{ "path": "/advisors/ny/new-york", "url": "https://advisorcensus.com/advisors/ny/new-york/page/19", "page_type": "metro", "title": "Financial advisors in New York, NY", "filters": {}, "scope_total": 3971, "faq": [ { "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": "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.", "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 in New York, NY: 3,971 firms from Form ADV filings as of October 2026.", "total_firms": 3971, "page": 19, "total_pages": 80, "sort": "name", "registration_types": { "sec": 2691, "state": 551, "exempt": 729 }, "fee_model_mix": [ { "code": "fee-only", "count": 518 }, { "code": "percentage_of_aum", "count": 2931 }, { "code": "hourly", "count": 536 }, { "code": "subscription", "count": 39 }, { "code": "fixed", "count": 999 }, { "code": "commissions", "count": 52 }, { "code": "performance_based", "count": 1761 }, { "code": "other", "count": 607 }, { "code": "not_reported", "count": 729 } ], "years_registered_distribution": [ { "code": "under_5", "count": 1495 }, { "code": "5_to_9", "count": 893 }, { "code": "10_to_19", "count": 1047 }, { "code": "20_plus", "count": 527 }, { "code": "not_reported", "count": 9 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 350 }, { "code": "25m_100m", "count": 337 }, { "code": "100m_500m", "count": 761 }, { "code": "500m_1b", "count": 362 }, { "code": "1b_5b", "count": 631 }, { "code": "over_5b", "count": 565 }, { "code": "not_reported", "count": 965 } ], "firms": [ { "crd_number": 307632, "name": "Clover Credit Management, LLC", "name_as_filed": "CLOVER CREDIT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/clover-credit-management-llc-new-york-ny-307632", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 175302, "name": "Cloverhill Capital Management", "name_as_filed": "CLOVERHILL CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/cloverhill-capital-management-new-york-ny-175302", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 165533, "name": "Clsa Americas, LLC", "name_as_filed": "CLSA AMERICAS, LLC", "url": "https://advisorcensus.com/firm/clsa-americas-llc-new-york-ny-165533", "city": "New York", "state": "NY", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "commissions", "other" ], "enhanced": false }, { "crd_number": 291720, "name": "CM Capital Partners", "name_as_filed": "CM CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/cm-capital-partners-millstone-township-nj-291720", "city": "Millstone Township", "state": "NJ", "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 168941, "name": "CM Investment Partners, LLC", "name_as_filed": "CM INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/cm-investment-partners-llc-new-york-ny-168941", "city": "New York", "state": "NY", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 336810, "name": "CMC Wealth LLC", "name_as_filed": "CMC WEALTH LLC", "url": "https://advisorcensus.com/firm/cmc-wealth-llc-cranford-nj-336810", "city": "Cranford", "state": "NJ", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 324179, "name": "Coalesce Capital Management LLC", "name_as_filed": "COALESCE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/coalesce-capital-management-llc-new-york-ny-324179", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 285361, "name": "Coalescence Partners Investment Management LP", "name_as_filed": "COALESCENCE PARTNERS INVESTMENT MANAGEMENT LP", "url": "https://advisorcensus.com/firm/coalescence-partners-investment-management-lp-new-york-ny-285361", "city": "New York", "state": "NY", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 319229, "name": "Coalition Operators, LLC", "name_as_filed": "COALITION OPERATORS, LLC", "url": "https://advisorcensus.com/firm/coalition-operators-llc-new-york-ny-319229", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 289883, "name": "Coast Capital Management, LP", "name_as_filed": "COAST CAPITAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/coast-capital-management-lp-new-york-ny-289883", "city": "New York", "state": "NY", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 131891, "name": "Coastal Financial Advisors, Inc.", "name_as_filed": "COASTAL FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/coastal-financial-advisors-inc-farmingdale-nj-131891", "city": "Farmingdale", "state": "NJ", "years_registered": 22, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 327867, "name": "Coastal Wealth Management", "name_as_filed": "COASTAL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/coastal-wealth-management-new-york-ny-327867", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 157910, "name": "Coatue Management, L.L.C.", "name_as_filed": "COATUE MANAGEMENT, L.L.C.", "url": "https://advisorcensus.com/firm/coatue-management-l-l-c-new-york-ny-157910", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 125561, "name": "Cobblestone Wealth Advisors", "name_as_filed": "COBBLESTONE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/cobblestone-wealth-advisors-brooklyn-ny-125561", "city": "Brooklyn", "state": "NY", "years_registered": 25, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299097, "name": "Coefficient Capital", "name_as_filed": "COEFFICIENT CAPITAL", "url": "https://advisorcensus.com/firm/coefficient-capital-new-york-ny-299097", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 133171, "name": "Cohen & Company Financial Management, LLC", "name_as_filed": "COHEN & COMPANY FINANCIAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cohen-and-company-financial-management-llc-new-york-ny-133171", "city": "New York", "state": "NY", "years_registered": 21, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 106266, "name": "Cohen & Steers Capital Management Inc.", "name_as_filed": "COHEN & STEERS CAPITAL MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/cohen-and-steers-capital-management-inc-new-york-ny-106266", "city": "New York", "state": "NY", "years_registered": 40, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 325669, "name": "Cohen Circle Fintech Ventures Management, LLC", "name_as_filed": "COHEN CIRCLE FINTECH VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/cohen-circle-fintech-ventures-management-llc-new-york-ny-325669", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 148428, "name": "Cohen Klingenstein, LLC", "name_as_filed": "COHEN KLINGENSTEIN, LLC", "url": "https://advisorcensus.com/firm/cohen-klingenstein-llc-new-york-ny-148428", "city": "New York", "state": "NY", "years_registered": 18, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 160274, "name": "Cohesive Capital Partners", "name_as_filed": "COHESIVE CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/cohesive-capital-partners-new-york-ny-160274", "city": "New York", "state": "NY", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 121519, "name": "Cohnreznick Wealth Management LLC", "name_as_filed": "COHNREZNICK WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cohnreznick-wealth-management-llc-parsippany-nj-121519", "city": "Parsippany", "state": "NJ", "years_registered": 25, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 312302, "name": "Coinfund Management LLC", "name_as_filed": "COINFUND MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/coinfund-management-llc-new-york-ny-312302", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 314541, "name": "Coinshares Asset Management (US) LLC", "name_as_filed": "COINSHARES ASSET MANAGEMENT (US) LLC", "url": "https://advisorcensus.com/firm/coinshares-asset-management-us-llc-new-york-ny-314541", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 282406, "name": "Colbeck Capital Management, LLC", "name_as_filed": "COLBECK CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/colbeck-capital-management-llc-new-york-ny-282406", "city": "New York", "state": "NY", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 337588, "name": "Collaborative Capital Advisors LLC", "name_as_filed": "COLLABORATIVE CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/collaborative-capital-advisors-llc-new-york-ny-337588", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 167366, "name": "Collaborative Fund Management LLC", "name_as_filed": "COLLABORATIVE FUND MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/collaborative-fund-management-llc-new-york-ny-167366", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 301073, "name": "Colle Capital", "name_as_filed": "COLLE CAPITAL", "url": "https://advisorcensus.com/firm/colle-capital-new-york-ny-301073", "city": "New York", "state": "NY", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 158102, "name": "Coller EQT", "name_as_filed": "COLLER EQT", "url": "https://advisorcensus.com/firm/coller-eqt-new-york-ny-158102", "city": "New York", "state": "NY", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 328015, "name": "Coller EQT", "name_as_filed": "COLLER EQT", "url": "https://advisorcensus.com/firm/coller-eqt-new-york-ny-328015", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 318806, "name": "Collide Capital", "name_as_filed": "COLLIDE CAPITAL", "url": "https://advisorcensus.com/firm/collide-capital-new-york-ny-318806", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 165131, "name": "Coltrane Asset Management, L.P.", "name_as_filed": "COLTRANE ASSET MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/coltrane-asset-management-l-p-new-york-ny-165131", "city": "New York", "state": "NY", "years_registered": 12, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 338046, "name": "Colucci Wealth Management LLC", "name_as_filed": "COLUCCI WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/colucci-wealth-management-llc-brightwaters-ny-338046", "city": "Brightwaters", "state": "NY", "years_registered": 0, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 158336, "name": "Columbus Hill Capital Management, L.P.", "name_as_filed": "COLUMBUS HILL CAPITAL MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/columbus-hill-capital-management-l-p-short-hills-nj-158336", "city": "Short Hills", "state": "NJ", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 300075, "name": "Comberiate, Leonard B.", "name_as_filed": "COMBERIATE, LEONARD B.", "url": "https://advisorcensus.com/firm/comberiate-leonard-b-ossining-ny-300075", "city": "Ossining", "state": "NY", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 319783, "name": "Comma Capital Management, LLC", "name_as_filed": "COMMA CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/comma-capital-management-llc-new-york-ny-319783", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 304370, "name": "Commodore Capital", "name_as_filed": "COMMODORE CAPITAL", "url": "https://advisorcensus.com/firm/commodore-capital-new-york-ny-304370", "city": "New York", "state": "NY", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 334257, "name": "Commonweal Ventures Management, LLC", "name_as_filed": "COMMONWEAL VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/commonweal-ventures-management-llc-new-york-ny-334257", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 318772, "name": "Communitas Capital Partners, LLC", "name_as_filed": "COMMUNITAS CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/communitas-capital-partners-llc-new-york-ny-318772", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342301, "name": "Community Capital Advisors LLC", "name_as_filed": "COMMUNITY CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/community-capital-advisors-llc-new-york-ny-342301", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 329076, "name": "Community Tailored Opportunities LLC", "name_as_filed": "COMMUNITY TAILORED OPPORTUNITIES LLC", "url": "https://advisorcensus.com/firm/community-tailored-opportunities-llc-new-york-ny-329076", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 299250, "name": "Company Venture Capital Management, LLC", "name_as_filed": "COMPANY VENTURE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/company-venture-capital-management-llc-new-york-ny-299250", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 288256, "name": "Compass Advisors", "name_as_filed": "COMPASS ADVISORS", "url": "https://advisorcensus.com/firm/compass-advisors-melville-ny-288256", "city": "Melville", "state": "NY", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 108772, "name": "Compass Group LLC", "name_as_filed": "COMPASS GROUP LLC", "url": "https://advisorcensus.com/firm/compass-group-llc-new-york-ny-108772", "city": "New York", "state": "NY", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 316785, "name": "Compass Private Wealth Group LLC", "name_as_filed": "COMPASS PRIVATE WEALTH GROUP LLC", "url": "https://advisorcensus.com/firm/compass-private-wealth-group-llc-short-hills-nj-316785", "city": "Short Hills", "state": "NJ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 297010, "name": "Compass Rose Asset Management", "name_as_filed": "COMPASS ROSE ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/compass-rose-asset-management-new-york-ny-297010", "city": "New York", "state": "NY", "years_registered": 8, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 136273, "name": "Compass Wealth Management, LLC", "name_as_filed": "COMPASS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/compass-wealth-management-llc-rutherford-nj-136273", "city": "Rutherford", "state": "NJ", "years_registered": 20, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 307127, "name": "Complete Advisors", "name_as_filed": "COMPLETE ADVISORS", "url": "https://advisorcensus.com/firm/complete-advisors-valley-stream-ny-307127", "city": "Valley Stream", "state": "NY", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 165300, "name": "Compound Advisors, LLC", "name_as_filed": "COMPOUND ADVISORS, LLC", "url": "https://advisorcensus.com/firm/compound-advisors-llc-new-york-ny-165300", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 171787, "name": "Compound Planning, Inc.", "name_as_filed": "COMPOUND PLANNING, INC.", "url": "https://advisorcensus.com/firm/compound-planning-inc-new-york-ny-171787", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 119890, "name": "Comprehensive 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