{ "path": "/advisors/ny/new-york/no-account-minimum", "url": "https://advisorcensus.com/advisors/ny/new-york/no-account-minimum/page/3", "page_type": "metro_answer", "title": "Financial advisors with no account minimum in New York, NY", "filters": {}, "scope_total": 195, "faq": [ { "q": "Which financial advisors in New York, NY have no account minimum?", "a": "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." }, { "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": "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.", "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. Financial advisors with no account minimum in New York, NY: 195 firms from Form ADV filings as of October 2026.", "total_firms": 195, "page": 3, "total_pages": 4, "sort": "name", "registration_types": { "sec": 195, "state": 0, "exempt": 0 }, "fee_model_mix": [ { "code": "fee-only", "count": 62 }, { "code": "percentage_of_aum", "count": 174 }, { "code": "hourly", "count": 68 }, { "code": "subscription", "count": 5 }, { "code": "fixed", "count": 107 }, { "code": "commissions", "count": 1 }, { "code": "performance_based", "count": 37 }, { "code": "other", "count": 25 }, { "code": "not_reported", "count": 0 } ], "years_registered_distribution": [ { "code": "under_5", "count": 92 }, { "code": "5_to_9", "count": 57 }, { "code": "10_to_19", "count": 30 }, { "code": "20_plus", "count": 16 }, { "code": "not_reported", "count": 0 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 13 }, { "code": "25m_100m", "count": 42 }, { "code": "100m_500m", "count": 79 }, { "code": "500m_1b", "count": 23 }, { "code": "1b_5b", "count": 25 }, { "code": "over_5b", "count": 9 }, { "code": "not_reported", "count": 4 } ], "firms": [ { "crd_number": 322131, "name": "Liberty Wealth Managers", "name_as_filed": "LIBERTY WEALTH MANAGERS", "url": "https://advisorcensus.com/firm/liberty-wealth-managers-new-york-ny-322131", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 337455, "name": "Lifecapital Partners LLC", "name_as_filed": "LIFECAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/lifecapital-partners-llc-new-york-ny-337455", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 312712, "name": "Lightedway Advisory Services, Inc.", "name_as_filed": "LIGHTEDWAY ADVISORY SERVICES, INC.", "url": "https://advisorcensus.com/firm/lightedway-advisory-services-inc-harrison-ny-312712", "city": "Harrison", "state": "NY", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 120900, "name": "Locker Financial Services, LLC", "name_as_filed": "LOCKER FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/locker-financial-services-llc-verona-nj-120900", "city": "Verona", "state": "NJ", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 321784, "name": "Lonetree Capital, LLC", "name_as_filed": "LONETREE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/lonetree-capital-llc-new-york-ny-321784", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 173363, "name": "Long Island Wealth Management, Inc.", "name_as_filed": "LONG ISLAND WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/long-island-wealth-management-inc-melville-ny-173363", "city": "Melville", "state": "NY", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 318920, "name": "LT Advisors LLC", "name_as_filed": "LT ADVISORS LLC", "url": "https://advisorcensus.com/firm/lt-advisors-llc-new-city-ny-318920", "city": "New City", "state": "NY", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 306487, "name": "Lument Investment Management, LLC", "name_as_filed": "LUMENT INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lument-investment-management-llc-new-york-ny-306487", "city": "New York", "state": "NY", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 289423, "name": "Magnus Financial Group LLC", "name_as_filed": "MAGNUS FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/magnus-financial-group-llc-new-york-ny-289423", "city": "New York", "state": "NY", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 118130, "name": "Main Street Financial", "name_as_filed": "MAIN STREET FINANCIAL", "url": "https://advisorcensus.com/firm/main-street-financial-purchase-ny-118130", "city": "Purchase", "state": "NY", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 304595, "name": "MD Wealth Advisors Inc", "name_as_filed": "MD WEALTH ADVISORS INC", "url": "https://advisorcensus.com/firm/md-wealth-advisors-inc-cranford-nj-304595", "city": "Cranford", "state": "NJ", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 321962, "name": "Meag New York Corporation", "name_as_filed": "MEAG NEW YORK CORPORATION", "url": "https://advisorcensus.com/firm/meag-new-york-corporation-new-york-ny-321962", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 125584, "name": "Michael J. Porro & Co. Financial Advisors, Inc.", "name_as_filed": "MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/michael-j-porro-and-co-financial-advisors-inc-old-tappan-nj-125584", "city": "Old Tappan", "state": "NJ", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 170886, "name": "Minko Wealth", "name_as_filed": "MINKO WEALTH", "url": "https://advisorcensus.com/firm/minko-wealth-brooklyn-ny-170886", "city": "Brooklyn", "state": "NY", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 155649, "name": "Modera Wealth Management, LLC", "name_as_filed": "MODERA WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/modera-wealth-management-llc-westwood-nj-155649", "city": "Westwood", "state": "NJ", "years_registered": 15, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337288, "name": "N Financial Plans", "name_as_filed": "N FINANCIAL PLANS", "url": "https://advisorcensus.com/firm/n-financial-plans-huntington-ny-337288", "city": "Huntington", "state": "NY", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151109, "name": "NCM Capital Management, LLC", "name_as_filed": "NCM CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/ncm-capital-management-llc-ramsey-nj-151109", "city": "Ramsey", "state": "NJ", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 328155, "name": "New Horizons Wealth Management", "name_as_filed": "NEW HORIZONS WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/new-horizons-wealth-management-cedar-knolls-nj-328155", "city": "Cedar Knolls", "state": "NJ", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 332180, "name": "Old Bridge Wealth, Inc", "name_as_filed": "OLD BRIDGE WEALTH, INC", "url": "https://advisorcensus.com/firm/old-bridge-wealth-inc-syosset-ny-332180", "city": "Syosset", "state": "NY", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169588, "name": "Oliver Luxxe Assets LLC", "name_as_filed": "OLIVER LUXXE ASSETS LLC", "url": "https://advisorcensus.com/firm/oliver-luxxe-assets-llc-gladstone-nj-169588", "city": "Gladstone", "state": "NJ", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 337808, "name": "Optimist Ventures LLC", "name_as_filed": "OPTIMIST VENTURES LLC", "url": "https://advisorcensus.com/firm/optimist-ventures-llc-new-york-ny-337808", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 307580, "name": "Orix Advisers, LLC", "name_as_filed": "ORIX ADVISERS, LLC", "url": "https://advisorcensus.com/firm/orix-advisers-llc-new-york-ny-307580", "city": "New York", "state": "NY", "years_registered": 6, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 286388, "name": "Parisi Gray Wealth Management, LLC", "name_as_filed": "PARISI GRAY WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/parisi-gray-wealth-management-llc-mendham-nj-286388", "city": "Mendham", "state": "NJ", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 314627, "name": "Passive Management LLC", "name_as_filed": "PASSIVE MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/passive-management-llc-new-york-ny-314627", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 305933, "name": "Pelkonen and Associates LLC", "name_as_filed": "PELKONEN AND ASSOCIATES LLC", "url": "https://advisorcensus.com/firm/pelkonen-and-associates-llc-melville-ny-305933", "city": "Melville", "state": "NY", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "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": 330252, "name": "Port Capital Management", "name_as_filed": "PORT CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/port-capital-management-massapequa-ny-330252", "city": "Massapequa", "state": "NY", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "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": 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": 340003, "name": "Prism Planning and Solutions Group", "name_as_filed": "PRISM PLANNING AND SOLUTIONS GROUP", "url": "https://advisorcensus.com/firm/prism-planning-and-solutions-group-white-plains-ny-340003", "city": "White Plains", "state": "NY", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 314154, "name": "Prospect Financial Services LLC", "name_as_filed": "PROSPECT FINANCIAL SERVICES LLC", "url": "https://advisorcensus.com/firm/prospect-financial-services-llc-melville-ny-314154", "city": "Melville", "state": "NY", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "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": 342079, "name": "Raijin AI", "name_as_filed": "RAIJIN AI", "url": "https://advisorcensus.com/firm/raijin-ai-brooklyn-ny-342079", "city": "Brooklyn", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 106941, "name": "RDM Capital Associates Inc", "name_as_filed": "RDM CAPITAL ASSOCIATES INC", "url": "https://advisorcensus.com/firm/rdm-capital-associates-inc-red-bank-nj-106941", "city": "Red Bank", "state": "NJ", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "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": 285033, "name": "Reciprocal Capital", "name_as_filed": "RECIPROCAL CAPITAL", "url": "https://advisorcensus.com/firm/reciprocal-capital-new-york-ny-285033", "city": "New York", "state": "NY", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "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": 317579, "name": "Rhizome Capital Management LLC", "name_as_filed": "RHIZOME CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/rhizome-capital-management-llc-new-york-ny-317579", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 300188, "name": "Rosecliff Venture Management, LLC", "name_as_filed": "ROSECLIFF VENTURE MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/rosecliff-venture-management-llc-new-york-ny-300188", "city": "New York", "state": "NY", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 171986, "name": "Salvus Wealth Management, LLC", "name_as_filed": "SALVUS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/salvus-wealth-management-llc-red-bank-nj-171986", "city": "Red Bank", "state": "NJ", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 161822, "name": "Saratoga Management Company LLC", "name_as_filed": "SARATOGA MANAGEMENT COMPANY LLC", "url": "https://advisorcensus.com/firm/saratoga-management-company-llc-new-york-ny-161822", "city": "New York", "state": "NY", "years_registered": 12, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 343698, "name": "Savlan Wealth Partners", "name_as_filed": "SAVLAN WEALTH PARTNERS", "url": "https://advisorcensus.com/firm/savlan-wealth-partners-new-city-ny-343698", "city": "New City", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 337639, "name": "Scia NY", "name_as_filed": "SCIA NY", "url": "https://advisorcensus.com/firm/scia-ny-new-york-ny-337639", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 300572, "name": "Simplicity Wealth", "name_as_filed": 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