# 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/71

## 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 71 of 80, 3501 to 3550 of 3,971, sorted by name)

| Firm | CRD | City | Registration | Assets band | Years registered | Compensation |
| --- | --- | --- | --- | --- | --- | --- |
| [Teplitz Financial Group LLC](https://advisorcensus.com/firm/teplitz-financial-group-llc-old-bridge-nj-122038) ([md](https://advisorcensus.com/firm/teplitz-financial-group-llc-old-bridge-nj-122038.md)) | 122038 | Old Bridge, NJ | SEC-registered investment adviser | $100 million to $500 million | 4 | % of assets, Hourly, Fixed fee |
| [Tepp Wealth Management](https://advisorcensus.com/firm/tepp-wealth-management-westfield-nj-283899) ([md](https://advisorcensus.com/firm/tepp-wealth-management-westfield-nj-283899.md)) | 283899 | Westfield, NJ | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets, Hourly, Fixed fee |
| [Terra Nova Asset Management LLC](https://advisorcensus.com/firm/terra-nova-asset-management-llc-new-york-ny-111676) ([md](https://advisorcensus.com/firm/terra-nova-asset-management-llc-new-york-ny-111676.md)) | 111676 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 28 | % of assets |
| [Terra Nova Capital Advisors LLC](https://advisorcensus.com/firm/terra-nova-capital-advisors-llc-new-york-ny-341122) ([md](https://advisorcensus.com/firm/terra-nova-capital-advisors-llc-new-york-ny-341122.md)) | 341122 | New York, NY | Exempt reporting adviser | Not reported | 0 | Not reported |
| [Terra Reit Advisors, LLC](https://advisorcensus.com/firm/terra-reit-advisors-llc-new-york-ny-290571) ([md](https://advisorcensus.com/firm/terra-reit-advisors-llc-new-york-ny-290571.md)) | 290571 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Performance fee |
| [Terramont Infrastructure Management LLC](https://advisorcensus.com/firm/terramont-infrastructure-management-llc-new-york-ny-317282) ([md](https://advisorcensus.com/firm/terramont-infrastructure-management-llc-new-york-ny-317282.md)) | 317282 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 4 | % of assets, Performance fee |
| [Tetragon Financial Management LP](https://advisorcensus.com/firm/tetragon-financial-management-lp-new-york-ny-156041) ([md](https://advisorcensus.com/firm/tetragon-financial-management-lp-new-york-ny-156041.md)) | 156041 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee |
| [Tetragon Partners L.P.](https://advisorcensus.com/firm/tetragon-partners-l-p-new-york-ny-156040) ([md](https://advisorcensus.com/firm/tetragon-partners-l-p-new-york-ny-156040.md)) | 156040 | New York, NY | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee, Other |
| [TGM Associates L.P.](https://advisorcensus.com/firm/tgm-associates-l-p-new-york-ny-108905) ([md](https://advisorcensus.com/firm/tgm-associates-l-p-new-york-ny-108905.md)) | 108905 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 31 | Performance fee, Other |
| [Thames Asset Management, Inc](https://advisorcensus.com/firm/thames-asset-management-inc-hackensack-nj-106559) ([md](https://advisorcensus.com/firm/thames-asset-management-inc-hackensack-nj-106559.md)) | 106559 | Hackensack, NJ | State-registered investment adviser | $25 million to $100 million | 33 | % of assets, Hourly |
| [Thames Capital Management, LLC](https://advisorcensus.com/firm/thames-capital-management-llc-roseland-nj-288755) ([md](https://advisorcensus.com/firm/thames-capital-management-llc-roseland-nj-288755.md)) | 288755 | Roseland, NJ | SEC-registered investment adviser | $500 million to $1 billion | 8 | % of assets, Performance fee |
| [Thayer Street Partners Management, LLC](https://advisorcensus.com/firm/thayer-street-partners-management-llc-new-york-ny-170763) ([md](https://advisorcensus.com/firm/thayer-street-partners-management-llc-new-york-ny-170763.md)) | 170763 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 9 | % of assets, Performance fee, Other |
| [The Astorino Financial Group, Inc.](https://advisorcensus.com/firm/the-astorino-financial-group-inc-fairfield-nj-120217) ([md](https://advisorcensus.com/firm/the-astorino-financial-group-inc-fairfield-nj-120217.md)) | 120217 | Fairfield, NJ | State-registered investment adviser | Not reported | 34 | Hourly, Fixed fee |
| [The Astro Group LLC](https://advisorcensus.com/firm/the-astro-group-llc-new-york-ny-343505) ([md](https://advisorcensus.com/firm/the-astro-group-llc-new-york-ny-343505.md)) | 343505 | New York, NY | Exempt reporting adviser | Not reported | 0 | Not reported |
| [The August Wealth Management Group](https://advisorcensus.com/firm/the-august-wealth-management-group-new-york-ny-314683) ([md](https://advisorcensus.com/firm/the-august-wealth-management-group-new-york-ny-314683.md)) | 314683 | New York, NY | State-registered investment adviser | Under $25 million | 3 | % of assets, Hourly, Fixed fee |
| [The Bendix Financial Group, Inc.](https://advisorcensus.com/firm/the-bendix-financial-group-inc-garden-city-ny-118999) ([md](https://advisorcensus.com/firm/the-bendix-financial-group-inc-garden-city-ny-118999.md)) | 118999 | Garden City, NY | SEC-registered investment adviser | $100 million to $500 million | 12 | % of assets, Hourly, Fixed fee, Commissions |
| [The Capital Preserve, Inc.](https://advisorcensus.com/firm/the-capital-preserve-inc-tarrytown-ny-130170) ([md](https://advisorcensus.com/firm/the-capital-preserve-inc-tarrytown-ny-130170.md)) | 130170 | Tarrytown, NY | State-registered investment adviser | Not reported | 21 | Hourly, Fixed fee |
| [The Community Development Venture Capital Alliance](https://advisorcensus.com/firm/the-community-development-venture-capital-alliance-new-york-ny-298795) ([md](https://advisorcensus.com/firm/the-community-development-venture-capital-alliance-new-york-ny-298795.md)) | 298795 | New York, NY | Exempt reporting adviser | Not reported | 7 | Not reported |
| [The Debart Group Inc.](https://advisorcensus.com/firm/the-debart-group-inc-new-york-ny-118660) ([md](https://advisorcensus.com/firm/the-debart-group-inc-new-york-ny-118660.md)) | 118660 | New York, NY | State-registered investment adviser | Not reported | 26 | % of assets, Hourly, Fixed fee, Commissions |
| [The Electrum Group LLC](https://advisorcensus.com/firm/the-electrum-group-llc-new-york-ny-161407) ([md](https://advisorcensus.com/firm/the-electrum-group-llc-new-york-ny-161407.md)) | 161407 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Performance fee, Other |
| [The Equity Alliance](https://advisorcensus.com/firm/the-equity-alliance-new-york-ny-326652) ([md](https://advisorcensus.com/firm/the-equity-alliance-new-york-ny-326652.md)) | 326652 | New York, NY | Exempt reporting adviser | Not reported | 2 | Not reported |
| [The Faragi Group](https://advisorcensus.com/firm/the-faragi-group-forked-river-nj-159936) ([md](https://advisorcensus.com/firm/the-faragi-group-forked-river-nj-159936.md)) | 159936 | Forked River, NJ | State-registered investment adviser | Under $25 million | 14 | % of assets |
| [The Financial Planning Center, LLC](https://advisorcensus.com/firm/the-financial-planning-center-llc-schooleys-mountain-nj-332155) ([md](https://advisorcensus.com/firm/the-financial-planning-center-llc-schooleys-mountain-nj-332155.md)) | 332155 | Schooleys Mountain, NJ | State-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly |
| [The Florio Wealth Management Group](https://advisorcensus.com/firm/the-florio-wealth-management-group-westbury-ny-288027) ([md](https://advisorcensus.com/firm/the-florio-wealth-management-group-westbury-ny-288027.md)) | 288027 | Westbury, NY | State-registered investment adviser | Not reported | 7 | Hourly, Fixed fee, Other |
| [The Gate Advisor](https://advisorcensus.com/firm/the-gate-advisor-new-york-ny-323953) ([md](https://advisorcensus.com/firm/the-gate-advisor-new-york-ny-323953.md)) | 323953 | New York, NY | Exempt reporting adviser | Not reported | 3 | Not reported |
| [The Gate Technologies](https://advisorcensus.com/firm/the-gate-technologies-new-york-ny-341306) ([md](https://advisorcensus.com/firm/the-gate-technologies-new-york-ny-341306.md)) | 341306 | New York, NY | Exempt reporting adviser | Not reported | 0 | Not reported |
| [The Genwealth Group, Inc.](https://advisorcensus.com/firm/the-genwealth-group-inc-maplewood-nj-154569) ([md](https://advisorcensus.com/firm/the-genwealth-group-inc-maplewood-nj-154569.md)) | 154569 | Maplewood, NJ | SEC-registered investment adviser | $500 million to $1 billion | 15 | % of assets, Fixed fee |
| [The Haggerty Investment Group, LLC](https://advisorcensus.com/firm/the-haggerty-investment-group-llc-ridgewood-nj-167130) ([md](https://advisorcensus.com/firm/the-haggerty-investment-group-llc-ridgewood-nj-167130.md)) | 167130 | Ridgewood, NJ | State-registered investment adviser | $25 million to $100 million | 10 | % of assets, Other |
| [The Hajdari Group, LLC](https://advisorcensus.com/firm/the-hajdari-group-llc-staten-island-ny-289331) ([md](https://advisorcensus.com/firm/the-hajdari-group-llc-staten-island-ny-289331.md)) | 289331 | Staten Island, NY | SEC-registered investment adviser | $100 million to $500 million | 9 | % of assets, Hourly, Fixed fee |
| [The Inspired Network Wealth Advisory](https://advisorcensus.com/firm/the-inspired-network-wealth-advisory-highlands-nj-333122) ([md](https://advisorcensus.com/firm/the-inspired-network-wealth-advisory-highlands-nj-333122.md)) | 333122 | Highlands, NJ | State-registered investment adviser | Under $25 million | 1 | % of assets, Hourly, Fixed fee |
| [The Investment Connection LLC](https://advisorcensus.com/firm/the-investment-connection-llc-bridgewater-nj-171533) ([md](https://advisorcensus.com/firm/the-investment-connection-llc-bridgewater-nj-171533.md)) | 171533 | Bridgewater, NJ | State-registered investment adviser | $100 million to $500 million | 12 | % of assets, Fixed fee |
| [The Keminton Group](https://advisorcensus.com/firm/the-keminton-group-new-york-ny-166040) ([md](https://advisorcensus.com/firm/the-keminton-group-new-york-ny-166040.md)) | 166040 | New York, NY | State-registered investment adviser | Under $25 million | 11 | % of assets, Fixed fee |
| [The Knox Group Wealth Management](https://advisorcensus.com/firm/the-knox-group-wealth-management-short-hills-nj-298662) ([md](https://advisorcensus.com/firm/the-knox-group-wealth-management-short-hills-nj-298662.md)) | 298662 | Short Hills, NJ | State-registered investment adviser | $25 million to $100 million | 5 | % of assets |
| [The Lind Partners, LLC](https://advisorcensus.com/firm/the-lind-partners-llc-new-york-ny-290338) ([md](https://advisorcensus.com/firm/the-lind-partners-llc-new-york-ny-290338.md)) | 290338 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 3 | % of assets, Performance fee, Other |
| [The Linonia Partnership LP](https://advisorcensus.com/firm/the-linonia-partnership-lp-new-york-ny-326550) ([md](https://advisorcensus.com/firm/the-linonia-partnership-lp-new-york-ny-326550.md)) | 326550 | New York, NY | SEC-registered investment adviser | Over $5 billion | 3 | % of assets, Performance fee |
| [The Mannsion Group LLC](https://advisorcensus.com/firm/the-mannsion-group-llc-white-plains-ny-340763) ([md](https://advisorcensus.com/firm/the-mannsion-group-llc-white-plains-ny-340763.md)) | 340763 | White Plains, NY | Exempt reporting adviser | Not reported | 0 | Not reported |
| [The Mathes Company, Inc.](https://advisorcensus.com/firm/the-mathes-company-inc-new-york-ny-109288) ([md](https://advisorcensus.com/firm/the-mathes-company-inc-new-york-ny-109288.md)) | 109288 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 29 | % of assets |
| [The Midway Group](https://advisorcensus.com/firm/the-midway-group-new-york-ny-161147) ([md](https://advisorcensus.com/firm/the-midway-group-new-york-ny-161147.md)) | 161147 | New York, NY | Exempt reporting adviser | Not reported | 2 | Not reported |
| [The Northstar Group, Inc.](https://advisorcensus.com/firm/the-northstar-group-inc-new-york-ny-110409) ([md](https://advisorcensus.com/firm/the-northstar-group-inc-new-york-ny-110409.md)) | 110409 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 34 | % of assets, Hourly, Fixed fee |
| [The Operators Fund Investment Management, L.P.](https://advisorcensus.com/firm/the-operators-fund-investment-management-l-p-new-york-ny-340501) ([md](https://advisorcensus.com/firm/the-operators-fund-investment-management-l-p-new-york-ny-340501.md)) | 340501 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee |
| [The Pillar Strategies](https://advisorcensus.com/firm/the-pillar-strategies-flemington-nj-166641) ([md](https://advisorcensus.com/firm/the-pillar-strategies-flemington-nj-166641.md)) | 166641 | Flemington, NJ | SEC-registered investment adviser | $100 million to $500 million | 13 | % of assets |
| [The Pinnacle Financial Group](https://advisorcensus.com/firm/the-pinnacle-financial-group-rockville-centre-ny-164395) ([md](https://advisorcensus.com/firm/the-pinnacle-financial-group-rockville-centre-ny-164395.md)) | 164395 | Rockville Centre, NY | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Fixed fee, Other |
| [The Portfolio Strategy Group, LLC](https://advisorcensus.com/firm/the-portfolio-strategy-group-llc-white-plains-ny-166593) ([md](https://advisorcensus.com/firm/the-portfolio-strategy-group-llc-white-plains-ny-166593.md)) | 166593 | White Plains, NY | SEC-registered investment adviser | $1 billion to $5 billion | 13 | % of assets, Hourly, Performance fee |
| [The Private Client Advisory Group, LLC](https://advisorcensus.com/firm/the-private-client-advisory-group-llc-manasquan-nj-311221) ([md](https://advisorcensus.com/firm/the-private-client-advisory-group-llc-manasquan-nj-311221.md)) | 311221 | Manasquan, NJ | State-registered investment adviser | $25 million to $100 million | 5 | % of assets, Hourly |
| [The Quarry LP](https://advisorcensus.com/firm/the-quarry-lp-new-york-ny-323449) ([md](https://advisorcensus.com/firm/the-quarry-lp-new-york-ny-323449.md)) | 323449 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 3 | % of assets, Performance fee |
| [The Quick Group LLC](https://advisorcensus.com/firm/the-quick-group-llc-new-york-ny-334472) ([md](https://advisorcensus.com/firm/the-quick-group-llc-new-york-ny-334472.md)) | 334472 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 1 | % of assets |
| [The Riverside Company](https://advisorcensus.com/firm/the-riverside-company-new-york-ny-160523) ([md](https://advisorcensus.com/firm/the-riverside-company-new-york-ny-160523.md)) | 160523 | New York, NY | SEC-registered investment adviser | Over $5 billion | 14 | % of assets, Performance fee |
| [The Veracity Group, LLC](https://advisorcensus.com/firm/the-veracity-group-llc-new-york-ny-169171) ([md](https://advisorcensus.com/firm/the-veracity-group-llc-new-york-ny-169171.md)) | 169171 | New York, NY | Exempt reporting adviser | Not reported | 0 | Not reported |
| [The Vertical Market Intelligence Group, LLC](https://advisorcensus.com/firm/the-vertical-market-intelligence-group-llc-new-york-ny-326975) ([md](https://advisorcensus.com/firm/the-vertical-market-intelligence-group-llc-new-york-ny-326975.md)) | 326975 | New York, NY | State-registered investment adviser | Not reported | 3 | Other |
| [The Visualize Group LP](https://advisorcensus.com/firm/the-visualize-group-lp-new-york-ny-327531) ([md](https://advisorcensus.com/firm/the-visualize-group-lp-new-york-ny-327531.md)) | 327531 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 3 | % 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 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.
