{
  "path": "/advisors/ny/new-york",
  "url": "https://advisorcensus.com/advisors/ny/new-york/page/66",
  "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": 66,
  "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": 288572,
      "name": "Siebert Advisornxt, LLC.",
      "name_as_filed": "SIEBERT ADVISORNXT, LLC.",
      "url": "https://advisorcensus.com/firm/siebert-advisornxt-llc-new-york-ny-288572",
      "city": "New York",
      "state": "NY",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300069,
      "name": "Sierra Crest Investment Management LLC",
      "name_as_filed": "SIERRA CREST INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/sierra-crest-investment-management-llc-new-york-ny-300069",
      "city": "New York",
      "state": "NY",
      "years_registered": 7,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 141044,
      "name": "Sierra Financial Advisors, LLC",
      "name_as_filed": "SIERRA FINANCIAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/sierra-financial-advisors-llc-ramsey-nj-141044",
      "city": "Ramsey",
      "state": "NJ",
      "years_registered": 20,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327127,
      "name": "Sigmoid Management",
      "name_as_filed": "SIGMOID MANAGEMENT",
      "url": "https://advisorcensus.com/firm/sigmoid-management-new-york-ny-327127",
      "city": "New York",
      "state": "NY",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 298315,
      "name": "Signature Wealth Management Partners, LLC",
      "name_as_filed": "SIGNATURE WEALTH MANAGEMENT PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/signature-wealth-management-partners-llc-montvale-nj-298315",
      "city": "Montvale",
      "state": "NJ",
      "years_registered": 8,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 105310,
      "name": "Signet Financial Management, LLC",
      "name_as_filed": "SIGNET FINANCIAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/signet-financial-management-llc-parsippany-nj-105310",
      "city": "Parsippany",
      "state": "NJ",
      "years_registered": 38,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 284087,
      "name": "Signet Healthcare Management LLC",
      "name_as_filed": "SIGNET HEALTHCARE MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/signet-healthcare-management-llc-new-york-ny-284087",
      "city": "New York",
      "state": "NY",
      "years_registered": 10,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 106788,
      "name": "Siguler Guff Advisers LLC",
      "name_as_filed": "SIGULER GUFF ADVISERS LLC",
      "url": "https://advisorcensus.com/firm/siguler-guff-advisers-llc-new-york-ny-106788",
      "city": "New York",
      "state": "NY",
      "years_registered": 31,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 315161,
      "name": "Silas Capital LLC",
      "name_as_filed": "SILAS CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/silas-capital-llc-new-york-ny-315161",
      "city": "New York",
      "state": "NY",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 291109,
      "name": "Silver Advisors, LLC",
      "name_as_filed": "SILVER ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/silver-advisors-llc-new-york-ny-291109",
      "city": "New York",
      "state": "NY",
      "years_registered": 5,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 318007,
      "name": "Silver Rock Capital Partners",
      "name_as_filed": "SILVER ROCK CAPITAL PARTNERS",
      "url": "https://advisorcensus.com/firm/silver-rock-capital-partners-new-york-ny-318007",
      "city": "New York",
      "state": "NY",
      "years_registered": 0,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 151259,
      "name": "Silverbay Capital Management LLC",
      "name_as_filed": "SILVERBAY CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/silverbay-capital-management-llc-new-york-ny-151259",
      "city": "New York",
      "state": "NY",
      "years_registered": 17,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 327151,
      "name": "Silverberg Bernstein Capital Management",
      "name_as_filed": "SILVERBERG BERNSTEIN CAPITAL MANAGEMENT",
      "url": "https://advisorcensus.com/firm/silverberg-bernstein-capital-management-armonk-ny-327151",
      "city": "Armonk",
      "state": "NY",
      "years_registered": 3,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly"
      ],
      "enhanced": false
    },
    {
      "crd_number": 118333,
      "name": "Silvercrest Asset Management Group LLC",
      "name_as_filed": "SILVERCREST ASSET MANAGEMENT GROUP LLC",
      "url": "https://advisorcensus.com/firm/silvercrest-asset-management-group-llc-new-york-ny-118333",
      "city": "New York",
      "state": "NY",
      "years_registered": 24,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 156018,
      "name": "Silverpeak Real Estate Partners L.P.",
      "name_as_filed": "SILVERPEAK REAL ESTATE PARTNERS L.P.",
      "url": "https://advisorcensus.com/firm/silverpeak-real-estate-partners-l-p-new-york-ny-156018",
      "city": "New York",
      "state": "NY",
      "years_registered": 14,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 161985,
      "name": "Simcoe Capital Management, LLC",
      "name_as_filed": "SIMCOE CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/simcoe-capital-management-llc-new-york-ny-161985",
      "city": "New York",
      "state": "NY",
      "years_registered": 10,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 132330,
      "name": "Simon Quick Advisors, LLC",
      "name_as_filed": "SIMON QUICK ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/simon-quick-advisors-llc-morristown-nj-132330",
      "city": "Morristown",
      "state": "NJ",
      "years_registered": 22,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 334785,
      "name": "Simpleadvisory LLC",
      "name_as_filed": "SIMPLEADVISORY LLC",
      "url": "https://advisorcensus.com/firm/simpleadvisory-llc-garden-city-ny-334785",
      "city": "Garden City",
      "state": "NY",
      "years_registered": 1,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300572,
      "name": "Simplicity Wealth",
      "name_as_filed": "SIMPLICITY WEALTH",
      "url": "https://advisorcensus.com/firm/simplicity-wealth-summit-nj-300572",
      "city": "Summit",
      "state": "NJ",
      "years_registered": 7,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300559,
      "name": "Sincerus Advisory",
      "name_as_filed": "SINCERUS ADVISORY",
      "url": "https://advisorcensus.com/firm/sincerus-advisory-new-york-ny-300559",
      "city": "New York",
      "state": "NY",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 165989,
      "name": "SIO Capital Management, LLC",
      "name_as_filed": "SIO CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/sio-capital-management-llc-new-york-ny-165989",
      "city": "New York",
      "state": "NY",
      "years_registered": 13,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 161096,
      "name": "SIR Capital Management L.P.",
      "name_as_filed": "SIR CAPITAL MANAGEMENT L.P.",
      "url": "https://advisorcensus.com/firm/sir-capital-management-l-p-new-york-ny-161096",
      "city": "New York",
      "state": "NY",
      "years_registered": 14,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 321155,
      "name": "SJW Investments, LLC",
      "name_as_filed": "SJW INVESTMENTS, LLC",
      "url": "https://advisorcensus.com/firm/sjw-investments-llc-new-york-ny-321155",
      "city": "New York",
      "state": "NY",
      "years_registered": 4,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 161487,
      "name": "SK Capital Partners",
      "name_as_filed": "SK CAPITAL PARTNERS",
      "url": "https://advisorcensus.com/firm/sk-capital-partners-new-york-ny-161487",
      "city": "New York",
      "state": "NY",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 148152,
      "name": "Skybridge Capital II, LLC",
      "name_as_filed": "SKYBRIDGE CAPITAL II, LLC",
      "url": "https://advisorcensus.com/firm/skybridge-capital-ii-llc-new-york-ny-148152",
      "city": "New York",
      "state": "NY",
      "years_registered": 16,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 286353,
      "name": "Skyview Investment Advisors, LLC",
      "name_as_filed": "SKYVIEW INVESTMENT ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/skyview-investment-advisors-llc-shrewsbury-nj-286353",
      "city": "Shrewsbury",
      "state": "NJ",
      "years_registered": 9,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 164751,
      "name": "Slate Path Capital LP",
      "name_as_filed": "SLATE PATH CAPITAL LP",
      "url": "https://advisorcensus.com/firm/slate-path-capital-lp-new-york-ny-164751",
      "city": "New York",
      "state": "NY",
      "years_registered": 14,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332260,
      "name": "Slate Property Group",
      "name_as_filed": "SLATE PROPERTY GROUP",
      "url": "https://advisorcensus.com/firm/slate-property-group-new-york-ny-332260",
      "city": "New York",
      "state": "NY",
      "years_registered": 1,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 331370,
      "name": "SLG Capital Management LLC",
      "name_as_filed": "SLG CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/slg-capital-management-llc-new-york-ny-331370",
      "city": "New York",
      "state": "NY",
      "years_registered": 2,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 146106,
      "name": "SLR Capital Partners, LLC",
      "name_as_filed": "SLR CAPITAL PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/slr-capital-partners-llc-new-york-ny-146106",
      "city": "New York",
      "state": "NY",
      "years_registered": 18,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 343062,
      "name": "SLR Secured Lending Partners, LLC",
      "name_as_filed": "SLR SECURED LENDING PARTNERS, LLC",
      "url": "https://advisorcensus.com/firm/slr-secured-lending-partners-llc-new-york-ny-343062",
      "city": "New York",
      "state": "NY",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 155549,
      "name": "SM Investors",
      "name_as_filed": "SM INVESTORS",
      "url": "https://advisorcensus.com/firm/sm-investors-new-york-ny-155549",
      "city": "New York",
      "state": "NY",
      "years_registered": 15,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 335168,
      "name": "SMA Capital LLC",
      "name_as_filed": "SMA CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/sma-capital-llc-new-york-ny-335168",
      "city": "New York",
      "state": "NY",
      "years_registered": 1,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 342104,
      "name": "Small World Capital",
      "name_as_filed": "SMALL WORLD CAPITAL",
      "url": "https://advisorcensus.com/firm/small-world-capital-new-york-ny-342104",
      "city": "New York",
      "state": "NY",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 305790,
      "name": "Smallwood Financial Group LLC",
      "name_as_filed": "SMALLWOOD FINANCIAL GROUP LLC",
      "url": "https://advisorcensus.com/firm/smallwood-financial-group-llc-summit-nj-305790",
      "city": "Summit",
      "state": "NJ",
      "years_registered": 6,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 288663,
      "name": "Smallwood Wealth Management",
      "name_as_filed": "SMALLWOOD WEALTH MANAGEMENT",
      "url": "https://advisorcensus.com/firm/smallwood-wealth-management-red-bank-nj-288663",
      "city": "Red Bank",
      "state": "NJ",
      "years_registered": 9,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 307375,
      "name": "Smartasset",
      "name_as_filed": "SMARTASSET",
      "url": "https://advisorcensus.com/firm/smartasset-new-york-ny-307375",
      "city": "New York",
      "state": "NY",
      "years_registered": 6,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 109691,
      "name": "SMBC Asset Management, Inc.",
      "name_as_filed": "SMBC ASSET MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/smbc-asset-management-inc-new-york-ny-109691",
      "city": "New York",
      "state": "NY",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 107675,
      "name": "Smith Affiliated Capital Corp.",
      "name_as_filed": "SMITH AFFILIATED CAPITAL CORP.",
      "url": "https://advisorcensus.com/firm/smith-affiliated-capital-corp-new-york-ny-107675",
      "city": "New York",
      "state": "NY",
      "years_registered": 44,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum"
      ],
      "enhanced": false
    },
    {
      "crd_number": 170081,
      "name": "Smolin Wealth Advisors, LLC",
      "name_as_filed": "SMOLIN WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/smolin-wealth-advisors-llc-parsippany-nj-170081",
      "city": "Parsippany",
      "state": "NJ",
      "years_registered": 12,
      "raum_band": "not_reported",
      "compensation_types": [
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 158024,
      "name": "Snow Phipps Group, LLC",
      "name_as_filed": "SNOW PHIPPS GROUP, LLC",
      "url": "https://advisorcensus.com/firm/snow-phipps-group-llc-new-york-ny-158024",
      "city": "New York",
      "state": "NY",
      "years_registered": 14,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 157299,
      "name": "Snowden Capital Advisors LLC",
      "name_as_filed": "SNOWDEN CAPITAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/snowden-capital-advisors-llc-new-york-ny-157299",
      "city": "New York",
      "state": "NY",
      "years_registered": 15,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325176,
      "name": "Snowhawk LP",
      "name_as_filed": "SNOWHAWK LP",
      "url": "https://advisorcensus.com/firm/snowhawk-lp-new-york-ny-325176",
      "city": "New York",
      "state": "NY",
      "years_registered": 2,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 106425,
      "name": "Snyder Wealth Group",
      "name_as_filed": "SNYDER WEALTH GROUP",
      "url": "https://advisorcensus.com/firm/snyder-wealth-group-medford-ny-106425",
      "city": "Medford",
      "state": "NY",
      "years_registered": 35,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 305283,
      "name": "Social Impact Capital, L.L.C.",
      "name_as_filed": "SOCIAL IMPACT CAPITAL, L.L.C.",
      "url": "https://advisorcensus.com/firm/social-impact-capital-l-l-c-new-york-ny-305283",
      "city": "New York",
      "state": "NY",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 313196,
      "name": "Socially Financed Management",
      "name_as_filed": "SOCIALLY FINANCED MANAGEMENT",
      "url": "https://advisorcensus.com/firm/socially-financed-management-chatham-nj-313196",
      "city": "Chatham",
      "state": "NJ",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 338819,
      "name": "Sohra Peak Investment Management LLC",
      "name_as_filed": "SOHRA PEAK INVESTMENT MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/sohra-peak-investment-management-llc-new-york-ny-338819",
      "city": "New York",
      "state": "NY",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 343195,
      "name": "Soja Ventures Management LLC",
      "name_as_filed": "SOJA VENTURES MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/soja-ventures-management-llc-new-york-ny-343195",
      "city": "New York",
      "state": "NY",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 324770,
      "name": "Sojourner Consumer Partners, LP.",
      "name_as_filed": "SOJOURNER CONSUMER PARTNERS, LP.",
      "url": "https://advisorcensus.com/firm/sojourner-consumer-partners-lp-morristown-nj-324770",
      "city": "Morristown",
      "state": "NJ",
      "years_registered": 2,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    },
    {
      "crd_number": 343312,
      "name": "Solari Capital Management LLC",
      "name_as_filed": "SOLARI CAPITAL MANAGEMENT LLC",
      "url": "https://advisorcensus.com/firm/solari-capital-management-llc-new-york-ny-343312",
      "city": "New York",
      "state": "NY",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [],
      "enhanced": false
    }
  ],
  "states": [],
  "metros": [],
  "siblings": {
    "national": "/advisors",
    "state": {
      "path": "/advisors/ny",
      "label": "Financial advisors in New York"
    },
    "metro": {
      "path": "/advisors/ny/new-york",
      "label": "Financial advisors in New York, NY"
    },
    "city_pages": [
      {
        "path": "/advisors/ny/new-york/brooklyn",
        "label": "Financial advisors in Brooklyn, NY",
        "firm_count": 69
      },
      {
        "path": "/advisors/ny/new-york/white-plains",
        "label": "Financial advisors in White Plains, NY",
        "firm_count": 44
      },
      {
        "path": "/advisors/ny/new-york/red-bank",
        "label": "Financial advisors in Red Bank, NJ",
        "firm_count": 39
      },
      {
        "path": "/advisors/ny/new-york/jersey-city",
        "label": "Financial advisors in Jersey City, NJ",
        "firm_count": 35
      },
      {
        "path": "/advisors/ny/new-york/summit",
        "label": "Financial advisors in Summit, NJ",
        "firm_count": 33
      },
      {
        "path": "/advisors/ny/new-york/melville",
        "label": "Financial advisors in Melville, NY",
        "firm_count": 28
      },
      {
        "path": "/advisors/ny/new-york/garden-city",
        "label": "Financial advisors in Garden City, NY",
        "firm_count": 27
      },
      {
        "path": "/advisors/ny/new-york/rye-brook",
        "label": "Financial advisors in Rye Brook, NY",
        "firm_count": 22
      },
      {
        "path": "/advisors/ny/new-york/morristown",
        "label": "Financial advisors in Morristown, NJ",
        "firm_count": 20
      },
      {
        "path": "/advisors/ny/new-york/new-york-city",
        "label": "Financial advisors in New York City, NY",
        "firm_count": 20
      },
      {
        "path": "/advisors/ny/new-york/newark",
        "label": "Financial advisors in Newark, NJ",
        "firm_count": 19
      },
      {
        "path": "/advisors/ny/new-york/rye",
        "label": "Financial advisors in Rye, NY",
        "firm_count": 18
      }
    ],
    "fee_pages": [
      {
        "path": "/advisors/ny/new-york/fee-only",
        "label": "Fee-only financial advisors in New York, NY",
        "firm_count": 518
      },
      {
        "path": "/advisors/ny/new-york/flat-fee",
        "label": "Flat-fee financial advisors in New York, NY",
        "firm_count": 999
      },
      {
        "path": "/advisors/ny/new-york/hourly",
        "label": "Hourly financial advisors in New York, NY",
        "firm_count": 536
      }
    ],
    "answer_pages": [
      {
        "path": "/advisors/ny/new-york/for-high-net-worth-individuals",
        "firm_count": 1176,
        "label": "Financial advisors for high-net-worth individuals in New York, NY"
      },
      {
        "path": "/advisors/ny/new-york/for-retirement-plans",
        "firm_count": 603,
        "label": "Financial advisors for retirement plans in New York, NY"
      },
      {
        "path": "/advisors/ny/new-york/for-businesses",
        "firm_count": 685,
        "label": "Financial advisors for businesses in New York, NY"
      },
      {
        "path": "/advisors/ny/new-york/for-charities",
        "firm_count": 560,
        "label": "Financial advisors for charitable organizations in New York, NY"
      },
      {
        "path": "/advisors/ny/new-york/no-account-minimum",
        "firm_count": 195,
        "label": "Financial advisors with no account minimum in New York, NY"
      }
    ],
    "niche_pages": [
      {
        "path": "/advisors/ny/new-york/business-owners",
        "firm_count": 2,
        "label": "Financial advisors for business owners in New York, NY"
      },
      {
        "path": "/advisors/ny/new-york/cryptocurrency-holders",
        "firm_count": 2,
        "label": "Financial advisors for cryptocurrency holders in New York, NY"
      },
      {
        "path": "/advisors/ny/new-york/divorce",
        "firm_count": 1,
        "label": "Financial advisors for divorce in New York, NY"
      },
      {
        "path": "/advisors/ny/new-york/expats-and-americans-abroad",
        "firm_count": 1,
        "label": "Financial advisors for expats and Americans abroad in New York, NY"
      },
      {
        "path": "/advisors/ny/new-york/immigrants-and-cross-border-families",
        "firm_count": 1,
        "label": "Financial advisors for immigrants and cross-border families in New York, NY"
      },
      {
        "path": "/advisors/ny/new-york/pre-retirees",
        "firm_count": 1,
        "label": "Financial advisors for pre-retirees in New York, NY"
      },
      {
        "path": "/advisors/ny/new-york/retirees",
        "firm_count": 1,
        "label": "Financial advisors for retirees in New York, NY"
      },
      {
        "path": "/advisors/ny/new-york/tech-employees-with-equity-compensation",
        "firm_count": 1,
        "label": "Financial advisors for tech employees with equity compensation in New York, NY"
      },
      {
        "path": "/advisors/ny/new-york/widowhood",
        "firm_count": 1,
        "label": "Financial advisors for widows and widowers in New York, NY"
      }
    ]
  },
  "csv": "https://advisorcensus.com/advisors/ny/new-york.csv",
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
