{ "path": "/advisors/ny/new-york", "url": "https://advisorcensus.com/advisors/ny/new-york/page/3", "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": 3, "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": 281190, "name": "Acres", "name_as_filed": "ACRES", "url": "https://advisorcensus.com/firm/acres-uniondale-ny-281190", "city": "Uniondale", "state": "NY", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 341513, "name": "Actions Capital Managers LLC", "name_as_filed": "ACTIONS CAPITAL MANAGERS LLC", "url": "https://advisorcensus.com/firm/actions-capital-managers-llc-new-york-ny-341513", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 336793, "name": "Active Wealth Advisors", "name_as_filed": "ACTIVE WEALTH ADVISORS", "url": "https://advisorcensus.com/firm/active-wealth-advisors-woodcliff-lake-nj-336793", "city": "Woodcliff Lake", "state": "NJ", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 285564, "name": "Acumen Capital Partners LLC", "name_as_filed": "ACUMEN CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/acumen-capital-partners-llc-new-york-ny-285564", "city": "New York", "state": "NY", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 283771, "name": "Adalta Capital Management LLC", "name_as_filed": "ADALTA CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/adalta-capital-management-llc-new-york-ny-283771", "city": "New York", "state": "NY", "years_registered": 10, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 159083, "name": "ADC Wealth Management, LLC", "name_as_filed": "ADC WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/adc-wealth-management-llc-massapequa-ny-159083", "city": "Massapequa", "state": "NY", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 323504, "name": "Addigence Corporation", "name_as_filed": "ADDIGENCE CORPORATION", "url": "https://advisorcensus.com/firm/addigence-corporation-new-york-ny-323504", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 309075, "name": "Addition, L.P.", "name_as_filed": "ADDITION, L.P.", "url": "https://advisorcensus.com/firm/addition-l-p-new-york-ny-309075", "city": "New York", "state": "NY", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 284950, "name": "Ades Wealth Management Inc.", "name_as_filed": "ADES WEALTH MANAGEMENT INC.", "url": "https://advisorcensus.com/firm/ades-wealth-management-inc-allenhurst-nj-284950", "city": "Allenhurst", "state": "NJ", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283262, "name": "Adit Ventures Management, LLC", "name_as_filed": "ADIT VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/adit-ventures-management-llc-new-york-ny-283262", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 306888, "name": "Adjacent Ventures LLC", "name_as_filed": "ADJACENT VENTURES LLC", "url": "https://advisorcensus.com/firm/adjacent-ventures-llc-new-york-ny-306888", "city": "New York", "state": "NY", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 301716, "name": "Adjuvant Capital, LP", "name_as_filed": "ADJUVANT CAPITAL, LP", "url": "https://advisorcensus.com/firm/adjuvant-capital-lp-new-york-ny-301716", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 286555, "name": "ADP Strategic Plan Services, LLC", "name_as_filed": "ADP STRATEGIC PLAN SERVICES, LLC", "url": "https://advisorcensus.com/firm/adp-strategic-plan-services-llc-roseland-nj-286555", "city": "Roseland", "state": "NJ", "years_registered": 9, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 138769, "name": "Advanced Portfolio Management, LLC", "name_as_filed": "ADVANCED PORTFOLIO MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/advanced-portfolio-management-llc-new-york-ny-138769", "city": "New York", "state": "NY", "years_registered": 20, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 314046, "name": "Advanced Portfolio Services LLC", "name_as_filed": "ADVANCED PORTFOLIO SERVICES LLC", "url": "https://advisorcensus.com/firm/advanced-portfolio-services-llc-saint-james-ny-314046", "city": "Saint James", "state": "NY", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 108180, "name": "Advantage Advisers Management, LLC", "name_as_filed": "ADVANTAGE ADVISERS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/advantage-advisers-management-llc-new-york-ny-108180", "city": "New York", "state": "NY", "years_registered": 28, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 108178, "name": "Advantage Advisers Multi-Manager, L.L.C.", "name_as_filed": "ADVANTAGE ADVISERS MULTI-MANAGER, L.L.C.", "url": "https://advisorcensus.com/firm/advantage-advisers-multi-manager-l-l-c-new-york-ny-108178", "city": "New York", "state": "NY", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 171128, "name": "Advantage Capital Management", "name_as_filed": "ADVANTAGE CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/advantage-capital-management-new-york-ny-171128", "city": "New York", "state": "NY", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 113013, "name": "Advent Capital Management, LLC", "name_as_filed": "ADVENT CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/advent-capital-management-llc-new-york-ny-113013", "city": "New York", "state": "NY", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 20472, "name": "Advice and Planning Services", "name_as_filed": "ADVICE AND PLANNING SERVICES", "url": "https://advisorcensus.com/firm/advice-and-planning-services-new-york-ny-20472", "city": "New York", "state": "NY", "years_registered": 22, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 112266, "name": "Advisors Capital Management, LLC", "name_as_filed": "ADVISORS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/advisors-capital-management-llc-ridgewood-nj-112266", "city": "Ridgewood", "state": "NJ", "years_registered": 23, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 132753, "name": "AEA Enterprise Partners Management LP", "name_as_filed": "AEA ENTERPRISE PARTNERS MANAGEMENT LP", "url": "https://advisorcensus.com/firm/aea-enterprise-partners-management-lp-new-york-ny-132753", "city": "New York", "state": "NY", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 124560, "name": "AEA QP Advisers LLC", "name_as_filed": "AEA QP ADVISERS LLC", "url": "https://advisorcensus.com/firm/aea-qp-advisers-llc-new-york-ny-124560", "city": "New York", "state": "NY", "years_registered": 23, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 15007, "name": "Aegis Capital Corp.", "name_as_filed": "AEGIS CAPITAL CORP.", "url": "https://advisorcensus.com/firm/aegis-capital-corp-new-york-ny-15007", "city": "New York", "state": "NY", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 339354, "name": "Aegis Guild Capital, LLC", "name_as_filed": "AEGIS GUILD CAPITAL, LLC", "url": "https://advisorcensus.com/firm/aegis-guild-capital-llc-new-york-ny-339354", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 310360, "name": "AEM Asset Management, LLC", "name_as_filed": "AEM ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/aem-asset-management-llc-somerset-nj-310360", "city": "Somerset", "state": "NJ", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167526, "name": "Aeolian Advisors Corporation", "name_as_filed": "AEOLIAN ADVISORS CORPORATION", "url": "https://advisorcensus.com/firm/aeolian-advisors-corporation-nyack-ny-167526", "city": "Nyack", "state": "NY", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 322495, "name": "Aeref Management, LLC", "name_as_filed": "AEREF MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/aeref-management-llc-new-york-ny-322495", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 116761, "name": "Aetos Alternatives Management", "name_as_filed": "AETOS ALTERNATIVES MANAGEMENT", "url": "https://advisorcensus.com/firm/aetos-alternatives-management-new-york-ny-116761", "city": "New York", "state": "NY", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 315929, "name": "Aetos Capital Management LP", "name_as_filed": "AETOS CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/aetos-capital-management-lp-new-york-ny-315929", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 105454, "name": "AFA Advisors LLC", "name_as_filed": "AFA ADVISORS LLC", "url": "https://advisorcensus.com/firm/afa-advisors-llc-larchmont-ny-105454", "city": "Larchmont", "state": "NY", "years_registered": 18, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 331428, "name": "Afbi LP", "name_as_filed": "AFBI LP", "url": "https://advisorcensus.com/firm/afbi-lp-new-york-ny-331428", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 312788, "name": "Affinity Asset Advisors, LLC", "name_as_filed": "AFFINITY ASSET ADVISORS, LLC", "url": "https://advisorcensus.com/firm/affinity-asset-advisors-llc-new-york-ny-312788", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 304316, "name": "Aflac Asset Management LLC", "name_as_filed": "AFLAC ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/aflac-asset-management-llc-new-york-ny-304316", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 328384, "name": "AG Dillon Asset Management LP", "name_as_filed": "AG DILLON ASSET MANAGEMENT LP", "url": "https://advisorcensus.com/firm/ag-dillon-asset-management-lp-new-york-ny-328384", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 328473, "name": "Aging Issues Management LLC", "name_as_filed": "AGING ISSUES MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/aging-issues-management-llc-hawthorne-ny-328473", "city": "Hawthorne", "state": "NY", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 299601, "name": "AGL Credit Management LLC", "name_as_filed": "AGL CREDIT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/agl-credit-management-llc-new-york-ny-299601", "city": "New York", "state": "NY", "years_registered": 7, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 331398, "name": "AGL US DL Management LLC", "name_as_filed": "AGL US DL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/agl-us-dl-management-llc-new-york-ny-331398", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 318665, "name": "Agtb Fund Manager, LLC", "name_as_filed": "AGTB FUND MANAGER, LLC", "url": "https://advisorcensus.com/firm/agtb-fund-manager-llc-new-york-ny-318665", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 321237, "name": "Agya Ventures LLC", "name_as_filed": "AGYA VENTURES LLC", "url": "https://advisorcensus.com/firm/agya-ventures-llc-new-york-ny-321237", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 337864, "name": "Ahakista Capital LLC", "name_as_filed": "AHAKISTA CAPITAL LLC", "url": "https://advisorcensus.com/firm/ahakista-capital-llc-new-york-ny-337864", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 312385, "name": "Ahara Advisors", "name_as_filed": "AHARA ADVISORS", "url": "https://advisorcensus.com/firm/ahara-advisors-jersey-city-nj-312385", "city": "Jersey City", "state": "NJ", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 158290, "name": "Aifam Group LLC", "name_as_filed": "AIFAM GROUP LLC", "url": "https://advisorcensus.com/firm/aifam-group-llc-rye-ny-158290", "city": "Rye", "state": "NY", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 311692, "name": "Aiga Capital Partners LLC", "name_as_filed": "AIGA CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/aiga-capital-partners-llc-jersey-city-nj-311692", "city": "Jersey City", "state": "NJ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 297391, "name": "Aigen Investment Management, LP", "name_as_filed": "AIGEN INVESTMENT MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/aigen-investment-management-lp-new-york-city-ny-297391", "city": "New York City", "state": "NY", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "performance_based" ], "enhanced": false }, { "crd_number": 340575, "name": "Ailares", "name_as_filed": "AILARES", "url": "https://advisorcensus.com/firm/ailares-monmouth-junction-nj-340575", "city": "Monmouth Junction", "state": "NJ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "performance_based", "other" ], "enhanced": false }, { "crd_number": 124512, "name": "Aimcdonnaugh & Co. Inc.", "name_as_filed": "AIMCDONNAUGH & CO. INC.", "url": "https://advisorcensus.com/firm/aimcdonnaugh-and-co-inc-baldwin-ny-124512", "city": "Baldwin", "state": "NY", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 323689, "name": "AIN Management LLC", "name_as_filed": "AIN MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/ain-management-llc-new-york-ny-323689", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 333718, "name": "Ainqt Co,.ltd.", "name_as_filed": "AINQT CO,.LTD.", "url": "https://advisorcensus.com/firm/ainqt-co-ltd-new-york-ny-333718", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 322515, "name": "AIP Management US", "name_as_filed": "AIP MANAGEMENT US", "url": "https://advisorcensus.com/firm/aip-management-us-new-york-ny-322515", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "fixed" ], "enhanced": false } ], "states": [], "metros": [], "siblings": { "national": "/advisors", "state": { "path": "/advisors/ny", "label": "Financial advisors in New York" }, "metro": { "path": "/advisors/ny/new-york", "label": "Financial advisors in New York, NY" }, "city_pages": [ { "path": "/advisors/ny/new-york/brooklyn", "label": "Financial advisors in Brooklyn, NY", "firm_count": 69 }, { "path": "/advisors/ny/new-york/white-plains", "label": "Financial advisors in White Plains, NY", "firm_count": 44 }, { "path": "/advisors/ny/new-york/red-bank", "label": "Financial advisors in Red Bank, NJ", "firm_count": 39 }, { "path": "/advisors/ny/new-york/jersey-city", "label": "Financial advisors in Jersey City, NJ", "firm_count": 35 }, { "path": "/advisors/ny/new-york/summit", "label": "Financial advisors in Summit, NJ", "firm_count": 33 }, { "path": "/advisors/ny/new-york/melville", "label": "Financial advisors in Melville, NY", "firm_count": 28 }, { "path": "/advisors/ny/new-york/garden-city", "label": "Financial advisors in Garden City, NY", "firm_count": 27 }, { "path": "/advisors/ny/new-york/rye-brook", "label": "Financial advisors in Rye Brook, NY", "firm_count": 22 }, { "path": "/advisors/ny/new-york/morristown", "label": "Financial advisors in Morristown, NJ", "firm_count": 20 }, { "path": "/advisors/ny/new-york/new-york-city", "label": "Financial advisors in New York City, NY", "firm_count": 20 }, { "path": "/advisors/ny/new-york/newark", "label": "Financial advisors in Newark, NJ", "firm_count": 19 }, { "path": "/advisors/ny/new-york/rye", "label": "Financial advisors in Rye, NY", "firm_count": 18 } ], "fee_pages": [ { "path": "/advisors/ny/new-york/fee-only", "label": "Fee-only financial advisors in New York, NY", "firm_count": 518 }, { "path": "/advisors/ny/new-york/flat-fee", "label": "Flat-fee financial advisors in New York, NY", "firm_count": 999 }, { "path": "/advisors/ny/new-york/hourly", "label": "Hourly financial advisors in New York, NY", "firm_count": 536 } ], "niche_pages": [ { "path": "/advisors/ny/new-york/business-owners", "firm_count": 2, "label": "Financial advisors for business owners in New York, NY" }, { "path": "/advisors/ny/new-york/cryptocurrency-holders", "firm_count": 2, "label": "Financial advisors for cryptocurrency holders in New York, NY" }, { "path": "/advisors/ny/new-york/divorce", "firm_count": 1, "label": "Financial advisors for divorce in New York, NY" }, { "path": "/advisors/ny/new-york/expats-and-americans-abroad", "firm_count": 1, "label": "Financial advisors for expats and Americans abroad in New York, NY" }, { "path": "/advisors/ny/new-york/immigrants-and-cross-border-families", "firm_count": 1, "label": "Financial advisors for immigrants and cross-border families in New York, NY" }, { "path": "/advisors/ny/new-york/pre-retirees", "firm_count": 1, "label": "Financial advisors for pre-retirees in New York, NY" }, { "path": "/advisors/ny/new-york/retirees", "firm_count": 1, "label": "Financial advisors for retirees in New York, NY" }, { "path": "/advisors/ny/new-york/tech-employees-with-equity-compensation", "firm_count": 1, "label": "Financial advisors for tech employees with equity compensation in New York, NY" }, { "path": "/advisors/ny/new-york/widowhood", "firm_count": 1, "label": "Financial advisors for widows and widowers in New York, NY" } ] }, "csv": "https://advisorcensus.com/advisors/ny/new-york.csv", "source": { "name": "Form ADV", "as_of": "2026-10-01", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }