{ "path": "/advisors/ny/new-york", "url": "https://advisorcensus.com/advisors/ny/new-york/page/39", "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": 39, "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": 162264, "name": "Jefferies Finance LLC", "name_as_filed": "JEFFERIES FINANCE LLC", "url": "https://advisorcensus.com/firm/jefferies-finance-llc-new-york-ny-162264", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 325421, "name": "Jefferies Investment Advisers LLC", "name_as_filed": "JEFFERIES INVESTMENT ADVISERS LLC", "url": "https://advisorcensus.com/firm/jefferies-investment-advisers-llc-new-york-ny-325421", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 292142, "name": "Jefferies Research Services LLC", "name_as_filed": "JEFFERIES RESEARCH SERVICES LLC", "url": "https://advisorcensus.com/firm/jefferies-research-services-llc-new-york-ny-292142", "city": "New York", "state": "NY", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [ "subscription", "fixed", "other" ], "enhanced": false }, { "crd_number": 155392, "name": "Jeffrey Matthews Wealth Management, LLC", "name_as_filed": "JEFFREY MATTHEWS WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jeffrey-matthews-wealth-management-llc-florham-park-nj-155392", "city": "Florham Park", "state": "NJ", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 318635, "name": "Jeito Capital LLC", "name_as_filed": "JEITO CAPITAL LLC", "url": "https://advisorcensus.com/firm/jeito-capital-llc-new-york-ny-318635", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 107959, "name": "Jennison Associates", "name_as_filed": "JENNISON ASSOCIATES", "url": "https://advisorcensus.com/firm/jennison-associates-new-york-ny-107959", "city": "New York", "state": "NY", "years_registered": 57, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 143748, "name": "Jersey Shore Financial Advisors LLC", "name_as_filed": "JERSEY SHORE FINANCIAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/jersey-shore-financial-advisors-llc-tinton-falls-nj-143748", "city": "Tinton Falls", "state": "NJ", "years_registered": 19, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 287640, "name": "Jewel Investments", "name_as_filed": "JEWEL INVESTMENTS", "url": "https://advisorcensus.com/firm/jewel-investments-new-york-ny-287640", "city": "New York", "state": "NY", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 287638, "name": "JLC Infrastructure", "name_as_filed": "JLC INFRASTRUCTURE", "url": "https://advisorcensus.com/firm/jlc-infrastructure-new-york-ny-287638", "city": "New York", "state": "NY", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 331778, "name": "Jlens", "name_as_filed": "JLENS", "url": "https://advisorcensus.com/firm/jlens-new-york-ny-331778", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 285184, "name": "JLL Partners FCH, Inc.", "name_as_filed": "JLL PARTNERS FCH, INC.", "url": "https://advisorcensus.com/firm/jll-partners-fch-inc-new-york-ny-285184", "city": "New York", "state": "NY", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 285186, "name": "JLL Partners, LLC", "name_as_filed": "JLL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/jll-partners-llc-new-york-ny-285186", "city": "New York", "state": "NY", "years_registered": 9, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 152450, "name": "Joel Isaacson & Co., LLC", "name_as_filed": "JOEL ISAACSON & CO., LLC", "url": "https://advisorcensus.com/firm/joel-isaacson-and-co-llc-new-york-ny-152450", "city": "New York", "state": "NY", "years_registered": 16, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 105597, "name": "John W. Bristol & Co., Inc.", "name_as_filed": "JOHN W. BRISTOL & CO., INC.", "url": "https://advisorcensus.com/firm/john-w-bristol-and-co-inc-new-york-ny-105597", "city": "New York", "state": "NY", "years_registered": 48, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 339686, "name": "Jones Hill Capital LP", "name_as_filed": "JONES HILL CAPITAL LP", "url": "https://advisorcensus.com/firm/jones-hill-capital-lp-new-york-ny-339686", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 296822, "name": "Jones Road Capital Management, L.P.", "name_as_filed": "JONES ROAD CAPITAL MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/jones-road-capital-management-l-p-new-york-ny-296822", "city": "New York", "state": "NY", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 129279, "name": "Joseph C. Kelly & Associates, Inc.", "name_as_filed": "JOSEPH C. KELLY & ASSOCIATES, INC.", "url": "https://advisorcensus.com/firm/joseph-c-kelly-and-associates-inc-middletown-nj-129279", "city": "Middletown", "state": "NJ", "years_registered": 28, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 103580, "name": "Joseph Grace Holdings, Inc.", "name_as_filed": "JOSEPH GRACE HOLDINGS, INC.", "url": "https://advisorcensus.com/firm/joseph-grace-holdings-inc-new-york-ny-103580", "city": "New York", "state": "NY", "years_registered": 23, "raum_band": "not_reported", "compensation_types": [ "commissions", "other" ], "enhanced": false }, { "crd_number": 147625, "name": "Joseph P. Lucia & Associates, LLC", "name_as_filed": "JOSEPH P. LUCIA & ASSOCIATES, LLC", "url": "https://advisorcensus.com/firm/joseph-p-lucia-and-associates-llc-yorktown-heights-ny-147625", "city": "Yorktown Heights", "state": "NY", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 291242, "name": "JPL Management Services LLC", "name_as_filed": "JPL MANAGEMENT SERVICES LLC", "url": "https://advisorcensus.com/firm/jpl-management-services-llc-rye-ny-291242", "city": "Rye", "state": "NY", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 20989, "name": "JPMorgan Alternative Asset Management", "name_as_filed": "JPMORGAN ALTERNATIVE ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/jpmorgan-alternative-asset-management-new-york-ny-20989", "city": "New York", "state": "NY", "years_registered": 35, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 318777, "name": "JRE Advisors LLC", "name_as_filed": "JRE ADVISORS LLC", "url": "https://advisorcensus.com/firm/jre-advisors-llc-new-york-ny-318777", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 337205, "name": "JST Capital Advisors, LLC", "name_as_filed": "JST CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/jst-capital-advisors-llc-hewlett-ny-337205", "city": "Hewlett", "state": "NY", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 341181, "name": "JTM Equity Partners, LLC", "name_as_filed": "JTM EQUITY PARTNERS, LLC", "url": "https://advisorcensus.com/firm/jtm-equity-partners-llc-brooklyn-ny-341181", "city": "Brooklyn", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 340601, "name": "Jujo Partners, LLC", "name_as_filed": "JUJO PARTNERS, LLC", "url": "https://advisorcensus.com/firm/jujo-partners-llc-new-york-ny-340601", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 285994, "name": "Julien Planning, LLC", "name_as_filed": "JULIEN PLANNING, LLC", "url": "https://advisorcensus.com/firm/julien-planning-llc-hackensack-nj-285994", "city": "Hackensack", "state": "NJ", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316741, "name": "Julius Wealth Advisors, LLC", "name_as_filed": "JULIUS WEALTH ADVISORS, LLC", "url": "https://advisorcensus.com/firm/julius-wealth-advisors-llc-englewood-cliffs-nj-316741", "city": "Englewood Cliffs", "state": "NJ", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 170814, "name": "Juniper Investment Company", "name_as_filed": "JUNIPER INVESTMENT COMPANY", "url": "https://advisorcensus.com/firm/juniper-investment-company-new-york-ny-170814", "city": "New York", "state": "NY", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 168547, "name": "Junto Capital Management LP", "name_as_filed": "JUNTO CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/junto-capital-management-lp-new-york-ny-168547", "city": "New York", "state": "NY", "years_registered": 12, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 126644, "name": "Jurkiewicz, Christopher", "name_as_filed": "JURKIEWICZ, CHRISTOPHER", "url": "https://advisorcensus.com/firm/jurkiewicz-christopher-new-york-ny-126644", "city": "New York", "state": "NY", "years_registered": 29, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335475, "name": "Juxta Capital Management LLC", "name_as_filed": "JUXTA CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/juxta-capital-management-llc-new-york-ny-335475", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 322239, "name": "Juxtapose", "name_as_filed": "JUXTAPOSE", "url": "https://advisorcensus.com/firm/juxtapose-new-york-ny-322239", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 313398, "name": "JVP Management", "name_as_filed": "JVP MANAGEMENT", "url": "https://advisorcensus.com/firm/jvp-management-new-york-ny-313398", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 290574, "name": "JWBC Management, LLC", "name_as_filed": "JWBC MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/jwbc-management-llc-ramsey-nj-290574", "city": "Ramsey", "state": "NJ", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 160932, "name": "JZ Partners", "name_as_filed": "JZ PARTNERS", "url": "https://advisorcensus.com/firm/jz-partners-new-york-ny-160932", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 327369, "name": "K8 Management, LLC", "name_as_filed": "K8 MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/k8-management-llc-brooklyn-ny-327369", "city": "Brooklyn", "state": "NY", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 175409, "name": "Kabr Management, LLC", "name_as_filed": "KABR MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kabr-management-llc-englewood-nj-175409", "city": "Englewood", "state": "NJ", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "performance_based", "other" ], "enhanced": false }, { "crd_number": 144368, "name": "Kahn Brothers Advisors LLC", "name_as_filed": "KAHN BROTHERS ADVISORS LLC", "url": "https://advisorcensus.com/firm/kahn-brothers-advisors-llc-new-york-ny-144368", "city": "New York", "state": "NY", "years_registered": 47, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 105620, "name": "Kahn Brothers Asset Management Corp", "name_as_filed": "KAHN BROTHERS ASSET MANAGEMENT CORP", "url": "https://advisorcensus.com/firm/kahn-brothers-asset-management-corp-new-york-ny-105620", "city": "New York", "state": "NY", "years_registered": 38, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 326826, "name": "KAI Management Group, LLC", "name_as_filed": "KAI MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/kai-management-group-llc-new-york-ny-326826", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 315669, "name": "Kain Capital", "name_as_filed": "KAIN CAPITAL", "url": "https://advisorcensus.com/firm/kain-capital-new-york-ny-315669", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 310502, "name": "Kairos Investment Advisors, LLC", "name_as_filed": "KAIROS INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/kairos-investment-advisors-llc-new-york-ny-310502", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 291857, "name": "Kairos Managers, LLC", "name_as_filed": "KAIROS MANAGERS, LLC", "url": "https://advisorcensus.com/firm/kairos-managers-llc-new-york-ny-291857", "city": "New York", "state": "NY", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 175274, "name": "Kalka Investment Management, LLC", "name_as_filed": "KALKA INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kalka-investment-management-llc-white-plains-ny-175274", "city": "White Plains", "state": "NY", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 311763, "name": "Kalmia Advisors Inc.", "name_as_filed": "KALMIA ADVISORS INC.", "url": "https://advisorcensus.com/firm/kalmia-advisors-inc-rockville-centre-ny-311763", "city": "Rockville Centre", "state": "NY", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 124532, "name": "Karagosian Financial Services, Inc", "name_as_filed": "KARAGOSIAN FINANCIAL SERVICES, INC", "url": "https://advisorcensus.com/firm/karagosian-financial-services-inc-croton-on-hudson-ny-124532", "city": "Croton on Hudson", "state": "NY", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 297922, "name": "Karani Asset Management LLC", "name_as_filed": "KARANI ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/karani-asset-management-llc-new-york-ny-297922", "city": "New York", "state": "NY", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 160413, "name": "Karya Capital Management LP", "name_as_filed": "KARYA CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/karya-capital-management-lp-new-york-ny-160413", "city": "New York", "state": "NY", "years_registered": 13, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 334491, "name": "Kasanda Capital", "name_as_filed": "KASANDA CAPITAL", "url": "https://advisorcensus.com/firm/kasanda-capital-new-york-ny-334491", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 162028, "name": "Kaspian Wealth Management", "name_as_filed": "KASPIAN WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/kaspian-wealth-management-woodcliff-lake-nj-162028", "city": "Woodcliff Lake", "state": "NJ", "years_registered": 14, "raum_band": "under_25m", "compensation_types": 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