{ "path": "/advisors/ny/new-york/no-account-minimum", "url": "https://advisorcensus.com/advisors/ny/new-york/no-account-minimum/page/4", "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": 4, "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": 335680, "name": "Steinberganna Wealth Management LLC", "name_as_filed": "STEINBERGANNA WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/steinberganna-wealth-management-llc-huntington-ny-335680", "city": "Huntington", "state": "NY", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 145103, "name": "Stelac Advisory Services LLC", "name_as_filed": "STELAC ADVISORY SERVICES LLC", "url": "https://advisorcensus.com/firm/stelac-advisory-services-llc-new-york-ny-145103", "city": "New York", "state": "NY", "years_registered": 18, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 290013, "name": "Stella Point Capital, LP", "name_as_filed": "STELLA POINT CAPITAL, LP", "url": "https://advisorcensus.com/firm/stella-point-capital-lp-new-york-ny-290013", "city": "New York", "state": "NY", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "performance_based", "other" ], "enhanced": false }, { "crd_number": 144116, "name": "Stembrook Asset Management, LLC", "name_as_filed": "STEMBROOK ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/stembrook-asset-management-llc-red-bank-nj-144116", "city": "Red Bank", "state": "NJ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 295068, "name": "Stephen J. Garry & Associates, LLC", "name_as_filed": "STEPHEN J. GARRY & ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/stephen-j-garry-and-associates-llc-garden-city-ny-295068", "city": "Garden City", "state": "NY", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 124405, "name": "Stern Capital Management, Inc.", "name_as_filed": "STERN CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/stern-capital-management-inc-old-bridge-nj-124405", "city": "Old Bridge", "state": "NJ", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 128676, "name": "Stewardship Financial Planning", "name_as_filed": "STEWARDSHIP FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/stewardship-financial-planning-tarrytown-ny-128676", "city": "Tarrytown", "state": "NY", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327779, "name": "Stirlingshire Investments", "name_as_filed": "STIRLINGSHIRE INVESTMENTS", "url": "https://advisorcensus.com/firm/stirlingshire-investments-new-york-ny-327779", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 169817, "name": "Stolzer Rothschild Levy LLC", "name_as_filed": "STOLZER ROTHSCHILD LEVY LLC", "url": "https://advisorcensus.com/firm/stolzer-rothschild-levy-llc-basking-ridge-nj-169817", "city": "Basking Ridge", "state": "NJ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 171163, "name": "Stratacore Capital Management, LLC.", "name_as_filed": "STRATACORE CAPITAL MANAGEMENT, LLC.", "url": "https://advisorcensus.com/firm/stratacore-capital-management-llc-new-york-ny-171163", "city": "New York", "state": "NY", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 128199, "name": "Strategic Family Wealth Counselors, L.L.C.", "name_as_filed": "STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C.", "url": "https://advisorcensus.com/firm/strategic-family-wealth-counselors-l-l-c-fairfield-nj-128199", "city": "Fairfield", "state": "NJ", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307491, "name": "Stratton Capital Investment Advisory LLC", "name_as_filed": "STRATTON CAPITAL INVESTMENT ADVISORY LLC", "url": "https://advisorcensus.com/firm/stratton-capital-investment-advisory-llc-new-york-ny-307491", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 111998, "name": "Stuyvesant Capital Management Corporation", "name_as_filed": "STUYVESANT CAPITAL MANAGEMENT CORPORATION", "url": "https://advisorcensus.com/firm/stuyvesant-capital-management-corporation-armonk-ny-111998", "city": "Armonk", "state": "NY", "years_registered": 47, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 336338, "name": "Sykon Asset Management LLC", "name_as_filed": "SYKON ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/sykon-asset-management-llc-harrison-ny-336338", "city": "Harrison", "state": "NY", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 326728, "name": "Sykon Capital LLC", "name_as_filed": "SYKON CAPITAL LLC", "url": "https://advisorcensus.com/firm/sykon-capital-llc-harrison-ny-326728", "city": "Harrison", "state": "NY", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 335067, "name": "Taurus Financial", "name_as_filed": "TAURUS FINANCIAL", "url": "https://advisorcensus.com/firm/taurus-financial-jersey-city-nj-335067", "city": "Jersey City", "state": "NJ", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 168431, "name": "Tekmen Wells LLC", "name_as_filed": "TEKMEN WELLS LLC", "url": "https://advisorcensus.com/firm/tekmen-wells-llc-new-york-ny-168431", "city": "New York", "state": "NY", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 305581, "name": "Tenon Financial", "name_as_filed": "TENON FINANCIAL", "url": "https://advisorcensus.com/firm/tenon-financial-metuchen-nj-305581", "city": "Metuchen", "state": "NJ", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 164395, "name": "The Pinnacle Financial Group", "name_as_filed": "THE PINNACLE FINANCIAL GROUP", "url": "https://advisorcensus.com/firm/the-pinnacle-financial-group-rockville-centre-ny-164395", "city": "Rockville Centre", "state": "NY", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 334472, "name": "The Quick Group LLC", "name_as_filed": "THE QUICK GROUP LLC", "url": "https://advisorcensus.com/firm/the-quick-group-llc-new-york-ny-334472", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 287476, "name": "Thinking Big Financial", "name_as_filed": "THINKING BIG FINANCIAL", "url": "https://advisorcensus.com/firm/thinking-big-financial-brooklyn-ny-287476", "city": "Brooklyn", "state": "NY", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 107168, "name": "TIAA-CREF Investment Management LLC", "name_as_filed": "TIAA-CREF INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/tiaa-cref-investment-management-llc-new-york-ny-107168", "city": "New York", "state": "NY", "years_registered": 35, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 321701, "name": "Tinicum Venture Partners LLC", "name_as_filed": "TINICUM VENTURE PARTNERS LLC", "url": "https://advisorcensus.com/firm/tinicum-venture-partners-llc-new-york-ny-321701", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 340227, "name": "Tomoro", "name_as_filed": "TOMORO", "url": "https://advisorcensus.com/firm/tomoro-colts-neck-nj-340227", "city": "Colts Neck", "state": "NJ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128723, "name": "Tortoise Investment Management, LLC", "name_as_filed": "TORTOISE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/tortoise-investment-management-llc-white-plains-ny-128723", "city": "White Plains", "state": "NY", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 137140, "name": "Triaxx Asset Management LLC", "name_as_filed": "TRIAXX ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/triaxx-asset-management-llc-new-york-ny-137140", "city": "New York", "state": "NY", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 332537, "name": "Twentythree Advisory", "name_as_filed": "TWENTYTHREE ADVISORY", "url": "https://advisorcensus.com/firm/twentythree-advisory-new-york-ny-332537", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 298583, "name": "Twinbeech Capital LP", "name_as_filed": "TWINBEECH CAPITAL LP", "url": "https://advisorcensus.com/firm/twinbeech-capital-lp-purchase-ny-298583", "city": "Purchase", "state": "NY", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 136572, "name": "Unfcu Advisors LLC", "name_as_filed": "UNFCU ADVISORS LLC", "url": "https://advisorcensus.com/firm/unfcu-advisors-llc-long-island-city-ny-136572", "city": "Long Island City", "state": "NY", "years_registered": 20, "raum_band": "25m_100m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 149843, "name": "United Financial Planning Group LLC", "name_as_filed": "UNITED FINANCIAL PLANNING GROUP LLC", "url": "https://advisorcensus.com/firm/united-financial-planning-group-llc-hauppauge-ny-149843", "city": "Hauppauge", "state": "NY", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 173728, "name": "Upstart Wealth Management, LLC", "name_as_filed": "UPSTART WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/upstart-wealth-management-llc-new-york-ny-173728", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 339215, "name": "Valorem LLC", "name_as_filed": "VALOREM LLC", "url": "https://advisorcensus.com/firm/valorem-llc-new-york-ny-339215", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 116537, "name": "Vanderbilt Advisory Services", "name_as_filed": "VANDERBILT ADVISORY SERVICES", "url": "https://advisorcensus.com/firm/vanderbilt-advisory-services-woodbury-ny-116537", "city": "Woodbury", "state": "NY", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 317552, "name": "Vanquour LLC", "name_as_filed": "VANQUOUR LLC", "url": "https://advisorcensus.com/firm/vanquour-llc-new-york-ny-317552", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 332389, "name": "Variadic LLC", "name_as_filed": "VARIADIC LLC", "url": "https://advisorcensus.com/firm/variadic-llc-new-york-ny-332389", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "performance_based" ], "enhanced": false }, { "crd_number": 342014, "name": "Veneroso Wealth Management", "name_as_filed": "VENEROSO WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/veneroso-wealth-management-woodbury-ny-342014", "city": "Woodbury", "state": "NY", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 113666, "name": "Walnut Investment Services LLC", "name_as_filed": "WALNUT INVESTMENT SERVICES LLC", "url": "https://advisorcensus.com/firm/walnut-investment-services-llc-brooklyn-ny-113666", "city": "Brooklyn", "state": "NY", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 337462, "name": "Wealth Forward Advisors", "name_as_filed": "WEALTH FORWARD ADVISORS", "url": "https://advisorcensus.com/firm/wealth-forward-advisors-new-york-ny-337462", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 340058, "name": "Wealthie Advisors", "name_as_filed": "WEALTHIE ADVISORS", "url": "https://advisorcensus.com/firm/wealthie-advisors-brooklyn-ny-340058", "city": "Brooklyn", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 281725, "name": "Wealthnest Capital Inc.", "name_as_filed": "WEALTHNEST CAPITAL INC.", "url": "https://advisorcensus.com/firm/wealthnest-capital-inc-staten-island-ny-281725", "city": "Staten Island", "state": "NY", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 285807, "name": "Wealthunite Advisors, LLC", "name_as_filed": "WEALTHUNITE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/wealthunite-advisors-llc-manhasset-ny-285807", "city": "Manhasset", "state": "NY", 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