{ "path": "/advisors/ny/new-york/hourly", "url": "https://advisorcensus.com/advisors/ny/new-york/hourly/page/5", "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": 5, "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": 150897, "name": "Hartshorne Group, LLC", "name_as_filed": "HARTSHORNE GROUP, LLC", "url": "https://advisorcensus.com/firm/hartshorne-group-llc-red-bank-nj-150897", "city": "Red Bank", "state": "NJ", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306342, "name": "Hegarty Advisors, LLC", "name_as_filed": "HEGARTY ADVISORS, LLC", "url": "https://advisorcensus.com/firm/hegarty-advisors-llc-garden-city-ny-306342", "city": "Garden City", "state": "NY", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 124261, "name": "Heller Wealth Management", "name_as_filed": "HELLER WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/heller-wealth-management-melville-ny-124261", "city": "Melville", "state": "NY", "years_registered": 23, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 114046, "name": "HFH Planning Inc.", "name_as_filed": "HFH PLANNING INC.", "url": "https://advisorcensus.com/firm/hfh-planning-inc-new-york-ny-114046", "city": "New York", "state": "NY", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147111, "name": "High Point Wealth Management, LLC", "name_as_filed": "HIGH POINT WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/high-point-wealth-management-llc-chester-nj-147111", "city": "Chester", "state": "NJ", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 126818, "name": "Hillcrest Wealth Advisors - NY, LLC", "name_as_filed": "HILLCREST WEALTH ADVISORS - NY, LLC", "url": "https://advisorcensus.com/firm/hillcrest-wealth-advisors-ny-llc-holmdel-nj-126818", "city": "Holmdel", "state": "NJ", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 277166, "name": "Hommel Wealth Management, Inc.", "name_as_filed": "HOMMEL WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/hommel-wealth-management-inc-garden-city-ny-277166", "city": "Garden City", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 126343, "name": "Horiko Capital Management LLC", "name_as_filed": "HORIKO CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/horiko-capital-management-llc-new-york-ny-126343", "city": "New York", "state": "NY", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based" ], "enhanced": false }, { "crd_number": 129063, "name": "Horizon Financial Group, Inc.", "name_as_filed": "HORIZON FINANCIAL GROUP, INC.", "url": "https://advisorcensus.com/firm/horizon-financial-group-inc-far-hills-nj-129063", "city": "Far Hills", "state": "NJ", "years_registered": 16, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 269969, "name": "Horizon Harvest Financial Planning", "name_as_filed": "HORIZON HARVEST FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/horizon-harvest-financial-planning-brooklyn-ny-269969", "city": "Brooklyn", "state": "NY", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168922, "name": "Howard-Martin Capital Group, LLC", "name_as_filed": "HOWARD-MARTIN CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/howard-martin-capital-group-llc-new-york-ny-168922", "city": "New York", "state": "NY", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307412, "name": "Hudson Capital Management Inc.", "name_as_filed": "HUDSON CAPITAL MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/hudson-capital-management-inc-irvington-ny-307412", "city": "Irvington", "state": "NY", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 146338, "name": "Hudson Companies", "name_as_filed": "HUDSON COMPANIES", "url": "https://advisorcensus.com/firm/hudson-companies-pearl-river-ny-146338", "city": "Pearl River", "state": "NY", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130021, "name": "Hudson Portfolio Management LLC", "name_as_filed": "HUDSON PORTFOLIO MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/hudson-portfolio-management-llc-garrison-ny-130021", "city": "Garrison", "state": "NY", "years_registered": 22, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288839, "name": "Hudson View Advisors, LLC", "name_as_filed": "HUDSON VIEW ADVISORS, LLC", "url": "https://advisorcensus.com/firm/hudson-view-advisors-llc-croton-on-hudson-ny-288839", "city": "Croton-On-Hudson", "state": "NY", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325154, "name": "Hydra Wealth Advisors LLC", "name_as_filed": "HYDRA WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/hydra-wealth-advisors-llc-ronkonkoma-ny-325154", "city": "Ronkonkoma", "state": "NY", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "subscription", "fixed", "other" ], "enhanced": false }, { "crd_number": 170875, "name": "I-Cthru Inc.", "name_as_filed": "I-CTHRU INC.", "url": "https://advisorcensus.com/firm/i-cthru-inc-new-york-ny-170875", "city": "New York", "state": "NY", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "performance_based", "other" ], "enhanced": false }, { "crd_number": 322488, "name": "IDB Lido Wealth, LLC", "name_as_filed": "IDB LIDO WEALTH, LLC", "url": "https://advisorcensus.com/firm/idb-lido-wealth-llc-new-york-ny-322488", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 141549, "name": "IEM Asset Management, LLC", "name_as_filed": "IEM ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/iem-asset-management-llc-red-bank-nj-141549", "city": "Red Bank", "state": "NJ", "years_registered": 19, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 126344, "name": "IFC Personal Money Managers, Inc.", "name_as_filed": "IFC PERSONAL MONEY MANAGERS, INC.", "url": "https://advisorcensus.com/firm/ifc-personal-money-managers-inc-new-york-ny-126344", "city": "New York", "state": "NY", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 329852, "name": "IHS Wealth Management LLC", "name_as_filed": "IHS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/ihs-wealth-management-llc-oyster-bay-ny-329852", "city": "Oyster Bay", "state": "NY", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 339113, "name": "Imperity Wealth Alliance LLC", "name_as_filed": "IMPERITY WEALTH ALLIANCE LLC", "url": "https://advisorcensus.com/firm/imperity-wealth-alliance-llc-melville-ny-339113", "city": "Melville", "state": "NY", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 124955, "name": "Income & Asset Advisory, Inc.", "name_as_filed": "INCOME & ASSET ADVISORY, INC.", "url": "https://advisorcensus.com/firm/income-and-asset-advisory-inc-armonk-ny-124955", "city": "Armonk", "state": "NY", "years_registered": 17, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 167128, "name": "Infiniti Capital Management, LLC", "name_as_filed": "INFINITI CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/infiniti-capital-management-llc-new-york-ny-167128", "city": "New York", "state": "NY", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 127216, "name": "Infiniti Wealth Management", "name_as_filed": "INFINITI WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/infiniti-wealth-management-brewster-ny-127216", "city": "Brewster", "state": "NY", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 324586, "name": "Innovative Private Wealth Management Inc.", "name_as_filed": "INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/innovative-private-wealth-management-inc-somers-ny-324586", "city": "Somers", "state": "NY", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 335780, "name": "Innovative Wealth Partners, LLC", "name_as_filed": "INNOVATIVE WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/innovative-wealth-partners-llc-manasquan-nj-335780", "city": "Manasquan", "state": "NJ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 126055, "name": "Institutional Investment Advisors Corp", "name_as_filed": "INSTITUTIONAL INVESTMENT ADVISORS CORP", "url": "https://advisorcensus.com/firm/institutional-investment-advisors-corp-new-york-ny-126055", "city": "New York", "state": "NY", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 130920, "name": "Integrated Financial Consulting, LLC", "name_as_filed": "INTEGRATED FINANCIAL CONSULTING, LLC", "url": "https://advisorcensus.com/firm/integrated-financial-consulting-llc-airmont-ny-130920", "city": "Airmont", "state": "NY", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 161647, "name": "Integrity Advisory Partners LLC", "name_as_filed": "INTEGRITY ADVISORY PARTNERS LLC", "url": "https://advisorcensus.com/firm/integrity-advisory-partners-llc-new-york-ny-161647", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 314555, "name": "Invest for a Lifetime, LLC", "name_as_filed": "INVEST FOR A LIFETIME, LLC", "url": "https://advisorcensus.com/firm/invest-for-a-lifetime-llc-red-bank-nj-314555", "city": "Red Bank", "state": "NJ", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298788, "name": "Investment Capital Advisors", "name_as_filed": "INVESTMENT CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/investment-capital-advisors-clinton-nj-298788", "city": "Clinton", "state": "NJ", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 112691, "name": "Investment Capital Management, Inc.", "name_as_filed": "INVESTMENT CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/investment-capital-management-inc-clinton-nj-112691", "city": "Clinton", "state": "NJ", "years_registered": 31, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 121812, "name": "Investment Partners Asset Management", "name_as_filed": "INVESTMENT PARTNERS ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/investment-partners-asset-management-metuchen-nj-121812", "city": "Metuchen", "state": "NJ", "years_registered": 23, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 310803, "name": "Investry, LLC", "name_as_filed": "INVESTRY, LLC", "url": "https://advisorcensus.com/firm/investry-llc-scarsdale-ny-310803", "city": "Scarsdale", "state": "NY", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 314692, "name": "Jaffa Gate Research & Advisory", "name_as_filed": "JAFFA GATE RESEARCH & ADVISORY", "url": "https://advisorcensus.com/firm/jaffa-gate-research-and-advisory-millburn-nj-314692", "city": "Millburn", "state": "NJ", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128805, "name": "Jedi Management, Inc.", "name_as_filed": "JEDI MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/jedi-management-inc-englewood-cliffs-nj-128805", "city": "Englewood Cliffs", "state": "NJ", "years_registered": 25, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155392, "name": "Jeffrey Matthews Wealth Management, LLC", "name_as_filed": "JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jeffrey-matthews-wealth-management-llc-florham-park-nj-155392", "city": "Florham Park", "state": "NJ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 152450, "name": "Joel Isaacson & Co., LLC", "name_as_filed": "JOEL ISAACSON & CO., LLC", "url": "https://advisorcensus.com/firm/joel-isaacson-and-co-llc-new-york-ny-152450", "city": "New York", "state": "NY", "years_registered": 16, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 285994, "name": "Julien Planning, LLC", "name_as_filed": "JULIEN PLANNING, LLC", "url": "https://advisorcensus.com/firm/julien-planning-llc-hackensack-nj-285994", "city": "Hackensack", "state": "NJ", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334491, "name": "Kasanda Capital", "name_as_filed": "KASANDA CAPITAL", "url": "https://advisorcensus.com/firm/kasanda-capital-new-york-ny-334491", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 313752, "name": "Keala Advisors", "name_as_filed": "KEALA ADVISORS", "url": "https://advisorcensus.com/firm/keala-advisors-new-york-ny-313752", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118174, "name": "Keenan Private Wealth Management", "name_as_filed": 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