# Financial advisors in New York, NY > AdvisorCensus lists 3,971 investment advisory firms with a principal office in the New York metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ny/new-york/page/18 ## At a glance - Investment advisory firms: 3,971 - Registration: SEC-registered investment adviser: 2,691, State-registered investment adviser: 551, Exempt reporting adviser: 729 - How firms are compensated (Form ADV Item 5.E; shares of the firms that file it): Fee-only (AdvisorCensus test) 518 (16%); Percentage of assets 2,931 (90%); Hourly charges 536 (17%); Subscription fees (newsletter or periodical) 39 (1%); Fixed fees 999 (31%); Commissions 52 (2%); Performance-based fees 1,761 (54%); Other 607 (19%); No compensation arrangements reported 729 - Regulatory assets under management (Item 5.F): Under $25 million 350 (9%); $25 million to $100 million 337 (8%); $100 million to $500 million 761 (19%); $500 million to $1 billion 362 (9%); $1 billion to $5 billion 631 (16%); Over $5 billion 565 (14%); Not reported 965 (24%) - Years registered: Under 5 years 1,495 (38%); 5 to 9 years 893 (22%); 10 to 19 years 1,047 (26%); 20 years or more 527 (13%); Not reported 9 (0%) ## Firms (page 18 of 80, 851 to 900 of 3,971, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Cinctive Capital Management LP](https://advisorcensus.com/firm/cinctive-capital-management-lp-new-york-ny-304726) ([md](https://advisorcensus.com/firm/cinctive-capital-management-lp-new-york-ny-304726.md)) | 304726 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Performance fee, Other | | [Cinven, Inc.](https://advisorcensus.com/firm/cinven-inc-new-york-ny-323534) ([md](https://advisorcensus.com/firm/cinven-inc-new-york-ny-323534.md)) | 323534 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 3 | Other | | [CIO Capital Group LLC](https://advisorcensus.com/firm/cio-capital-group-llc-new-york-ny-336490) ([md](https://advisorcensus.com/firm/cio-capital-group-llc-new-york-ny-336490.md)) | 336490 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets | | [Cion Ares Management, LLC](https://advisorcensus.com/firm/cion-ares-management-llc-new-york-ny-284930) ([md](https://advisorcensus.com/firm/cion-ares-management-llc-new-york-ny-284930.md)) | 284930 | New York, NY | SEC-registered investment adviser | Over $5 billion | 9 | % of assets, Performance fee | | [Cion Grosvenor Management, LLC](https://advisorcensus.com/firm/cion-grosvenor-management-llc-new-york-ny-330199) ([md](https://advisorcensus.com/firm/cion-grosvenor-management-llc-new-york-ny-330199.md)) | 330199 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets | | [Cion Investment Management II, LLC](https://advisorcensus.com/firm/cion-investment-management-ii-llc-new-york-ny-298441) ([md](https://advisorcensus.com/firm/cion-investment-management-ii-llc-new-york-ny-298441.md)) | 298441 | New York, NY | SEC-registered investment adviser | Not reported | 7 | % of assets, Performance fee, Other | | [Cion Investment Management, LLC](https://advisorcensus.com/firm/cion-investment-management-llc-new-york-ny-160386) ([md](https://advisorcensus.com/firm/cion-investment-management-llc-new-york-ny-160386.md)) | 160386 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Performance fee | | [CIP Capital](https://advisorcensus.com/firm/cip-capital-new-york-ny-160700) ([md](https://advisorcensus.com/firm/cip-capital-new-york-ny-160700.md)) | 160700 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Performance fee | | [Circle Advisers Inc](https://advisorcensus.com/firm/circle-advisers-inc-new-york-ny-110818) ([md](https://advisorcensus.com/firm/circle-advisers-inc-new-york-ny-110818.md)) | 110818 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 43 | % of assets, Hourly, Fixed fee | | [Circle Squared Alternative Investments, LLC](https://advisorcensus.com/firm/circle-squared-alternative-investments-llc-morristown-nj-172454) ([md](https://advisorcensus.com/firm/circle-squared-alternative-investments-llc-morristown-nj-172454.md)) | 172454 | Morristown, NJ | Exempt reporting adviser | Not reported | 4 | Not reported | | [Circle Wealth Management, LLC](https://advisorcensus.com/firm/circle-wealth-management-llc-summit-nj-142878) ([md](https://advisorcensus.com/firm/circle-wealth-management-llc-summit-nj-142878.md)) | 142878 | Summit, NJ | SEC-registered investment adviser | Over $5 billion | 19 | % of assets, Fixed fee | | [Ciro Capital LLC](https://advisorcensus.com/firm/ciro-capital-llc-jersey-city-nj-329576) ([md](https://advisorcensus.com/firm/ciro-capital-llc-jersey-city-nj-329576.md)) | 329576 | Jersey City, NJ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Hourly | | [Cirrus Real Estate Partners](https://advisorcensus.com/firm/cirrus-real-estate-partners-new-york-ny-323210) ([md](https://advisorcensus.com/firm/cirrus-real-estate-partners-new-york-ny-323210.md)) | 323210 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 3 | % of assets, Performance fee | | [Cirrus Research, LLC](https://advisorcensus.com/firm/cirrus-research-llc-new-york-ny-143800) ([md](https://advisorcensus.com/firm/cirrus-research-llc-new-york-ny-143800.md)) | 143800 | New York, NY | State-registered investment adviser | Not reported | 18 | Fixed fee, Other | | [Citigroup Alternative Investments LLC](https://advisorcensus.com/firm/citigroup-alternative-investments-llc-new-york-ny-119537) ([md](https://advisorcensus.com/firm/citigroup-alternative-investments-llc-new-york-ny-119537.md)) | 119537 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Performance fee | | [Citigroup Global Markets Inc.](https://advisorcensus.com/firm/citigroup-global-markets-inc-new-york-ny-7059) ([md](https://advisorcensus.com/firm/citigroup-global-markets-inc-new-york-ny-7059.md)) | 7059 | New York, NY | SEC-registered investment adviser | Over $5 billion | 62 | % of assets, Fixed fee | | [Citizens Private Wealth](https://advisorcensus.com/firm/citizens-private-wealth-tarrytown-ny-106743) ([md](https://advisorcensus.com/firm/citizens-private-wealth-tarrytown-ny-106743.md)) | 106743 | Tarrytown, NY | SEC-registered investment adviser | Over $5 billion | 34 | % of assets, Hourly, Fixed fee | | [Cito Capital Advisors LLC](https://advisorcensus.com/firm/cito-capital-advisors-llc-hackensack-nj-152131) ([md](https://advisorcensus.com/firm/cito-capital-advisors-llc-hackensack-nj-152131.md)) | 152131 | Hackensack, NJ | State-registered investment adviser | Not reported | 16 | Hourly, Other | | [Citrin Cooperman Wealth Management, LLC](https://advisorcensus.com/firm/citrin-cooperman-wealth-management-llc-new-york-ny-317528) ([md](https://advisorcensus.com/firm/citrin-cooperman-wealth-management-llc-new-york-ny-317528.md)) | 317528 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Fixed fee | | [City Light Capital Management III, LLC](https://advisorcensus.com/firm/city-light-capital-management-iii-llc-new-york-ny-296787) ([md](https://advisorcensus.com/firm/city-light-capital-management-iii-llc-new-york-ny-296787.md)) | 296787 | New York, NY | Exempt reporting adviser | Not reported | 8 | Not reported | | [Cityrock Venture Partners](https://advisorcensus.com/firm/cityrock-venture-partners-new-york-ny-288571) ([md](https://advisorcensus.com/firm/cityrock-venture-partners-new-york-ny-288571.md)) | 288571 | New York, NY | Exempt reporting adviser | Not reported | 9 | Not reported | | [Civitas Management LLC](https://advisorcensus.com/firm/civitas-management-llc-brooklyn-ny-340279) ([md](https://advisorcensus.com/firm/civitas-management-llc-brooklyn-ny-340279.md)) | 340279 | Brooklyn, NY | State-registered investment adviser | Under $25 million | 0 | % of assets, Fixed fee | | [CJS Securities IA, Inc.](https://advisorcensus.com/firm/cjs-securities-ia-inc-white-plains-ny-326920) ([md](https://advisorcensus.com/firm/cjs-securities-ia-inc-white-plains-ny-326920.md)) | 326920 | White Plains, NY | State-registered investment adviser | Not reported | 3 | Fixed fee, Other | | [CKC Capital LLC](https://advisorcensus.com/firm/ckc-capital-llc-new-york-ny-168967) ([md](https://advisorcensus.com/firm/ckc-capital-llc-new-york-ny-168967.md)) | 168967 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 9 | % of assets, Performance fee | | [Cladrius Partners LLC](https://advisorcensus.com/firm/cladrius-partners-llc-new-york-ny-311065) ([md](https://advisorcensus.com/firm/cladrius-partners-llc-new-york-ny-311065.md)) | 311065 | New York, NY | Exempt reporting adviser | Not reported | 2 | Not reported | | [Clara Vista Management Company LLC](https://advisorcensus.com/firm/clara-vista-management-company-llc-new-york-ny-335893) ([md](https://advisorcensus.com/firm/clara-vista-management-company-llc-new-york-ny-335893.md)) | 335893 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 0 | Other | | [Claren Road Private Credit Solutions LLC](https://advisorcensus.com/firm/claren-road-private-credit-solutions-llc-new-york-ny-336373) ([md](https://advisorcensus.com/firm/claren-road-private-credit-solutions-llc-new-york-ny-336373.md)) | 336373 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee | | [Clarion Call Capital](https://advisorcensus.com/firm/clarion-call-capital-new-york-ny-333446) ([md](https://advisorcensus.com/firm/clarion-call-capital-new-york-ny-333446.md)) | 333446 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets | | [Clarion Capital Partners, LLC](https://advisorcensus.com/firm/clarion-capital-partners-llc-new-york-ny-157038) ([md](https://advisorcensus.com/firm/clarion-capital-partners-llc-new-york-ny-157038.md)) | 157038 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee | | [Clarion Partners](https://advisorcensus.com/firm/clarion-partners-new-york-ny-108803) ([md](https://advisorcensus.com/firm/clarion-partners-new-york-ny-108803.md)) | 108803 | New York, NY | SEC-registered investment adviser | Over $5 billion | 44 | % of assets, Fixed fee, Performance fee, Other | | [Claris Advisors, LLC](https://advisorcensus.com/firm/claris-advisors-llc-new-york-ny-166357) ([md](https://advisorcensus.com/firm/claris-advisors-llc-new-york-ny-166357.md)) | 166357 | New York, NY | State-registered investment adviser | Not reported | 12 | Fixed fee | | [Clarity Investments + Planning LLC](https://advisorcensus.com/firm/clarity-investments-plus-planning-llc-mount-kisco-ny-148888) ([md](https://advisorcensus.com/firm/clarity-investments-plus-planning-llc-mount-kisco-ny-148888.md)) | 148888 | Mount Kisco, NY | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Hourly, Fixed fee | | [Claros Reit Management LP](https://advisorcensus.com/firm/claros-reit-management-lp-new-york-ny-292430) ([md](https://advisorcensus.com/firm/claros-reit-management-lp-new-york-ny-292430.md)) | 292430 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 6 | % of assets, Performance fee | | [Clarus Group LLC](https://advisorcensus.com/firm/clarus-group-llc-new-york-ny-310156) ([md](https://advisorcensus.com/firm/clarus-group-llc-new-york-ny-310156.md)) | 310156 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Hourly, Fixed fee | | [Clavis Capital Management, LLC](https://advisorcensus.com/firm/clavis-capital-management-llc-englewood-cliffs-nj-332545) ([md](https://advisorcensus.com/firm/clavis-capital-management-llc-englewood-cliffs-nj-332545.md)) | 332545 | Englewood Cliffs, NJ | State-registered investment adviser | Under $25 million | 1 | % of assets, Performance fee | | [Clayton, Dubilier & Rice, LLC](https://advisorcensus.com/firm/clayton-dubilier-and-rice-llc-new-york-ny-160492) ([md](https://advisorcensus.com/firm/clayton-dubilier-and-rice-llc-new-york-ny-160492.md)) | 160492 | New York, NY | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee, Other | | [Cleanhill Partners](https://advisorcensus.com/firm/cleanhill-partners-new-york-ny-338398) ([md](https://advisorcensus.com/firm/cleanhill-partners-new-york-ny-338398.md)) | 338398 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee | | [Clear Haven Capital Management, LLC](https://advisorcensus.com/firm/clear-haven-capital-management-llc-new-york-ny-149165) ([md](https://advisorcensus.com/firm/clear-haven-capital-management-llc-new-york-ny-149165.md)) | 149165 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Performance fee, Other | | [Clear Point Advisors, Inc.](https://advisorcensus.com/firm/clear-point-advisors-inc-melville-ny-111775) ([md](https://advisorcensus.com/firm/clear-point-advisors-inc-melville-ny-111775.md)) | 111775 | Melville, NY | SEC-registered investment adviser | $100 million to $500 million | 28 | % of assets, Hourly | | [Clear Wave Wealth Management, LLC](https://advisorcensus.com/firm/clear-wave-wealth-management-llc-red-bank-nj-338582) ([md](https://advisorcensus.com/firm/clear-wave-wealth-management-llc-red-bank-nj-338582.md)) | 338582 | Red Bank, NJ | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets, Fixed fee | | [Clearbridge Investments, LLC](https://advisorcensus.com/firm/clearbridge-investments-llc-new-york-ny-137028) ([md](https://advisorcensus.com/firm/clearbridge-investments-llc-new-york-ny-137028.md)) | 137028 | New York, NY | SEC-registered investment adviser | Over $5 billion | 21 | % of assets, Performance fee | | [Clearbrook Investment Consulting LLC](https://advisorcensus.com/firm/clearbrook-investment-consulting-llc-new-york-ny-108253) ([md](https://advisorcensus.com/firm/clearbrook-investment-consulting-llc-new-york-ny-108253.md)) | 108253 | New York, NY | SEC-registered investment adviser | Over $5 billion | 27 | % of assets, Fixed fee, Other | | [Clearbrook Investment Solutions LLC](https://advisorcensus.com/firm/clearbrook-investment-solutions-llc-new-york-ny-155607) ([md](https://advisorcensus.com/firm/clearbrook-investment-solutions-llc-new-york-ny-155607.md)) | 155607 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 15 | % of assets, Fixed fee | | [Cleardusk Management LP](https://advisorcensus.com/firm/cleardusk-management-lp-new-york-ny-332843) ([md](https://advisorcensus.com/firm/cleardusk-management-lp-new-york-ny-332843.md)) | 332843 | New York, NY | Exempt reporting adviser | Not reported | 2 | Not reported | | [Clearfield Capital Management LP](https://advisorcensus.com/firm/clearfield-capital-management-lp-new-york-ny-174981) ([md](https://advisorcensus.com/firm/clearfield-capital-management-lp-new-york-ny-174981.md)) | 174981 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Performance fee | | [Clearline Capital LP](https://advisorcensus.com/firm/clearline-capital-lp-new-york-ny-166699) ([md](https://advisorcensus.com/firm/clearline-capital-lp-new-york-ny-166699.md)) | 166699 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Performance fee | | [Clearlist Capital LLC](https://advisorcensus.com/firm/clearlist-capital-llc-new-york-ny-329206) ([md](https://advisorcensus.com/firm/clearlist-capital-llc-new-york-ny-329206.md)) | 329206 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Performance fee | | [Clearview Financial Planning, Inc.](https://advisorcensus.com/firm/clearview-financial-planning-inc-southold-ny-291834) ([md](https://advisorcensus.com/firm/clearview-financial-planning-inc-southold-ny-291834.md)) | 291834 | Southold, NY | SEC-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly, Fixed fee | | [Closed Loop Capital Management](https://advisorcensus.com/firm/closed-loop-capital-management-new-york-ny-307079) ([md](https://advisorcensus.com/firm/closed-loop-capital-management-new-york-ny-307079.md)) | 307079 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Performance fee | | [Cloud Peak Advisors](https://advisorcensus.com/firm/cloud-peak-advisors-new-york-ny-293021) ([md](https://advisorcensus.com/firm/cloud-peak-advisors-new-york-ny-293021.md)) | 293021 | New York, NY | State-registered investment adviser | Under $25 million | 7 | % of assets | - Previous page: https://advisorcensus.com/advisors/ny/new-york/page/17.md - Next page: https://advisorcensus.com/advisors/ny/new-york/page/19.md ## Questions people ask **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. ## Related pages - [Financial advisors in New York](https://advisorcensus.com/advisors/ny) (https://advisorcensus.com/advisors/ny.md) - [Financial advisors in New York, NY](https://advisorcensus.com/advisors/ny/new-york) (https://advisorcensus.com/advisors/ny/new-york.md) - [Fee-only financial advisors in New York, NY](https://advisorcensus.com/advisors/ny/new-york/fee-only) (https://advisorcensus.com/advisors/ny/new-york/fee-only.md) - [Flat-fee financial advisors in New York, NY](https://advisorcensus.com/advisors/ny/new-york/flat-fee) (https://advisorcensus.com/advisors/ny/new-york/flat-fee.md) - [Hourly financial advisors in New York, NY](https://advisorcensus.com/advisors/ny/new-york/hourly) (https://advisorcensus.com/advisors/ny/new-york/hourly.md) - [Financial advisors for business owners in New York, NY](https://advisorcensus.com/advisors/ny/new-york/business-owners) (https://advisorcensus.com/advisors/ny/new-york/business-owners.md) - [Financial advisors for cryptocurrency holders in New York, NY](https://advisorcensus.com/advisors/ny/new-york/cryptocurrency-holders) (https://advisorcensus.com/advisors/ny/new-york/cryptocurrency-holders.md) - [Financial advisors for divorce in New York, NY](https://advisorcensus.com/advisors/ny/new-york/divorce) (https://advisorcensus.com/advisors/ny/new-york/divorce.md) - [Financial advisors for expats and Americans abroad in New York, NY](https://advisorcensus.com/advisors/ny/new-york/expats-and-americans-abroad) (https://advisorcensus.com/advisors/ny/new-york/expats-and-americans-abroad.md) - [Financial advisors for immigrants and cross-border families in New York, NY](https://advisorcensus.com/advisors/ny/new-york/immigrants-and-cross-border-families) (https://advisorcensus.com/advisors/ny/new-york/immigrants-and-cross-border-families.md) - [Financial advisors for pre-retirees in New York, NY](https://advisorcensus.com/advisors/ny/new-york/pre-retirees) (https://advisorcensus.com/advisors/ny/new-york/pre-retirees.md) - [Financial advisors for retirees in New York, NY](https://advisorcensus.com/advisors/ny/new-york/retirees) (https://advisorcensus.com/advisors/ny/new-york/retirees.md) - [Financial advisors for tech employees with equity compensation in New York, NY](https://advisorcensus.com/advisors/ny/new-york/tech-employees-with-equity-compensation) (https://advisorcensus.com/advisors/ny/new-york/tech-employees-with-equity-compensation.md) - [Financial advisors for widows and widowers in New York, NY](https://advisorcensus.com/advisors/ny/new-york/widowhood) (https://advisorcensus.com/advisors/ny/new-york/widowhood.md) - [Financial advisors in Brooklyn, NY](https://advisorcensus.com/advisors/ny/new-york/brooklyn) (https://advisorcensus.com/advisors/ny/new-york/brooklyn.md) - [Financial advisors in White Plains, NY](https://advisorcensus.com/advisors/ny/new-york/white-plains) (https://advisorcensus.com/advisors/ny/new-york/white-plains.md) - [Financial advisors in Red Bank, NJ](https://advisorcensus.com/advisors/ny/new-york/red-bank) (https://advisorcensus.com/advisors/ny/new-york/red-bank.md) - [Financial advisors in Jersey City, NJ](https://advisorcensus.com/advisors/ny/new-york/jersey-city) (https://advisorcensus.com/advisors/ny/new-york/jersey-city.md) - [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) Every firm in this list as CSV: https://advisorcensus.com/advisors/ny/new-york.csv Cite as: AdvisorCensus. Financial advisors in New York, NY: 3,971 firms from Form ADV filings as of October 2026.