{ "path": "/advisors/ny/new-york/hourly", "url": "https://advisorcensus.com/advisors/ny/new-york/hourly/page/8", "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": 8, "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": 283120, "name": "Paradigm Wealth Advisory LLC", "name_as_filed": "PARADIGM WEALTH ADVISORY LLC", "url": "https://advisorcensus.com/firm/paradigm-wealth-advisory-llc-bridgewater-nj-283120", "city": "Bridgewater", "state": "NJ", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 46173, "name": "Park Avenue Securities LLC", "name_as_filed": "PARK AVENUE SECURITIES LLC", "url": "https://advisorcensus.com/firm/park-avenue-securities-llc-new-york-ny-46173", "city": "New York", "state": "NY", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133261, "name": "Parkview Capital Management", "name_as_filed": "PARKVIEW CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/parkview-capital-management-highland-park-nj-133261", "city": "Highland Park", "state": "NJ", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151736, "name": "Pathstone", "name_as_filed": "PATHSTONE", "url": "https://advisorcensus.com/firm/pathstone-englewood-nj-151736", "city": "Englewood", "state": "NJ", "years_registered": 16, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 334143, "name": "Pathways Financial Planning", "name_as_filed": "PATHWAYS FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/pathways-financial-planning-neptune-nj-334143", "city": "Neptune", "state": "NJ", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 319259, "name": "Paul M Williams LLC", "name_as_filed": "PAUL M WILLIAMS LLC", "url": "https://advisorcensus.com/firm/paul-m-williams-llc-katonah-ny-319259", "city": "Katonah", "state": "NY", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147119, "name": "Payne Capital Management, LLC", "name_as_filed": "PAYNE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/payne-capital-management-llc-new-york-ny-147119", "city": "New York", "state": "NY", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309784, "name": "PCB Capital LLC", "name_as_filed": "PCB CAPITAL LLC", "url": "https://advisorcensus.com/firm/pcb-capital-llc-east-brunswick-nj-309784", "city": "East Brunswick", "state": "NJ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 128627, "name": "Personal Asset Strategies, Inc.", "name_as_filed": "PERSONAL ASSET STRATEGIES, INC.", "url": "https://advisorcensus.com/firm/personal-asset-strategies-inc-westbury-ny-128627", "city": "Westbury", "state": "NY", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 119610, "name": "PFS Planning LLC", "name_as_filed": "PFS PLANNING LLC", "url": "https://advisorcensus.com/firm/pfs-planning-llc-new-york-ny-119610", "city": "New York", "state": "NY", "years_registered": 21, "raum_band": "not_reported", "compensation_types": [ "hourly", "other" ], "enhanced": false }, { "crd_number": 300396, "name": "Phin Capital, Inc.", "name_as_filed": "PHIN CAPITAL, INC.", "url": "https://advisorcensus.com/firm/phin-capital-inc-new-york-ny-300396", "city": "New York", "state": "NY", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 150292, "name": "PLAN2PROSPER LLC.", "name_as_filed": "PLAN2PROSPER LLC.", "url": "https://advisorcensus.com/firm/plan2prosper-llc-andover-nj-150292", "city": "Andover", "state": "NJ", "years_registered": 17, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 327593, "name": "Planbound, LLC", "name_as_filed": "PLANBOUND, LLC", "url": "https://advisorcensus.com/firm/planbound-llc-new-york-ny-327593", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305602, "name": "Platform Technology Partners", "name_as_filed": "PLATFORM TECHNOLOGY PARTNERS", "url": "https://advisorcensus.com/firm/platform-technology-partners-locust-valley-ny-305602", "city": "Locust Valley", "state": "NY", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325383, "name": "Podell Financial Group LLC", "name_as_filed": "PODELL FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/podell-financial-group-llc-fairfield-nj-325383", "city": "Fairfield", "state": "NJ", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 106942, "name": "Portfolio Strategies Inc NY", "name_as_filed": "PORTFOLIO STRATEGIES INC NY", "url": "https://advisorcensus.com/firm/portfolio-strategies-inc-ny-montvale-nj-106942", "city": "Montvale", "state": "NJ", "years_registered": 32, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 289917, "name": "Prato Capital Management", "name_as_filed": "PRATO CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/prato-capital-management-white-plains-ny-289917", "city": "White Plains", "state": "NY", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133811, "name": "Preakness Retirement Advisors, LLC", "name_as_filed": "PREAKNESS RETIREMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/preakness-retirement-advisors-llc-midland-park-nj-133811", "city": "Midland Park", "state": "NJ", "years_registered": 21, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 147872, "name": "Precision Financial Services", "name_as_filed": "PRECISION FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/precision-financial-services-mine-hill-nj-147872", "city": "Mine Hill", "state": "NJ", "years_registered": 13, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 325300, "name": "Premier Path Wealth Partners, LLC", "name_as_filed": "PREMIER PATH WEALTH PARTNERS, LLC", "url": "https://advisorcensus.com/firm/premier-path-wealth-partners-llc-madison-nj-325300", "city": "Madison", "state": "NJ", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 120358, "name": "Premier Wealth Advisors, LLC", "name_as_filed": "PREMIER WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/premier-wealth-advisors-llc-new-york-ny-120358", "city": "New York", "state": "NY", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 137699, "name": "Prescott, Adams and Group Inc.", "name_as_filed": "PRESCOTT, ADAMS AND GROUP INC.", "url": "https://advisorcensus.com/firm/prescott-adams-and-group-inc-albertson-ny-137699", "city": "Albertson", "state": "NY", "years_registered": 20, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 127381, "name": "Prestige Wealth Management Group, LLC", "name_as_filed": "PRESTIGE WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/prestige-wealth-management-group-llc-flemington-nj-127381", "city": "Flemington", "state": "NJ", "years_registered": 15, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 155216, "name": "Private Advisor Group, LLC", "name_as_filed": "PRIVATE ADVISOR GROUP, LLC", "url": "https://advisorcensus.com/firm/private-advisor-group-llc-morristown-nj-155216", "city": "Morristown", "state": "NJ", "years_registered": 15, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 299133, "name": "Private Advisor Network, LLC", "name_as_filed": "PRIVATE ADVISOR NETWORK, LLC", "url": "https://advisorcensus.com/firm/private-advisor-network-llc-morristown-nj-299133", "city": "Morristown", "state": "NJ", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147052, "name": "Private Client Asset Management, Inc.", "name_as_filed": "PRIVATE CLIENT ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/private-client-asset-management-inc-massapequa-ny-147052", "city": "Massapequa", "state": "NY", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 148208, "name": "Private Client Group Asset Management", "name_as_filed": "PRIVATE CLIENT GROUP ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/private-client-group-asset-management-gladstone-nj-148208", "city": "Gladstone", "state": "NJ", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300292, "name": "Procapita Partners, LLC", "name_as_filed": "PROCAPITA PARTNERS, LLC", "url": "https://advisorcensus.com/firm/procapita-partners-llc-new-york-ny-300292", "city": "New York", "state": "NY", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312172, "name": "Prosus Wealth Management", "name_as_filed": "PROSUS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/prosus-wealth-management-new-york-ny-312172", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113338, "name": "Public Resources Advisory Group", "name_as_filed": "PUBLIC RESOURCES ADVISORY GROUP", "url": "https://advisorcensus.com/firm/public-resources-advisory-group-new-york-ny-113338", "city": "New York", "state": "NY", "years_registered": 25, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 152304, "name": "Pulver Capital Management LLC", "name_as_filed": "PULVER CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/pulver-capital-management-llc-summit-nj-152304", "city": "Summit", "state": "NJ", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 318332, "name": "Purevest", "name_as_filed": "PUREVEST", "url": "https://advisorcensus.com/firm/purevest-staten-island-ny-318332", "city": "Staten Island", "state": "NY", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 300905, "name": "Purple DOG Investments LLC", "name_as_filed": "PURPLE DOG INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/purple-dog-investments-llc-springfield-nj-300905", "city": "Springfield", "state": "NJ", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 104714, "name": "Quan Vest Consultants Inc", "name_as_filed": "QUAN VEST CONSULTANTS INC", "url": "https://advisorcensus.com/firm/quan-vest-consultants-inc-manhasset-ny-104714", "city": "Manhasset", "state": "NY", "years_registered": 42, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316095, "name": "Quantstreet Capital", "name_as_filed": "QUANTSTREET CAPITAL", "url": "https://advisorcensus.com/firm/quantstreet-capital-new-rochelle-ny-316095", "city": "New Rochelle", "state": "NY", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 286341, "name": "Quantum Advisory Group, LLC", "name_as_filed": "QUANTUM ADVISORY GROUP, LLC", "url": "https://advisorcensus.com/firm/quantum-advisory-group-llc-hauppauge-ny-286341", "city": "Hauppauge", "state": "NY", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 342429, "name": "Quasar", "name_as_filed": "QUASAR", "url": "https://advisorcensus.com/firm/quasar-new-york-ny-342429", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299357, "name": "RE-Envision Wealth", "name_as_filed": "RE-ENVISION WEALTH", "url": "https://advisorcensus.com/firm/re-envision-wealth-new-york-ny-299357", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 291250, "name": "Redwood Financial Planning, LLC", "name_as_filed": "REDWOOD FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/redwood-financial-planning-llc-scotch-plains-nj-291250", "city": "Scotch Plains", "state": "NJ", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173760, "name": "Reedmark Advisors, LLC", "name_as_filed": "REEDMARK ADVISORS, LLC", "url": "https://advisorcensus.com/firm/reedmark-advisors-llc-somerville-nj-173760", "city": "Somerville", "state": "NJ", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 340306, "name": "Revel Wealth Management", "name_as_filed": "REVEL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/revel-wealth-management-elmwood-park-nj-340306", "city": "Elmwood Park", "state": "NJ", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 135768, "name": "Reynolds Consulting Services LLC", "name_as_filed": "REYNOLDS CONSULTING SERVICES LLC", "url": "https://advisorcensus.com/firm/reynolds-consulting-services-llc-hicksville-ny-135768", "city": "Hicksville", "state": "NY", "years_registered": 20, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 121220, "name": "Ridgewood Investments", "name_as_filed": "RIDGEWOOD INVESTMENTS", "url": "https://advisorcensus.com/firm/ridgewood-investments-springfield-nj-121220", "city": "Springfield", "state": "NJ", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 309783, "name": "Rilex Capital LLC", "name_as_filed": "RILEX CAPITAL LLC", "url": "https://advisorcensus.com/firm/rilex-capital-llc-manasquan-nj-309783", "city": "Manasquan", "state": "NJ", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129783, "name": "Rivero CPA LLC", "name_as_filed": "RIVERO CPA LLC", "url": "https://advisorcensus.com/firm/rivero-cpa-llc-westfield-nj-129783", "city": "Westfield", "state": "NJ", "years_registered": 25, "raum_band": "not_reported", "compensation_types": [ "hourly", "other" ], "enhanced": false }, { "crd_number": 305158, "name": "RLS Financial Services", "name_as_filed": "RLS FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/rls-financial-services-bloomsbury-nj-305158", "city": "Bloomsbury", "state": "NJ", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", 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