{ "path": "/advisors/ny/new-york/hourly", "url": "https://advisorcensus.com/advisors/ny/new-york/hourly/page/3", "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": 3, "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": 316785, "name": "Compass Private Wealth Group LLC", "name_as_filed": "COMPASS PRIVATE WEALTH GROUP LLC", "url": "https://advisorcensus.com/firm/compass-private-wealth-group-llc-short-hills-nj-316785", "city": "Short Hills", "state": "NJ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 136273, "name": "Compass Wealth Management, LLC", "name_as_filed": "COMPASS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/compass-wealth-management-llc-rutherford-nj-136273", "city": "Rutherford", "state": "NJ", "years_registered": 20, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 119890, "name": "Comprehensive Capital Management, Inc.", "name_as_filed": "COMPREHENSIVE CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/comprehensive-capital-management-inc-totowa-nj-119890", "city": "Totowa", "state": "NJ", "years_registered": 24, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 140510, "name": "Comprehensive Wealth Management Group, LLC", "name_as_filed": "COMPREHENSIVE WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/comprehensive-wealth-management-group-llc-staten-island-ny-140510", "city": "Staten Island", "state": "NY", "years_registered": 20, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147372, "name": "Comprehensive Wealth Services, LLC", "name_as_filed": "COMPREHENSIVE WEALTH SERVICES, LLC", "url": "https://advisorcensus.com/firm/comprehensive-wealth-services-llc-parsippany-nj-147372", "city": "Parsippany", "state": "NJ", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104920, "name": "Condor Capital Wealth Management", "name_as_filed": "CONDOR CAPITAL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/condor-capital-wealth-management-martinsville-nj-104920", "city": "Martinsville", "state": "NJ", "years_registered": 37, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113648, "name": "Conrad Capital Management, Inc.", "name_as_filed": "CONRAD CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/conrad-capital-management-inc-hauppauge-ny-113648", "city": "Hauppauge", "state": "NY", "years_registered": 24, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 112694, "name": "Consolidated Portfolio Review Corp", "name_as_filed": "CONSOLIDATED PORTFOLIO REVIEW CORP", "url": "https://advisorcensus.com/firm/consolidated-portfolio-review-corp-woodbury-ny-112694", "city": "Woodbury", "state": "NY", "years_registered": 34, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319652, "name": "Contessa Capital", "name_as_filed": "CONTESSA CAPITAL", "url": "https://advisorcensus.com/firm/contessa-capital-new-york-ny-319652", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173653, "name": "Coordinated Planning Group, Inc.", "name_as_filed": "COORDINATED PLANNING GROUP, INC.", "url": "https://advisorcensus.com/firm/coordinated-planning-group-inc-melville-ny-173653", "city": "Melville", "state": "NY", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 310199, "name": "Cordoba Advisory Partners LLC", "name_as_filed": "CORDOBA ADVISORY PARTNERS LLC", "url": "https://advisorcensus.com/firm/cordoba-advisory-partners-llc-new-york-ny-310199", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 109385, "name": "Corinthian Partners Asset Management LLC", "name_as_filed": "CORINTHIAN PARTNERS ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/corinthian-partners-asset-management-llc-new-york-ny-109385", "city": "New York", "state": "NY", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307189, "name": "Cornerstone Planning Group", "name_as_filed": "CORNERSTONE PLANNING GROUP", "url": "https://advisorcensus.com/firm/cornerstone-planning-group-fairfield-nj-307189", "city": "Fairfield", "state": "NJ", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108567, "name": "Covenant Asset Management, LLC", "name_as_filed": "COVENANT ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/covenant-asset-management-llc-chester-nj-108567", "city": "Chester", "state": "NJ", "years_registered": 27, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 310948, "name": "CSD Financial LLC", "name_as_filed": "CSD FINANCIAL LLC", "url": "https://advisorcensus.com/firm/csd-financial-llc-brooklyn-ny-310948", "city": "Brooklyn", "state": "NY", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 282447, "name": "Cultivating Wealth", "name_as_filed": "CULTIVATING WEALTH", "url": "https://advisorcensus.com/firm/cultivating-wealth-montauk-ny-282447", "city": "Montauk", "state": "NY", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 166794, "name": "Davidov Wealth Group, LLC", "name_as_filed": "DAVIDOV WEALTH GROUP, LLC", "url": "https://advisorcensus.com/firm/davidov-wealth-group-llc-garden-city-ny-166794", "city": "Garden City", "state": "NY", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 153227, "name": "Davidson Wealth Management LLC", "name_as_filed": "DAVIDSON WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/davidson-wealth-management-llc-forked-river-nj-153227", "city": "Forked River", "state": "NJ", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 126248, "name": "DCM Advisors, LLC", "name_as_filed": "DCM ADVISORS, LLC", "url": "https://advisorcensus.com/firm/dcm-advisors-llc-new-york-ny-126248", "city": "New York", "state": "NY", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 128277, "name": "Debanyfinancial Group, LLC", "name_as_filed": "DEBANYFINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/debanyfinancial-group-llc-tarrytown-ny-128277", "city": "Tarrytown", "state": "NY", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 282317, "name": "Delta & Gamma Capital Management LLC", "name_as_filed": "DELTA & GAMMA CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/delta-and-gamma-capital-management-llc-new-york-ny-282317", "city": "New York", "state": "NY", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 167581, "name": "Development Group LLC", "name_as_filed": "DEVELOPMENT GROUP LLC", "url": "https://advisorcensus.com/firm/development-group-llc-white-plains-ny-167581", "city": "White Plains", "state": "NY", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 322780, "name": "Diamond Nestegg", "name_as_filed": "DIAMOND NESTEGG", "url": "https://advisorcensus.com/firm/diamond-nestegg-new-york-ny-322780", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321737, "name": "Diversified Planning Strategies Advisors LLC", "name_as_filed": "DIVERSIFIED PLANNING STRATEGIES ADVISORS LLC", "url": "https://advisorcensus.com/firm/diversified-planning-strategies-advisors-llc-roseland-nj-321737", "city": "Roseland", "state": "NJ", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316434, "name": "Domain Money Advisors, LLC", "name_as_filed": "DOMAIN MONEY ADVISORS, LLC", "url": "https://advisorcensus.com/firm/domain-money-advisors-llc-new-york-ny-316434", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 150830, "name": "Donald W. Cash & Associates, LLC", "name_as_filed": "DONALD W. CASH & ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/donald-w-cash-and-associates-llc-red-bank-nj-150830", "city": "Red Bank", "state": "NJ", "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 154460, "name": "Dorchester Advisors LLC", "name_as_filed": "DORCHESTER ADVISORS LLC", "url": "https://advisorcensus.com/firm/dorchester-advisors-llc-short-hills-nj-154460", "city": "Short Hills", "state": "NJ", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 336294, "name": "Dovermont Wealth & Tax Solutions", "name_as_filed": "DOVERMONT WEALTH & TAX SOLUTIONS", "url": "https://advisorcensus.com/firm/dovermont-wealth-and-tax-solutions-montebello-ny-336294", "city": "Montebello", "state": "NY", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 288452, "name": "DTM Advisory Group LLC", "name_as_filed": "DTM ADVISORY GROUP LLC", "url": "https://advisorcensus.com/firm/dtm-advisory-group-llc-neptune-nj-288452", "city": "Neptune", "state": "NJ", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 281675, "name": "Eagle Bay Family Office", "name_as_filed": "EAGLE BAY FAMILY OFFICE", "url": "https://advisorcensus.com/firm/eagle-bay-family-office-new-york-ny-281675", "city": "New York", "state": "NY", "years_registered": 10, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 283096, "name": "Eagle Grove Advisors LLC", "name_as_filed": "EAGLE GROVE ADVISORS LLC", "url": "https://advisorcensus.com/firm/eagle-grove-advisors-llc-jersey-city-nj-283096", "city": "Jersey City", "state": "NJ", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 110826, "name": "Eagle Strategies LLC", "name_as_filed": "EAGLE STRATEGIES LLC", "url": "https://advisorcensus.com/firm/eagle-strategies-llc-new-york-ny-110826", "city": "New York", "state": "NY", "years_registered": 37, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 124875, "name": "Eagle Tax Planning & Advisory Group.llc", "name_as_filed": "EAGLE TAX PLANNING & ADVISORY GROUP.LLC", "url": "https://advisorcensus.com/firm/eagle-tax-planning-and-advisory-group-llc-ozone-park-ny-124875", "city": "Ozone Park", "state": "NY", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335252, "name": "Eagle's Crest Advisors, LLC", "name_as_filed": "EAGLE'S CREST ADVISORS, LLC", "url": "https://advisorcensus.com/firm/eagle-s-crest-advisors-llc-huntington-ny-335252", "city": "Huntington", "state": "NY", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 136155, "name": "East Coast Wealth Management, Inc.", "name_as_filed": "EAST COAST WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/east-coast-wealth-management-inc-florham-park-nj-136155", "city": "Florham Park", "state": "NJ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 110584, "name": "East End Financial Group, Inc.", "name_as_filed": "EAST END FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/east-end-financial-group-inc-riverhead-ny-110584", "city": "Riverhead", "state": "NY", "years_registered": 37, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 343470, "name": "Elessar Wealth", "name_as_filed": "ELESSAR WEALTH", "url": "https://advisorcensus.com/firm/elessar-wealth-new-york-ny-343470", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 308002, "name": "Emissary Wealth", "name_as_filed": "EMISSARY WEALTH", "url": "https://advisorcensus.com/firm/emissary-wealth-hackensack-nj-308002", "city": "Hackensack", "state": "NJ", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335240, "name": "Empire State Wealth Advisors Inc", "name_as_filed": "EMPIRE STATE WEALTH ADVISORS INC", "url": "https://advisorcensus.com/firm/empire-state-wealth-advisors-inc-new-city-ny-335240", "city": "New City", "state": "NY", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "other" ], "enhanced": false }, { "crd_number": 169389, "name": "Empowered Retirement, Inc.", "name_as_filed": "EMPOWERED RETIREMENT, INC.", "url": "https://advisorcensus.com/firm/empowered-retirement-inc-roseland-nj-169389", "city": "Roseland", "state": "NJ", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305682, "name": "Epic Wealth Management LLC", "name_as_filed": "EPIC WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/epic-wealth-management-llc-red-bank-nj-305682", "city": "Red Bank", "state": "NJ", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155591, "name": "Epona Financial Solutions", "name_as_filed": "EPONA FINANCIAL SOLUTIONS", "url": 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