# Financial advisors in New York, NY

> 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.

Updated October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ny/new-york/page/63

## 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 63 of 80, 3101 to 3150 of 3,971, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Sachem Head Capital Management LP](https://advisorcensus.com/firm/sachem-head-capital-management-lp-new-york-ny-167173) ([md](https://advisorcensus.com/firm/sachem-head-capital-management-lp-new-york-ny-167173.md)) | 167173 | New York, NY | SEC-registered investment adviser | Over $5 billion | 13 | % of assets, Performance fee |
| [Sacks & Associates, LLC](https://advisorcensus.com/firm/sacks-and-associates-llc-warren-nj-174909) ([md](https://advisorcensus.com/firm/sacks-and-associates-llc-warren-nj-174909.md)) | 174909 | Warren, NJ | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets |
| [Saddle Point Management, L.P.](https://advisorcensus.com/firm/saddle-point-management-l-p-new-york-ny-329856) ([md](https://advisorcensus.com/firm/saddle-point-management-l-p-new-york-ny-329856.md)) | 329856 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 1 | % of assets, Fixed fee, Performance fee |
| [Saddle River Capital Management, LLC](https://advisorcensus.com/firm/saddle-river-capital-management-llc-saddle-river-nj-128909) ([md](https://advisorcensus.com/firm/saddle-river-capital-management-llc-saddle-river-nj-128909.md)) | 128909 | Saddle River, NJ | State-registered investment adviser | Under $25 million | 8 | % of assets, Fixed fee |
| [Saddlerock Capital Management LLC](https://advisorcensus.com/firm/saddlerock-capital-management-llc-new-york-ny-330801) ([md](https://advisorcensus.com/firm/saddlerock-capital-management-llc-new-york-ny-330801.md)) | 330801 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [Safanad Inc.](https://advisorcensus.com/firm/safanad-inc-new-york-ny-170969) ([md](https://advisorcensus.com/firm/safanad-inc-new-york-ny-170969.md)) | 170969 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 12 | % of assets, Performance fee |
| [Safanad Industry Capital Internet Infrastructure Management, LLC](https://advisorcensus.com/firm/safanad-industry-capital-internet-infrastructure-management-llc-new-york-ny-291959) ([md](https://advisorcensus.com/firm/safanad-industry-capital-internet-infrastructure-management-llc-new-york-ny-291959.md)) | 291959 | New York, NY | Exempt reporting adviser | Not reported | 8 | Not reported |
| [Safe Harbor Asset Management, Inc.](https://advisorcensus.com/firm/safe-harbor-asset-management-inc-huntington-ny-124787) ([md](https://advisorcensus.com/firm/safe-harbor-asset-management-inc-huntington-ny-124787.md)) | 124787 | Huntington, NY | SEC-registered investment adviser | $25 million to $100 million | 12 | % of assets, Hourly, Fixed fee |
| [Safran Wealth Advisors, LLC](https://advisorcensus.com/firm/safran-wealth-advisors-llc-new-york-ny-152161) ([md](https://advisorcensus.com/firm/safran-wealth-advisors-llc-new-york-ny-152161.md)) | 152161 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 16 | % of assets, Hourly, Fixed fee |
| [Sag Harbor Capital Management, LLC](https://advisorcensus.com/firm/sag-harbor-capital-management-llc-great-neck-ny-161490) ([md](https://advisorcensus.com/firm/sag-harbor-capital-management-llc-great-neck-ny-161490.md)) | 161490 | Great Neck, NY | SEC-registered investment adviser | $100 million to $500 million | 11 | % of assets, Performance fee |
| [Sagard Holdings Manager (US) LLC](https://advisorcensus.com/firm/sagard-holdings-manager-us-llc-new-york-city-ny-322374) ([md](https://advisorcensus.com/firm/sagard-holdings-manager-us-llc-new-york-city-ny-322374.md)) | 322374 | New York City, NY | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Performance fee |
| [Sage Advisors, LLC](https://advisorcensus.com/firm/sage-advisors-llc-new-york-ny-148964) ([md](https://advisorcensus.com/firm/sage-advisors-llc-new-york-ny-148964.md)) | 148964 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 17 | % of assets, Performance fee |
| [Sage Residential Management LLC](https://advisorcensus.com/firm/sage-residential-management-llc-morristown-nj-315039) ([md](https://advisorcensus.com/firm/sage-residential-management-llc-morristown-nj-315039.md)) | 315039 | Morristown, NJ | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Sagehall Management LP](https://advisorcensus.com/firm/sagehall-management-lp-new-york-ny-314770) ([md](https://advisorcensus.com/firm/sagehall-management-lp-new-york-ny-314770.md)) | 314770 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Performance fee |
| [Sagewind Capital LLC](https://advisorcensus.com/firm/sagewind-capital-llc-new-york-ny-288855) ([md](https://advisorcensus.com/firm/sagewind-capital-llc-new-york-ny-288855.md)) | 288855 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Performance fee, Other |
| [Sagewood Asset Management LP](https://advisorcensus.com/firm/sagewood-asset-management-lp-new-york-ny-281548) ([md](https://advisorcensus.com/firm/sagewood-asset-management-lp-new-york-ny-281548.md)) | 281548 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 11 | % of assets, Performance fee |
| [Sagewood Capital Management LLC](https://advisorcensus.com/firm/sagewood-capital-management-llc-new-york-ny-339800) ([md](https://advisorcensus.com/firm/sagewood-capital-management-llc-new-york-ny-339800.md)) | 339800 | New York, NY | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Performance fee |
| [Saiph Capital, LLC](https://advisorcensus.com/firm/saiph-capital-llc-wyckoff-nj-312119) ([md](https://advisorcensus.com/firm/saiph-capital-llc-wyckoff-nj-312119.md)) | 312119 | Wyckoff, NJ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Fixed fee |
| [Saka Ventures, LLC](https://advisorcensus.com/firm/saka-ventures-llc-manhasset-ny-322624) ([md](https://advisorcensus.com/firm/saka-ventures-llc-manhasset-ny-322624.md)) | 322624 | Manhasset, NY | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Sakonnet Point Capital, LP](https://advisorcensus.com/firm/sakonnet-point-capital-lp-rye-ny-331272) ([md](https://advisorcensus.com/firm/sakonnet-point-capital-lp-rye-ny-331272.md)) | 331272 | Rye, NY | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Saltoun Capital Partners Management LLC](https://advisorcensus.com/firm/saltoun-capital-partners-management-llc-new-york-ny-313035) ([md](https://advisorcensus.com/firm/saltoun-capital-partners-management-llc-new-york-ny-313035.md)) | 313035 | New York, NY | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Saluda Grade Asset Management LLC](https://advisorcensus.com/firm/saluda-grade-asset-management-llc-new-york-ny-304725) ([md](https://advisorcensus.com/firm/saluda-grade-asset-management-llc-new-york-ny-304725.md)) | 304725 | New York, NY | SEC-registered investment adviser | Over $5 billion | 4 | % of assets, Performance fee, Other |
| [Salvus Wealth Management, LLC](https://advisorcensus.com/firm/salvus-wealth-management-llc-red-bank-nj-171986) ([md](https://advisorcensus.com/firm/salvus-wealth-management-llc-red-bank-nj-171986.md)) | 171986 | Red Bank, NJ | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee, Other |
| [Samalin Wealth](https://advisorcensus.com/firm/samalin-wealth-chappaqua-ny-142214) ([md](https://advisorcensus.com/firm/samalin-wealth-chappaqua-ny-142214.md)) | 142214 | Chappaqua, NY | SEC-registered investment adviser | $100 million to $500 million | 19 | % of assets, Hourly, Fixed fee |
| [Samara Capital GT IM, LP](https://advisorcensus.com/firm/samara-capital-gt-im-lp-new-york-city-ny-339859) ([md](https://advisorcensus.com/firm/samara-capital-gt-im-lp-new-york-city-ny-339859.md)) | 339859 | New York City, NY | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Samjo Management, LLC](https://advisorcensus.com/firm/samjo-management-llc-new-york-ny-326808) ([md](https://advisorcensus.com/firm/samjo-management-llc-new-york-ny-326808.md)) | 326808 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Fixed fee, Performance fee |
| [Samlyn Capital, LLC](https://advisorcensus.com/firm/samlyn-capital-llc-new-york-ny-158296) ([md](https://advisorcensus.com/firm/samlyn-capital-llc-new-york-ny-158296.md)) | 158296 | New York, NY | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [Samsung Asset Management (New York), Inc.](https://advisorcensus.com/firm/samsung-asset-management-new-york-inc-new-york-ny-133827) ([md](https://advisorcensus.com/firm/samsung-asset-management-new-york-inc-new-york-ny-133827.md)) | 133827 | New York, NY | SEC-registered investment adviser | Over $5 billion | 21 | % of assets |
| [Sandalwood Securities, Inc.](https://advisorcensus.com/firm/sandalwood-securities-inc-roseland-nj-27240) ([md](https://advisorcensus.com/firm/sandalwood-securities-inc-roseland-nj-27240.md)) | 27240 | Roseland, NJ | SEC-registered investment adviser | $500 million to $1 billion | 34 | % of assets, Performance fee |
| [Sanders Smith Limited](https://advisorcensus.com/firm/sanders-smith-limited-tarrytown-ny-136506) ([md](https://advisorcensus.com/firm/sanders-smith-limited-tarrytown-ny-136506.md)) | 136506 | Tarrytown, NY | State-registered investment adviser | Not reported | 20 | Fixed fee |
| [Sandglass Capital Advisors LLC](https://advisorcensus.com/firm/sandglass-capital-advisors-llc-new-york-ny-299418) ([md](https://advisorcensus.com/firm/sandglass-capital-advisors-llc-new-york-ny-299418.md)) | 299418 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Performance fee |
| [Sandler Capital Management](https://advisorcensus.com/firm/sandler-capital-management-new-york-ny-109856) ([md](https://advisorcensus.com/firm/sandler-capital-management-new-york-ny-109856.md)) | 109856 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 38 | % of assets, Performance fee |
| [Sandro Wealth Management LLC](https://advisorcensus.com/firm/sandro-wealth-management-llc-fairfield-nj-332113) ([md](https://advisorcensus.com/firm/sandro-wealth-management-llc-fairfield-nj-332113.md)) | 332113 | Fairfield, NJ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Fixed fee |
| [Sandton Capital Partners, LP](https://advisorcensus.com/firm/sandton-capital-partners-lp-new-york-ny-160364) ([md](https://advisorcensus.com/firm/sandton-capital-partners-lp-new-york-ny-160364.md)) | 160364 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee, Other |
| [Sanskar Advisors, Inc.](https://advisorcensus.com/firm/sanskar-advisors-inc-nyack-ny-113727) ([md](https://advisorcensus.com/firm/sanskar-advisors-inc-nyack-ny-113727.md)) | 113727 | Nyack, NY | State-registered investment adviser | $25 million to $100 million | 26 | % of assets, Hourly, Fixed fee |
| [Sansone Advisors, LLC](https://advisorcensus.com/firm/sansone-advisors-llc-rumson-nj-342393) ([md](https://advisorcensus.com/firm/sansone-advisors-llc-rumson-nj-342393.md)) | 342393 | Rumson, NJ | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Saposh & Malter, Inc.](https://advisorcensus.com/firm/saposh-and-malter-inc-white-plains-ny-119514) ([md](https://advisorcensus.com/firm/saposh-and-malter-inc-white-plains-ny-119514.md)) | 119514 | White Plains, NY | State-registered investment adviser | Under $25 million | 28 | % of assets, Hourly |
| [Saratoga Investment Advisors, LLC](https://advisorcensus.com/firm/saratoga-investment-advisors-llc-new-york-ny-153060) ([md](https://advisorcensus.com/firm/saratoga-investment-advisors-llc-new-york-ny-153060.md)) | 153060 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Performance fee |
| [Saratoga Management Company LLC](https://advisorcensus.com/firm/saratoga-management-company-llc-new-york-ny-161822) ([md](https://advisorcensus.com/firm/saratoga-management-company-llc-new-york-ny-161822.md)) | 161822 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 12 | % of assets, Performance fee |
| [Saraza Management LP](https://advisorcensus.com/firm/saraza-management-lp-new-york-ny-317572) ([md](https://advisorcensus.com/firm/saraza-management-lp-new-york-ny-317572.md)) | 317572 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Performance fee |
| [Sarkor Financial Advisors](https://advisorcensus.com/firm/sarkor-financial-advisors-montclair-nj-330176) ([md](https://advisorcensus.com/firm/sarkor-financial-advisors-montclair-nj-330176.md)) | 330176 | Montclair, NJ | State-registered investment adviser | Under $25 million | 2 | % of assets, Hourly, Fixed fee |
| [Sassicaia Capital Advisers LLC](https://advisorcensus.com/firm/sassicaia-capital-advisers-llc-jericho-ny-286385) ([md](https://advisorcensus.com/firm/sassicaia-capital-advisers-llc-jericho-ny-286385.md)) | 286385 | Jericho, NY | Exempt reporting adviser | Not reported | 9 | Not reported |
| [Satovsky Asset Management LLC](https://advisorcensus.com/firm/satovsky-asset-management-llc-new-york-ny-143519) ([md](https://advisorcensus.com/firm/satovsky-asset-management-llc-new-york-ny-143519.md)) | 143519 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets, Hourly, Fixed fee |
| [Savanna Investment Management LLC](https://advisorcensus.com/firm/savanna-investment-management-llc-new-york-ny-158770) ([md](https://advisorcensus.com/firm/savanna-investment-management-llc-new-york-ny-158770.md)) | 158770 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Performance fee |
| [Savlan Wealth Partners](https://advisorcensus.com/firm/savlan-wealth-partners-new-city-ny-343698) ([md](https://advisorcensus.com/firm/savlan-wealth-partners-new-city-ny-343698.md)) | 343698 | New City, NY | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee |
| [Savvy](https://advisorcensus.com/firm/savvy-new-york-ny-318493) ([md](https://advisorcensus.com/firm/savvy-new-york-ny-318493.md)) | 318493 | New York, NY | SEC-registered investment adviser | Over $5 billion | 4 | % of assets, Hourly, Fixed fee |
| [Savvy Labs Inc](https://advisorcensus.com/firm/savvy-labs-inc-new-york-ny-322453) ([md](https://advisorcensus.com/firm/savvy-labs-inc-new-york-ny-322453.md)) | 322453 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Fixed fee |
| [SAW Mill Capital L.L.C.](https://advisorcensus.com/firm/saw-mill-capital-l-l-c-briarcliff-manor-ny-156472) ([md](https://advisorcensus.com/firm/saw-mill-capital-l-l-c-briarcliff-manor-ny-156472.md)) | 156472 | Briarcliff Manor, NY | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Sawtooth Capital LLC](https://advisorcensus.com/firm/sawtooth-capital-llc-ramsey-nj-151394) ([md](https://advisorcensus.com/firm/sawtooth-capital-llc-ramsey-nj-151394.md)) | 151394 | Ramsey, NJ | State-registered investment adviser | Not reported | 17 | Performance fee |
| [SAX Wealth Advisors, LLC](https://advisorcensus.com/firm/sax-wealth-advisors-llc-parsippany-nj-119193) ([md](https://advisorcensus.com/firm/sax-wealth-advisors-llc-parsippany-nj-119193.md)) | 119193 | Parsippany, NJ | SEC-registered investment adviser | $1 billion to $5 billion | 18 | % of assets, Hourly, Fixed fee |

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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 Summit, NJ](https://advisorcensus.com/advisors/ny/new-york/summit) (https://advisorcensus.com/advisors/ny/new-york/summit.md)
- [Financial advisors in Melville, NY](https://advisorcensus.com/advisors/ny/new-york/melville) (https://advisorcensus.com/advisors/ny/new-york/melville.md)
- [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.