# 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/4

## 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 4 of 4, 151 to 195 of 195, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Steinberganna Wealth Management LLC](https://advisorcensus.com/firm/steinberganna-wealth-management-llc-huntington-ny-335680) ([md](https://advisorcensus.com/firm/steinberganna-wealth-management-llc-huntington-ny-335680.md)) | 335680 | Huntington, NY | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee, Performance fee |
| [Stelac Advisory Services LLC](https://advisorcensus.com/firm/stelac-advisory-services-llc-new-york-ny-145103) ([md](https://advisorcensus.com/firm/stelac-advisory-services-llc-new-york-ny-145103.md)) | 145103 | New York, NY | SEC-registered investment adviser | Over $5 billion | 18 | % of assets, Fixed fee, Performance fee |
| [Stella Point Capital, LP](https://advisorcensus.com/firm/stella-point-capital-lp-new-york-ny-290013) ([md](https://advisorcensus.com/firm/stella-point-capital-lp-new-york-ny-290013.md)) | 290013 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 8 | Performance fee, Other |
| [Stembrook Asset Management, LLC](https://advisorcensus.com/firm/stembrook-asset-management-llc-red-bank-nj-144116) ([md](https://advisorcensus.com/firm/stembrook-asset-management-llc-red-bank-nj-144116.md)) | 144116 | Red Bank, NJ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Stephen J. Garry & Associates, LLC](https://advisorcensus.com/firm/stephen-j-garry-and-associates-llc-garden-city-ny-295068) ([md](https://advisorcensus.com/firm/stephen-j-garry-and-associates-llc-garden-city-ny-295068.md)) | 295068 | Garden City, NY | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets |
| [Stern Capital Management, Inc.](https://advisorcensus.com/firm/stern-capital-management-inc-old-bridge-nj-124405) ([md](https://advisorcensus.com/firm/stern-capital-management-inc-old-bridge-nj-124405.md)) | 124405 | Old Bridge, NJ | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly |
| [Stewardship Financial Planning](https://advisorcensus.com/firm/stewardship-financial-planning-tarrytown-ny-128676) ([md](https://advisorcensus.com/firm/stewardship-financial-planning-tarrytown-ny-128676.md)) | 128676 | Tarrytown, NY | SEC-registered investment adviser | $25 million to $100 million | 3 | Hourly, Fixed fee |
| [Stirlingshire Investments](https://advisorcensus.com/firm/stirlingshire-investments-new-york-ny-327779) ([md](https://advisorcensus.com/firm/stirlingshire-investments-new-york-ny-327779.md)) | 327779 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets |
| [Stolzer Rothschild Levy LLC](https://advisorcensus.com/firm/stolzer-rothschild-levy-llc-basking-ridge-nj-169817) ([md](https://advisorcensus.com/firm/stolzer-rothschild-levy-llc-basking-ridge-nj-169817.md)) | 169817 | Basking Ridge, NJ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly |
| [Stratacore Capital Management, LLC.](https://advisorcensus.com/firm/stratacore-capital-management-llc-new-york-ny-171163) ([md](https://advisorcensus.com/firm/stratacore-capital-management-llc-new-york-ny-171163.md)) | 171163 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [Strategic Family Wealth Counselors, L.L.C.](https://advisorcensus.com/firm/strategic-family-wealth-counselors-l-l-c-fairfield-nj-128199) ([md](https://advisorcensus.com/firm/strategic-family-wealth-counselors-l-l-c-fairfield-nj-128199.md)) | 128199 | Fairfield, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Hourly, Fixed fee |
| [Stratton Capital Investment Advisory LLC](https://advisorcensus.com/firm/stratton-capital-investment-advisory-llc-new-york-ny-307491) ([md](https://advisorcensus.com/firm/stratton-capital-investment-advisory-llc-new-york-ny-307491.md)) | 307491 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Stuyvesant Capital Management Corporation](https://advisorcensus.com/firm/stuyvesant-capital-management-corporation-armonk-ny-111998) ([md](https://advisorcensus.com/firm/stuyvesant-capital-management-corporation-armonk-ny-111998.md)) | 111998 | Armonk, NY | SEC-registered investment adviser | $25 million to $100 million | 47 | % of assets, Performance fee |
| [Sykon Asset Management LLC](https://advisorcensus.com/firm/sykon-asset-management-llc-harrison-ny-336338) ([md](https://advisorcensus.com/firm/sykon-asset-management-llc-harrison-ny-336338.md)) | 336338 | Harrison, NY | SEC-registered investment adviser | Under $25 million | 1 | % of assets |
| [Sykon Capital LLC](https://advisorcensus.com/firm/sykon-capital-llc-harrison-ny-326728) ([md](https://advisorcensus.com/firm/sykon-capital-llc-harrison-ny-326728.md)) | 326728 | Harrison, NY | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Hourly, Subscription, Fixed fee |
| [Taurus Financial](https://advisorcensus.com/firm/taurus-financial-jersey-city-nj-335067) ([md](https://advisorcensus.com/firm/taurus-financial-jersey-city-nj-335067.md)) | 335067 | Jersey City, NJ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Tekmen Wells LLC](https://advisorcensus.com/firm/tekmen-wells-llc-new-york-ny-168431) ([md](https://advisorcensus.com/firm/tekmen-wells-llc-new-york-ny-168431.md)) | 168431 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Tenon Financial](https://advisorcensus.com/firm/tenon-financial-metuchen-nj-305581) ([md](https://advisorcensus.com/firm/tenon-financial-metuchen-nj-305581.md)) | 305581 | Metuchen, NJ | SEC-registered investment adviser | $100 million to $500 million | 3 | Fixed fee |
| [The Pinnacle Financial Group](https://advisorcensus.com/firm/the-pinnacle-financial-group-rockville-centre-ny-164395) ([md](https://advisorcensus.com/firm/the-pinnacle-financial-group-rockville-centre-ny-164395.md)) | 164395 | Rockville Centre, NY | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Fixed fee, Other |
| [The Quick Group LLC](https://advisorcensus.com/firm/the-quick-group-llc-new-york-ny-334472) ([md](https://advisorcensus.com/firm/the-quick-group-llc-new-york-ny-334472.md)) | 334472 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [Thinking Big Financial](https://advisorcensus.com/firm/thinking-big-financial-brooklyn-ny-287476) ([md](https://advisorcensus.com/firm/thinking-big-financial-brooklyn-ny-287476.md)) | 287476 | Brooklyn, NY | SEC-registered investment adviser | $25 million to $100 million | 4 | Fixed fee, Other |
| [TIAA-CREF Investment Management LLC](https://advisorcensus.com/firm/tiaa-cref-investment-management-llc-new-york-ny-107168) ([md](https://advisorcensus.com/firm/tiaa-cref-investment-management-llc-new-york-ny-107168.md)) | 107168 | New York, NY | SEC-registered investment adviser | Over $5 billion | 35 | % of assets, Fixed fee, Other |
| [Tinicum Venture Partners LLC](https://advisorcensus.com/firm/tinicum-venture-partners-llc-new-york-ny-321701) ([md](https://advisorcensus.com/firm/tinicum-venture-partners-llc-new-york-ny-321701.md)) | 321701 | New York, NY | SEC-registered investment adviser | Under $25 million | 3 | % of assets, Other |
| [Tomoro](https://advisorcensus.com/firm/tomoro-colts-neck-nj-340227) ([md](https://advisorcensus.com/firm/tomoro-colts-neck-nj-340227.md)) | 340227 | Colts Neck, NJ | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Tortoise Investment Management, LLC](https://advisorcensus.com/firm/tortoise-investment-management-llc-white-plains-ny-128723) ([md](https://advisorcensus.com/firm/tortoise-investment-management-llc-white-plains-ny-128723.md)) | 128723 | White Plains, NY | SEC-registered investment adviser | $1 billion to $5 billion | 20 | % of assets |
| [Triaxx Asset Management LLC](https://advisorcensus.com/firm/triaxx-asset-management-llc-new-york-ny-137140) ([md](https://advisorcensus.com/firm/triaxx-asset-management-llc-new-york-ny-137140.md)) | 137140 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 20 | Other |
| [Twentythree Advisory](https://advisorcensus.com/firm/twentythree-advisory-new-york-ny-332537) ([md](https://advisorcensus.com/firm/twentythree-advisory-new-york-ny-332537.md)) | 332537 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets |
| [Twinbeech Capital LP](https://advisorcensus.com/firm/twinbeech-capital-lp-purchase-ny-298583) ([md](https://advisorcensus.com/firm/twinbeech-capital-lp-purchase-ny-298583.md)) | 298583 | Purchase, NY | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Performance fee |
| [Unfcu Advisors LLC](https://advisorcensus.com/firm/unfcu-advisors-llc-long-island-city-ny-136572) ([md](https://advisorcensus.com/firm/unfcu-advisors-llc-long-island-city-ny-136572.md)) | 136572 | Long Island City, NY | SEC-registered investment adviser | $25 million to $100 million | 20 | Fixed fee |
| [United Financial Planning Group LLC](https://advisorcensus.com/firm/united-financial-planning-group-llc-hauppauge-ny-149843) ([md](https://advisorcensus.com/firm/united-financial-planning-group-llc-hauppauge-ny-149843.md)) | 149843 | Hauppauge, NY | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Hourly, Fixed fee |
| [Upstart Wealth Management, LLC](https://advisorcensus.com/firm/upstart-wealth-management-llc-new-york-ny-173728) ([md](https://advisorcensus.com/firm/upstart-wealth-management-llc-new-york-ny-173728.md)) | 173728 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Valorem LLC](https://advisorcensus.com/firm/valorem-llc-new-york-ny-339215) ([md](https://advisorcensus.com/firm/valorem-llc-new-york-ny-339215.md)) | 339215 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets, Fixed fee |
| [Vanderbilt Advisory Services](https://advisorcensus.com/firm/vanderbilt-advisory-services-woodbury-ny-116537) ([md](https://advisorcensus.com/firm/vanderbilt-advisory-services-woodbury-ny-116537.md)) | 116537 | Woodbury, NY | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Fixed fee |
| [Vanquour LLC](https://advisorcensus.com/firm/vanquour-llc-new-york-ny-317552) ([md](https://advisorcensus.com/firm/vanquour-llc-new-york-ny-317552.md)) | 317552 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 4 | % of assets, Hourly, Fixed fee |
| [Variadic LLC](https://advisorcensus.com/firm/variadic-llc-new-york-ny-332389) ([md](https://advisorcensus.com/firm/variadic-llc-new-york-ny-332389.md)) | 332389 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 1 | Performance fee |
| [Veneroso Wealth Management](https://advisorcensus.com/firm/veneroso-wealth-management-woodbury-ny-342014) ([md](https://advisorcensus.com/firm/veneroso-wealth-management-woodbury-ny-342014.md)) | 342014 | Woodbury, NY | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly, Fixed fee |
| [Walnut Investment Services LLC](https://advisorcensus.com/firm/walnut-investment-services-llc-brooklyn-ny-113666) ([md](https://advisorcensus.com/firm/walnut-investment-services-llc-brooklyn-ny-113666.md)) | 113666 | Brooklyn, NY | SEC-registered investment adviser | $25 million to $100 million | 2 | % of assets, Hourly |
| [Wealth Forward Advisors](https://advisorcensus.com/firm/wealth-forward-advisors-new-york-ny-337462) ([md](https://advisorcensus.com/firm/wealth-forward-advisors-new-york-ny-337462.md)) | 337462 | New York, NY | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly |
| [Wealthie Advisors](https://advisorcensus.com/firm/wealthie-advisors-brooklyn-ny-340058) ([md](https://advisorcensus.com/firm/wealthie-advisors-brooklyn-ny-340058.md)) | 340058 | Brooklyn, NY | SEC-registered investment adviser | Under $25 million | 0 | % of assets |
| [Wealthnest Capital Inc.](https://advisorcensus.com/firm/wealthnest-capital-inc-staten-island-ny-281725) ([md](https://advisorcensus.com/firm/wealthnest-capital-inc-staten-island-ny-281725.md)) | 281725 | Staten Island, NY | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets, Fixed fee |
| [Wealthunite Advisors, LLC](https://advisorcensus.com/firm/wealthunite-advisors-llc-manhasset-ny-285807) ([md](https://advisorcensus.com/firm/wealthunite-advisors-llc-manhasset-ny-285807.md)) | 285807 | Manhasset, NY | SEC-registered investment adviser | $25 million to $100 million | 7 | % of assets |
| [Wesfair Advisory Group, Inc.](https://advisorcensus.com/firm/wesfair-advisory-group-inc-chappaqua-ny-295320) ([md](https://advisorcensus.com/firm/wesfair-advisory-group-inc-chappaqua-ny-295320.md)) | 295320 | Chappaqua, NY | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee |
| [Wilmington Capital Securities, LLC](https://advisorcensus.com/firm/wilmington-capital-securities-llc-garden-city-ny-133839) ([md](https://advisorcensus.com/firm/wilmington-capital-securities-llc-garden-city-ny-133839.md)) | 133839 | Garden City, NY | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Fixed fee |
| [Wise Wealth Management, LLC](https://advisorcensus.com/firm/wise-wealth-management-llc-new-york-ny-133614) ([md](https://advisorcensus.com/firm/wise-wealth-management-llc-new-york-ny-133614.md)) | 133614 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets |
| [WP Asset Management](https://advisorcensus.com/firm/wp-asset-management-bedminster-nj-279034) ([md](https://advisorcensus.com/firm/wp-asset-management-bedminster-nj-279034.md)) | 279034 | Bedminster, NJ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Fixed fee, Other |

- Previous page: https://advisorcensus.com/advisors/ny/new-york/no-account-minimum/page/3.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 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.