# 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/20 ## 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 20 of 80, 951 to 1000 of 3,971, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Comprehensive Wealth Management Group, LLC](https://advisorcensus.com/firm/comprehensive-wealth-management-group-llc-staten-island-ny-140510) ([md](https://advisorcensus.com/firm/comprehensive-wealth-management-group-llc-staten-island-ny-140510.md)) | 140510 | Staten Island, NY | State-registered investment adviser | Not reported | 20 | Hourly, Fixed fee | | [Comprehensive Wealth Services, LLC](https://advisorcensus.com/firm/comprehensive-wealth-services-llc-parsippany-nj-147372) ([md](https://advisorcensus.com/firm/comprehensive-wealth-services-llc-parsippany-nj-147372.md)) | 147372 | Parsippany, NJ | State-registered investment adviser | $25 million to $100 million | 18 | % of assets, Hourly, Fixed fee | | [Concord Management Services, LLC](https://advisorcensus.com/firm/concord-management-services-llc-summit-nj-292760) ([md](https://advisorcensus.com/firm/concord-management-services-llc-summit-nj-292760.md)) | 292760 | Summit, NJ | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Performance fee | | [Condata Group Inc](https://advisorcensus.com/firm/condata-group-inc-new-york-ny-108715) ([md](https://advisorcensus.com/firm/condata-group-inc-new-york-ny-108715.md)) | 108715 | New York, NY | State-registered investment adviser | Under $25 million | 23 | % of assets, Commissions | | [Condor Capital Wealth Management](https://advisorcensus.com/firm/condor-capital-wealth-management-martinsville-nj-104920) ([md](https://advisorcensus.com/firm/condor-capital-wealth-management-martinsville-nj-104920.md)) | 104920 | Martinsville, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 37 | % of assets, Hourly, Fixed fee | | [Conegliano Ventures, LLC](https://advisorcensus.com/firm/conegliano-ventures-llc-new-york-ny-288138) ([md](https://advisorcensus.com/firm/conegliano-ventures-llc-new-york-ny-288138.md)) | 288138 | New York, NY | Exempt reporting adviser | Not reported | 7 | Not reported | | [Conifer Management, LLC](https://advisorcensus.com/firm/conifer-management-llc-new-york-ny-283492) ([md](https://advisorcensus.com/firm/conifer-management-llc-new-york-ny-283492.md)) | 283492 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 10 | % of assets, Performance fee | | [Connective Portfolio Management, LLC](https://advisorcensus.com/firm/connective-portfolio-management-llc-new-york-ny-297755) ([md](https://advisorcensus.com/firm/connective-portfolio-management-llc-new-york-ny-297755.md)) | 297755 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets | | [Conrad Capital Management, Inc.](https://advisorcensus.com/firm/conrad-capital-management-inc-hauppauge-ny-113648) ([md](https://advisorcensus.com/firm/conrad-capital-management-inc-hauppauge-ny-113648.md)) | 113648 | Hauppauge, NY | SEC-registered investment adviser | $25 million to $100 million | 24 | % of assets, Hourly | | [Consello Capital](https://advisorcensus.com/firm/consello-capital-new-york-ny-317399) ([md](https://advisorcensus.com/firm/consello-capital-new-york-ny-317399.md)) | 317399 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Performance fee | | [Consolidated Portfolio Review Corp](https://advisorcensus.com/firm/consolidated-portfolio-review-corp-woodbury-ny-112694) ([md](https://advisorcensus.com/firm/consolidated-portfolio-review-corp-woodbury-ny-112694.md)) | 112694 | Woodbury, NY | SEC-registered investment adviser | $1 billion to $5 billion | 34 | % of assets, Hourly, Fixed fee | | [Consonance Capital Partners, LP](https://advisorcensus.com/firm/consonance-capital-partners-lp-new-york-ny-167165) ([md](https://advisorcensus.com/firm/consonance-capital-partners-lp-new-york-ny-167165.md)) | 167165 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Performance fee | | [Consonant Ventures](https://advisorcensus.com/firm/consonant-ventures-new-york-ny-338708) ([md](https://advisorcensus.com/firm/consonant-ventures-new-york-ny-338708.md)) | 338708 | New York, NY | Exempt reporting adviser | Not reported | 0 | Not reported | | [Constantine Barry Asset Management (Cbam)](https://advisorcensus.com/firm/constantine-barry-asset-management-cbam-new-york-ny-147242) ([md](https://advisorcensus.com/firm/constantine-barry-asset-management-cbam-new-york-ny-147242.md)) | 147242 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Performance fee | | [Consulting Group Advisory Services LLC](https://advisorcensus.com/firm/consulting-group-advisory-services-llc-purchase-ny-137463) ([md](https://advisorcensus.com/firm/consulting-group-advisory-services-llc-purchase-ny-137463.md)) | 137463 | Purchase, NY | SEC-registered investment adviser | Over $5 billion | 20 | % of assets | | [Contessa Capital](https://advisorcensus.com/firm/contessa-capital-new-york-ny-319652) ([md](https://advisorcensus.com/firm/contessa-capital-new-york-ny-319652.md)) | 319652 | New York, NY | State-registered investment adviser | Under $25 million | 4 | % of assets, Hourly, Fixed fee | | [Conteur Capital Partners LLC](https://advisorcensus.com/firm/conteur-capital-partners-llc-new-york-ny-334620) ([md](https://advisorcensus.com/firm/conteur-capital-partners-llc-new-york-ny-334620.md)) | 334620 | New York, NY | Exempt reporting adviser | Not reported | 0 | Not reported | | [Contour Asset Management LLC](https://advisorcensus.com/firm/contour-asset-management-llc-new-york-ny-154645) ([md](https://advisorcensus.com/firm/contour-asset-management-llc-new-york-ny-154645.md)) | 154645 | New York, NY | SEC-registered investment adviser | Over $5 billion | 16 | % of assets, Performance fee | | [Contour Venture Partners](https://advisorcensus.com/firm/contour-venture-partners-new-york-ny-162419) ([md](https://advisorcensus.com/firm/contour-venture-partners-new-york-ny-162419.md)) | 162419 | New York, NY | Exempt reporting adviser | Not reported | 14 | Not reported | | [Conversant Capital LLC](https://advisorcensus.com/firm/conversant-capital-llc-summit-nj-308201) ([md](https://advisorcensus.com/firm/conversant-capital-llc-summit-nj-308201.md)) | 308201 | Summit, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Performance fee | | [Cooper Creek Partners Management LLC](https://advisorcensus.com/firm/cooper-creek-partners-management-llc-new-york-ny-157746) ([md](https://advisorcensus.com/firm/cooper-creek-partners-management-llc-new-york-ny-157746.md)) | 157746 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee | | [Coordinated Planning Group, Inc.](https://advisorcensus.com/firm/coordinated-planning-group-inc-melville-ny-173653) ([md](https://advisorcensus.com/firm/coordinated-planning-group-inc-melville-ny-173653.md)) | 173653 | Melville, NY | State-registered investment adviser | Under $25 million | 11 | % of assets, Hourly, Fixed fee, Other | | [Copenhagen Infrastructure Partners Inc.](https://advisorcensus.com/firm/copenhagen-infrastructure-partners-inc-new-york-ny-321116) ([md](https://advisorcensus.com/firm/copenhagen-infrastructure-partners-inc-new-york-ny-321116.md)) | 321116 | New York, NY | SEC-registered investment adviser | Over $5 billion | 4 | Other | | [Corbin Capital Partners, L.P.](https://advisorcensus.com/firm/corbin-capital-partners-l-p-new-york-ny-130819) ([md](https://advisorcensus.com/firm/corbin-capital-partners-l-p-new-york-ny-130819.md)) | 130819 | New York, NY | SEC-registered investment adviser | Over $5 billion | 22 | % of assets, Performance fee | | [Cordoba Advisory Partners LLC](https://advisorcensus.com/firm/cordoba-advisory-partners-llc-new-york-ny-310199) ([md](https://advisorcensus.com/firm/cordoba-advisory-partners-llc-new-york-ny-310199.md)) | 310199 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Hourly, Fixed fee, Performance fee | | [Cordoba Capital Partners, LLC](https://advisorcensus.com/firm/cordoba-capital-partners-llc-new-york-ny-329644) ([md](https://advisorcensus.com/firm/cordoba-capital-partners-llc-new-york-ny-329644.md)) | 329644 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee | | [Core Asset Credit](https://advisorcensus.com/firm/core-asset-credit-new-york-ny-343022) ([md](https://advisorcensus.com/firm/core-asset-credit-new-york-ny-343022.md)) | 343022 | New York, NY | Exempt reporting adviser | Not reported | 0 | Not reported | | [Corebridge Institutional Investments (U.S.), LLC](https://advisorcensus.com/firm/corebridge-institutional-investments-u-s-llc-jersey-city-nj-150088) ([md](https://advisorcensus.com/firm/corebridge-institutional-investments-u-s-llc-jersey-city-nj-150088.md)) | 150088 | Jersey City, NJ | SEC-registered investment adviser | Over $5 billion | 17 | % of assets, Fixed fee, Performance fee, Other | | [Corinthia Global Management](https://advisorcensus.com/firm/corinthia-global-management-new-york-ny-332982) ([md](https://advisorcensus.com/firm/corinthia-global-management-new-york-ny-332982.md)) | 332982 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Performance fee | | [Corinthian Capital Group, LLC](https://advisorcensus.com/firm/corinthian-capital-group-llc-new-york-ny-160346) ([md](https://advisorcensus.com/firm/corinthian-capital-group-llc-new-york-ny-160346.md)) | 160346 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Performance fee, Other | | [Corinthian Partners Asset Management LLC](https://advisorcensus.com/firm/corinthian-partners-asset-management-llc-new-york-ny-109385) ([md](https://advisorcensus.com/firm/corinthian-partners-asset-management-llc-new-york-ny-109385.md)) | 109385 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 7 | % of assets, Hourly, Fixed fee | | [Cornell Capital](https://advisorcensus.com/firm/cornell-capital-new-york-ny-226779) ([md](https://advisorcensus.com/firm/cornell-capital-new-york-ny-226779.md)) | 226779 | New York, NY | SEC-registered investment adviser | Over $5 billion | 11 | % of assets, Performance fee | | [Corner Capital Management, LLC](https://advisorcensus.com/firm/corner-capital-management-llc-new-york-ny-317086) ([md](https://advisorcensus.com/firm/corner-capital-management-llc-new-york-ny-317086.md)) | 317086 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Performance fee | | [Cornerstone Planning Group](https://advisorcensus.com/firm/cornerstone-planning-group-fairfield-nj-307189) ([md](https://advisorcensus.com/firm/cornerstone-planning-group-fairfield-nj-307189.md)) | 307189 | Fairfield, NJ | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee | | [Cornerstone Professional Advisor Services, LLC](https://advisorcensus.com/firm/cornerstone-professional-advisor-services-llc-garden-city-ny-115122) ([md](https://advisorcensus.com/firm/cornerstone-professional-advisor-services-llc-garden-city-ny-115122.md)) | 115122 | Garden City, NY | SEC-registered investment adviser | $100 million to $500 million | 24 | % of assets, Other | | [Cornwall Capital Management LP](https://advisorcensus.com/firm/cornwall-capital-management-lp-new-york-ny-161451) ([md](https://advisorcensus.com/firm/cornwall-capital-management-lp-new-york-ny-161451.md)) | 161451 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Performance fee | | [Corporate Partners II Management LLC](https://advisorcensus.com/firm/corporate-partners-ii-management-llc-new-york-ny-161671) ([md](https://advisorcensus.com/firm/corporate-partners-ii-management-llc-new-york-ny-161671.md)) | 161671 | New York, NY | Exempt reporting adviser | Not reported | 7 | Not reported | | [Corrado Advisors, LLC](https://advisorcensus.com/firm/corrado-advisors-llc-ramsey-nj-111721) ([md](https://advisorcensus.com/firm/corrado-advisors-llc-ramsey-nj-111721.md)) | 111721 | Ramsey, NJ | SEC-registered investment adviser | $100 million to $500 million | 26 | % of assets | | [Corre Partners Management, LLC](https://advisorcensus.com/firm/corre-partners-management-llc-new-york-ny-161571) ([md](https://advisorcensus.com/firm/corre-partners-management-llc-new-york-ny-161571.md)) | 161571 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Performance fee | | [Corsair Capital LLC](https://advisorcensus.com/firm/corsair-capital-llc-new-york-ny-137887) ([md](https://advisorcensus.com/firm/corsair-capital-llc-new-york-ny-137887.md)) | 137887 | New York, NY | SEC-registered investment adviser | Over $5 billion | 20 | % of assets, Performance fee, Other | | [Corsair Capital Management, L.P.](https://advisorcensus.com/firm/corsair-capital-management-l-p-new-york-ny-157029) ([md](https://advisorcensus.com/firm/corsair-capital-management-l-p-new-york-ny-157029.md)) | 157029 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Performance fee, Other | | [Cortec Group Management Services, LLC](https://advisorcensus.com/firm/cortec-group-management-services-llc-new-york-ny-161429) ([md](https://advisorcensus.com/firm/cortec-group-management-services-llc-new-york-ny-161429.md)) | 161429 | New York, NY | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee | | [Corvex Management LP](https://advisorcensus.com/firm/corvex-management-lp-new-york-ny-158197) ([md](https://advisorcensus.com/firm/corvex-management-lp-new-york-ny-158197.md)) | 158197 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee | | [Countervew Capital Management LLC](https://advisorcensus.com/firm/countervew-capital-management-llc-jericho-ny-307449) ([md](https://advisorcensus.com/firm/countervew-capital-management-llc-jericho-ny-307449.md)) | 307449 | Jericho, NY | Exempt reporting adviser | Not reported | 6 | Not reported | | [Courizon Partners LLC](https://advisorcensus.com/firm/courizon-partners-llc-new-york-ny-340510) ([md](https://advisorcensus.com/firm/courizon-partners-llc-new-york-ny-340510.md)) | 340510 | New York, NY | Exempt reporting adviser | Not reported | 0 | Not reported | | [Court Square Capital](https://advisorcensus.com/firm/court-square-capital-new-york-ny-156776) ([md](https://advisorcensus.com/firm/court-square-capital-new-york-ny-156776.md)) | 156776 | New York, NY | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee | | [Courtside Ventures](https://advisorcensus.com/firm/courtside-ventures-new-york-ny-306603) ([md](https://advisorcensus.com/firm/courtside-ventures-new-york-ny-306603.md)) | 306603 | New York, NY | Exempt reporting adviser | Not reported | 6 | Not reported | | [Covara Capital, LLC](https://advisorcensus.com/firm/covara-capital-llc-new-york-ny-337515) ([md](https://advisorcensus.com/firm/covara-capital-llc-new-york-ny-337515.md)) | 337515 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee | | [Cove Private Wealth, LLC](https://advisorcensus.com/firm/cove-private-wealth-llc-oyster-bay-ny-316866) ([md](https://advisorcensus.com/firm/cove-private-wealth-llc-oyster-bay-ny-316866.md)) | 316866 | Oyster Bay, NY | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets | | [Covenant Asset Management, LLC](https://advisorcensus.com/firm/covenant-asset-management-llc-chester-nj-108567) ([md](https://advisorcensus.com/firm/covenant-asset-management-llc-chester-nj-108567.md)) | 108567 | Chester, NJ | SEC-registered investment adviser | $500 million to $1 billion | 27 | % of assets, Hourly, Fixed fee | - Previous page: https://advisorcensus.com/advisors/ny/new-york/page/19.md - Next page: https://advisorcensus.com/advisors/ny/new-york/page/21.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. 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[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.