# 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/6

## 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 6 of 13, 251 to 300 of 603, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [J.P. Morgan Investment Management Inc.](https://advisorcensus.com/firm/j-p-morgan-investment-management-inc-new-york-ny-107038) ([md](https://advisorcensus.com/firm/j-p-morgan-investment-management-inc-new-york-ny-107038.md)) | 107038 | New York, NY | SEC-registered investment adviser | Over $5 billion | 42 | % of assets, Fixed fee, Performance fee |
| [J.P. Morgan Private Investments Inc.](https://advisorcensus.com/firm/j-p-morgan-private-investments-inc-new-york-ny-110186) ([md](https://advisorcensus.com/firm/j-p-morgan-private-investments-inc-new-york-ny-110186.md)) | 110186 | New York, NY | SEC-registered investment adviser | Over $5 billion | 34 | % of assets, Performance fee, Other |
| [J.P. Morgan Securities LLC](https://advisorcensus.com/firm/j-p-morgan-securities-llc-new-york-ny-79) ([md](https://advisorcensus.com/firm/j-p-morgan-securities-llc-new-york-ny-79.md)) | 79 | New York, NY | SEC-registered investment adviser | Over $5 billion | 61 | % of assets, Other |
| [Jacobs Levy Equity Management](https://advisorcensus.com/firm/jacobs-levy-equity-management-florham-park-nj-107022) ([md](https://advisorcensus.com/firm/jacobs-levy-equity-management-florham-park-nj-107022.md)) | 107022 | Florham Park, NJ | SEC-registered investment adviser | Over $5 billion | 39 | % of assets, Performance fee |
| [Jedi Management, Inc.](https://advisorcensus.com/firm/jedi-management-inc-englewood-cliffs-nj-128805) ([md](https://advisorcensus.com/firm/jedi-management-inc-englewood-cliffs-nj-128805.md)) | 128805 | Englewood Cliffs, NJ | State-registered investment adviser | $25 million to $100 million | 25 | % of assets, Hourly, Fixed fee |
| [Jefferies Investment Advisers LLC](https://advisorcensus.com/firm/jefferies-investment-advisers-llc-new-york-ny-325421) ([md](https://advisorcensus.com/firm/jefferies-investment-advisers-llc-new-york-ny-325421.md)) | 325421 | New York, NY | SEC-registered investment adviser | Over $5 billion | 3 | % of assets, Fixed fee |
| [Jennison Associates](https://advisorcensus.com/firm/jennison-associates-new-york-ny-107959) ([md](https://advisorcensus.com/firm/jennison-associates-new-york-ny-107959.md)) | 107959 | New York, NY | SEC-registered investment adviser | Over $5 billion | 57 | % of assets, Performance fee |
| [Jersey Shore Financial Advisors LLC](https://advisorcensus.com/firm/jersey-shore-financial-advisors-llc-tinton-falls-nj-143748) ([md](https://advisorcensus.com/firm/jersey-shore-financial-advisors-llc-tinton-falls-nj-143748.md)) | 143748 | Tinton Falls, NJ | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Fixed fee |
| [John W. Bristol & Co., Inc.](https://advisorcensus.com/firm/john-w-bristol-and-co-inc-new-york-ny-105597) ([md](https://advisorcensus.com/firm/john-w-bristol-and-co-inc-new-york-ny-105597.md)) | 105597 | New York, NY | SEC-registered investment adviser | Over $5 billion | 48 | % of assets |
| [JPMorgan Alternative Asset Management](https://advisorcensus.com/firm/jpmorgan-alternative-asset-management-new-york-ny-20989) ([md](https://advisorcensus.com/firm/jpmorgan-alternative-asset-management-new-york-ny-20989.md)) | 20989 | New York, NY | SEC-registered investment adviser | Over $5 billion | 35 | % of assets, Performance fee |
| [Julius Wealth Advisors, LLC](https://advisorcensus.com/firm/julius-wealth-advisors-llc-englewood-cliffs-nj-316741) ([md](https://advisorcensus.com/firm/julius-wealth-advisors-llc-englewood-cliffs-nj-316741.md)) | 316741 | Englewood Cliffs, NJ | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee |
| [Kelleher Financial Advisors, LLC](https://advisorcensus.com/firm/kelleher-financial-advisors-llc-new-york-ny-126021) ([md](https://advisorcensus.com/firm/kelleher-financial-advisors-llc-new-york-ny-126021.md)) | 126021 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 23 | % of assets, Hourly, Fixed fee |
| [Kettle Hill Capital Management, LLC](https://advisorcensus.com/firm/kettle-hill-capital-management-llc-new-york-ny-163722) ([md](https://advisorcensus.com/firm/kettle-hill-capital-management-llc-new-york-ny-163722.md)) | 163722 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Performance fee |
| [Kevin M. Gibney and Company, LLC](https://advisorcensus.com/firm/kevin-m-gibney-and-company-llc-iselin-nj-151879) ([md](https://advisorcensus.com/firm/kevin-m-gibney-and-company-llc-iselin-nj-151879.md)) | 151879 | Iselin, NJ | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Fixed fee |
| [Key Client Fiduciary Advisors, LLC](https://advisorcensus.com/firm/key-client-fiduciary-advisors-llc-fairfield-nj-298240) ([md](https://advisorcensus.com/firm/key-client-fiduciary-advisors-llc-fairfield-nj-298240.md)) | 298240 | Fairfield, NJ | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Fixed fee |
| [Kimelman & Baird, LLC](https://advisorcensus.com/firm/kimelman-and-baird-llc-new-york-ny-2440) ([md](https://advisorcensus.com/firm/kimelman-and-baird-llc-new-york-ny-2440.md)) | 2440 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 53 | % of assets, Commissions |
| [Kingsbridge Advisors, LLC](https://advisorcensus.com/firm/kingsbridge-advisors-llc-fair-lawn-nj-126936) ([md](https://advisorcensus.com/firm/kingsbridge-advisors-llc-fair-lawn-nj-126936.md)) | 126936 | Fair Lawn, NJ | State-registered investment adviser | Not reported | 21 | Fixed fee, Other |
| [Klingenstein Fields Advisors](https://advisorcensus.com/firm/klingenstein-fields-advisors-new-york-ny-105907) ([md](https://advisorcensus.com/firm/klingenstein-fields-advisors-new-york-ny-105907.md)) | 105907 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 37 | % of assets, Fixed fee, Performance fee |
| [Klingenstein Fields Advisors](https://advisorcensus.com/firm/klingenstein-fields-advisors-new-york-ny-304186) ([md](https://advisorcensus.com/firm/klingenstein-fields-advisors-new-york-ny-304186.md)) | 304186 | New York, NY | SEC-registered investment adviser | Not reported | 7 | % of assets, Fixed fee |
| [Klingman and Associates, LLC](https://advisorcensus.com/firm/klingman-and-associates-llc-new-york-ny-125618) ([md](https://advisorcensus.com/firm/klingman-and-associates-llc-new-york-ny-125618.md)) | 125618 | New York, NY | SEC-registered investment adviser | Over $5 billion | 19 | % of assets, Fixed fee |
| [L&L Partners Wealth Management, LLC](https://advisorcensus.com/firm/l-and-l-partners-wealth-management-llc-suffern-ny-140077) ([md](https://advisorcensus.com/firm/l-and-l-partners-wealth-management-llc-suffern-ny-140077.md)) | 140077 | Suffern, NY | SEC-registered investment adviser | $25 million to $100 million | 9 | % of assets |
| [Ladenburg Thalmann Asset Management Inc](https://advisorcensus.com/firm/ladenburg-thalmann-asset-management-inc-new-york-ny-108604) ([md](https://advisorcensus.com/firm/ladenburg-thalmann-asset-management-inc-new-york-ny-108604.md)) | 108604 | New York, NY | SEC-registered investment adviser | Over $5 billion | 28 | % of assets |
| [Landmark Wealth Management, LLC](https://advisorcensus.com/firm/landmark-wealth-management-llc-melville-ny-158693) ([md](https://advisorcensus.com/firm/landmark-wealth-management-llc-melville-ny-158693.md)) | 158693 | Melville, NY | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Hourly, Fixed fee |
| [Lantern Wealth Advisors, LLC](https://advisorcensus.com/firm/lantern-wealth-advisors-llc-melville-ny-147420) ([md](https://advisorcensus.com/firm/lantern-wealth-advisors-llc-melville-ny-147420.md)) | 147420 | Melville, NY | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee |
| [Larrea Wealth Management](https://advisorcensus.com/firm/larrea-wealth-management-new-york-ny-129649) ([md](https://advisorcensus.com/firm/larrea-wealth-management-new-york-ny-129649.md)) | 129649 | New York, NY | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed fee |
| [Lavish Financial Planning](https://advisorcensus.com/firm/lavish-financial-planning-morristown-nj-167592) ([md](https://advisorcensus.com/firm/lavish-financial-planning-morristown-nj-167592.md)) | 167592 | Morristown, NJ | State-registered investment adviser | $25 million to $100 million | 13 | % of assets, Hourly, Fixed fee |
| [Lazard Asset Management Canada Inc](https://advisorcensus.com/firm/lazard-asset-management-canada-inc-new-york-ny-106340) ([md](https://advisorcensus.com/firm/lazard-asset-management-canada-inc-new-york-ny-106340.md)) | 106340 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 30 | % of assets, Performance fee |
| [Lazard Asset Management LLC](https://advisorcensus.com/firm/lazard-asset-management-llc-new-york-ny-122836) ([md](https://advisorcensus.com/firm/lazard-asset-management-llc-new-york-ny-122836.md)) | 122836 | New York, NY | SEC-registered investment adviser | Over $5 billion | 23 | % of assets, Fixed fee, Performance fee |
| [LDR Capital Management, LLC](https://advisorcensus.com/firm/ldr-capital-management-llc-new-york-ny-162329) ([md](https://advisorcensus.com/firm/ldr-capital-management-llc-new-york-ny-162329.md)) | 162329 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Performance fee |
| [Leatherback Investments LLC](https://advisorcensus.com/firm/leatherback-investments-llc-lakewood-nj-299608) ([md](https://advisorcensus.com/firm/leatherback-investments-llc-lakewood-nj-299608.md)) | 299608 | Lakewood, NJ | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Lebenthal Global Advisors, LLC](https://advisorcensus.com/firm/lebenthal-global-advisors-llc-hauppauge-ny-283303) ([md](https://advisorcensus.com/firm/lebenthal-global-advisors-llc-hauppauge-ny-283303.md)) | 283303 | Hauppauge, NY | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Fixed fee |
| [Leeb Capital Management, Inc.](https://advisorcensus.com/firm/leeb-capital-management-inc-new-york-ny-104793) ([md](https://advisorcensus.com/firm/leeb-capital-management-inc-new-york-ny-104793.md)) | 104793 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 58 | % of assets |
| [Leicht Financial Planning and Wealth Management](https://advisorcensus.com/firm/leicht-financial-planning-and-wealth-management-parsippany-nj-171967) ([md](https://advisorcensus.com/firm/leicht-financial-planning-and-wealth-management-parsippany-nj-171967.md)) | 171967 | Parsippany, NJ | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Fixed fee |
| [Leslie Marie Giordano](https://advisorcensus.com/firm/leslie-marie-giordano-garden-city-ny-126274) ([md](https://advisorcensus.com/firm/leslie-marie-giordano-garden-city-ny-126274.md)) | 126274 | Garden City, NY | SEC-registered investment adviser | $25 million to $100 million | 6 | % of assets, Hourly |
| [Levin Capital Strategies, L.P.](https://advisorcensus.com/firm/levin-capital-strategies-l-p-new-york-ny-137147) ([md](https://advisorcensus.com/firm/levin-capital-strategies-l-p-new-york-ny-137147.md)) | 137147 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets, Fixed fee, Performance fee |
| [Lingotto US LLC](https://advisorcensus.com/firm/lingotto-us-llc-new-york-ny-328113) ([md](https://advisorcensus.com/firm/lingotto-us-llc-new-york-ny-328113.md)) | 328113 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Performance fee |
| [Lionshead Wealth Management, LLC](https://advisorcensus.com/firm/lionshead-wealth-management-llc-new-york-ny-288526) ([md](https://advisorcensus.com/firm/lionshead-wealth-management-llc-new-york-ny-288526.md)) | 288526 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee |
| [Lisanti Capital Growth LLC](https://advisorcensus.com/firm/lisanti-capital-growth-llc-new-york-ny-130023) ([md](https://advisorcensus.com/firm/lisanti-capital-growth-llc-new-york-ny-130023.md)) | 130023 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 22 | % of assets |
| [Locust Wood Capital Advisers, LLC](https://advisorcensus.com/firm/locust-wood-capital-advisers-llc-new-york-ny-135140) ([md](https://advisorcensus.com/firm/locust-wood-capital-advisers-llc-new-york-ny-135140.md)) | 135140 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Performance fee, Other |
| [Lord, Abbett & Co. LLC](https://advisorcensus.com/firm/lord-abbett-and-co-llc-jersey-city-nj-110391) ([md](https://advisorcensus.com/firm/lord-abbett-and-co-llc-jersey-city-nj-110391.md)) | 110391 | Jersey City, NJ | SEC-registered investment adviser | Over $5 billion | 55 | % of assets, Performance fee |
| [Lunin-Pack Planning and Advice, LLC](https://advisorcensus.com/firm/lunin-pack-planning-and-advice-llc-cold-spring-ny-334066) ([md](https://advisorcensus.com/firm/lunin-pack-planning-and-advice-llc-cold-spring-ny-334066.md)) | 334066 | Cold Spring, NY | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets, Fixed fee |
| [Lyrical Asset Management LP](https://advisorcensus.com/firm/lyrical-asset-management-lp-new-york-ny-148267) ([md](https://advisorcensus.com/firm/lyrical-asset-management-lp-new-york-ny-148267.md)) | 148267 | New York, NY | SEC-registered investment adviser | Over $5 billion | 16 | % of assets, Performance fee |
| [M.D. Sass, LLC](https://advisorcensus.com/firm/m-d-sass-llc-new-york-ny-110590) ([md](https://advisorcensus.com/firm/m-d-sass-llc-new-york-ny-110590.md)) | 110590 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 54 | % of assets, Performance fee |
| [Mackay Shields LLC](https://advisorcensus.com/firm/mackay-shields-llc-new-york-ny-107717) ([md](https://advisorcensus.com/firm/mackay-shields-llc-new-york-ny-107717.md)) | 107717 | New York, NY | SEC-registered investment adviser | Over $5 billion | 57 | % of assets, Performance fee |
| [Macquarie Infrastructure Partners](https://advisorcensus.com/firm/macquarie-infrastructure-partners-new-york-ny-146696) ([md](https://advisorcensus.com/firm/macquarie-infrastructure-partners-new-york-ny-146696.md)) | 146696 | New York, NY | SEC-registered investment adviser | Over $5 billion | 18 | % of assets, Performance fee |
| [Madison Advisory Services, Inc.](https://advisorcensus.com/firm/madison-advisory-services-inc-white-plains-ny-132386) ([md](https://advisorcensus.com/firm/madison-advisory-services-inc-white-plains-ny-132386.md)) | 132386 | White Plains, NY | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee |
| [Madison International Realty Holdings, LLC](https://advisorcensus.com/firm/madison-international-realty-holdings-llc-new-york-ny-158165) ([md](https://advisorcensus.com/firm/madison-international-realty-holdings-llc-new-york-ny-158165.md)) | 158165 | New York, NY | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Main Street Management Company](https://advisorcensus.com/firm/main-street-management-company-aquebogue-ny-111736) ([md](https://advisorcensus.com/firm/main-street-management-company-aquebogue-ny-111736.md)) | 111736 | Aquebogue, NY | SEC-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [Makrod Investment Associates Inc](https://advisorcensus.com/firm/makrod-investment-associates-inc-verona-nj-110325) ([md](https://advisorcensus.com/firm/makrod-investment-associates-inc-verona-nj-110325.md)) | 110325 | Verona, NJ | SEC-registered investment adviser | $500 million to $1 billion | 39 | % of assets |
| [Malvern Ridge Wealth Management](https://advisorcensus.com/firm/malvern-ridge-wealth-management-englewood-cliffs-nj-297714) ([md](https://advisorcensus.com/firm/malvern-ridge-wealth-management-englewood-cliffs-nj-297714.md)) | 297714 | Englewood Cliffs, NJ | State-registered investment adviser | Under $25 million | 8 | % of assets, Hourly, Fixed 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 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.