# 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/39

## 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 39 of 80, 1901 to 1950 of 3,971, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Jefferies Finance LLC](https://advisorcensus.com/firm/jefferies-finance-llc-new-york-ny-162264) ([md](https://advisorcensus.com/firm/jefferies-finance-llc-new-york-ny-162264.md)) | 162264 | New York, NY | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Jefferies Investment Advisers LLC](https://advisorcensus.com/firm/jefferies-investment-advisers-llc-new-york-ny-325421) ([md](https://advisorcensus.com/firm/jefferies-investment-advisers-llc-new-york-ny-325421.md)) | 325421 | New York, NY | SEC-registered investment adviser | Over $5 billion | 3 | % of assets, Fixed fee |
| [Jefferies Research Services LLC](https://advisorcensus.com/firm/jefferies-research-services-llc-new-york-ny-292142) ([md](https://advisorcensus.com/firm/jefferies-research-services-llc-new-york-ny-292142.md)) | 292142 | New York, NY | SEC-registered investment adviser | Not reported | 8 | Subscription, Fixed fee, Other |
| [Jeffrey Matthews Wealth Management, LLC](https://advisorcensus.com/firm/jeffrey-matthews-wealth-management-llc-florham-park-nj-155392) ([md](https://advisorcensus.com/firm/jeffrey-matthews-wealth-management-llc-florham-park-nj-155392.md)) | 155392 | Florham Park, NJ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Jeito Capital LLC](https://advisorcensus.com/firm/jeito-capital-llc-new-york-ny-318635) ([md](https://advisorcensus.com/firm/jeito-capital-llc-new-york-ny-318635.md)) | 318635 | New York, NY | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Jennison Associates](https://advisorcensus.com/firm/jennison-associates-new-york-ny-107959) ([md](https://advisorcensus.com/firm/jennison-associates-new-york-ny-107959.md)) | 107959 | New York, NY | SEC-registered investment adviser | Over $5 billion | 57 | % of assets, Performance fee |
| [Jersey Shore Financial Advisors LLC](https://advisorcensus.com/firm/jersey-shore-financial-advisors-llc-tinton-falls-nj-143748) ([md](https://advisorcensus.com/firm/jersey-shore-financial-advisors-llc-tinton-falls-nj-143748.md)) | 143748 | Tinton Falls, NJ | State-registered investment adviser | $25 million to $100 million | 19 | % of assets, Fixed fee |
| [Jewel Investments](https://advisorcensus.com/firm/jewel-investments-new-york-ny-287640) ([md](https://advisorcensus.com/firm/jewel-investments-new-york-ny-287640.md)) | 287640 | New York, NY | Exempt reporting adviser | Not reported | 9 | Not reported |
| [JLC Infrastructure](https://advisorcensus.com/firm/jlc-infrastructure-new-york-ny-287638) ([md](https://advisorcensus.com/firm/jlc-infrastructure-new-york-ny-287638.md)) | 287638 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Performance fee |
| [Jlens](https://advisorcensus.com/firm/jlens-new-york-ny-331778) ([md](https://advisorcensus.com/firm/jlens-new-york-ny-331778.md)) | 331778 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Other |
| [JLL Partners FCH, Inc.](https://advisorcensus.com/firm/jll-partners-fch-inc-new-york-ny-285184) ([md](https://advisorcensus.com/firm/jll-partners-fch-inc-new-york-ny-285184.md)) | 285184 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Performance fee |
| [JLL Partners, LLC](https://advisorcensus.com/firm/jll-partners-llc-new-york-ny-285186) ([md](https://advisorcensus.com/firm/jll-partners-llc-new-york-ny-285186.md)) | 285186 | New York, NY | SEC-registered investment adviser | Over $5 billion | 9 | % of assets, Performance fee, Other |
| [Joel Isaacson & Co., LLC](https://advisorcensus.com/firm/joel-isaacson-and-co-llc-new-york-ny-152450) ([md](https://advisorcensus.com/firm/joel-isaacson-and-co-llc-new-york-ny-152450.md)) | 152450 | New York, NY | SEC-registered investment adviser | Over $5 billion | 16 | % of assets, Hourly, Fixed fee |
| [John W. Bristol & Co., Inc.](https://advisorcensus.com/firm/john-w-bristol-and-co-inc-new-york-ny-105597) ([md](https://advisorcensus.com/firm/john-w-bristol-and-co-inc-new-york-ny-105597.md)) | 105597 | New York, NY | SEC-registered investment adviser | Over $5 billion | 48 | % of assets |
| [Jones Hill Capital LP](https://advisorcensus.com/firm/jones-hill-capital-lp-new-york-ny-339686) ([md](https://advisorcensus.com/firm/jones-hill-capital-lp-new-york-ny-339686.md)) | 339686 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 0 | % of assets |
| [Jones Road Capital Management, L.P.](https://advisorcensus.com/firm/jones-road-capital-management-l-p-new-york-ny-296822) ([md](https://advisorcensus.com/firm/jones-road-capital-management-l-p-new-york-ny-296822.md)) | 296822 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Performance fee |
| [Joseph C. Kelly & Associates, Inc.](https://advisorcensus.com/firm/joseph-c-kelly-and-associates-inc-middletown-nj-129279) ([md](https://advisorcensus.com/firm/joseph-c-kelly-and-associates-inc-middletown-nj-129279.md)) | 129279 | Middletown, NJ | State-registered investment adviser | Under $25 million | 28 | % of assets |
| [Joseph Grace Holdings, Inc.](https://advisorcensus.com/firm/joseph-grace-holdings-inc-new-york-ny-103580) ([md](https://advisorcensus.com/firm/joseph-grace-holdings-inc-new-york-ny-103580.md)) | 103580 | New York, NY | State-registered investment adviser | Not reported | 23 | Commissions, Other |
| [Joseph P. Lucia & Associates, LLC](https://advisorcensus.com/firm/joseph-p-lucia-and-associates-llc-yorktown-heights-ny-147625) ([md](https://advisorcensus.com/firm/joseph-p-lucia-and-associates-llc-yorktown-heights-ny-147625.md)) | 147625 | Yorktown Heights, NY | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Fixed fee |
| [JPL Management Services LLC](https://advisorcensus.com/firm/jpl-management-services-llc-rye-ny-291242) ([md](https://advisorcensus.com/firm/jpl-management-services-llc-rye-ny-291242.md)) | 291242 | Rye, NY | Exempt reporting adviser | Not reported | 8 | Not reported |
| [JPMorgan Alternative Asset Management](https://advisorcensus.com/firm/jpmorgan-alternative-asset-management-new-york-ny-20989) ([md](https://advisorcensus.com/firm/jpmorgan-alternative-asset-management-new-york-ny-20989.md)) | 20989 | New York, NY | SEC-registered investment adviser | Over $5 billion | 35 | % of assets, Performance fee |
| [JRE Advisors LLC](https://advisorcensus.com/firm/jre-advisors-llc-new-york-ny-318777) ([md](https://advisorcensus.com/firm/jre-advisors-llc-new-york-ny-318777.md)) | 318777 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee |
| [JST Capital Advisors, LLC](https://advisorcensus.com/firm/jst-capital-advisors-llc-hewlett-ny-337205) ([md](https://advisorcensus.com/firm/jst-capital-advisors-llc-hewlett-ny-337205.md)) | 337205 | Hewlett, NY | Exempt reporting adviser | Not reported | 1 | Not reported |
| [JTM Equity Partners, LLC](https://advisorcensus.com/firm/jtm-equity-partners-llc-brooklyn-ny-341181) ([md](https://advisorcensus.com/firm/jtm-equity-partners-llc-brooklyn-ny-341181.md)) | 341181 | Brooklyn, NY | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Jujo Partners, LLC](https://advisorcensus.com/firm/jujo-partners-llc-new-york-ny-340601) ([md](https://advisorcensus.com/firm/jujo-partners-llc-new-york-ny-340601.md)) | 340601 | New York, NY | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Julien Planning, LLC](https://advisorcensus.com/firm/julien-planning-llc-hackensack-nj-285994) ([md](https://advisorcensus.com/firm/julien-planning-llc-hackensack-nj-285994.md)) | 285994 | Hackensack, NJ | State-registered investment adviser | $25 million to $100 million | 9 | % of assets, Hourly, Fixed fee |
| [Julius Wealth Advisors, LLC](https://advisorcensus.com/firm/julius-wealth-advisors-llc-englewood-cliffs-nj-316741) ([md](https://advisorcensus.com/firm/julius-wealth-advisors-llc-englewood-cliffs-nj-316741.md)) | 316741 | Englewood Cliffs, NJ | State-registered investment adviser | $25 million to $100 million | 4 | % of assets, Fixed fee |
| [Juniper Investment Company](https://advisorcensus.com/firm/juniper-investment-company-new-york-ny-170814) ([md](https://advisorcensus.com/firm/juniper-investment-company-new-york-ny-170814.md)) | 170814 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 6 | % of assets, Performance fee |
| [Junto Capital Management LP](https://advisorcensus.com/firm/junto-capital-management-lp-new-york-ny-168547) ([md](https://advisorcensus.com/firm/junto-capital-management-lp-new-york-ny-168547.md)) | 168547 | New York, NY | SEC-registered investment adviser | Over $5 billion | 12 | % of assets, Performance fee |
| [Jurkiewicz, Christopher](https://advisorcensus.com/firm/jurkiewicz-christopher-new-york-ny-126644) ([md](https://advisorcensus.com/firm/jurkiewicz-christopher-new-york-ny-126644.md)) | 126644 | New York, NY | State-registered investment adviser | Under $25 million | 29 | % of assets |
| [Juxta Capital Management LLC](https://advisorcensus.com/firm/juxta-capital-management-llc-new-york-ny-335475) ([md](https://advisorcensus.com/firm/juxta-capital-management-llc-new-york-ny-335475.md)) | 335475 | New York, NY | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Juxtapose](https://advisorcensus.com/firm/juxtapose-new-york-ny-322239) ([md](https://advisorcensus.com/firm/juxtapose-new-york-ny-322239.md)) | 322239 | New York, NY | Exempt reporting adviser | Not reported | 3 | Not reported |
| [JVP Management](https://advisorcensus.com/firm/jvp-management-new-york-ny-313398) ([md](https://advisorcensus.com/firm/jvp-management-new-york-ny-313398.md)) | 313398 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 5 | % of assets, Performance fee, Other |
| [JWBC Management, LLC](https://advisorcensus.com/firm/jwbc-management-llc-ramsey-nj-290574) ([md](https://advisorcensus.com/firm/jwbc-management-llc-ramsey-nj-290574.md)) | 290574 | Ramsey, NJ | Exempt reporting adviser | Not reported | 8 | Not reported |
| [JZ Partners](https://advisorcensus.com/firm/jz-partners-new-york-ny-160932) ([md](https://advisorcensus.com/firm/jz-partners-new-york-ny-160932.md)) | 160932 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Performance fee |
| [K8 Management, LLC](https://advisorcensus.com/firm/k8-management-llc-brooklyn-ny-327369) ([md](https://advisorcensus.com/firm/k8-management-llc-brooklyn-ny-327369.md)) | 327369 | Brooklyn, NY | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Kabr Management, LLC](https://advisorcensus.com/firm/kabr-management-llc-englewood-nj-175409) ([md](https://advisorcensus.com/firm/kabr-management-llc-englewood-nj-175409.md)) | 175409 | Englewood, NJ | SEC-registered investment adviser | $500 million to $1 billion | 9 | Performance fee, Other |
| [Kahn Brothers Advisors LLC](https://advisorcensus.com/firm/kahn-brothers-advisors-llc-new-york-ny-144368) ([md](https://advisorcensus.com/firm/kahn-brothers-advisors-llc-new-york-ny-144368.md)) | 144368 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 47 | % of assets, Performance fee |
| [Kahn Brothers Asset Management Corp](https://advisorcensus.com/firm/kahn-brothers-asset-management-corp-new-york-ny-105620) ([md](https://advisorcensus.com/firm/kahn-brothers-asset-management-corp-new-york-ny-105620.md)) | 105620 | New York, NY | SEC-registered investment adviser | Under $25 million | 38 | % of assets, Performance fee |
| [KAI Management Group, LLC](https://advisorcensus.com/firm/kai-management-group-llc-new-york-ny-326826) ([md](https://advisorcensus.com/firm/kai-management-group-llc-new-york-ny-326826.md)) | 326826 | New York, NY | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Kain Capital](https://advisorcensus.com/firm/kain-capital-new-york-ny-315669) ([md](https://advisorcensus.com/firm/kain-capital-new-york-ny-315669.md)) | 315669 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Fixed fee, Performance fee |
| [Kairos Investment Advisors, LLC](https://advisorcensus.com/firm/kairos-investment-advisors-llc-new-york-ny-310502) ([md](https://advisorcensus.com/firm/kairos-investment-advisors-llc-new-york-ny-310502.md)) | 310502 | New York, NY | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Kairos Managers, LLC](https://advisorcensus.com/firm/kairos-managers-llc-new-york-ny-291857) ([md](https://advisorcensus.com/firm/kairos-managers-llc-new-york-ny-291857.md)) | 291857 | New York, NY | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Kalka Investment Management, LLC](https://advisorcensus.com/firm/kalka-investment-management-llc-white-plains-ny-175274) ([md](https://advisorcensus.com/firm/kalka-investment-management-llc-white-plains-ny-175274.md)) | 175274 | White Plains, NY | Exempt reporting adviser | Not reported | 11 | Not reported |
| [Kalmia Advisors Inc.](https://advisorcensus.com/firm/kalmia-advisors-inc-rockville-centre-ny-311763) ([md](https://advisorcensus.com/firm/kalmia-advisors-inc-rockville-centre-ny-311763.md)) | 311763 | Rockville Centre, NY | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Karagosian Financial Services, Inc](https://advisorcensus.com/firm/karagosian-financial-services-inc-croton-on-hudson-ny-124532) ([md](https://advisorcensus.com/firm/karagosian-financial-services-inc-croton-on-hudson-ny-124532.md)) | 124532 | Croton on Hudson, NY | SEC-registered investment adviser | $25 million to $100 million | 5 | % of assets |
| [Karani Asset Management LLC](https://advisorcensus.com/firm/karani-asset-management-llc-new-york-ny-297922) ([md](https://advisorcensus.com/firm/karani-asset-management-llc-new-york-ny-297922.md)) | 297922 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 8 | % of assets, Performance fee |
| [Karya Capital Management LP](https://advisorcensus.com/firm/karya-capital-management-lp-new-york-ny-160413) ([md](https://advisorcensus.com/firm/karya-capital-management-lp-new-york-ny-160413.md)) | 160413 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 13 | % of assets, Performance fee |
| [Kasanda Capital](https://advisorcensus.com/firm/kasanda-capital-new-york-ny-334491) ([md](https://advisorcensus.com/firm/kasanda-capital-new-york-ny-334491.md)) | 334491 | New York, NY | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [Kaspian Wealth Management](https://advisorcensus.com/firm/kaspian-wealth-management-woodcliff-lake-nj-162028) ([md](https://advisorcensus.com/firm/kaspian-wealth-management-woodcliff-lake-nj-162028.md)) | 162028 | Woodcliff Lake, NJ | State-registered investment adviser | Under $25 million | 14 | % of assets |

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## 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. It measures scale, not performance or quality.

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- [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.