# Hourly financial advisors in New York, NY > Find financial advisors in New York, NY who charge by the hour. 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, as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management, and see how this page is built below. Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ny/new-york/hourly/page/11 ## At a glance - Investment advisory firms: 536 - Registration: SEC-registered investment adviser: 298, State-registered investment adviser: 238 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 172 (32%); Percentage of assets 471 (88%); Hourly charges 536 (100%); Subscription fees (newsletter or periodical) 10 (2%); Fixed fees 437 (82%); Commissions 21 (4%); Performance-based fees 42 (8%); Other 69 (13%) - Regulatory assets under management (Item 5.F): Under $25 million 114 (21%); $25 million to $100 million 109 (20%); $100 million to $500 million 137 (26%); $500 million to $1 billion 39 (7%); $1 billion to $5 billion 40 (7%); Over $5 billion 21 (4%); Not reported 76 (14%) - Years registered: Under 5 years 160 (30%); 5 to 9 years 121 (23%); 10 to 19 years 148 (28%); 20 years or more 107 (20%) ## Firms (page 11 of 11, 501 to 536 of 536, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Valley Wealth Managers, Inc.](https://advisorcensus.com/firm/valley-wealth-managers-inc-paramus-nj-108879) ([md](https://advisorcensus.com/firm/valley-wealth-managers-inc-paramus-nj-108879.md)) | 108879 | Paramus, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 40 | % of assets, Hourly | | [Value Investment Professionals, LLC](https://advisorcensus.com/firm/value-investment-professionals-llc-new-york-ny-164704) ([md](https://advisorcensus.com/firm/value-investment-professionals-llc-new-york-ny-164704.md)) | 164704 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Performance fee | | [Vanderbilt Advisory Services](https://advisorcensus.com/firm/vanderbilt-advisory-services-woodbury-ny-116537) ([md](https://advisorcensus.com/firm/vanderbilt-advisory-services-woodbury-ny-116537.md)) | 116537 | Woodbury, NY | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Fixed fee | | [Vanquour LLC](https://advisorcensus.com/firm/vanquour-llc-new-york-ny-317552) ([md](https://advisorcensus.com/firm/vanquour-llc-new-york-ny-317552.md)) | 317552 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee | | [Varbeco Wealth Management, LLC](https://advisorcensus.com/firm/varbeco-wealth-management-llc-colts-neck-nj-124526) ([md](https://advisorcensus.com/firm/varbeco-wealth-management-llc-colts-neck-nj-124526.md)) | 124526 | Colts Neck, NJ | State-registered investment adviser | Not reported | 24 | Hourly, Fixed fee | | [VCP Financial LLC](https://advisorcensus.com/firm/vcp-financial-llc-staten-island-ny-167901) ([md](https://advisorcensus.com/firm/vcp-financial-llc-staten-island-ny-167901.md)) | 167901 | Staten Island, NY | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly | | [Velara Wealth Management Inc.](https://advisorcensus.com/firm/velara-wealth-management-inc-new-york-ny-342735) ([md](https://advisorcensus.com/firm/velara-wealth-management-inc-new-york-ny-342735.md)) | 342735 | New York, NY | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee | | [Veneroso Wealth Management](https://advisorcensus.com/firm/veneroso-wealth-management-woodbury-ny-342014) ([md](https://advisorcensus.com/firm/veneroso-wealth-management-woodbury-ny-342014.md)) | 342014 | Woodbury, NY | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee | | [Virtus Wealth Solutions](https://advisorcensus.com/firm/virtus-wealth-solutions-cranford-nj-332536) ([md](https://advisorcensus.com/firm/virtus-wealth-solutions-cranford-nj-332536.md)) | 332536 | Cranford, NJ | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Hourly, Fixed fee | | [Vision Retirement](https://advisorcensus.com/firm/vision-retirement-ridgewood-nj-173064) ([md](https://advisorcensus.com/firm/vision-retirement-ridgewood-nj-173064.md)) | 173064 | Ridgewood, NJ | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Hourly, Fixed fee, Other | | [Walker Capital Advisors](https://advisorcensus.com/firm/walker-capital-advisors-new-york-ny-284621) ([md](https://advisorcensus.com/firm/walker-capital-advisors-new-york-ny-284621.md)) | 284621 | New York, NY | State-registered investment adviser | Under $25 million | 10 | % of assets, Hourly | | [Wallace Investments](https://advisorcensus.com/firm/wallace-investments-new-york-ny-300335) ([md](https://advisorcensus.com/firm/wallace-investments-new-york-ny-300335.md)) | 300335 | New York, NY | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Commissions, Other | | [Walnut Investment Services LLC](https://advisorcensus.com/firm/walnut-investment-services-llc-brooklyn-ny-113666) ([md](https://advisorcensus.com/firm/walnut-investment-services-llc-brooklyn-ny-113666.md)) | 113666 | Brooklyn, NY | SEC-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly | | [Wank & Liptzin Advisory Services LLC](https://advisorcensus.com/firm/wank-and-liptzin-advisory-services-llc-garden-city-ny-126215) ([md](https://advisorcensus.com/firm/wank-and-liptzin-advisory-services-llc-garden-city-ny-126215.md)) | 126215 | Garden City, NY | State-registered investment adviser | Under $25 million | 27 | Hourly | | [Wealth Forward Advisors](https://advisorcensus.com/firm/wealth-forward-advisors-new-york-ny-337462) ([md](https://advisorcensus.com/firm/wealth-forward-advisors-new-york-ny-337462.md)) | 337462 | New York, NY | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly | | [Wealth Quarterback LLC](https://advisorcensus.com/firm/wealth-quarterback-llc-toms-river-nj-282967) ([md](https://advisorcensus.com/firm/wealth-quarterback-llc-toms-river-nj-282967.md)) | 282967 | Toms River, NJ | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee, Other | | [Wealthlet](https://advisorcensus.com/firm/wealthlet-whitestone-ny-282885) ([md](https://advisorcensus.com/firm/wealthlet-whitestone-ny-282885.md)) | 282885 | Whitestone, NY | State-registered investment adviser | Not reported | 10 | Hourly, Fixed fee, Other | | [Weiss Financial Group LLC](https://advisorcensus.com/firm/weiss-financial-group-llc-mahopac-ny-159331) ([md](https://advisorcensus.com/firm/weiss-financial-group-llc-mahopac-ny-159331.md)) | 159331 | Mahopac, NY | SEC-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee | | [Welara](https://advisorcensus.com/firm/welara-new-york-ny-334534) ([md](https://advisorcensus.com/firm/welara-new-york-ny-334534.md)) | 334534 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee, Performance fee | | [Wembley Strategic Advisory LLC](https://advisorcensus.com/firm/wembley-strategic-advisory-llc-new-york-ny-305692) ([md](https://advisorcensus.com/firm/wembley-strategic-advisory-llc-new-york-ny-305692.md)) | 305692 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee, Performance fee | | [Wesfair Advisory Group, Inc.](https://advisorcensus.com/firm/wesfair-advisory-group-inc-chappaqua-ny-295320) ([md](https://advisorcensus.com/firm/wesfair-advisory-group-inc-chappaqua-ny-295320.md)) | 295320 | Chappaqua, NY | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee | | [Westco Advisory Services, Inc.](https://advisorcensus.com/firm/westco-advisory-services-inc-lynbrook-ny-120755) ([md](https://advisorcensus.com/firm/westco-advisory-services-inc-lynbrook-ny-120755.md)) | 120755 | Lynbrook, NY | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee | | [Westfield Wealth Management, LLC](https://advisorcensus.com/firm/westfield-wealth-management-llc-cranford-nj-125421) ([md](https://advisorcensus.com/firm/westfield-wealth-management-llc-cranford-nj-125421.md)) | 125421 | Cranford, NJ | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly, Fixed fee | | [Westport Advisory](https://advisorcensus.com/firm/westport-advisory-jersey-city-nj-340749) ([md](https://advisorcensus.com/firm/westport-advisory-jersey-city-nj-340749.md)) | 340749 | Jersey City, NJ | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee | | [Wharton Wealth Planning, LLC](https://advisorcensus.com/firm/wharton-wealth-planning-llc-new-york-ny-319716) ([md](https://advisorcensus.com/firm/wharton-wealth-planning-llc-new-york-ny-319716.md)) | 319716 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee | | [Whiston Asset Management](https://advisorcensus.com/firm/whiston-asset-management-new-york-city-ny-118691) ([md](https://advisorcensus.com/firm/whiston-asset-management-new-york-city-ny-118691.md)) | 118691 | New York City, NY | State-registered investment adviser | Under $25 million | 26 | % of assets, Hourly, Performance fee | | [William Edward Durnan](https://advisorcensus.com/firm/william-edward-durnan-far-hills-nj-128916) ([md](https://advisorcensus.com/firm/william-edward-durnan-far-hills-nj-128916.md)) | 128916 | Far Hills, NJ | State-registered investment adviser | $25 million to $100 million | 27 | Hourly | | [Withum Wealth Management](https://advisorcensus.com/firm/withum-wealth-management-red-bank-nj-158332) ([md](https://advisorcensus.com/firm/withum-wealth-management-red-bank-nj-158332.md)) | 158332 | Red Bank, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Hourly, Fixed fee | | [World Investment Advisors, LLC](https://advisorcensus.com/firm/world-investment-advisors-llc-lincroft-nj-208512) ([md](https://advisorcensus.com/firm/world-investment-advisors-llc-lincroft-nj-208512.md)) | 208512 | Lincroft, NJ | SEC-registered investment adviser | Over $5 billion | 11 | % of assets, Hourly, Fixed fee | | [Wright Asset Management Inc](https://advisorcensus.com/firm/wright-asset-management-inc-manasquan-nj-105599) ([md](https://advisorcensus.com/firm/wright-asset-management-inc-manasquan-nj-105599.md)) | 105599 | Manasquan, NJ | State-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly | | [Wright Financial Advisory LLC](https://advisorcensus.com/firm/wright-financial-advisory-llc-jersey-city-nj-341180) ([md](https://advisorcensus.com/firm/wright-financial-advisory-llc-jersey-city-nj-341180.md)) | 341180 | Jersey City, NJ | State-registered investment adviser | Under $25 million | 0 | Hourly, Fixed fee | | [Yaish Financial](https://advisorcensus.com/firm/yaish-financial-bergenfield-nj-269856) ([md](https://advisorcensus.com/firm/yaish-financial-bergenfield-nj-269856.md)) | 269856 | Bergenfield, NJ | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee, Other | | [Yearwood Young Advisors](https://advisorcensus.com/firm/yearwood-young-advisors-brooklyn-ny-307719) ([md](https://advisorcensus.com/firm/yearwood-young-advisors-brooklyn-ny-307719.md)) | 307719 | Brooklyn, NY | SEC-registered investment adviser | $25 million to $100 million | 3 | % of assets, Hourly, Fixed fee | | [Yields for You, LLC](https://advisorcensus.com/firm/yields-for-you-llc-melville-ny-317662) ([md](https://advisorcensus.com/firm/yields-for-you-llc-melville-ny-317662.md)) | 317662 | Melville, NY | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee | | [Yoshida Wealth Management, Inc.](https://advisorcensus.com/firm/yoshida-wealth-management-inc-white-plains-ny-305049) ([md](https://advisorcensus.com/firm/yoshida-wealth-management-inc-white-plains-ny-305049.md)) | 305049 | White Plains, NY | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee, Other | | [Youhe Advisors LLC](https://advisorcensus.com/firm/youhe-advisors-llc-new-york-ny-289259) ([md](https://advisorcensus.com/firm/youhe-advisors-llc-new-york-ny-289259.md)) | 289259 | New York, NY | State-registered investment adviser | Under $25 million | 7 | % of assets, Hourly, Fixed fee, Performance fee, Other | - Previous page: https://advisorcensus.com/advisors/ny/new-york/hourly/page/10.md ## Questions people ask **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. ## Related pages - [Financial advisors in New York](https://advisorcensus.com/advisors/ny) (https://advisorcensus.com/advisors/ny.md) - [Financial advisors in New York, NY](https://advisorcensus.com/advisors/ny/new-york) (https://advisorcensus.com/advisors/ny/new-york.md) - [Hourly financial advisors in New York](https://advisorcensus.com/advisors/ny/hourly) (https://advisorcensus.com/advisors/ny/hourly.md) - [Fee-only financial advisors in New York, NY](https://advisorcensus.com/advisors/ny/new-york/fee-only) (https://advisorcensus.com/advisors/ny/new-york/fee-only.md) - [Flat-fee financial advisors in New York, NY](https://advisorcensus.com/advisors/ny/new-york/flat-fee) (https://advisorcensus.com/advisors/ny/new-york/flat-fee.md) - [Financial advisors for business owners in New York, NY](https://advisorcensus.com/advisors/ny/new-york/business-owners) (https://advisorcensus.com/advisors/ny/new-york/business-owners.md) - [Financial advisors for cryptocurrency holders in New York, NY](https://advisorcensus.com/advisors/ny/new-york/cryptocurrency-holders) (https://advisorcensus.com/advisors/ny/new-york/cryptocurrency-holders.md) - [Financial advisors for divorce in New York, NY](https://advisorcensus.com/advisors/ny/new-york/divorce) (https://advisorcensus.com/advisors/ny/new-york/divorce.md) - [Financial advisors for expats and Americans abroad in New York, NY](https://advisorcensus.com/advisors/ny/new-york/expats-and-americans-abroad) (https://advisorcensus.com/advisors/ny/new-york/expats-and-americans-abroad.md) - [Financial advisors for immigrants and cross-border families in New York, NY](https://advisorcensus.com/advisors/ny/new-york/immigrants-and-cross-border-families) (https://advisorcensus.com/advisors/ny/new-york/immigrants-and-cross-border-families.md) - [Financial advisors for pre-retirees in New York, NY](https://advisorcensus.com/advisors/ny/new-york/pre-retirees) (https://advisorcensus.com/advisors/ny/new-york/pre-retirees.md) - [Financial advisors for retirees in New York, NY](https://advisorcensus.com/advisors/ny/new-york/retirees) (https://advisorcensus.com/advisors/ny/new-york/retirees.md) - [Financial advisors for tech employees with equity compensation in New York, NY](https://advisorcensus.com/advisors/ny/new-york/tech-employees-with-equity-compensation) (https://advisorcensus.com/advisors/ny/new-york/tech-employees-with-equity-compensation.md) - [Financial advisors for widows and widowers in New York, NY](https://advisorcensus.com/advisors/ny/new-york/widowhood) (https://advisorcensus.com/advisors/ny/new-york/widowhood.md) - [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. Hourly financial advisors in New York, NY: 536 firms from Form ADV filings as of October 2026.