# 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/65

## 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 65 of 80, 3201 to 3250 of 3,971, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Sentinel Fund Advisors, Inc.](https://advisorcensus.com/firm/sentinel-fund-advisors-inc-new-york-ny-327262) ([md](https://advisorcensus.com/firm/sentinel-fund-advisors-inc-new-york-ny-327262.md)) | 327262 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 1 | % of assets, Performance fee |
| [Senvest Management, LLC](https://advisorcensus.com/firm/senvest-management-llc-new-york-ny-137312) ([md](https://advisorcensus.com/firm/senvest-management-llc-new-york-ny-137312.md)) | 137312 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Serone Capital Management LLC](https://advisorcensus.com/firm/serone-capital-management-llc-new-york-ny-338114) ([md](https://advisorcensus.com/firm/serone-capital-management-llc-new-york-ny-338114.md)) | 338114 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 0 | Fixed fee |
| [Sessa Capital](https://advisorcensus.com/firm/sessa-capital-new-york-ny-166403) ([md](https://advisorcensus.com/firm/sessa-capital-new-york-ny-166403.md)) | 166403 | New York, NY | SEC-registered investment adviser | Over $5 billion | 12 | % of assets, Performance fee |
| [Sestante Capital LLC](https://advisorcensus.com/firm/sestante-capital-llc-new-york-ny-314470) ([md](https://advisorcensus.com/firm/sestante-capital-llc-new-york-ny-314470.md)) | 314470 | New York, NY | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Setpoint Capital](https://advisorcensus.com/firm/setpoint-capital-new-york-ny-328702) ([md](https://advisorcensus.com/firm/setpoint-capital-new-york-ny-328702.md)) | 328702 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 2 | % of assets, Performance fee |
| [Settanni Financial LLC](https://advisorcensus.com/firm/settanni-financial-llc-armonk-ny-298989) ([md](https://advisorcensus.com/firm/settanni-financial-llc-armonk-ny-298989.md)) | 298989 | Armonk, NY | SEC-registered investment adviser | $100 million to $500 million | 7 | % of assets, Hourly, Fixed fee |
| [Seva Growth LP](https://advisorcensus.com/firm/seva-growth-lp-brooklyn-ny-328067) ([md](https://advisorcensus.com/firm/seva-growth-lp-brooklyn-ny-328067.md)) | 328067 | Brooklyn, NY | Exempt reporting adviser | Not reported | 3 | Not reported |
| [Seven Bridges Advisors LLC](https://advisorcensus.com/firm/seven-bridges-advisors-llc-new-york-ny-158722) ([md](https://advisorcensus.com/firm/seven-bridges-advisors-llc-new-york-ny-158722.md)) | 158722 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets, Fixed fee |
| [Seven Grand Managers LLC](https://advisorcensus.com/firm/seven-grand-managers-llc-bronxville-ny-310026) ([md](https://advisorcensus.com/firm/seven-grand-managers-llc-bronxville-ny-310026.md)) | 310026 | Bronxville, NY | SEC-registered investment adviser | $1 billion to $5 billion | 4 | % of assets, Performance fee |
| [Seven Hills Capital Management, LLC](https://advisorcensus.com/firm/seven-hills-capital-management-llc-new-york-ny-342528) ([md](https://advisorcensus.com/firm/seven-hills-capital-management-llc-new-york-ny-342528.md)) | 342528 | New York, NY | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Seven Mile Capital Partners, LP](https://advisorcensus.com/firm/seven-mile-capital-partners-lp-new-york-ny-162881) ([md](https://advisorcensus.com/firm/seven-mile-capital-partners-lp-new-york-ny-162881.md)) | 162881 | New York, NY | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Seven Six Capital Management, LLC](https://advisorcensus.com/firm/seven-six-capital-management-llc-new-york-ny-299257) ([md](https://advisorcensus.com/firm/seven-six-capital-management-llc-new-york-ny-299257.md)) | 299257 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Performance fee |
| [Seymour Asset Management LLC](https://advisorcensus.com/firm/seymour-asset-management-llc-new-york-ny-291768) ([md](https://advisorcensus.com/firm/seymour-asset-management-llc-new-york-ny-291768.md)) | 291768 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Fixed fee |
| [SFI Advisors, LLC](https://advisorcensus.com/firm/sfi-advisors-llc-montclair-nj-287929) ([md](https://advisorcensus.com/firm/sfi-advisors-llc-montclair-nj-287929.md)) | 287929 | Montclair, NJ | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Fixed fee |
| [Sfumato Capital Management LLC](https://advisorcensus.com/firm/sfumato-capital-management-llc-new-york-ny-335852) ([md](https://advisorcensus.com/firm/sfumato-capital-management-llc-new-york-ny-335852.md)) | 335852 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets, Performance fee |
| [SFW Capital Partners LP](https://advisorcensus.com/firm/sfw-capital-partners-lp-rye-ny-160561) ([md](https://advisorcensus.com/firm/sfw-capital-partners-lp-rye-ny-160561.md)) | 160561 | Rye, NY | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Performance fee, Other |
| [SG Securities, LLC](https://advisorcensus.com/firm/sg-securities-llc-flemington-nj-181524) ([md](https://advisorcensus.com/firm/sg-securities-llc-flemington-nj-181524.md)) | 181524 | Flemington, NJ | State-registered investment adviser | $25 million to $100 million | 11 | % of assets, Hourly |
| [SGA Capital LLC](https://advisorcensus.com/firm/sga-capital-llc-new-york-ny-340789) ([md](https://advisorcensus.com/firm/sga-capital-llc-new-york-ny-340789.md)) | 340789 | New York, NY | Exempt reporting adviser | Not reported | 0 | Not reported |
| [SGI Partners](https://advisorcensus.com/firm/sgi-partners-new-york-ny-324921) ([md](https://advisorcensus.com/firm/sgi-partners-new-york-ny-324921.md)) | 324921 | New York, NY | Exempt reporting adviser | Not reported | 3 | Not reported |
| [SGKD Advisory Services LLC](https://advisorcensus.com/firm/sgkd-advisory-services-llc-rumson-nj-286273) ([md](https://advisorcensus.com/firm/sgkd-advisory-services-llc-rumson-nj-286273.md)) | 286273 | Rumson, NJ | State-registered investment adviser | Not reported | 9 | Other |
| [Shadowbox Logistics](https://advisorcensus.com/firm/shadowbox-logistics-new-york-ny-342272) ([md](https://advisorcensus.com/firm/shadowbox-logistics-new-york-ny-342272.md)) | 342272 | New York, NY | SEC-registered investment adviser | Under $25 million | 0 | % of assets, Performance fee |
| [Shamrock Financial Services](https://advisorcensus.com/firm/shamrock-financial-services-woodcliff-lake-nj-151857) ([md](https://advisorcensus.com/firm/shamrock-financial-services-woodcliff-lake-nj-151857.md)) | 151857 | Woodcliff Lake, NJ | State-registered investment adviser | $25 million to $100 million | 6 | % of assets |
| [Shannon River Fund Management, LLC](https://advisorcensus.com/firm/shannon-river-fund-management-llc-new-york-ny-161538) ([md](https://advisorcensus.com/firm/shannon-river-fund-management-llc-new-york-ny-161538.md)) | 161538 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Performance fee, Other |
| [Shapiro Financial Security Group, Inc.](https://advisorcensus.com/firm/shapiro-financial-security-group-inc-hazlet-nj-120801) ([md](https://advisorcensus.com/firm/shapiro-financial-security-group-inc-hazlet-nj-120801.md)) | 120801 | Hazlet, NJ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Share and Harris, L.L.C.](https://advisorcensus.com/firm/share-and-harris-l-l-c-east-brunswick-nj-122770) ([md](https://advisorcensus.com/firm/share-and-harris-l-l-c-east-brunswick-nj-122770.md)) | 122770 | East Brunswick, NJ | State-registered investment adviser | Not reported | 24 | Hourly, Fixed fee |
| [Sharenett Investment Advisors, LLC](https://advisorcensus.com/firm/sharenett-investment-advisors-llc-new-york-ny-307176) ([md](https://advisorcensus.com/firm/sharenett-investment-advisors-llc-new-york-ny-307176.md)) | 307176 | New York, NY | Exempt reporting adviser | Not reported | 6 | Not reported |
| [Sharpe Advisors, LLC](https://advisorcensus.com/firm/sharpe-advisors-llc-new-york-ny-338664) ([md](https://advisorcensus.com/firm/sharpe-advisors-llc-new-york-ny-338664.md)) | 338664 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 0 | % of assets |
| [Sheehan Financial Advisors, LLC](https://advisorcensus.com/firm/sheehan-financial-advisors-llc-brightwaters-ny-126560) ([md](https://advisorcensus.com/firm/sheehan-financial-advisors-llc-brightwaters-ny-126560.md)) | 126560 | Brightwaters, NY | State-registered investment adviser | Not reported | 25 | Hourly, Fixed fee, Other |
| [Shelter Rock Management, LLC](https://advisorcensus.com/firm/shelter-rock-management-llc-jericho-ny-142739) ([md](https://advisorcensus.com/firm/shelter-rock-management-llc-jericho-ny-142739.md)) | 142739 | Jericho, NY | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets |
| [Shenkman Capital Management, Inc.](https://advisorcensus.com/firm/shenkman-capital-management-inc-new-york-ny-112192) ([md](https://advisorcensus.com/firm/shenkman-capital-management-inc-new-york-ny-112192.md)) | 112192 | New York, NY | SEC-registered investment adviser | Over $5 billion | 41 | % of assets, Performance fee |
| [Sherborne Investors Management LP](https://advisorcensus.com/firm/sherborne-investors-management-lp-new-york-ny-160178) ([md](https://advisorcensus.com/firm/sherborne-investors-management-lp-new-york-ny-160178.md)) | 160178 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 14 | % of assets, Performance fee |
| [Sherman Street Capital LLC](https://advisorcensus.com/firm/sherman-street-capital-llc-new-york-ny-341170) ([md](https://advisorcensus.com/firm/sherman-street-capital-llc-new-york-ny-341170.md)) | 341170 | New York, NY | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Shikhara Investment Management LP](https://advisorcensus.com/firm/shikhara-investment-management-lp-new-york-ny-329963) ([md](https://advisorcensus.com/firm/shikhara-investment-management-lp-new-york-ny-329963.md)) | 329963 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [Shikiar Asset Management Inc](https://advisorcensus.com/firm/shikiar-asset-management-inc-new-york-ny-107533) ([md](https://advisorcensus.com/firm/shikiar-asset-management-inc-new-york-ny-107533.md)) | 107533 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 33 | % of assets |
| [Shine Capital](https://advisorcensus.com/firm/shine-capital-new-york-ny-311659) ([md](https://advisorcensus.com/firm/shine-capital-new-york-ny-311659.md)) | 311659 | New York, NY | Exempt reporting adviser | Not reported | 5 | Not reported |
| [Shore Financial Planning](https://advisorcensus.com/firm/shore-financial-planning-monmouth-beach-nj-299824) ([md](https://advisorcensus.com/firm/shore-financial-planning-monmouth-beach-nj-299824.md)) | 299824 | Monmouth Beach, NJ | State-registered investment adviser | $25 million to $100 million | 7 | Fixed fee |
| [Shore Point Advisors, LLC](https://advisorcensus.com/firm/shore-point-advisors-llc-brielle-nj-296848) ([md](https://advisorcensus.com/firm/shore-point-advisors-llc-brielle-nj-296848.md)) | 296848 | Brielle, NJ | SEC-registered investment adviser | $100 million to $500 million | 5 | % of assets, Hourly, Fixed fee |
| [Shorebridge Capital Management, LLC](https://advisorcensus.com/firm/shorebridge-capital-management-llc-summit-nj-290660) ([md](https://advisorcensus.com/firm/shorebridge-capital-management-llc-summit-nj-290660.md)) | 290660 | Summit, NJ | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets |
| [Shorehaven Wealth Partners, LLC](https://advisorcensus.com/firm/shorehaven-wealth-partners-llc-red-bank-nj-308026) ([md](https://advisorcensus.com/firm/shorehaven-wealth-partners-llc-red-bank-nj-308026.md)) | 308026 | Red Bank, NJ | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets |
| [Short Cliffs Capital LLC](https://advisorcensus.com/firm/short-cliffs-capital-llc-short-hills-nj-339581) ([md](https://advisorcensus.com/firm/short-cliffs-capital-llc-short-hills-nj-339581.md)) | 339581 | Short Hills, NJ | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Shrewsbury River Capital LP](https://advisorcensus.com/firm/shrewsbury-river-capital-lp-red-bank-nj-289785) ([md](https://advisorcensus.com/firm/shrewsbury-river-capital-lp-red-bank-nj-289785.md)) | 289785 | Red Bank, NJ | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Performance fee |
| [Shufro, Rose & Co., LLC](https://advisorcensus.com/firm/shufro-rose-and-co-llc-new-york-ny-3403) ([md](https://advisorcensus.com/firm/shufro-rose-and-co-llc-new-york-ny-3403.md)) | 3403 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 71 | % of assets, Fixed fee |
| [Shulman Demeo Asset Management, LLC](https://advisorcensus.com/firm/shulman-demeo-asset-management-llc-lake-success-ny-142897) ([md](https://advisorcensus.com/firm/shulman-demeo-asset-management-llc-lake-success-ny-142897.md)) | 142897 | Lake Success, NY | SEC-registered investment adviser | $500 million to $1 billion | 19 | % of assets, Hourly, Fixed fee, Other |
| [Sibilla Capital Management LLC](https://advisorcensus.com/firm/sibilla-capital-management-llc-new-york-ny-162720) ([md](https://advisorcensus.com/firm/sibilla-capital-management-llc-new-york-ny-162720.md)) | 162720 | New York, NY | Exempt reporting adviser | Not reported | 2 | Not reported |
| [Sicart Associates, LLC](https://advisorcensus.com/firm/sicart-associates-llc-new-york-ny-285275) ([md](https://advisorcensus.com/firm/sicart-associates-llc-new-york-ny-285275.md)) | 285275 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 10 | % of assets, Other |
| [SID VP Management, LLC](https://advisorcensus.com/firm/sid-vp-management-llc-new-york-ny-318386) ([md](https://advisorcensus.com/firm/sid-vp-management-llc-new-york-ny-318386.md)) | 318386 | New York, NY | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Sideline Group](https://advisorcensus.com/firm/sideline-group-new-york-ny-337813) ([md](https://advisorcensus.com/firm/sideline-group-new-york-ny-337813.md)) | 337813 | New York, NY | Exempt reporting adviser | Not reported | 1 | Not reported |
| [Sidereal Capital Group](https://advisorcensus.com/firm/sidereal-capital-group-summit-nj-320766) ([md](https://advisorcensus.com/firm/sidereal-capital-group-summit-nj-320766.md)) | 320766 | Summit, NJ | Exempt reporting adviser | Not reported | 4 | Not reported |
| [Sidus Investment Management, LLC](https://advisorcensus.com/firm/sidus-investment-management-llc-new-york-ny-160406) ([md](https://advisorcensus.com/firm/sidus-investment-management-llc-new-york-ny-160406.md)) | 160406 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 14 | % of assets, Performance 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 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.