{ "path": "/advisors/ny/new-york", "url": "https://advisorcensus.com/advisors/ny/new-york/page/47", "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": 47, "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": 110508, "name": "Meadowbrook Wealth Management, LLC", "name_as_filed": "MEADOWBROOK WEALTH MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/meadowbrook-wealth-management-llc-garden-city-ny-110508", "city": "Garden City", "state": "NY", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 321962, "name": "Meag New York Corporation", "name_as_filed": "MEAG NEW YORK CORPORATION", "url": "https://advisorcensus.com/firm/meag-new-york-corporation-new-york-ny-321962", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 292747, "name": "Medalist Partners LP", "name_as_filed": "MEDALIST PARTNERS LP", "url": "https://advisorcensus.com/firm/medalist-partners-lp-new-york-ny-292747", "city": "New York", "state": "NY", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 282385, "name": "Media Development Investment Fund, Inc.", "name_as_filed": "MEDIA DEVELOPMENT INVESTMENT FUND, INC.", "url": "https://advisorcensus.com/firm/media-development-investment-fund-inc-new-york-ny-282385", "city": "New York", "state": "NY", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 328405, "name": "Medit Capital Partners", "name_as_filed": "MEDIT CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/medit-capital-partners-new-york-ny-328405", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 322418, "name": "MEI LIN Capital LLC", "name_as_filed": "MEI LIN CAPITAL LLC", "url": "https://advisorcensus.com/firm/mei-lin-capital-llc-jersey-city-nj-322418", "city": "Jersey City", "state": "NJ", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 300388, "name": "MEJ Wealth Advisors LLC", "name_as_filed": "MEJ WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/mej-wealth-advisors-llc-bayside-ny-300388", "city": "Bayside", "state": "NY", "years_registered": 6, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 312314, "name": "Melius Research", "name_as_filed": "MELIUS RESEARCH", "url": "https://advisorcensus.com/firm/melius-research-new-york-ny-312314", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [ "hourly", "subscription", "fixed" ], "enhanced": false }, { "crd_number": 162543, "name": "Melkonian Capital Management, LLC", "name_as_filed": "MELKONIAN CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/melkonian-capital-management-llc-new-york-ny-162543", "city": "New York", "state": "NY", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 295190, "name": "Melody Capital Partners, LP", "name_as_filed": "MELODY CAPITAL PARTNERS, LP", "url": "https://advisorcensus.com/firm/melody-capital-partners-lp-new-york-ny-295190", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 313689, "name": "Menai Asset Management LLC", "name_as_filed": "MENAI ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/menai-asset-management-llc-new-york-ny-313689", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 135384, "name": "Mendham Capital Management, Inc.", "name_as_filed": "MENDHAM CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/mendham-capital-management-inc-basking-ridge-nj-135384", "city": "Basking Ridge", "state": "NJ", "years_registered": 19, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 338278, "name": "Mendlstein Capital Holdings LLC", "name_as_filed": "MENDLSTEIN CAPITAL HOLDINGS LLC", "url": "https://advisorcensus.com/firm/mendlstein-capital-holdings-llc-new-york-ny-338278", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 304299, "name": "MEP Capital Management, LLC", "name_as_filed": "MEP CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mep-capital-management-llc-new-york-ny-304299", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 342245, "name": "Meraki Capital Partners LP", "name_as_filed": "MERAKI CAPITAL PARTNERS LP", "url": "https://advisorcensus.com/firm/meraki-capital-partners-lp-new-york-ny-342245", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 155919, "name": "Mercer Investment Solutions LLC", "name_as_filed": "MERCER INVESTMENT SOLUTIONS LLC", "url": "https://advisorcensus.com/firm/mercer-investment-solutions-llc-new-york-ny-155919", "city": "New York", "state": "NY", "years_registered": 15, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 314794, "name": "Merchants Investment Partners, LLC", "name_as_filed": "MERCHANTS INVESTMENT PARTNERS, LLC", "url": "https://advisorcensus.com/firm/merchants-investment-partners-llc-new-york-ny-314794", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 299345, "name": "Merchants Park GP, LLC", "name_as_filed": "MERCHANTS PARK GP, LLC", "url": "https://advisorcensus.com/firm/merchants-park-gp-llc-chatham-nj-299345", "city": "Chatham", "state": "NJ", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 287784, "name": "Merida Capital Holdings LLC", "name_as_filed": "MERIDA CAPITAL HOLDINGS LLC", "url": "https://advisorcensus.com/firm/merida-capital-holdings-llc-rye-ny-287784", "city": "Rye", "state": "NY", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 313459, "name": "Meridian Street Capital, LLC", "name_as_filed": "MERIDIAN STREET CAPITAL, LLC", "url": "https://advisorcensus.com/firm/meridian-street-capital-llc-new-york-ny-313459", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 141359, "name": "Merit Financial Partners LLC", "name_as_filed": "MERIT FINANCIAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/merit-financial-partners-llc-maspeth-ny-141359", "city": "Maspeth", "state": "NY", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 330164, "name": "Merkkuri Wealth Advisors LLC", "name_as_filed": "MERKKURI WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/merkkuri-wealth-advisors-llc-jericho-ny-330164", "city": "Jericho", "state": "NY", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 7691, "name": "Merrill Lynch, Pierce, Fenner & Smith Incorporated", "name_as_filed": "MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED", "url": "https://advisorcensus.com/firm/merrill-lynch-pierce-fenner-and-smith-incorporated-new-york-ny-7691", "city": "New York", "state": "NY", "years_registered": 47, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 139143, "name": "Merrion Investment Management Co, LLC", "name_as_filed": "MERRION INVESTMENT MANAGEMENT CO, LLC", "url": "https://advisorcensus.com/firm/merrion-investment-management-co-llc-cranford-nj-139143", "city": "Cranford", "state": "NJ", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 333735, "name": "Mesa Lane Capital LLC", "name_as_filed": "MESA LANE CAPITAL LLC", "url": "https://advisorcensus.com/firm/mesa-lane-capital-llc-rye-brook-ny-333735", "city": "Rye Brook", "state": "NY", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 312540, "name": "Meta Investment Management Company LLC", "name_as_filed": "META INVESTMENT MANAGEMENT COMPANY LLC", "url": "https://advisorcensus.com/firm/meta-investment-management-company-llc-brooklyn-ny-312540", "city": "Brooklyn", "state": "NY", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 335478, "name": "Meta Tdex US Inc.", "name_as_filed": "META TDEX US INC.", "url": "https://advisorcensus.com/firm/meta-tdex-us-inc-new-york-ny-335478", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 138405, "name": "Metacapital Management, L.P.", "name_as_filed": "METACAPITAL MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/metacapital-management-l-p-new-york-ny-138405", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 340387, "name": "Metalayer Ventures Management Company, LLC", "name_as_filed": "METALAYER VENTURES MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/metalayer-ventures-management-company-llc-new-york-ny-340387", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 132008, "name": "Metalmark Management II LLC", "name_as_filed": "METALMARK MANAGEMENT II LLC", "url": "https://advisorcensus.com/firm/metalmark-management-ii-llc-new-york-ny-132008", "city": "New York", "state": "NY", "years_registered": 21, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 297815, "name": "Metaprop", "name_as_filed": "METAPROP", "url": "https://advisorcensus.com/firm/metaprop-new-york-ny-297815", "city": "New York", "state": "NY", "years_registered": 8, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 311581, "name": "Metavasi Capital LP", "name_as_filed": "METAVASI CAPITAL LP", "url": "https://advisorcensus.com/firm/metavasi-capital-lp-larchmont-ny-311581", "city": "Larchmont", "state": "NY", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 142463, "name": "Metlife Investment Management, LLC", "name_as_filed": "METLIFE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/metlife-investment-management-llc-whippany-nj-142463", "city": "Whippany", "state": "NJ", "years_registered": 19, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 128878, "name": "Metro Capital Appreciation L.L.C.", "name_as_filed": "METRO CAPITAL APPRECIATION L.L.C.", "url": "https://advisorcensus.com/firm/metro-capital-appreciation-l-l-c-totowa-nj-128878", "city": "Totowa", "state": "NJ", "years_registered": 26, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 289048, "name": "Metropolitan Partners Group Management, LLC", "name_as_filed": "METROPOLITAN PARTNERS GROUP MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/metropolitan-partners-group-management-llc-new-york-ny-289048", "city": "New York", "state": "NY", "years_registered": 7, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 317220, "name": "Meyer Global Management LLC", "name_as_filed": "MEYER GLOBAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/meyer-global-management-llc-new-york-ny-317220", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 107309, "name": "Meyer Handelman Company LLC", "name_as_filed": "MEYER HANDELMAN COMPANY LLC", "url": "https://advisorcensus.com/firm/meyer-handelman-company-llc-rye-brook-ny-107309", "city": "Rye Brook", "state": "NY", "years_registered": 75, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 129045, "name": "Mezzasalma Advisors", "name_as_filed": "MEZZASALMA ADVISORS", "url": "https://advisorcensus.com/firm/mezzasalma-advisors-tinton-falls-nj-129045", "city": "Tinton Falls", "state": "NJ", "years_registered": 5, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 330388, "name": "MFG Partners LLC", "name_as_filed": "MFG PARTNERS LLC", "url": "https://advisorcensus.com/firm/mfg-partners-llc-new-york-ny-330388", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 307167, "name": "MFO-LPX LLC", "name_as_filed": "MFO-LPX LLC", "url": "https://advisorcensus.com/firm/mfo-lpx-llc-allenhurst-nj-307167", "city": "Allenhurst", "state": "NJ", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 316672, "name": "MG Planning Services, Inc.", "name_as_filed": "MG PLANNING SERVICES, INC.", "url": "https://advisorcensus.com/firm/mg-planning-services-inc-woodbury-ny-316672", "city": "Woodbury", "state": "NY", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 174126, "name": "MGG Investment Group LP", "name_as_filed": "MGG INVESTMENT GROUP LP", "url": "https://advisorcensus.com/firm/mgg-investment-group-lp-new-york-ny-174126", "city": "New York", "state": "NY", "years_registered": 11, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 7462, "name": "MHA Financial Corp", "name_as_filed": "MHA FINANCIAL CORP", "url": "https://advisorcensus.com/firm/mha-financial-corp-ridgewood-nj-7462", "city": "Ridgewood", "state": "NJ", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 157212, "name": "MHR Fund Management LLC", "name_as_filed": "MHR FUND MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/mhr-fund-management-llc-new-york-ny-157212", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 289038, "name": "Micamold Management, LLC", "name_as_filed": "MICAMOLD MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/micamold-management-llc-new-york-ny-289038", "city": "New York", "state": "NY", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 125584, "name": "Michael J. Porro & Co. Financial Advisors, Inc.", "name_as_filed": "MICHAEL J. PORRO & CO. FINANCIAL ADVISORS, INC.", "url": "https://advisorcensus.com/firm/michael-j-porro-and-co-financial-advisors-inc-old-tappan-nj-125584", "city": "Old Tappan", "state": "NJ", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 343256, "name": "Midfield Private Wealth, LLC", "name_as_filed": "MIDFIELD PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/midfield-private-wealth-llc-white-plains-ny-343256", "city": "White Plains", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 151578, "name": "Midocean Credit Partners", "name_as_filed": "MIDOCEAN CREDIT PARTNERS", "url": "https://advisorcensus.com/firm/midocean-credit-partners-new-york-ny-151578", "city": "New York", "state": "NY", "years_registered": 16, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", 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