{ "path": "/advisors/ny/new-york", "url": "https://advisorcensus.com/advisors/ny/new-york/page/26", "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": "Find financial advisors in New York, NY. AdvisorCensus lists 3,971 investment advisory firms with a principal office in the New York metro area as of October 2026. Firms are listed alphabetically. Sort by years registered or by assets under management. 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": 26, "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": 106574, "name": "Enright, Mollin, Cascio & Ramusevic, Inc.", "name_as_filed": "ENRIGHT, MOLLIN, CASCIO & RAMUSEVIC, INC.", "url": "https://advisorcensus.com/firm/enright-mollin-cascio-and-ramusevic-inc-elmhurst-ny-106574", "city": "Elmhurst", "state": "NY", "years_registered": 36, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 160833, "name": "Enterprise Investors", "name_as_filed": "ENTERPRISE INVESTORS", "url": "https://advisorcensus.com/firm/enterprise-investors-new-york-ny-160833", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 316054, "name": "Enterprise Value Capital Management, LLC", "name_as_filed": "ENTERPRISE VALUE CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/enterprise-value-capital-management-llc-new-york-ny-316054", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 342335, "name": "Entrepreneur Wealth", "name_as_filed": "ENTREPRENEUR WEALTH", "url": "https://advisorcensus.com/firm/entrepreneur-wealth-woodbridge-nj-342335", "city": "Woodbridge", "state": "NJ", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 289820, "name": "Entrepreneurs Roundtable Accelerator, LLC", "name_as_filed": "ENTREPRENEURS ROUNDTABLE ACCELERATOR, LLC", "url": "https://advisorcensus.com/firm/entrepreneurs-roundtable-accelerator-llc-new-york-ny-289820", "city": "New York", "state": "NY", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 325283, "name": "Entropy Technologies, LP", "name_as_filed": "ENTROPY TECHNOLOGIES, LP", "url": "https://advisorcensus.com/firm/entropy-technologies-lp-new-york-ny-325283", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "performance_based", "other" ], "enhanced": false }, { "crd_number": 107940, "name": "Entrust Global Partners LLC", "name_as_filed": "ENTRUST GLOBAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/entrust-global-partners-llc-new-york-ny-107940", "city": "New York", "state": "NY", "years_registered": 27, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 313946, "name": "Entrypoint Capital, LLC", "name_as_filed": "ENTRYPOINT CAPITAL, LLC", "url": "https://advisorcensus.com/firm/entrypoint-capital-llc-new-york-ny-313946", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 158090, "name": "EOS Management, L.P.", "name_as_filed": "EOS MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/eos-management-l-p-new-york-ny-158090", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 290205, "name": "EOS Real Estate Investors LLC", "name_as_filed": "EOS REAL ESTATE INVESTORS LLC", "url": "https://advisorcensus.com/firm/eos-real-estate-investors-llc-new-york-ny-290205", "city": "New York", "state": "NY", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 305682, "name": "Epic Wealth Management LLC", "name_as_filed": "EPIC WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/epic-wealth-management-llc-red-bank-nj-305682", "city": "Red Bank", "state": "NJ", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 315254, "name": "Epoch Capital, US", "name_as_filed": "EPOCH CAPITAL, US", "url": "https://advisorcensus.com/firm/epoch-capital-us-new-york-ny-315254", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 131556, "name": "Epoch Investment Partners, Inc.", "name_as_filed": "EPOCH INVESTMENT PARTNERS, INC.", "url": "https://advisorcensus.com/firm/epoch-investment-partners-inc-new-york-ny-131556", "city": "New York", "state": "NY", "years_registered": 22, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 155591, "name": "Epona Financial Solutions", "name_as_filed": "EPONA FINANCIAL SOLUTIONS", "url": "https://advisorcensus.com/firm/epona-financial-solutions-basking-ridge-nj-155591", "city": "Basking Ridge", "state": "NJ", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 160179, "name": "EQT Partners Inc.", "name_as_filed": "EQT PARTNERS INC.", "url": "https://advisorcensus.com/firm/eqt-partners-inc-new-york-ny-160179", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 304885, "name": "Equal Ventures", "name_as_filed": "EQUAL VENTURES", "url": "https://advisorcensus.com/firm/equal-ventures-new-york-ny-304885", "city": "New York", "state": "NY", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 309164, "name": "Equilibrium Ventures, LLC", "name_as_filed": "EQUILIBRIUM VENTURES, LLC", "url": "https://advisorcensus.com/firm/equilibrium-ventures-llc-new-york-ny-309164", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 304350, "name": "Equinum, LLC", "name_as_filed": "EQUINUM, LLC", "url": "https://advisorcensus.com/firm/equinum-llc-brooklyn-ny-304350", "city": "Brooklyn", "state": "NY", "years_registered": 7, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 6627, "name": "Equitable Advisors, LLC", "name_as_filed": "EQUITABLE ADVISORS, LLC", "url": "https://advisorcensus.com/firm/equitable-advisors-llc-new-york-ny-6627", "city": "New York", "state": "NY", "years_registered": 48, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 156933, "name": "Equitable Investment Management Group, LLC", "name_as_filed": "EQUITABLE INVESTMENT MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/equitable-investment-management-group-llc-new-york-ny-156933", "city": "New York", "state": "NY", "years_registered": 15, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322513, "name": "Equitable Investment Management, LLC", "name_as_filed": "EQUITABLE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/equitable-investment-management-llc-new-york-ny-322513", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 289299, "name": "Equityzen Advisors LLC", "name_as_filed": "EQUITYZEN ADVISORS LLC", "url": "https://advisorcensus.com/firm/equityzen-advisors-llc-new-york-ny-289299", "city": "New York", "state": "NY", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 339601, "name": "Era Global Technologies", "name_as_filed": "ERA GLOBAL TECHNOLOGIES", "url": "https://advisorcensus.com/firm/era-global-technologies-new-york-ny-339601", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 323572, "name": "Era Ventures Management LP", "name_as_filed": "ERA VENTURES MANAGEMENT LP", "url": "https://advisorcensus.com/firm/era-ventures-management-lp-new-york-ny-323572", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 332027, "name": "Erez Asset Management, LLC", "name_as_filed": "EREZ ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/erez-asset-management-llc-new-rochelle-ny-332027", "city": "New Rochelle", "state": "NY", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 125792, "name": "Eric Krone Associates, Inc.", "name_as_filed": "ERIC KRONE ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/eric-krone-associates-inc-sunnyside-ny-125792", "city": "Sunnyside", "state": "NY", "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 110921, "name": "Ernst & Young Investment Advisers LLP", "name_as_filed": "ERNST & YOUNG INVESTMENT ADVISERS LLP", "url": "https://advisorcensus.com/firm/ernst-and-young-investment-advisers-llp-secaucus-nj-110921", "city": "Secaucus", "state": "NJ", "years_registered": 31, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104927, "name": "ESD Advisory Services Inc", "name_as_filed": "ESD ADVISORY SERVICES INC", "url": "https://advisorcensus.com/firm/esd-advisory-services-inc-south-orange-nj-104927", "city": "South Orange", "state": "NJ", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312140, "name": "Essex Advisory", "name_as_filed": "ESSEX ADVISORY", "url": "https://advisorcensus.com/firm/essex-advisory-brooklyn-ny-312140", "city": "Brooklyn", "state": "NY", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128856, "name": "Estabrook Capital Management LLC", "name_as_filed": "ESTABROOK CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/estabrook-capital-management-llc-new-york-ny-128856", "city": "New York", "state": "NY", "years_registered": 22, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 317094, "name": "Estee Advisors LLC", "name_as_filed": "ESTEE ADVISORS LLC", "url": "https://advisorcensus.com/firm/estee-advisors-llc-short-hills-nj-317094", "city": "Short Hills", "state": "NJ", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 161250, "name": "ETH Corp.", "name_as_filed": "ETH CORP.", "url": "https://advisorcensus.com/firm/eth-corp-new-york-ny-161250", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 282827, "name": "Ethic", "name_as_filed": "ETHIC", "url": "https://advisorcensus.com/firm/ethic-new-york-ny-282827", "city": "New York", "state": "NY", "years_registered": 10, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 300271, "name": "Etoro USA Advisers Inc.", "name_as_filed": "ETORO USA ADVISERS INC.", "url": "https://advisorcensus.com/firm/etoro-usa-advisers-inc-hoboken-nj-300271", "city": "Hoboken", "state": "NJ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 300444, "name": "Eurazeo North America, Inc.", "name_as_filed": "EURAZEO NORTH AMERICA, INC.", "url": "https://advisorcensus.com/firm/eurazeo-north-america-inc-new-york-ny-300444", "city": "New York", "state": "NY", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 175087, "name": "Eureka Wealth Solutions", "name_as_filed": "EUREKA WEALTH SOLUTIONS", "url": "https://advisorcensus.com/firm/eureka-wealth-solutions-new-york-ny-175087", "city": "New York", "state": "NY", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 165841, "name": "Eurolink Advisors LLC", "name_as_filed": "EUROLINK ADVISORS LLC", "url": "https://advisorcensus.com/firm/eurolink-advisors-llc-new-rochelle-ny-165841", "city": "New Rochelle", "state": "NY", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 323090, "name": "EV3 Ventures LLC", "name_as_filed": "EV3 VENTURES LLC", "url": "https://advisorcensus.com/firm/ev3-ventures-llc-new-york-ny-323090", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 326921, "name": "Event Capital Strategies Management, LLC", "name_as_filed": "EVENT CAPITAL STRATEGIES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/event-capital-strategies-management-llc-white-plains-ny-326921", "city": "White Plains", "state": "NY", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 336855, "name": "Everbridge Advisors", "name_as_filed": "EVERBRIDGE ADVISORS", "url": "https://advisorcensus.com/firm/everbridge-advisors-rockville-centre-ny-336855", "city": "Rockville Centre", "state": "NY", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 148399, "name": "Evercore Wealth Management, LLC", "name_as_filed": "EVERCORE WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/evercore-wealth-management-llc-new-york-ny-148399", "city": "New York", "state": "NY", "years_registered": 18, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 312909, "name": "Evergreen Capital Associates LLC", "name_as_filed": "EVERGREEN CAPITAL ASSOCIATES LLC", "url": "https://advisorcensus.com/firm/evergreen-capital-associates-llc-plainsboro-nj-312909", "city": "Plainsboro", "state": "NJ", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 285569, "name": "Evergreenbay Group LLC", "name_as_filed": "EVERGREENBAY GROUP LLC", "url": "https://advisorcensus.com/firm/evergreenbay-group-llc-little-neck-ny-285569", "city": "Little Neck", "state": "NY", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 283681, "name": "Everguide Financial Group, LLC", "name_as_filed": "EVERGUIDE FINANCIAL GROUP, LLC", "url": "https://advisorcensus.com/firm/everguide-financial-group-llc-cranford-nj-283681", "city": "Cranford", "state": "NJ", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 282358, "name": "Eversept Partners, L.P.", "name_as_filed": "EVERSEPT PARTNERS, L.P.", "url": "https://advisorcensus.com/firm/eversept-partners-l-p-new-york-ny-282358", "city": "New York", "state": "NY", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 289799, "name": "Everside Capital Partners", "name_as_filed": "EVERSIDE CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/everside-capital-partners-new-york-ny-289799", "city": "New York", "state": "NY", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 340177, "name": "Evertrust Group Inc", "name_as_filed": "EVERTRUST GROUP INC", "url": "https://advisorcensus.com/firm/evertrust-group-inc-new-york-ny-340177", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 334067, "name": "Everview Partners, L.P.", "name_as_filed": "EVERVIEW 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