP](https://advisorcensus.com/firm/dw-partners-lp-new-york-ny-155459) ([md](https://advisorcensus.com/firm/dw-partners-lp-new-york-ny-155459.md)) | 155459 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Performance fee |
| [DWS Investment Management Americas, Inc.](https://advisorcensus.com/firm/dws-investment-management-americas-inc-new-york-ny-104518) ([md](https://advisorcensus.com/firm/dws-investment-management-americas-inc-new-york-ny-104518.md)) | 104518 | New York, NY | SEC-registered investment adviser | Over $5 billion | 85 | % of assets, Fixed fee, Performance fee |
| [Dynamic Trading Management, LLC.](https://advisorcensus.com/firm/dynamic-trading-management-llc-white-plains-ny-142638) ([md](https://advisorcensus.com/firm/dynamic-trading-management-llc-white-plains-ny-142638.md)) | 142638 | White Plains, NY | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets |
| [Eagle Capital Management LLC](https://advisorcensus.com/firm/eagle-capital-management-llc-new-york-ny-106422) ([md](https://advisorcensus.com/firm/eagle-capital-management-llc-new-york-ny-106422.md)) | 106422 | New York, NY | SEC-registered investment adviser | Over $5 billion | 31 | % of assets, Performance fee |

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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 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.