{ "path": "/advisors/ny/new-york/hourly", "url": "https://advisorcensus.com/advisors/ny/new-york/hourly", "page_type": "metro_fee", "title": "Hourly financial advisors in New York, NY", "filters": {}, "scope_total": 536, "faq": [ { "q": "How many financial advisory firms are there in New York, NY?", "a": "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." }, { "q": "How many fee-only financial advisors are in New York, NY?", "a": "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." }, { "q": "How many financial advisors in New York, NY offer financial planning?", "a": "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." }, { "q": "Are the financial advisors in New York, NY fiduciaries?", "a": "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." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "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." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "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." }, { "q": "What does regulatory assets under management mean?", "a": "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." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 536 investment advisory firms with a principal office in the New York metro area that report hourly charges among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.", "about_market": "New York has 3,971 investment advisory firms with a principal office in the metro area as of October 2026: 2,691 SEC-registered, 551 state-registered, and 729 exempt reporting advisers. 518 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 687 report under $100 million in regulatory assets under management. The metro area has 7,409,947 households, 1,637,705 of them with income of $200,000 or more, or 412 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Hourly financial advisors in New York, NY: 536 firms from Form ADV filings as of October 2026.", "total_firms": 536, "page": 1, "total_pages": 11, "sort": "name", "registration_types": { "sec": 298, "state": 238, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 172 }, { "code": "percentage_of_aum", "count": 471 }, { "code": "hourly", "count": 536 }, { "code": "subscription", "count": 10 }, { "code": "fixed", "count": 437 }, { "code": "commissions", "count": 21 }, { "code": "performance_based", "count": 42 }, { "code": "other", "count": 69 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 160 }, { "code": "5_to_9", "count": 121 }, { "code": "10_to_19", "count": 148 }, { "code": "20_plus", "count": 107 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 114 }, { "code": "25m_100m", "count": 109 }, { "code": "100m_500m", "count": 137 }, { "code": "500m_1b", "count": 39 }, { "code": "1b_5b", "count": 40 }, { "code": "over_5b", "count": 21 }, { "code": "not_reported", "count": 76 } ], "firms": [ { "crd_number": 162997, "name": "4THOUGHT Financial Group Inc.", "name_as_filed": "4THOUGHT FINANCIAL GROUP INC.", "url": "https://advisorcensus.com/firm/4thought-financial-group-inc-syosset-ny-162997", "city": "Syosset", "state": "NY", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 284213, "name": "5C Capital Management, LLC", "name_as_filed": "5C CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/5c-capital-management-llc-woodcliff-lake-nj-284213", "city": "Woodcliff Lake", "state": "NJ", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 175256, "name": "65 and Sunny! Registered Investment Advisors, LLC", "name_as_filed": "65 AND SUNNY! REGISTERED INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/65-and-sunny-registered-investment-advisors-llc-hampton-nj-175256", "city": "Hampton", "state": "NJ", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "performance_based" ], "enhanced": false }, { "crd_number": 173292, "name": "A.G. Morgan Financial Advisors, LLC", "name_as_filed": "A.G. MORGAN FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/a-g-morgan-financial-advisors-llc-massapequa-ny-173292", "city": "Massapequa", "state": "NY", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 152401, "name": "Abernathy Group II LLC", "name_as_filed": "ABERNATHY GROUP II LLC", "url": "https://advisorcensus.com/firm/abernathy-group-ii-llc-new-york-ny-152401", "city": "New York", "state": "NY", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based", "other" ], "enhanced": false }, { "crd_number": 298085, "name": "Able Wealth Management LLC", "name_as_filed": "ABLE WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/able-wealth-management-llc-toms-river-nj-298085", "city": "Toms River", "state": "NJ", "years_registered": 3, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299544, "name": "Accretive Wealth Partners, LLC", "name_as_filed": "ACCRETIVE WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/accretive-wealth-partners-llc-parsippany-nj-299544", "city": "Parsippany", "state": "NJ", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 314046, "name": "Advanced Portfolio Services LLC", "name_as_filed": "ADVANCED PORTFOLIO SERVICES LLC", "url": "https://advisorcensus.com/firm/advanced-portfolio-services-llc-saint-james-ny-314046", "city": "Saint James", "state": "NY", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 112266, "name": "Advisors Capital Management, LLC", "name_as_filed": "ADVISORS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/advisors-capital-management-llc-ridgewood-nj-112266", "city": "Ridgewood", "state": "NJ", "years_registered": 23, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 15007, "name": "Aegis Capital Corp.", "name_as_filed": "AEGIS CAPITAL CORP.", "url": "https://advisorcensus.com/firm/aegis-capital-corp-new-york-ny-15007", "city": "New York", "state": "NY", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 310360, "name": "AEM Asset Management, LLC", "name_as_filed": "AEM ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/aem-asset-management-llc-somerset-nj-310360", "city": "Somerset", "state": "NJ", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167526, "name": "Aeolian Advisors Corporation", "name_as_filed": "AEOLIAN ADVISORS CORPORATION", "url": "https://advisorcensus.com/firm/aeolian-advisors-corporation-nyack-ny-167526", "city": "Nyack", "state": "NY", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328473, "name": "Aging Issues Management LLC", "name_as_filed": "AGING ISSUES MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/aging-issues-management-llc-hawthorne-ny-328473", "city": "Hawthorne", "state": "NY", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312385, "name": "Ahara Advisors", "name_as_filed": "AHARA ADVISORS", "url": "https://advisorcensus.com/firm/ahara-advisors-jersey-city-nj-312385", "city": "Jersey City", "state": "NJ", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 124512, "name": "Aimcdonnaugh & Co. Inc.", "name_as_filed": "AIMCDONNAUGH & CO. INC.", "url": "https://advisorcensus.com/firm/aimcdonnaugh-and-co-inc-baldwin-ny-124512", "city": "Baldwin", "state": "NY", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329945, "name": "Align Financial Solutions", "name_as_filed": "ALIGN FINANCIAL SOLUTIONS", "url": "https://advisorcensus.com/firm/align-financial-solutions-hoboken-nj-329945", "city": "Hoboken", "state": "NJ", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128962, "name": "Aljen Asset Management LLC", "name_as_filed": "ALJEN ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/aljen-asset-management-llc-cedar-knolls-nj-128962", "city": "Cedar Knolls", "state": "NJ", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173871, "name": "Allegory Advisory", "name_as_filed": "ALLEGORY ADVISORY", "url": "https://advisorcensus.com/firm/allegory-advisory-new-york-ny-173871", "city": "New York", "state": "NY", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 169573, "name": "Alliance Wealth Management Group, LLC", "name_as_filed": "ALLIANCE WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/alliance-wealth-management-group-llc-flemington-nj-169573", "city": "Flemington", "state": "NJ", "years_registered": 12, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110130, "name": "Altfest Personal Wealth Management", "name_as_filed": "ALTFEST PERSONAL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/altfest-personal-wealth-management-new-york-ny-110130", "city": "New York", "state": "NY", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129318, "name": "Ambrozy & Associates, Inc.", "name_as_filed": "AMBROZY & ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/ambrozy-and-associates-inc-spring-lake-nj-129318", "city": "Spring Lake", "state": "NJ", "years_registered": 29, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 339633, "name": "AMD Wealth Management LLC", "name_as_filed": "AMD WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/amd-wealth-management-llc-branchburg-nj-339633", "city": "Branchburg", "state": "NJ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166057, "name": "American Centurion Financial LLC", "name_as_filed": "AMERICAN CENTURION FINANCIAL LLC", "url": "https://advisorcensus.com/firm/american-centurion-financial-llc-new-york-ny-166057", "city": "New York", "state": "NY", "years_registered": 13, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115559, "name": "American Financial & Tax Strategies, Inc.", "name_as_filed": "AMERICAN FINANCIAL & TAX STRATEGIES, INC.", "url": "https://advisorcensus.com/firm/american-financial-and-tax-strategies-inc-new-york-ny-115559", "city": "New York", "state": "NY", "years_registered": 32, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282683, "name": "American Wealth Administration Group LLC", "name_as_filed": "AMERICAN WEALTH ADMINISTRATION GROUP LLC", "url": "https://advisorcensus.com/firm/american-wealth-administration-group-llc-glen-cove-ny-282683", "city": "Glen Cove", "state": "NY", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 29931, "name": "Andrew Garrett, Inc.", "name_as_filed": "ANDREW GARRETT, INC.", "url": "https://advisorcensus.com/firm/andrew-garrett-inc-new-york-ny-29931", "city": "New York", "state": "NY", "years_registered": 16, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282832, "name": "Anglia Advisors", "name_as_filed": "ANGLIA ADVISORS", "url": "https://advisorcensus.com/firm/anglia-advisors-valley-stream-ny-282832", "city": "Valley Stream", "state": "NY", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343168, "name": "Apeiron Wealth Service", "name_as_filed": "APEIRON WEALTH SERVICE", "url": "https://advisorcensus.com/firm/apeiron-wealth-service-astoria-ny-343168", "city": "Astoria", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 167490, "name": "Apostolic Financial Advisors, LLC", "name_as_filed": "APOSTOLIC FINANCIAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/apostolic-financial-advisors-llc-saddle-river-nj-167490", "city": "Saddle River", "state": "NJ", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133535, "name": "Arax Advisory Partners", "name_as_filed": "ARAX ADVISORY PARTNERS", "url": "https://advisorcensus.com/firm/arax-advisory-partners-new-york-ny-133535", "city": "New York", "state": "NY", "years_registered": 20, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 148709, "name": "Arbus Capital Management, LLC", "name_as_filed": "ARBUS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/arbus-capital-management-llc-new-york-ny-148709", "city": "New York", "state": "NY", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165504, "name": "Arcadia Wealth Management", "name_as_filed": "ARCADIA WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/arcadia-wealth-management-smithtown-ny-165504", "city": "Smithtown", "state": "NY", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 152137, "name": "Aries Investment Advisors, LLC", "name_as_filed": "ARIES INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/aries-investment-advisors-llc-garden-city-ny-152137", "city": "Garden City", "state": "NY", "years_registered": 16, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 145291, "name": "Arpp", "name_as_filed": "ARPP", "url": "https://advisorcensus.com/firm/arpp-freehold-nj-145291", "city": "Freehold", "state": "NJ", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions", "other" ], "enhanced": false }, { "crd_number": 319184, "name": "Artemis Wealth Advisors", "name_as_filed": "ARTEMIS WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/artemis-wealth-advisors-flemington-nj-319184", "city": "Flemington", "state": "NJ", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 150652, "name": "Aspire Advisors, LLC", "name_as_filed": "ASPIRE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/aspire-advisors-llc-north-white-plains-ny-150652", "city": "North White Plains", "state": "NY", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106618, "name": "Asset Advisory Group, Inc.", "name_as_filed": "ASSET ADVISORY GROUP, INC.", "url": "https://advisorcensus.com/firm/asset-advisory-group-inc-kinnelon-nj-106618", "city": "Kinnelon", "state": "NJ", "years_registered": 32, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108982, "name": "Asset Management One USA Inc.", "name_as_filed": "ASSET MANAGEMENT ONE USA INC.", "url": "https://advisorcensus.com/firm/asset-management-one-usa-inc-new-york-ny-108982", "city": "New York", "state": "NY", "years_registered": 28, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 288271, "name": "Astoria Portfolio Advisors LLC", "name_as_filed": "ASTORIA PORTFOLIO ADVISORS LLC", "url": "https://advisorcensus.com/firm/astoria-portfolio-advisors-llc-new-york-ny-288271", "city": "New York", "state": "NY", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283744, "name": "Atlas Private Wealth Advisors", "name_as_filed": "ATLAS PRIVATE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/atlas-private-wealth-advisors-red-bank-nj-283744", "city": "Red Bank", "state": "NJ", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172961, "name": "Atwob", "name_as_filed": "ATWOB", "url": "https://advisorcensus.com/firm/atwob-katonah-ny-172961", "city": "Katonah", "state": "NY", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281604, "name": "Aurora Private Wealth, Inc.", "name_as_filed": "AURORA PRIVATE WEALTH, INC.", "url": "https://advisorcensus.com/firm/aurora-private-wealth-inc-totowa-nj-281604", "city": "Totowa", "state": "NJ", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319737, "name": "Avanti Wealth Management", "name_as_filed": "AVANTI WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/avanti-wealth-management-rutherford-nj-319737", "city": "Rutherford", "state": "NJ", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 337579, "name": "Avrio Wealth LLC", "name_as_filed": "AVRIO WEALTH LLC", "url": "https://advisorcensus.com/firm/avrio-wealth-llc-new-york-ny-337579", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 316753, "name": "BA Global Capital", "name_as_filed": "BA GLOBAL CAPITAL", "url": "https://advisorcensus.com/firm/ba-global-capital-newark-nj-316753", "city": "Newark", "state": "NJ", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 170878, "name": "Barr CPA LLC", "name_as_filed": "BARR CPA LLC", "url": "https://advisorcensus.com/firm/barr-cpa-llc-ridgewood-nj-170878", "city": "Ridgewood", "state": "NJ", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 174761, "name": "BCS Private Wealth Management", "name_as_filed": "BCS PRIVATE WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/bcs-private-wealth-management-rumson-nj-174761", "city": "Rumson", "state": "NJ", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 119672, "name": "Beacon Financial Advisors", "name_as_filed": "BEACON FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/beacon-financial-advisors-rye-brook-ny-119672", "city": "Rye Brook", "state": "NY", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166150, "name": "Beekman Financial Planning LLC", "name_as_filed": "BEEKMAN FINANCIAL PLANNING LLC", "url": "https://advisorcensus.com/firm/beekman-financial-planning-llc-new-york-ny-166150", "city": "New York", "state": "NY", "years_registered": 13, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 111188, "name": "Bellwether Consulting LLC", "name_as_filed": "BELLWETHER CONSULTING LLC", "url": "https://advisorcensus.com/firm/bellwether-consulting-llc-millburn-nj-111188", "city": "Millburn", "state": "NJ", "years_registered": 25, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/ny", "label": "Financial advisors in New York" }, "metro": { "path": "/advisors/ny/new-york", "label": "Financial advisors in New York, NY" }, "city_pages": [ { "path": "/advisors/ny/new-york/brooklyn", "label": "Financial advisors in Brooklyn, NY", "firm_count": 69 }, { "path": "/advisors/ny/new-york/white-plains", "label": "Financial advisors in White Plains, NY", "firm_count": 44 }, { "path": "/advisors/ny/new-york/red-bank", "label": "Financial advisors in Red Bank, NJ", "firm_count": 39 }, { "path": "/advisors/ny/new-york/jersey-city", "label": "Financial advisors in Jersey City, NJ", "firm_count": 35 }, { "path": "/advisors/ny/new-york/summit", "label": "Financial advisors in Summit, NJ", "firm_count": 33 }, { "path": "/advisors/ny/new-york/melville", "label": "Financial advisors in Melville, NY", "firm_count": 28 }, { "path": "/advisors/ny/new-york/garden-city", "label": "Financial advisors in Garden City, NY", "firm_count": 27 }, { "path": "/advisors/ny/new-york/rye-brook", "label": "Financial advisors in Rye Brook, NY", "firm_count": 22 }, { "path": "/advisors/ny/new-york/morristown", "label": "Financial advisors in Morristown, NJ", "firm_count": 20 }, { "path": "/advisors/ny/new-york/new-york-city", "label": "Financial advisors in New York City, NY", "firm_count": 20 }, { "path": "/advisors/ny/new-york/newark", "label": "Financial advisors in Newark, NJ", "firm_count": 19 }, { "path": "/advisors/ny/new-york/rye", "label": "Financial advisors in Rye, NY", "firm_count": 18 } ], "fee_pages": [ { "path": "/advisors/ny/new-york/fee-only", "label": "Fee-only financial advisors in New York, NY", "firm_count": 518 }, { "path": "/advisors/ny/new-york/flat-fee", "label": "Flat-fee financial advisors in New York, NY", "firm_count": 999 } ], "answer_pages": [ { "path": "/advisors/ny/new-york/for-high-net-worth-individuals", "firm_count": 1176, "label": "Financial advisors for high-net-worth individuals in New York, NY" }, { "path": "/advisors/ny/new-york/for-retirement-plans", "firm_count": 603, "label": "Financial advisors for retirement plans in New York, NY" }, { "path": "/advisors/ny/new-york/for-businesses", "firm_count": 685, "label": "Financial advisors for businesses in New York, NY" }, { "path": "/advisors/ny/new-york/for-charities", "firm_count": 560, "label": "Financial advisors for charitable organizations in New York, NY" }, { "path": "/advisors/ny/new-york/no-account-minimum", "firm_count": 195, "label": "Financial advisors with no account minimum in New York, NY" } ], "niche_pages": [ { "path": "/advisors/ny/new-york/business-owners", "firm_count": 2, "label": "Financial advisors for business owners in New York, NY" }, { "path": "/advisors/ny/new-york/cryptocurrency-holders", "firm_count": 2, "label": "Financial advisors for cryptocurrency holders in New York, NY" }, { "path": "/advisors/ny/new-york/divorce", "firm_count": 1, "label": "Financial advisors for divorce in New York, NY" }, { "path": "/advisors/ny/new-york/expats-and-americans-abroad", "firm_count": 1, "label": "Financial advisors for expats and Americans abroad in New York, NY" }, { "path": "/advisors/ny/new-york/immigrants-and-cross-border-families", "firm_count": 1, "label": "Financial advisors for immigrants and cross-border families in New York, NY" }, { "path": "/advisors/ny/new-york/pre-retirees", "firm_count": 1, "label": "Financial advisors for pre-retirees in New York, NY" }, { "path": "/advisors/ny/new-york/retirees", "firm_count": 1, "label": "Financial advisors for retirees in New York, NY" }, { "path": "/advisors/ny/new-york/tech-employees-with-equity-compensation", "firm_count": 1, "label": "Financial advisors for tech employees with equity compensation in New York, NY" }, { "path": "/advisors/ny/new-york/widowhood", "firm_count": 1, "label": "Financial advisors for widows and widowers in New York, NY" } ], "state_fee": { "path": "/advisors/ny/hourly", "label": "Hourly financial advisors in New York" } }, "csv": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }