# 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/3

## 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 3 of 4, 101 to 150 of 195, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Liberty Wealth Managers](https://advisorcensus.com/firm/liberty-wealth-managers-new-york-ny-322131) ([md](https://advisorcensus.com/firm/liberty-wealth-managers-new-york-ny-322131.md)) | 322131 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 3 | % of assets, Other |
| [Lifecapital Partners LLC](https://advisorcensus.com/firm/lifecapital-partners-llc-new-york-ny-337455) ([md](https://advisorcensus.com/firm/lifecapital-partners-llc-new-york-ny-337455.md)) | 337455 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly |
| [Lightedway Advisory Services, Inc.](https://advisorcensus.com/firm/lightedway-advisory-services-inc-harrison-ny-312712) ([md](https://advisorcensus.com/firm/lightedway-advisory-services-inc-harrison-ny-312712.md)) | 312712 | Harrison, NY | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets |
| [Locker Financial Services, LLC](https://advisorcensus.com/firm/locker-financial-services-llc-verona-nj-120900) ([md](https://advisorcensus.com/firm/locker-financial-services-llc-verona-nj-120900.md)) | 120900 | Verona, NJ | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee |
| [Lonetree Capital, LLC](https://advisorcensus.com/firm/lonetree-capital-llc-new-york-ny-321784) ([md](https://advisorcensus.com/firm/lonetree-capital-llc-new-york-ny-321784.md)) | 321784 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee |
| [Long Island Wealth Management, Inc.](https://advisorcensus.com/firm/long-island-wealth-management-inc-melville-ny-173363) ([md](https://advisorcensus.com/firm/long-island-wealth-management-inc-melville-ny-173363.md)) | 173363 | Melville, NY | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Fixed fee |
| [LT Advisors LLC](https://advisorcensus.com/firm/lt-advisors-llc-new-city-ny-318920) ([md](https://advisorcensus.com/firm/lt-advisors-llc-new-city-ny-318920.md)) | 318920 | New City, NY | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [Lument Investment Management, LLC](https://advisorcensus.com/firm/lument-investment-management-llc-new-york-ny-306487) ([md](https://advisorcensus.com/firm/lument-investment-management-llc-new-york-ny-306487.md)) | 306487 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Performance fee |
| [Magnus Financial Group LLC](https://advisorcensus.com/firm/magnus-financial-group-llc-new-york-ny-289423) ([md](https://advisorcensus.com/firm/magnus-financial-group-llc-new-york-ny-289423.md)) | 289423 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Hourly, Fixed fee |
| [Main Street Financial](https://advisorcensus.com/firm/main-street-financial-purchase-ny-118130) ([md](https://advisorcensus.com/firm/main-street-financial-purchase-ny-118130.md)) | 118130 | Purchase, NY | SEC-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly |
| [MD Wealth Advisors Inc](https://advisorcensus.com/firm/md-wealth-advisors-inc-cranford-nj-304595) ([md](https://advisorcensus.com/firm/md-wealth-advisors-inc-cranford-nj-304595.md)) | 304595 | Cranford, NJ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee, Commissions |
| [Meag New York Corporation](https://advisorcensus.com/firm/meag-new-york-corporation-new-york-ny-321962) ([md](https://advisorcensus.com/firm/meag-new-york-corporation-new-york-ny-321962.md)) | 321962 | New York, NY | SEC-registered investment adviser | Over $5 billion | 4 | % of assets, Fixed fee |
| [Michael J. Porro & Co. Financial Advisors, Inc.](https://advisorcensus.com/firm/michael-j-porro-and-co-financial-advisors-inc-old-tappan-nj-125584) ([md](https://advisorcensus.com/firm/michael-j-porro-and-co-financial-advisors-inc-old-tappan-nj-125584.md)) | 125584 | Old Tappan, NJ | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Hourly |
| [Minko Wealth](https://advisorcensus.com/firm/minko-wealth-brooklyn-ny-170886) ([md](https://advisorcensus.com/firm/minko-wealth-brooklyn-ny-170886.md)) | 170886 | Brooklyn, NY | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets |
| [Modera Wealth Management, LLC](https://advisorcensus.com/firm/modera-wealth-management-llc-westwood-nj-155649) ([md](https://advisorcensus.com/firm/modera-wealth-management-llc-westwood-nj-155649.md)) | 155649 | Westwood, NJ | SEC-registered investment adviser | Over $5 billion | 15 | % of assets, Hourly, Fixed fee |
| [N Financial Plans](https://advisorcensus.com/firm/n-financial-plans-huntington-ny-337288) ([md](https://advisorcensus.com/firm/n-financial-plans-huntington-ny-337288.md)) | 337288 | Huntington, NY | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee |
| [NCM Capital Management, LLC](https://advisorcensus.com/firm/ncm-capital-management-llc-ramsey-nj-151109) ([md](https://advisorcensus.com/firm/ncm-capital-management-llc-ramsey-nj-151109.md)) | 151109 | Ramsey, NJ | SEC-registered investment adviser | $500 million to $1 billion | 11 | % of assets, Hourly, Fixed fee |
| [New Horizons Wealth Management](https://advisorcensus.com/firm/new-horizons-wealth-management-cedar-knolls-nj-328155) ([md](https://advisorcensus.com/firm/new-horizons-wealth-management-cedar-knolls-nj-328155.md)) | 328155 | Cedar Knolls, NJ | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Old Bridge Wealth, Inc](https://advisorcensus.com/firm/old-bridge-wealth-inc-syosset-ny-332180) ([md](https://advisorcensus.com/firm/old-bridge-wealth-inc-syosset-ny-332180.md)) | 332180 | Syosset, NY | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [Oliver Luxxe Assets LLC](https://advisorcensus.com/firm/oliver-luxxe-assets-llc-gladstone-nj-169588) ([md](https://advisorcensus.com/firm/oliver-luxxe-assets-llc-gladstone-nj-169588.md)) | 169588 | Gladstone, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Fixed fee |
| [Optimist Ventures LLC](https://advisorcensus.com/firm/optimist-ventures-llc-new-york-ny-337808) ([md](https://advisorcensus.com/firm/optimist-ventures-llc-new-york-ny-337808.md)) | 337808 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Orix Advisers, LLC](https://advisorcensus.com/firm/orix-advisers-llc-new-york-ny-307580) ([md](https://advisorcensus.com/firm/orix-advisers-llc-new-york-ny-307580.md)) | 307580 | New York, NY | SEC-registered investment adviser | Over $5 billion | 6 | % of assets, Performance fee |
| [Parisi Gray Wealth Management, LLC](https://advisorcensus.com/firm/parisi-gray-wealth-management-llc-mendham-nj-286388) ([md](https://advisorcensus.com/firm/parisi-gray-wealth-management-llc-mendham-nj-286388.md)) | 286388 | Mendham, NJ | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets |
| [Passive Management LLC](https://advisorcensus.com/firm/passive-management-llc-new-york-ny-314627) ([md](https://advisorcensus.com/firm/passive-management-llc-new-york-ny-314627.md)) | 314627 | New York, NY | SEC-registered investment adviser | Under $25 million | 2 | % of assets |
| [Pelkonen and Associates LLC](https://advisorcensus.com/firm/pelkonen-and-associates-llc-melville-ny-305933) ([md](https://advisorcensus.com/firm/pelkonen-and-associates-llc-melville-ny-305933.md)) | 305933 | Melville, NY | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Podell Financial Group LLC](https://advisorcensus.com/firm/podell-financial-group-llc-fairfield-nj-325383) ([md](https://advisorcensus.com/firm/podell-financial-group-llc-fairfield-nj-325383.md)) | 325383 | Fairfield, NJ | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Port Capital Management](https://advisorcensus.com/firm/port-capital-management-massapequa-ny-330252) ([md](https://advisorcensus.com/firm/port-capital-management-massapequa-ny-330252.md)) | 330252 | Massapequa, NY | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets |
| [Prato Capital Management](https://advisorcensus.com/firm/prato-capital-management-white-plains-ny-289917) ([md](https://advisorcensus.com/firm/prato-capital-management-white-plains-ny-289917.md)) | 289917 | White Plains, NY | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Premier Wealth Advisors, LLC](https://advisorcensus.com/firm/premier-wealth-advisors-llc-new-york-ny-120358) ([md](https://advisorcensus.com/firm/premier-wealth-advisors-llc-new-york-ny-120358.md)) | 120358 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Hourly, Fixed fee |
| [Prism Planning and Solutions Group](https://advisorcensus.com/firm/prism-planning-and-solutions-group-white-plains-ny-340003) ([md](https://advisorcensus.com/firm/prism-planning-and-solutions-group-white-plains-ny-340003.md)) | 340003 | White Plains, NY | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Fixed fee |
| [Prospect Financial Services LLC](https://advisorcensus.com/firm/prospect-financial-services-llc-melville-ny-314154) ([md](https://advisorcensus.com/firm/prospect-financial-services-llc-melville-ny-314154.md)) | 314154 | Melville, NY | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Quasar](https://advisorcensus.com/firm/quasar-new-york-ny-342429) ([md](https://advisorcensus.com/firm/quasar-new-york-ny-342429.md)) | 342429 | New York, NY | SEC-registered investment adviser | Not reported | 0 | Hourly, Fixed fee |
| [Raijin AI](https://advisorcensus.com/firm/raijin-ai-brooklyn-ny-342079) ([md](https://advisorcensus.com/firm/raijin-ai-brooklyn-ny-342079.md)) | 342079 | Brooklyn, NY | SEC-registered investment adviser | Under $25 million | 0 | Fixed fee |
| [RDM Capital Associates Inc](https://advisorcensus.com/firm/rdm-capital-associates-inc-red-bank-nj-106941) ([md](https://advisorcensus.com/firm/rdm-capital-associates-inc-red-bank-nj-106941.md)) | 106941 | Red Bank, NJ | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets |
| [RE-Envision Wealth](https://advisorcensus.com/firm/re-envision-wealth-new-york-ny-299357) ([md](https://advisorcensus.com/firm/re-envision-wealth-new-york-ny-299357.md)) | 299357 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Reciprocal Capital](https://advisorcensus.com/firm/reciprocal-capital-new-york-ny-285033) ([md](https://advisorcensus.com/firm/reciprocal-capital-new-york-ny-285033.md)) | 285033 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 10 | % of assets, Performance fee |
| [Redwood Financial Planning, LLC](https://advisorcensus.com/firm/redwood-financial-planning-llc-scotch-plains-nj-291250) ([md](https://advisorcensus.com/firm/redwood-financial-planning-llc-scotch-plains-nj-291250.md)) | 291250 | Scotch Plains, NJ | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Fixed fee |
| [Rhizome Capital Management LLC](https://advisorcensus.com/firm/rhizome-capital-management-llc-new-york-ny-317579) ([md](https://advisorcensus.com/firm/rhizome-capital-management-llc-new-york-ny-317579.md)) | 317579 | New York, NY | SEC-registered investment adviser | Under $25 million | 4 | % of assets, Performance fee |
| [Rosecliff Venture Management, LLC](https://advisorcensus.com/firm/rosecliff-venture-management-llc-new-york-ny-300188) ([md](https://advisorcensus.com/firm/rosecliff-venture-management-llc-new-york-ny-300188.md)) | 300188 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Performance fee |
| [Salvus Wealth Management, LLC](https://advisorcensus.com/firm/salvus-wealth-management-llc-red-bank-nj-171986) ([md](https://advisorcensus.com/firm/salvus-wealth-management-llc-red-bank-nj-171986.md)) | 171986 | Red Bank, NJ | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee, Other |
| [Saratoga Management Company LLC](https://advisorcensus.com/firm/saratoga-management-company-llc-new-york-ny-161822) ([md](https://advisorcensus.com/firm/saratoga-management-company-llc-new-york-ny-161822.md)) | 161822 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Performance fee |
| [Savlan Wealth Partners](https://advisorcensus.com/firm/savlan-wealth-partners-new-city-ny-343698) ([md](https://advisorcensus.com/firm/savlan-wealth-partners-new-city-ny-343698.md)) | 343698 | New City, NY | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Scia NY](https://advisorcensus.com/firm/scia-ny-new-york-ny-337639) ([md](https://advisorcensus.com/firm/scia-ny-new-york-ny-337639.md)) | 337639 | New York, NY | SEC-registered investment adviser | Under $25 million | 0 | Other |
| [Simplicity Wealth](https://advisorcensus.com/firm/simplicity-wealth-summit-nj-300572) ([md](https://advisorcensus.com/firm/simplicity-wealth-summit-nj-300572.md)) | 300572 | Summit, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Hourly, Fixed fee |
| [Sincerus Advisory](https://advisorcensus.com/firm/sincerus-advisory-new-york-ny-300559) ([md](https://advisorcensus.com/firm/sincerus-advisory-new-york-ny-300559.md)) | 300559 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Fixed fee |
| [Smallwood Wealth Management](https://advisorcensus.com/firm/smallwood-wealth-management-red-bank-nj-288663) ([md](https://advisorcensus.com/firm/smallwood-wealth-management-red-bank-nj-288663.md)) | 288663 | Red Bank, NJ | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee |
| [Smartasset](https://advisorcensus.com/firm/smartasset-new-york-ny-307375) ([md](https://advisorcensus.com/firm/smartasset-new-york-ny-307375.md)) | 307375 | New York, NY | SEC-registered investment adviser | Not reported | 6 | Other |
| [SSW Partners](https://advisorcensus.com/firm/ssw-partners-new-york-ny-325761) ([md](https://advisorcensus.com/firm/ssw-partners-new-york-ny-325761.md)) | 325761 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Fixed fee, Performance fee |
| [Stash Wealth, LLC](https://advisorcensus.com/firm/stash-wealth-llc-new-york-ny-167072) ([md](https://advisorcensus.com/firm/stash-wealth-llc-new-york-ny-167072.md)) | 167072 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 2 | % of assets, Fixed fee, Other |
| [Stawnychy Financial Services, Inc.](https://advisorcensus.com/firm/stawnychy-financial-services-inc-kinnelon-nj-128859) ([md](https://advisorcensus.com/firm/stawnychy-financial-services-inc-kinnelon-nj-128859.md)) | 128859 | Kinnelon, NJ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |

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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 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.