{ "path": "/advisors/ny/new-york", "url": "https://advisorcensus.com/advisors/ny/new-york/page/77", "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": "AdvisorCensus lists 3,971 investment advisory firms with a principal office in the New York metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. 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": 77, "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": 326611, "name": "Vista Credit BDC Management, L.P.", "name_as_filed": "VISTA CREDIT BDC MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/vista-credit-bdc-management-l-p-new-york-ny-326611", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 329152, "name": "Vista Credit Partners, L.P.", "name_as_filed": "VISTA CREDIT PARTNERS, L.P.", "url": "https://advisorcensus.com/firm/vista-credit-partners-l-p-new-york-ny-329152", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 332554, "name": "Voidmetrix Co., Ltd", "name_as_filed": "VOIDMETRIX CO., LTD", "url": "https://advisorcensus.com/firm/voidmetrix-co-ltd-new-york-ny-332554", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 340047, "name": "Volpe Investments LLC", "name_as_filed": "VOLPE INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/volpe-investments-llc-cranford-nj-340047", "city": "Cranford", "state": "NJ", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 326450, "name": "Volt Capital", "name_as_filed": "VOLT CAPITAL", "url": "https://advisorcensus.com/firm/volt-capital-new-york-ny-326450", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 329751, "name": "Volt Global Management LP", "name_as_filed": "VOLT GLOBAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/volt-global-management-lp-new-york-ny-329751", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 306923, "name": "Volt Investment Holdings LLC", "name_as_filed": "VOLT INVESTMENT HOLDINGS LLC", "url": "https://advisorcensus.com/firm/volt-investment-holdings-llc-brooklyn-ny-306923", "city": "Brooklyn", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 306817, "name": "Volterra Technologies LP", "name_as_filed": "VOLTERRA TECHNOLOGIES LP", "url": "https://advisorcensus.com/firm/volterra-technologies-lp-new-york-ny-306817", "city": "New York", "state": "NY", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 105007, "name": "Vontobel Asset Management, Inc.", "name_as_filed": "VONTOBEL ASSET MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/vontobel-asset-management-inc-new-york-ny-105007", "city": "New York", "state": "NY", "years_registered": 42, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 341071, "name": "Vorynto Exchange Ltd", "name_as_filed": "VORYNTO EXCHANGE LTD", "url": "https://advisorcensus.com/firm/vorynto-exchange-ltd-new-york-ny-341071", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 342699, "name": "Voxel Capital Partners LP", "name_as_filed": "VOXEL CAPITAL PARTNERS LP", "url": "https://advisorcensus.com/firm/voxel-capital-partners-lp-new-york-ny-342699", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 107235, "name": "Voya Alternative Asset Management LLC", "name_as_filed": "VOYA ALTERNATIVE ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/voya-alternative-asset-management-llc-new-york-ny-107235", "city": "New York", "state": "NY", "years_registered": 30, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 106494, "name": "Voya Investment Management Co. LLC", "name_as_filed": "VOYA INVESTMENT MANAGEMENT CO. LLC", "url": "https://advisorcensus.com/firm/voya-investment-management-co-llc-new-york-ny-106494", "city": "New York", "state": "NY", "years_registered": 53, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 339566, "name": "Voyage Securities Ltd.", "name_as_filed": "VOYAGE SECURITIES LTD.", "url": "https://advisorcensus.com/firm/voyage-securities-ltd-new-york-ny-339566", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 311921, "name": "Voyager Global Management LP", "name_as_filed": "VOYAGER GLOBAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/voyager-global-management-lp-new-york-ny-311921", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 137158, "name": "VR Advisory Services Ltd.", "name_as_filed": "VR ADVISORY SERVICES LTD.", "url": "https://advisorcensus.com/firm/vr-advisory-services-ltd-new-york-ny-137158", "city": "New York", "state": "NY", "years_registered": 20, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 156600, "name": "VSS Fund Management LLC", "name_as_filed": "VSS FUND MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/vss-fund-management-llc-new-york-ny-156600", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 159408, "name": "W Capital Partners", "name_as_filed": "W CAPITAL PARTNERS", "url": "https://advisorcensus.com/firm/w-capital-partners-new-york-ny-159408", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 311280, "name": "Wachtel Capital Advisors, LLC", "name_as_filed": "WACHTEL CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/wachtel-capital-advisors-llc-towaco-nj-311280", "city": "Towaco", "state": "NJ", "years_registered": 5, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 108673, "name": "Wafra Inc.", "name_as_filed": "WAFRA INC.", "url": "https://advisorcensus.com/firm/wafra-inc-new-york-ny-108673", "city": "New York", "state": "NY", "years_registered": 41, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 242793, "name": "Wahed", "name_as_filed": "WAHED", "url": "https://advisorcensus.com/firm/wahed-new-york-ny-242793", "city": "New York", "state": "NY", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 284621, "name": "Walker Capital Advisors", "name_as_filed": "WALKER CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/walker-capital-advisors-new-york-ny-284621", "city": "New York", "state": "NY", "years_registered": 10, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 300335, "name": "Wallace Investments", "name_as_filed": "WALLACE INVESTMENTS", "url": "https://advisorcensus.com/firm/wallace-investments-new-york-ny-300335", "city": "New York", "state": "NY", "years_registered": 7, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "commissions", "other" ], "enhanced": false }, { "crd_number": 342291, "name": "Wallace Wealth Advisory, Inc.", "name_as_filed": "WALLACE WEALTH ADVISORY, INC.", "url": "https://advisorcensus.com/firm/wallace-wealth-advisory-inc-jamaica-ny-342291", "city": "Jamaica", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 123567, "name": "Wallstreeti.com", "name_as_filed": "WALLSTREETI.COM", "url": "https://advisorcensus.com/firm/wallstreeti-com-new-york-ny-123567", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 113666, "name": "Walnut Investment Services LLC", "name_as_filed": "WALNUT INVESTMENT SERVICES LLC", "url": "https://advisorcensus.com/firm/walnut-investment-services-llc-brooklyn-ny-113666", "city": "Brooklyn", "state": "NY", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 126215, "name": "Wank & Liptzin Advisory Services LLC", "name_as_filed": "WANK & LIPTZIN ADVISORY SERVICES LLC", "url": "https://advisorcensus.com/firm/wank-and-liptzin-advisory-services-llc-garden-city-ny-126215", "city": "Garden City", "state": "NY", "years_registered": 27, "raum_band": "under_25m", "compensation_types": [ "hourly" ], "enhanced": false }, { "crd_number": 288311, "name": "Warana Capital, LLC", "name_as_filed": "WARANA CAPITAL, LLC", "url": "https://advisorcensus.com/firm/warana-capital-llc-new-york-ny-288311", "city": "New York", "state": "NY", "years_registered": 9, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 156945, "name": "Warburg Pincus LLC", "name_as_filed": "WARBURG PINCUS LLC", "url": "https://advisorcensus.com/firm/warburg-pincus-llc-new-york-ny-156945", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 281511, "name": "Washington Crossing Advisors LLC", "name_as_filed": "WASHINGTON CROSSING ADVISORS LLC", "url": "https://advisorcensus.com/firm/washington-crossing-advisors-llc-morristown-nj-281511", "city": "Morristown", "state": "NJ", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 150335, "name": "Washington Square Capital Management LLC", "name_as_filed": "WASHINGTON SQUARE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/washington-square-capital-management-llc-new-york-ny-150335", "city": "New York", "state": "NY", "years_registered": 11, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 286158, "name": "Wasserstein Management, LP", "name_as_filed": "WASSERSTEIN MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/wasserstein-management-lp-new-york-ny-286158", "city": "New York", "state": "NY", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 159994, "name": "Watch Hill Advisors, LLC", "name_as_filed": "WATCH HILL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/watch-hill-advisors-llc-new-york-ny-159994", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 151508, "name": "Water Asset Management, LLC", "name_as_filed": "WATER ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/water-asset-management-llc-new-york-ny-151508", "city": "New York", "state": "NY", "years_registered": 17, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 113358, "name": "Water Island Capital, LLC", "name_as_filed": "WATER ISLAND CAPITAL, LLC", "url": "https://advisorcensus.com/firm/water-island-capital-llc-new-york-ny-113358", "city": "New York", "state": "NY", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 137746, "name": "Waterfall Asset Management, LLC", "name_as_filed": "WATERFALL ASSET MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/waterfall-asset-management-llc-new-york-ny-137746", "city": "New York", "state": "NY", "years_registered": 20, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 167801, "name": "Waterfront Capital Partners LLC", "name_as_filed": "WATERFRONT CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/waterfront-capital-partners-llc-new-york-ny-167801", "city": "New York", "state": "NY", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 150892, "name": "Watermill Institutional Trading LLC", "name_as_filed": "WATERMILL INSTITUTIONAL TRADING LLC", "url": "https://advisorcensus.com/firm/watermill-institutional-trading-llc-jersey-city-nj-150892", "city": "Jersey City", "state": "NJ", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 328272, "name": "Wavelet Advisors", "name_as_filed": "WAVELET ADVISORS", "url": "https://advisorcensus.com/firm/wavelet-advisors-saddle-river-nj-328272", "city": "Saddle River", "state": "NJ", "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 118440, "name": "WBB Securities, LLC", "name_as_filed": "WBB SECURITIES, LLC", "url": "https://advisorcensus.com/firm/wbb-securities-llc-cranford-nj-118440", "city": "Cranford", "state": "NJ", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 106336, "name": "WBI Investments, LLC", "name_as_filed": "WBI INVESTMENTS, LLC", "url": "https://advisorcensus.com/firm/wbi-investments-llc-red-bank-nj-106336", "city": "Red Bank", "state": "NJ", "years_registered": 41, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 155695, "name": "Wcas Management Corporation", "name_as_filed": "WCAS MANAGEMENT CORPORATION", "url": "https://advisorcensus.com/firm/wcas-management-corporation-new-york-ny-155695", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 331782, "name": "Wealth Flow Partners", "name_as_filed": "WEALTH FLOW PARTNERS", "url": "https://advisorcensus.com/firm/wealth-flow-partners-armonk-ny-331782", "city": "Armonk", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 337462, "name": "Wealth Forward Advisors", "name_as_filed": "WEALTH FORWARD ADVISORS", "url": "https://advisorcensus.com/firm/wealth-forward-advisors-new-york-ny-337462", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 282967, "name": "Wealth Quarterback LLC", "name_as_filed": "WEALTH QUARTERBACK LLC", "url": "https://advisorcensus.com/firm/wealth-quarterback-llc-toms-river-nj-282967", "city": "Toms River", "state": "NJ", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 126113, "name": "Wealth Solutions, LLC", "name_as_filed": "WEALTH SOLUTIONS, LLC", "url": "https://advisorcensus.com/firm/wealth-solutions-llc-jericho-ny-126113", "city": "Jericho", "state": "NY", "years_registered": 4, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 334579, "name": "Wealtharc Fintech Ltd.", "name_as_filed": "WEALTHARC FINTECH LTD.", "url": "https://advisorcensus.com/firm/wealtharc-fintech-ltd-new-york-ny-334579", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 126337, "name": "Wealthedge Investment Advisors, LLC", "name_as_filed": "WEALTHEDGE INVESTMENT ADVISORS, LLC", "url": "https://advisorcensus.com/firm/wealthedge-investment-advisors-llc-new-york-ny-126337", "city": "New York", "state": "NY", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 340058, "name": "Wealthie Advisors", "name_as_filed": "WEALTHIE ADVISORS", "url": "https://advisorcensus.com/firm/wealthie-advisors-brooklyn-ny-340058", "city": "Brooklyn", "state": "NY", "years_registered": 0, "raum_band": 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