# Financial advisors in New York, NY > 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. Source: Form ADV filings as of October 2026. Rebuilt monthly. HTML page: https://advisorcensus.com/advisors/ny/new-york/page/78 ## 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 78 of 80, 3851 to 3900 of 3,971, sorted by name) | Firm | CRD | City | Registration | Assets band | Years registered | Compensation | | --- | --- | --- | --- | --- | --- | --- | | [Wealthlet](https://advisorcensus.com/firm/wealthlet-whitestone-ny-282885) ([md](https://advisorcensus.com/firm/wealthlet-whitestone-ny-282885.md)) | 282885 | Whitestone, NY | State-registered investment adviser | Not reported | 10 | Hourly, Fixed fee, Other | | [Wealthmeup Advisors LLC](https://advisorcensus.com/firm/wealthmeup-advisors-llc-new-york-ny-335157) ([md](https://advisorcensus.com/firm/wealthmeup-advisors-llc-new-york-ny-335157.md)) | 335157 | New York, NY | SEC-registered investment adviser | Under $25 million | 1 | % of assets | | [Wealthness LLC](https://advisorcensus.com/firm/wealthness-llc-boonton-nj-298675) ([md](https://advisorcensus.com/firm/wealthness-llc-boonton-nj-298675.md)) | 298675 | Boonton, NJ | State-registered investment adviser | $25 million to $100 million | 7 | % of assets, Fixed fee | | [Wealthnest Capital Inc.](https://advisorcensus.com/firm/wealthnest-capital-inc-staten-island-ny-281725) ([md](https://advisorcensus.com/firm/wealthnest-capital-inc-staten-island-ny-281725.md)) | 281725 | Staten Island, NY | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets, Fixed fee | | [Wealthspire Advisors](https://advisorcensus.com/firm/wealthspire-advisors-new-york-ny-106181) ([md](https://advisorcensus.com/firm/wealthspire-advisors-new-york-ny-106181.md)) | 106181 | New York, NY | SEC-registered investment adviser | Over $5 billion | 31 | % of assets, Fixed fee, Other | | [Wealthspring Capital LLC](https://advisorcensus.com/firm/wealthspring-capital-llc-west-harrison-ny-301040) ([md](https://advisorcensus.com/firm/wealthspring-capital-llc-west-harrison-ny-301040.md)) | 301040 | West Harrison, NY | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Performance fee | | [Wealthunite Advisors, LLC](https://advisorcensus.com/firm/wealthunite-advisors-llc-manhasset-ny-285807) ([md](https://advisorcensus.com/firm/wealthunite-advisors-llc-manhasset-ny-285807.md)) | 285807 | Manhasset, NY | SEC-registered investment adviser | $25 million to $100 million | 7 | % of assets | | [Weber Asset Management, Inc.](https://advisorcensus.com/firm/weber-asset-management-inc-lake-success-ny-106267) ([md](https://advisorcensus.com/firm/weber-asset-management-inc-lake-success-ny-106267.md)) | 106267 | Lake Success, NY | SEC-registered investment adviser | $500 million to $1 billion | 33 | % of assets | | [Weisburd Capital Management LLC](https://advisorcensus.com/firm/weisburd-capital-management-llc-new-york-ny-342535) ([md](https://advisorcensus.com/firm/weisburd-capital-management-llc-new-york-ny-342535.md)) | 342535 | New York, NY | Exempt reporting adviser | Not reported | 0 | Not reported | | [Weiss Financial Group LLC](https://advisorcensus.com/firm/weiss-financial-group-llc-mahopac-ny-159331) ([md](https://advisorcensus.com/firm/weiss-financial-group-llc-mahopac-ny-159331.md)) | 159331 | Mahopac, NY | SEC-registered investment adviser | $25 million to $100 million | 14 | % of assets, Hourly, Fixed fee | | [Welara](https://advisorcensus.com/firm/welara-new-york-ny-334534) ([md](https://advisorcensus.com/firm/welara-new-york-ny-334534.md)) | 334534 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 1 | % of assets, Hourly, Fixed fee, Performance fee | | [Welch Capital Partners LLC](https://advisorcensus.com/firm/welch-capital-partners-llc-harrison-ny-106721) ([md](https://advisorcensus.com/firm/welch-capital-partners-llc-harrison-ny-106721.md)) | 106721 | Harrison, NY | SEC-registered investment adviser | $500 million to $1 billion | 30 | % of assets, Performance fee | | [Welinsky and Welinsky CPAS](https://advisorcensus.com/firm/welinsky-and-welinsky-cpas-cliffside-park-nj-129554) ([md](https://advisorcensus.com/firm/welinsky-and-welinsky-cpas-cliffside-park-nj-129554.md)) | 129554 | Cliffside Park, NJ | State-registered investment adviser | Not reported | 22 | Other | | [Wellington Harbor Cap Ltd](https://advisorcensus.com/firm/wellington-harbor-cap-ltd-newark-nj-337658) ([md](https://advisorcensus.com/firm/wellington-harbor-cap-ltd-newark-nj-337658.md)) | 337658 | Newark, NJ | Exempt reporting adviser | Not reported | 1 | Not reported | | [Wellington Shields & Co., LLC](https://advisorcensus.com/firm/wellington-shields-and-co-llc-new-york-ny-149021) ([md](https://advisorcensus.com/firm/wellington-shields-and-co-llc-new-york-ny-149021.md)) | 149021 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 16 | % of assets, Fixed fee | | [Wellington Shields Capital Management, LLC](https://advisorcensus.com/firm/wellington-shields-capital-management-llc-new-york-ny-150529) ([md](https://advisorcensus.com/firm/wellington-shields-capital-management-llc-new-york-ny-150529.md)) | 150529 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 16 | % of assets, Fixed fee | | [Wellspring Capital Management LLC](https://advisorcensus.com/firm/wellspring-capital-management-llc-new-york-ny-161184) ([md](https://advisorcensus.com/firm/wellspring-capital-management-llc-new-york-ny-161184.md)) | 161184 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 14 | % of assets, Performance fee, Other | | [Wellspring GBL, LLC](https://advisorcensus.com/firm/wellspring-gbl-llc-new-york-ny-312017) ([md](https://advisorcensus.com/firm/wellspring-gbl-llc-new-york-ny-312017.md)) | 312017 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 0 | % of assets, Performance fee | | [Wembley Strategic Advisory LLC](https://advisorcensus.com/firm/wembley-strategic-advisory-llc-new-york-ny-305692) ([md](https://advisorcensus.com/firm/wembley-strategic-advisory-llc-new-york-ny-305692.md)) | 305692 | New York, NY | SEC-registered investment adviser | $500 million to $1 billion | 6 | % of assets, Hourly, Fixed fee, Performance fee | | [Wendel North America, LLC](https://advisorcensus.com/firm/wendel-north-america-llc-new-york-ny-284733) ([md](https://advisorcensus.com/firm/wendel-north-america-llc-new-york-ny-284733.md)) | 284733 | New York, NY | Exempt reporting adviser | Not reported | 4 | Not reported | | [Wesfair Advisory Group, Inc.](https://advisorcensus.com/firm/wesfair-advisory-group-inc-chappaqua-ny-295320) ([md](https://advisorcensus.com/firm/wesfair-advisory-group-inc-chappaqua-ny-295320.md)) | 295320 | Chappaqua, NY | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee | | [Westchester Capital Management, LLC](https://advisorcensus.com/firm/westchester-capital-management-llc-valhalla-ny-155686) ([md](https://advisorcensus.com/firm/westchester-capital-management-llc-valhalla-ny-155686.md)) | 155686 | Valhalla, NY | SEC-registered investment adviser | $1 billion to $5 billion | 15 | % of assets | | [Westchester Capital Partners, LLC](https://advisorcensus.com/firm/westchester-capital-partners-llc-valhalla-ny-135955) ([md](https://advisorcensus.com/firm/westchester-capital-partners-llc-valhalla-ny-135955.md)) | 135955 | Valhalla, NY | SEC-registered investment adviser | $25 million to $100 million | 14 | % of assets, Performance fee | | [Westchester Wealth Advisors, LLC](https://advisorcensus.com/firm/westchester-wealth-advisors-llc-rye-brook-ny-145114) ([md](https://advisorcensus.com/firm/westchester-wealth-advisors-llc-rye-brook-ny-145114.md)) | 145114 | Rye Brook, NY | State-registered investment adviser | Under $25 million | 19 | % of assets | | [Westco Advisory Services, Inc.](https://advisorcensus.com/firm/westco-advisory-services-inc-lynbrook-ny-120755) ([md](https://advisorcensus.com/firm/westco-advisory-services-inc-lynbrook-ny-120755.md)) | 120755 | Lynbrook, NY | SEC-registered investment adviser | $100 million to $500 million | 18 | % of assets, Hourly, Fixed fee | | [Westfield Wealth Management, LLC](https://advisorcensus.com/firm/westfield-wealth-management-llc-cranford-nj-125421) ([md](https://advisorcensus.com/firm/westfield-wealth-management-llc-cranford-nj-125421.md)) | 125421 | Cranford, NJ | State-registered investment adviser | $25 million to $100 million | 23 | % of assets, Hourly, Fixed fee | | [Westfuller Advisors, LLC](https://advisorcensus.com/firm/westfuller-advisors-llc-new-york-ny-155054) ([md](https://advisorcensus.com/firm/westfuller-advisors-llc-new-york-ny-155054.md)) | 155054 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets, Fixed fee | | [Westmore Asset Management](https://advisorcensus.com/firm/westmore-asset-management-pearl-river-ny-164431) ([md](https://advisorcensus.com/firm/westmore-asset-management-pearl-river-ny-164431.md)) | 164431 | Pearl River, NY | SEC-registered investment adviser | $25 million to $100 million | 14 | % of assets, Fixed fee | | [Westmount Capital Group LLC](https://advisorcensus.com/firm/westmount-capital-group-llc-summit-nj-339303) ([md](https://advisorcensus.com/firm/westmount-capital-group-llc-summit-nj-339303.md)) | 339303 | Summit, NJ | State-registered investment adviser | Not reported | 0 | % of assets, Fixed fee | | [Westport Advisory](https://advisorcensus.com/firm/westport-advisory-jersey-city-nj-340749) ([md](https://advisorcensus.com/firm/westport-advisory-jersey-city-nj-340749.md)) | 340749 | Jersey City, NJ | State-registered investment adviser | Under $25 million | 0 | % of assets, Hourly, Fixed fee | | [WGT Asset Management](https://advisorcensus.com/firm/wgt-asset-management-new-york-ny-343610) ([md](https://advisorcensus.com/firm/wgt-asset-management-new-york-ny-343610.md)) | 343610 | New York, NY | Exempt reporting adviser | Not reported | 0 | Not reported | | [Wharton Wealth Planning, LLC](https://advisorcensus.com/firm/wharton-wealth-planning-llc-new-york-ny-319716) ([md](https://advisorcensus.com/firm/wharton-wealth-planning-llc-new-york-ny-319716.md)) | 319716 | New York, NY | SEC-registered investment adviser | $25 million to $100 million | 0 | % of assets, Hourly, Fixed fee | | [Whealth Advisors](https://advisorcensus.com/firm/whealth-advisors-red-bank-nj-304669) ([md](https://advisorcensus.com/firm/whealth-advisors-red-bank-nj-304669.md)) | 304669 | Red Bank, NJ | State-registered investment adviser | $25 million to $100 million | 7 | Fixed fee | | [Whippoorwill Associates Inc](https://advisorcensus.com/firm/whippoorwill-associates-inc-white-plains-ny-107497) ([md](https://advisorcensus.com/firm/whippoorwill-associates-inc-white-plains-ny-107497.md)) | 107497 | White Plains, NY | SEC-registered investment adviser | $25 million to $100 million | 33 | % of assets, Performance fee | | [Whiston Asset Management](https://advisorcensus.com/firm/whiston-asset-management-new-york-city-ny-118691) ([md](https://advisorcensus.com/firm/whiston-asset-management-new-york-city-ny-118691.md)) | 118691 | New York City, NY | State-registered investment adviser | Under $25 million | 26 | % of assets, Hourly, Performance fee | | [White HAT Capital Partners LP](https://advisorcensus.com/firm/white-hat-capital-partners-lp-new-york-ny-288059) ([md](https://advisorcensus.com/firm/white-hat-capital-partners-lp-new-york-ny-288059.md)) | 288059 | New York, NY | SEC-registered investment adviser | $100 million to $500 million | 2 | % of assets, Performance fee | | [White Maple Capital LLC](https://advisorcensus.com/firm/white-maple-capital-llc-new-york-ny-324437) ([md](https://advisorcensus.com/firm/white-maple-capital-llc-new-york-ny-324437.md)) | 324437 | New York, NY | Exempt reporting adviser | Not reported | 2 | Not reported | | [White Star Financial LLC](https://advisorcensus.com/firm/white-star-financial-llc-toms-river-nj-327758) ([md](https://advisorcensus.com/firm/white-star-financial-llc-toms-river-nj-327758.md)) | 327758 | Toms River, NJ | State-registered investment adviser | Under $25 million | 1 | % of assets | | [Whitefort Capital Management, LP](https://advisorcensus.com/firm/whitefort-capital-management-lp-new-york-ny-288534) ([md](https://advisorcensus.com/firm/whitefort-capital-management-lp-new-york-ny-288534.md)) | 288534 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 7 | % of assets, Performance fee | | [Wick](https://advisorcensus.com/firm/wick-union-city-nj-342763) ([md](https://advisorcensus.com/firm/wick-union-city-nj-342763.md)) | 342763 | Union City, NJ | SEC-registered investment adviser | Under $25 million | 0 | Subscription, Fixed fee | | [Wieder Financial Corp.](https://advisorcensus.com/firm/wieder-financial-corp-yonkers-ny-331643) ([md](https://advisorcensus.com/firm/wieder-financial-corp-yonkers-ny-331643.md)) | 331643 | Yonkers, NY | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee, Other | | [Wildcat Capital Management, LLC](https://advisorcensus.com/firm/wildcat-capital-management-llc-new-york-ny-162178) ([md](https://advisorcensus.com/firm/wildcat-capital-management-llc-new-york-ny-162178.md)) | 162178 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 14 | % of assets, Performance fee, Other | | [Wilkinson Global Asset Management LLC](https://advisorcensus.com/firm/wilkinson-global-asset-management-llc-new-york-ny-292470) ([md](https://advisorcensus.com/firm/wilkinson-global-asset-management-llc-new-york-ny-292470.md)) | 292470 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 8 | % of assets | | [Willcox Wealth Management](https://advisorcensus.com/firm/willcox-wealth-management-new-york-ny-335728) ([md](https://advisorcensus.com/firm/willcox-wealth-management-new-york-ny-335728.md)) | 335728 | New York, NY | State-registered investment adviser | Under $25 million | 1 | % of assets, Fixed fee | | [William Edward Durnan](https://advisorcensus.com/firm/william-edward-durnan-far-hills-nj-128916) ([md](https://advisorcensus.com/firm/william-edward-durnan-far-hills-nj-128916.md)) | 128916 | Far Hills, NJ | State-registered investment adviser | $25 million to $100 million | 27 | Hourly | | [Williams Jones Wealth Management, LLC](https://advisorcensus.com/firm/williams-jones-wealth-management-llc-new-york-ny-301925) ([md](https://advisorcensus.com/firm/williams-jones-wealth-management-llc-new-york-ny-301925.md)) | 301925 | New York, NY | SEC-registered investment adviser | Over $5 billion | 7 | % of assets | | [Willis Securities, Inc.](https://advisorcensus.com/firm/willis-securities-inc-new-york-ny-116605) ([md](https://advisorcensus.com/firm/willis-securities-inc-new-york-ny-116605.md)) | 116605 | New York, NY | State-registered investment adviser | Not reported | 17 | Other | | [Willow River Partners LLC](https://advisorcensus.com/firm/willow-river-partners-llc-new-york-ny-343272) ([md](https://advisorcensus.com/firm/willow-river-partners-llc-new-york-ny-343272.md)) | 343272 | New York, NY | Exempt reporting adviser | Not reported | 0 | Not reported | | [Willow Run Advisors](https://advisorcensus.com/firm/willow-run-advisors-new-york-ny-343930) ([md](https://advisorcensus.com/firm/willow-run-advisors-new-york-ny-343930.md)) | 343930 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 0 | % of assets, Fixed fee | | [Willow Tree Capital Corp Advisors LLC](https://advisorcensus.com/firm/willow-tree-capital-corp-advisors-llc-new-york-ny-328528) ([md](https://advisorcensus.com/firm/willow-tree-capital-corp-advisors-llc-new-york-ny-328528.md)) | 328528 | New York, NY | SEC-registered investment adviser | $1 billion to $5 billion | 2 | % of assets, Performance fee | - Previous page: https://advisorcensus.com/advisors/ny/new-york/page/77.md - Next page: https://advisorcensus.com/advisors/ny/new-york/page/79.md ## 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. 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[Financial advisors for retirees in New York, NY](https://advisorcensus.com/advisors/ny/new-york/retirees) (https://advisorcensus.com/advisors/ny/new-york/retirees.md) - [Financial advisors for tech employees with equity compensation in New York, NY](https://advisorcensus.com/advisors/ny/new-york/tech-employees-with-equity-compensation) (https://advisorcensus.com/advisors/ny/new-york/tech-employees-with-equity-compensation.md) - [Financial advisors for widows and widowers in New York, NY](https://advisorcensus.com/advisors/ny/new-york/widowhood) (https://advisorcensus.com/advisors/ny/new-york/widowhood.md) - [Financial advisors in Brooklyn, NY](https://advisorcensus.com/advisors/ny/new-york/brooklyn) (https://advisorcensus.com/advisors/ny/new-york/brooklyn.md) - [Financial advisors in White Plains, NY](https://advisorcensus.com/advisors/ny/new-york/white-plains) (https://advisorcensus.com/advisors/ny/new-york/white-plains.md) - [Financial advisors in Red Bank, NJ](https://advisorcensus.com/advisors/ny/new-york/red-bank) (https://advisorcensus.com/advisors/ny/new-york/red-bank.md) - [Financial advisors in Jersey City, NJ](https://advisorcensus.com/advisors/ny/new-york/jersey-city) (https://advisorcensus.com/advisors/ny/new-york/jersey-city.md) - [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.