# Financial advisors with no account minimum in New York, NY

> Find financial advisors in New York, NY with no account minimum. AdvisorCensus lists 195 investment advisory firms with a principal office in the New York metro area whose brochure says the firm has no account minimum, checked word for word, as of October 2026. Firms are listed alphabetically, and each firm's page quotes the brochure.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ny/new-york/no-account-minimum

## At a glance

- Investment advisory firms: 195
- Registration: SEC-registered investment adviser: 195
- How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 62 (32%); Percentage of assets 174 (89%); Hourly charges 68 (35%); Subscription fees (newsletter or periodical) 5 (3%); Fixed fees 107 (55%); Commissions 1 (1%); Performance-based fees 37 (19%); Other 25 (13%)
- Regulatory assets under management (Item 5.F): Under $25 million 13 (7%); $25 million to $100 million 42 (22%); $100 million to $500 million 79 (41%); $500 million to $1 billion 23 (12%); $1 billion to $5 billion 25 (13%); Over $5 billion 9 (5%); Not reported 4 (2%)
- Years registered: Under 5 years 92 (47%); 5 to 9 years 57 (29%); 10 to 19 years 30 (15%); 20 years or more 16 (8%)

## Firms (page 1 of 4, 1 to 50 of 195, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [1230 Advisors, LLC](https://advisorcensus.com/firm/1230-advisors-llc-pound-ridge-ny-312504) ([md](https://advisorcensus.com/firm/1230-advisors-llc-pound-ridge-ny-312504.md)) | 312504 | Pound Ridge, NY | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [191 Godwin Associates, Inc. D/B/A Godwin Capital Management](https://advisorcensus.com/firm/191-godwin-associates-inc-d-b-a-godwin-capital-management-wyckoff-nj-124288) ([md](https://advisorcensus.com/firm/191-godwin-associates-inc-d-b-a-godwin-capital-management-wyckoff-nj-124288.md)) | 124288 | Wyckoff, NJ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee |
| [2201 Capital, LLC](https://advisorcensus.com/firm/2201-capital-llc-new-york-ny-341112) ([md](https://advisorcensus.com/firm/2201-capital-llc-new-york-ny-341112.md)) | 341112 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets |
| [2XIDEAS](https://advisorcensus.com/firm/2xideas-new-york-ny-328190) ([md](https://advisorcensus.com/firm/2xideas-new-york-ny-328190.md)) | 328190 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 2 | % of assets, Subscription |
| [3I Corporation](https://advisorcensus.com/firm/3i-corporation-new-york-ny-159892) ([md](https://advisorcensus.com/firm/3i-corporation-new-york-ny-159892.md)) | 159892 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Fixed fee, Performance fee |
| [Able Wealth Management LLC](https://advisorcensus.com/firm/able-wealth-management-llc-toms-river-nj-298085) ([md](https://advisorcensus.com/firm/able-wealth-management-llc-toms-river-nj-298085.md)) | 298085 | Toms River, NJ | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Hourly, Fixed fee |
| [ADC Wealth Management, LLC](https://advisorcensus.com/firm/adc-wealth-management-llc-massapequa-ny-159083) ([md](https://advisorcensus.com/firm/adc-wealth-management-llc-massapequa-ny-159083.md)) | 159083 | Massapequa, NY | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Fixed fee |
| [Alinea Advisory Services LLC](https://advisorcensus.com/firm/alinea-advisory-services-llc-new-york-ny-311782) ([md](https://advisorcensus.com/firm/alinea-advisory-services-llc-new-york-ny-311782.md)) | 311782 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 5 | Subscription |
| [Alooola](https://advisorcensus.com/firm/alooola-kingston-nj-325090) ([md](https://advisorcensus.com/firm/alooola-kingston-nj-325090.md)) | 325090 | Kingston, NJ | SEC-registered investment adviser | $25 million to $100 million | 2 | % of assets |
| [Alphyn Capital Management LLC](https://advisorcensus.com/firm/alphyn-capital-management-llc-hicksville-ny-304390) ([md](https://advisorcensus.com/firm/alphyn-capital-management-llc-hicksville-ny-304390.md)) | 304390 | Hicksville, NY | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets, Performance fee |
| [American Financial & Tax Strategies, Inc.](https://advisorcensus.com/firm/american-financial-and-tax-strategies-inc-new-york-ny-115559) ([md](https://advisorcensus.com/firm/american-financial-and-tax-strategies-inc-new-york-ny-115559.md)) | 115559 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 32 | % of assets, Hourly, Fixed fee |
| [Applied Academics](https://advisorcensus.com/firm/applied-academics-new-york-ny-340114) ([md](https://advisorcensus.com/firm/applied-academics-new-york-ny-340114.md)) | 340114 | New York, NY | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee, Performance fee |
| [Arcadia Investment Partners](https://advisorcensus.com/firm/arcadia-investment-partners-new-york-ny-161426) ([md](https://advisorcensus.com/firm/arcadia-investment-partners-new-york-ny-161426.md)) | 161426 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 14 | Fixed fee, Performance fee, Other |
| [Arch Global Advisors, LLC](https://advisorcensus.com/firm/arch-global-advisors-llc-new-york-ny-297397) ([md](https://advisorcensus.com/firm/arch-global-advisors-llc-new-york-ny-297397.md)) | 297397 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Argentic](https://advisorcensus.com/firm/argentic-new-york-ny-289502) ([md](https://advisorcensus.com/firm/argentic-new-york-ny-289502.md)) | 289502 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Performance fee, Other |
| [Artemis Wealth Advisors, LLC](https://advisorcensus.com/firm/artemis-wealth-advisors-llc-port-washington-ny-150810) ([md](https://advisorcensus.com/firm/artemis-wealth-advisors-llc-port-washington-ny-150810.md)) | 150810 | Port Washington, NY | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Performance fee |
| [Aspire Strategist Portfolios LLC](https://advisorcensus.com/firm/aspire-strategist-portfolios-llc-new-york-ny-327902) ([md](https://advisorcensus.com/firm/aspire-strategist-portfolios-llc-new-york-ny-327902.md)) | 327902 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee |
| [Asset Advisory Group, Inc.](https://advisorcensus.com/firm/asset-advisory-group-inc-kinnelon-nj-106618) ([md](https://advisorcensus.com/firm/asset-advisory-group-inc-kinnelon-nj-106618.md)) | 106618 | Kinnelon, NJ | SEC-registered investment adviser | $100 million to $500 million | 32 | % of assets, Hourly, Fixed fee |
| [Assured Healthcare Partners LLC](https://advisorcensus.com/firm/assured-healthcare-partners-llc-new-york-ny-311479) ([md](https://advisorcensus.com/firm/assured-healthcare-partners-llc-new-york-ny-311479.md)) | 311479 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Performance fee |
| [Astara Capital Partners, L.P.](https://advisorcensus.com/firm/astara-capital-partners-l-p-new-york-ny-317647) ([md](https://advisorcensus.com/firm/astara-capital-partners-l-p-new-york-ny-317647.md)) | 317647 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Performance fee |
| [Astoria Portfolio Advisors LLC](https://advisorcensus.com/firm/astoria-portfolio-advisors-llc-new-york-ny-288271) ([md](https://advisorcensus.com/firm/astoria-portfolio-advisors-llc-new-york-ny-288271.md)) | 288271 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee |
| [Astra Wealth Partners](https://advisorcensus.com/firm/astra-wealth-partners-jersey-city-nj-321136) ([md](https://advisorcensus.com/firm/astra-wealth-partners-jersey-city-nj-321136.md)) | 321136 | Jersey City, NJ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee, Performance fee |
| [Aureon Management LLC](https://advisorcensus.com/firm/aureon-management-llc-new-york-ny-338348) ([md](https://advisorcensus.com/firm/aureon-management-llc-new-york-ny-338348.md)) | 338348 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 0 | Other |
| [Autonomous Wealth Management LLC](https://advisorcensus.com/firm/autonomous-wealth-management-llc-brooklyn-ny-337909) ([md](https://advisorcensus.com/firm/autonomous-wealth-management-llc-brooklyn-ny-337909.md)) | 337909 | Brooklyn, NY | SEC-registered investment adviser | Under $25 million | 0 | Other |
| [AXQ Capital, LP](https://advisorcensus.com/firm/axq-capital-lp-jersey-city-nj-318863) ([md](https://advisorcensus.com/firm/axq-capital-lp-jersey-city-nj-318863.md)) | 318863 | Jersey City, NJ | SEC-registered investment adviser | $500 million to $1 billion | 4 | Performance fee, Other |
| [Bautis Financial, LLC](https://advisorcensus.com/firm/bautis-financial-llc-montclair-nj-148582) ([md](https://advisorcensus.com/firm/bautis-financial-llc-montclair-nj-148582.md)) | 148582 | Montclair, NJ | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [Bayridge Financial Group, Inc.](https://advisorcensus.com/firm/bayridge-financial-group-inc-rockville-centre-ny-296831) ([md](https://advisorcensus.com/firm/bayridge-financial-group-inc-rockville-centre-ny-296831.md)) | 296831 | Rockville Centre, NY | SEC-registered investment adviser | $25 million to $100 million | 8 | % of assets |
| [Bessemer Venture Partners](https://advisorcensus.com/firm/bessemer-venture-partners-larchmont-ny-159279) ([md](https://advisorcensus.com/firm/bessemer-venture-partners-larchmont-ny-159279.md)) | 159279 | Larchmont, NY | SEC-registered investment adviser | Over $5 billion | 4 | % of assets, Performance fee |
| [Blackdiamond Wealth Management, LLC](https://advisorcensus.com/firm/blackdiamond-wealth-management-llc-new-york-ny-291459) ([md](https://advisorcensus.com/firm/blackdiamond-wealth-management-llc-new-york-ny-291459.md)) | 291459 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Fixed fee |
| [Boerum Hill Financial Advisors LLC](https://advisorcensus.com/firm/boerum-hill-financial-advisors-llc-brooklyn-ny-288987) ([md](https://advisorcensus.com/firm/boerum-hill-financial-advisors-llc-brooklyn-ny-288987.md)) | 288987 | Brooklyn, NY | SEC-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly, Fixed fee |
| [Bone Fide Wealth](https://advisorcensus.com/firm/bone-fide-wealth-new-york-ny-301066) ([md](https://advisorcensus.com/firm/bone-fide-wealth-new-york-ny-301066.md)) | 301066 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Bpbi LLC](https://advisorcensus.com/firm/bpbi-llc-new-york-ny-288133) ([md](https://advisorcensus.com/firm/bpbi-llc-new-york-ny-288133.md)) | 288133 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 9 | % of assets |
| [BPGC Management LP](https://advisorcensus.com/firm/bpgc-management-lp-new-york-ny-309916) ([md](https://advisorcensus.com/firm/bpgc-management-lp-new-york-ny-309916.md)) | 309916 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Performance fee |
| [BQS Financial Advisors, LLC](https://advisorcensus.com/firm/bqs-financial-advisors-llc-new-york-ny-333795) ([md](https://advisorcensus.com/firm/bqs-financial-advisors-llc-new-york-ny-333795.md)) | 333795 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Brave Eagle Wealth Management](https://advisorcensus.com/firm/brave-eagle-wealth-management-new-york-ny-283307) ([md](https://advisorcensus.com/firm/brave-eagle-wealth-management-new-york-ny-283307.md)) | 283307 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Bravias Financial](https://advisorcensus.com/firm/bravias-financial-iselin-nj-289589) ([md](https://advisorcensus.com/firm/bravias-financial-iselin-nj-289589.md)) | 289589 | Iselin, NJ | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Bridger Investment Partners LLC](https://advisorcensus.com/firm/bridger-investment-partners-llc-new-york-ny-323251) ([md](https://advisorcensus.com/firm/bridger-investment-partners-llc-new-york-ny-323251.md)) | 323251 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Fixed fee, Performance fee |
| [Brooklyn FI, LLC](https://advisorcensus.com/firm/brooklyn-fi-llc-brooklyn-ny-292115) ([md](https://advisorcensus.com/firm/brooklyn-fi-llc-brooklyn-ny-292115.md)) | 292115 | Brooklyn, NY | SEC-registered investment adviser | $500 million to $1 billion | 5 | % of assets, Hourly, Fixed fee |
| [Buckram Securities Ltd](https://advisorcensus.com/firm/buckram-securities-ltd-locust-valley-ny-126976) ([md](https://advisorcensus.com/firm/buckram-securities-ltd-locust-valley-ny-126976.md)) | 126976 | Locust Valley, NY | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee |
| [Cacm](https://advisorcensus.com/firm/cacm-new-york-ny-298587) ([md](https://advisorcensus.com/firm/cacm-new-york-ny-298587.md)) | 298587 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 7 | % of assets |
| [Carbon Direct Capital Management LLC](https://advisorcensus.com/firm/carbon-direct-capital-management-llc-new-york-ny-317548) ([md](https://advisorcensus.com/firm/carbon-direct-capital-management-llc-new-york-ny-317548.md)) | 317548 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Performance fee |
| [Carret Asset Management, LLC](https://advisorcensus.com/firm/carret-asset-management-llc-new-york-ny-131445) ([md](https://advisorcensus.com/firm/carret-asset-management-llc-new-york-ny-131445.md)) | 131445 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 22 | % of assets, Performance fee |
| [Chemistry Wealth Management LLC](https://advisorcensus.com/firm/chemistry-wealth-management-llc-new-york-ny-316069) ([md](https://advisorcensus.com/firm/chemistry-wealth-management-llc-new-york-ny-316069.md)) | 316069 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Hourly, Fixed fee |
| [Citizens Private Wealth](https://advisorcensus.com/firm/citizens-private-wealth-tarrytown-ny-106743) ([md](https://advisorcensus.com/firm/citizens-private-wealth-tarrytown-ny-106743.md)) | 106743 | Tarrytown, NY | SEC-registered investment adviser | Over $5 billion | 34 | % of assets, Hourly, Fixed fee |
| [Clarus Group LLC](https://advisorcensus.com/firm/clarus-group-llc-new-york-ny-310156) ([md](https://advisorcensus.com/firm/clarus-group-llc-new-york-ny-310156.md)) | 310156 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Clearview Financial Planning, Inc.](https://advisorcensus.com/firm/clearview-financial-planning-inc-southold-ny-291834) ([md](https://advisorcensus.com/firm/clearview-financial-planning-inc-southold-ny-291834.md)) | 291834 | Southold, NY | SEC-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee |
| [Compass Advisors](https://advisorcensus.com/firm/compass-advisors-melville-ny-288256) ([md](https://advisorcensus.com/firm/compass-advisors-melville-ny-288256.md)) | 288256 | Melville, NY | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Hourly, Fixed fee |
| [Compass Private Wealth Group LLC](https://advisorcensus.com/firm/compass-private-wealth-group-llc-short-hills-nj-316785) ([md](https://advisorcensus.com/firm/compass-private-wealth-group-llc-short-hills-nj-316785.md)) | 316785 | Short Hills, NJ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Consolidated Portfolio Review Corp](https://advisorcensus.com/firm/consolidated-portfolio-review-corp-woodbury-ny-112694) ([md](https://advisorcensus.com/firm/consolidated-portfolio-review-corp-woodbury-ny-112694.md)) | 112694 | Woodbury, NY | SEC-registered investment adviser | $1 billion to $5 billion | 34 | % of assets, Hourly, Fixed fee |
| [Corebridge Institutional Investments (U.S.), LLC](https://advisorcensus.com/firm/corebridge-institutional-investments-u-s-llc-jersey-city-nj-150088) ([md](https://advisorcensus.com/firm/corebridge-institutional-investments-u-s-llc-jersey-city-nj-150088.md)) | 150088 | Jersey City, NJ | SEC-registered investment adviser | Over $5 billion | 17 | % of assets, Fixed fee, Performance fee, Other |

- Next page: https://advisorcensus.com/advisors/ny/new-york/no-account-minimum/page/2.md

## Questions people ask

**Which financial advisors in New York, NY have no account minimum?**
195 investment advisory firms with a principal office in the New York metro area state in their Form ADV Part 2A brochure that they have no account minimum, as of October 2026; this page lists them. A firm appears here when its current Form ADV Part 2A brochure says it has no account minimum and AdvisorCensus found that sentence word for word in the brochure, with no other minimum beside it. Only brochures AdvisorCensus has read count, so a firm missing here may have no minimum without stating it; and a firm can still decline an account, or set a minimum fee, which its page shows when the brochure states one.

**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.

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- [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. Financial advisors with no account minimum in New York, NY: 195 firms from Form ADV filings as of October 2026.