# 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/page/2

## 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 2 of 4, 51 to 100 of 195, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Cornerstone Planning Group](https://advisorcensus.com/firm/cornerstone-planning-group-fairfield-nj-307189) ([md](https://advisorcensus.com/firm/cornerstone-planning-group-fairfield-nj-307189.md)) | 307189 | Fairfield, NJ | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee |
| [Covenant Asset Management, LLC](https://advisorcensus.com/firm/covenant-asset-management-llc-chester-nj-108567) ([md](https://advisorcensus.com/firm/covenant-asset-management-llc-chester-nj-108567.md)) | 108567 | Chester, NJ | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets, Hourly, Fixed fee |
| [Crownstone Advisory & Investment Corp](https://advisorcensus.com/firm/crownstone-advisory-and-investment-corp-new-york-ny-339959) ([md](https://advisorcensus.com/firm/crownstone-advisory-and-investment-corp-new-york-ny-339959.md)) | 339959 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 0 | % of assets |
| [Davidson Wealth Management LLC](https://advisorcensus.com/firm/davidson-wealth-management-llc-forked-river-nj-153227) ([md](https://advisorcensus.com/firm/davidson-wealth-management-llc-forked-river-nj-153227.md)) | 153227 | Forked River, NJ | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Hourly, Fixed fee |
| [DB Advisory America, Limited(ltd)](https://advisorcensus.com/firm/db-advisory-america-limited-ltd-new-york-ny-313938) ([md](https://advisorcensus.com/firm/db-advisory-america-limited-ltd-new-york-ny-313938.md)) | 313938 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 5 | Fixed fee |
| [Derryrush Wealth](https://advisorcensus.com/firm/derryrush-wealth-west-sayville-ny-338575) ([md](https://advisorcensus.com/firm/derryrush-wealth-west-sayville-ny-338575.md)) | 338575 | West Sayville, NY | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets, Fixed fee |
| [Domain Money Advisors, LLC](https://advisorcensus.com/firm/domain-money-advisors-llc-new-york-ny-316434) ([md](https://advisorcensus.com/firm/domain-money-advisors-llc-new-york-ny-316434.md)) | 316434 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 4 | Hourly, Subscription, Fixed fee |
| [Domani Advisors](https://advisorcensus.com/firm/domani-advisors-new-york-ny-291796) ([md](https://advisorcensus.com/firm/domani-advisors-new-york-ny-291796.md)) | 291796 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Other |
| [Draper Asset Management, LLC](https://advisorcensus.com/firm/draper-asset-management-llc-smithtown-ny-148136) ([md](https://advisorcensus.com/firm/draper-asset-management-llc-smithtown-ny-148136.md)) | 148136 | Smithtown, NY | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets |
| [E. Magnus Oppenheim & Co. Inc.](https://advisorcensus.com/firm/e-magnus-oppenheim-and-co-inc-new-york-ny-14268) ([md](https://advisorcensus.com/firm/e-magnus-oppenheim-and-co-inc-new-york-ny-14268.md)) | 14268 | New York, NY | SEC-registered investment adviser | Under $25 million | 48 | % of assets |
| [Eagle Bay Family Office](https://advisorcensus.com/firm/eagle-bay-family-office-new-york-ny-281675) ([md](https://advisorcensus.com/firm/eagle-bay-family-office-new-york-ny-281675.md)) | 281675 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 10 | % of assets, Hourly, Fixed fee |
| [East Coast Wealth Management, Inc.](https://advisorcensus.com/firm/east-coast-wealth-management-inc-florham-park-nj-136155) ([md](https://advisorcensus.com/firm/east-coast-wealth-management-inc-florham-park-nj-136155.md)) | 136155 | Florham Park, NJ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee, Other |
| [Edge Wealth Management, LLC](https://advisorcensus.com/firm/edge-wealth-management-llc-new-york-ny-142380) ([md](https://advisorcensus.com/firm/edge-wealth-management-llc-new-york-ny-142380.md)) | 142380 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets |
| [Emissary Wealth](https://advisorcensus.com/firm/emissary-wealth-hackensack-nj-308002) ([md](https://advisorcensus.com/firm/emissary-wealth-hackensack-nj-308002.md)) | 308002 | Hackensack, NJ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Enterprise Investors](https://advisorcensus.com/firm/enterprise-investors-new-york-ny-160833) ([md](https://advisorcensus.com/firm/enterprise-investors-new-york-ny-160833.md)) | 160833 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Faropoint Ventures, LLC](https://advisorcensus.com/firm/faropoint-ventures-llc-hoboken-nj-321107) ([md](https://advisorcensus.com/firm/faropoint-ventures-llc-hoboken-nj-321107.md)) | 321107 | Hoboken, NJ | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Performance fee, Other |
| [Federal Prep](https://advisorcensus.com/firm/federal-prep-bohemia-ny-282663) ([md](https://advisorcensus.com/firm/federal-prep-bohemia-ny-282663.md)) | 282663 | Bohemia, NY | SEC-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [Financehq LLC](https://advisorcensus.com/firm/financehq-llc-new-york-ny-325157) ([md](https://advisorcensus.com/firm/financehq-llc-new-york-ny-325157.md)) | 325157 | New York, NY | SEC-registered investment adviser | Not reported | 3 | Subscription, Fixed fee |
| [First Light Wealth Advisors, LLC](https://advisorcensus.com/firm/first-light-wealth-advisors-llc-little-falls-nj-291214) ([md](https://advisorcensus.com/firm/first-light-wealth-advisors-llc-little-falls-nj-291214.md)) | 291214 | Little Falls, NJ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Focus Planning Group](https://advisorcensus.com/firm/focus-planning-group-bayport-ny-281231) ([md](https://advisorcensus.com/firm/focus-planning-group-bayport-ny-281231.md)) | 281231 | Bayport, NY | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Four Corners Financial](https://advisorcensus.com/firm/four-corners-financial-melville-ny-287468) ([md](https://advisorcensus.com/firm/four-corners-financial-melville-ny-287468.md)) | 287468 | Melville, NY | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Fukoku Life International (America) Inc.](https://advisorcensus.com/firm/fukoku-life-international-america-inc-new-york-ny-284662) ([md](https://advisorcensus.com/firm/fukoku-life-international-america-inc-new-york-ny-284662.md)) | 284662 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets |
| [Geremia Financial Services, LLC](https://advisorcensus.com/firm/geremia-financial-services-llc-edison-nj-156504) ([md](https://advisorcensus.com/firm/geremia-financial-services-llc-edison-nj-156504.md)) | 156504 | Edison, NJ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Giverny Capital Asset Management](https://advisorcensus.com/firm/giverny-capital-asset-management-new-york-ny-306473) ([md](https://advisorcensus.com/firm/giverny-capital-asset-management-new-york-ny-306473.md)) | 306473 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets |
| [Gravity Capital Management LLC](https://advisorcensus.com/firm/gravity-capital-management-llc-new-york-ny-137083) ([md](https://advisorcensus.com/firm/gravity-capital-management-llc-new-york-ny-137083.md)) | 137083 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 6 | % of assets, Fixed fee, Performance fee |
| [Great Hill Advisory](https://advisorcensus.com/firm/great-hill-advisory-port-washington-ny-283228) ([md](https://advisorcensus.com/firm/great-hill-advisory-port-washington-ny-283228.md)) | 283228 | Port Washington, NY | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee, Other |
| [Greenportfolio Inc.](https://advisorcensus.com/firm/greenportfolio-inc-new-york-ny-330597) ([md](https://advisorcensus.com/firm/greenportfolio-inc-new-york-ny-330597.md)) | 330597 | New York, NY | SEC-registered investment adviser | Not reported | 2 | Other |
| [Greensledge Advisors LLC](https://advisorcensus.com/firm/greensledge-advisors-llc-new-york-ny-305341) ([md](https://advisorcensus.com/firm/greensledge-advisors-llc-new-york-ny-305341.md)) | 305341 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 6 | Fixed fee |
| [Greycliff Wealth Management, LLC](https://advisorcensus.com/firm/greycliff-wealth-management-llc-new-york-ny-307645) ([md](https://advisorcensus.com/firm/greycliff-wealth-management-llc-new-york-ny-307645.md)) | 307645 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [Guerra Pan Advisors, LLC](https://advisorcensus.com/firm/guerra-pan-advisors-llc-montclair-nj-313489) ([md](https://advisorcensus.com/firm/guerra-pan-advisors-llc-montclair-nj-313489.md)) | 313489 | Montclair, NJ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Guggenheim Asset-Backed Finance Company, LLC](https://advisorcensus.com/firm/guggenheim-asset-backed-finance-company-llc-new-york-ny-340242) ([md](https://advisorcensus.com/firm/guggenheim-asset-backed-finance-company-llc-new-york-ny-340242.md)) | 340242 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 0 | % of assets, Performance fee |
| [Hegarty Advisors, LLC](https://advisorcensus.com/firm/hegarty-advisors-llc-garden-city-ny-306342) ([md](https://advisorcensus.com/firm/hegarty-advisors-llc-garden-city-ny-306342.md)) | 306342 | Garden City, NY | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [HFH Planning Inc.](https://advisorcensus.com/firm/hfh-planning-inc-new-york-ny-114046) ([md](https://advisorcensus.com/firm/hfh-planning-inc-new-york-ny-114046.md)) | 114046 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 23 | % of assets, Hourly, Fixed fee |
| [Honeywell Capital Management LLC](https://advisorcensus.com/firm/honeywell-capital-management-llc-morris-plains-nj-109537) ([md](https://advisorcensus.com/firm/honeywell-capital-management-llc-morris-plains-nj-109537.md)) | 109537 | Morris Plains, NJ | SEC-registered investment adviser | Over $5 billion | 24 | % of assets, Other |
| [HS Management Partners, LLC](https://advisorcensus.com/firm/hs-management-partners-llc-new-york-ny-145480) ([md](https://advisorcensus.com/firm/hs-management-partners-llc-new-york-ny-145480.md)) | 145480 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets |
| [Hudson Companies](https://advisorcensus.com/firm/hudson-companies-pearl-river-ny-146338) ([md](https://advisorcensus.com/firm/hudson-companies-pearl-river-ny-146338.md)) | 146338 | Pearl River, NY | SEC-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee |
| [IHS Wealth Management LLC](https://advisorcensus.com/firm/ihs-wealth-management-llc-oyster-bay-ny-329852) ([md](https://advisorcensus.com/firm/ihs-wealth-management-llc-oyster-bay-ny-329852.md)) | 329852 | Oyster Bay, NY | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee, Performance fee |
| [Index Technologies Group LLC](https://advisorcensus.com/firm/index-technologies-group-llc-new-york-ny-327771) ([md](https://advisorcensus.com/firm/index-technologies-group-llc-new-york-ny-327771.md)) | 327771 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Investall, Inc.](https://advisorcensus.com/firm/investall-inc-new-york-ny-285955) ([md](https://advisorcensus.com/firm/investall-inc-new-york-ny-285955.md)) | 285955 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 9 | % of assets, Fixed fee |
| [Invictus Timing Service Ltd](https://advisorcensus.com/firm/invictus-timing-service-ltd-westbury-ny-106372) ([md](https://advisorcensus.com/firm/invictus-timing-service-ltd-westbury-ny-106372.md)) | 106372 | Westbury, NY | SEC-registered investment adviser | $100 million to $500 million | 40 | % of assets |
| [Islet Management, LP](https://advisorcensus.com/firm/islet-management-lp-new-york-ny-290576) ([md](https://advisorcensus.com/firm/islet-management-lp-new-york-ny-290576.md)) | 290576 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Performance fee |
| [Jade Mountain Partners, LLC](https://advisorcensus.com/firm/jade-mountain-partners-llc-white-plains-ny-290415) ([md](https://advisorcensus.com/firm/jade-mountain-partners-llc-white-plains-ny-290415.md)) | 290415 | White Plains, NY | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Performance fee |
| [Joseph P. Lucia & Associates, LLC](https://advisorcensus.com/firm/joseph-p-lucia-and-associates-llc-yorktown-heights-ny-147625) ([md](https://advisorcensus.com/firm/joseph-p-lucia-and-associates-llc-yorktown-heights-ny-147625.md)) | 147625 | Yorktown Heights, NY | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Fixed fee |
| [Kensington Financial Advisors LLC](https://advisorcensus.com/firm/kensington-financial-advisors-llc-roseland-nj-136346) ([md](https://advisorcensus.com/firm/kensington-financial-advisors-llc-roseland-nj-136346.md)) | 136346 | Roseland, NJ | SEC-registered investment adviser | $100 million to $500 million | 21 | % of assets, Hourly, Fixed fee |
| [Koehler Asset Management](https://advisorcensus.com/firm/koehler-asset-management-babylon-ny-340322) ([md](https://advisorcensus.com/firm/koehler-asset-management-babylon-ny-340322.md)) | 340322 | Babylon, NY | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Kyobo Life Asset Management (America) Co., Ltd.](https://advisorcensus.com/firm/kyobo-life-asset-management-america-co-ltd-new-york-ny-174341) ([md](https://advisorcensus.com/firm/kyobo-life-asset-management-america-co-ltd-new-york-ny-174341.md)) | 174341 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets |
| [Lava Wealth Management, LLC](https://advisorcensus.com/firm/lava-wealth-management-llc-new-york-ny-167674) ([md](https://advisorcensus.com/firm/lava-wealth-management-llc-new-york-ny-167674.md)) | 167674 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [Lebenthal Diversified Asset Management Inc.](https://advisorcensus.com/firm/lebenthal-diversified-asset-management-inc-hauppauge-ny-167243) ([md](https://advisorcensus.com/firm/lebenthal-diversified-asset-management-inc-hauppauge-ny-167243.md)) | 167243 | Hauppauge, NY | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Fixed fee |
| [Leo Wealth Management, LLC](https://advisorcensus.com/firm/leo-wealth-management-llc-staten-island-ny-337537) ([md](https://advisorcensus.com/firm/leo-wealth-management-llc-staten-island-ny-337537.md)) | 337537 | Staten Island, NY | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [Leo Wealth, LLC](https://advisorcensus.com/firm/leo-wealth-llc-edison-nj-283891) ([md](https://advisorcensus.com/firm/leo-wealth-llc-edison-nj-283891.md)) | 283891 | Edison, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Hourly, Fixed fee, Other |

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