{ "path": "/advisors/ny/new-york", "url": "https://advisorcensus.com/advisors/ny/new-york/page/9", "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": 9, "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": 173616, "name": "Augulis Financial Firm, L.L.C.", "name_as_filed": "AUGULIS FINANCIAL FIRM, L.L.C.", "url": "https://advisorcensus.com/firm/augulis-financial-firm-l-l-c-warren-nj-173616", "city": "Warren", "state": "NJ", "years_registered": 10, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 324933, "name": "Augurey Capital Advisors, LLC", "name_as_filed": "AUGUREY CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/augurey-capital-advisors-llc-iselin-nj-324933", "city": "Iselin", "state": "NJ", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 161360, "name": "Auldbrass Partners, LP", "name_as_filed": "AULDBRASS PARTNERS, LP", "url": "https://advisorcensus.com/firm/auldbrass-partners-lp-new-york-ny-161360", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 157325, "name": "Aurelius Capital Management, LP", "name_as_filed": "AURELIUS CAPITAL MANAGEMENT, LP", "url": "https://advisorcensus.com/firm/aurelius-capital-management-lp-new-york-ny-157325", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 329320, "name": "Aurelius Investment Advisory Inc.", "name_as_filed": "AURELIUS INVESTMENT ADVISORY INC.", "url": "https://advisorcensus.com/firm/aurelius-investment-advisory-inc-new-york-ny-329320", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 338348, "name": "Aureon Management LLC", "name_as_filed": "AUREON MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/aureon-management-llc-new-york-ny-338348", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 340972, "name": "Aurochs Capital Fund", "name_as_filed": "AUROCHS CAPITAL FUND", "url": "https://advisorcensus.com/firm/aurochs-capital-fund-sparta-nj-340972", "city": "Sparta", "state": "NJ", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 330901, "name": "Aurora Management LLC", "name_as_filed": "AURORA MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/aurora-management-llc-new-york-ny-330901", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 281604, "name": "Aurora Private Wealth, Inc.", "name_as_filed": "AURORA PRIVATE WEALTH, INC.", "url": "https://advisorcensus.com/firm/aurora-private-wealth-inc-totowa-nj-281604", "city": "Totowa", "state": "NJ", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 175505, "name": "Australis Partners (Advisers) LLC", "name_as_filed": "AUSTRALIS PARTNERS (ADVISERS) LLC", "url": "https://advisorcensus.com/firm/australis-partners-advisers-llc-new-york-ny-175505", "city": "New York", "state": "NY", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 337909, "name": "Autonomous Wealth Management LLC", "name_as_filed": "AUTONOMOUS WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/autonomous-wealth-management-llc-brooklyn-ny-337909", "city": "Brooklyn", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 331749, "name": "Autopilot", "name_as_filed": "AUTOPILOT", "url": "https://advisorcensus.com/firm/autopilot-new-york-ny-331749", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 329400, "name": "Autopilot Management Company LLC", "name_as_filed": "AUTOPILOT MANAGEMENT COMPANY LLC", "url": "https://advisorcensus.com/firm/autopilot-management-company-llc-new-york-ny-329400", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 323053, "name": "Avala Global LP", "name_as_filed": "AVALA GLOBAL LP", "url": "https://advisorcensus.com/firm/avala-global-lp-new-york-ny-323053", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 310749, "name": "Avance Investment Management, LLC", "name_as_filed": "AVANCE INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/avance-investment-management-llc-new-york-ny-310749", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 327673, "name": "Avant BIO LLC", "name_as_filed": "AVANT BIO LLC", "url": "https://advisorcensus.com/firm/avant-bio-llc-new-york-ny-327673", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 319737, "name": "Avanti Wealth Management", "name_as_filed": "AVANTI WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/avanti-wealth-management-rutherford-nj-319737", "city": "Rutherford", "state": "NJ", "years_registered": 4, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 337895, "name": "Avantyr Capital Partners, LP", "name_as_filed": "AVANTYR CAPITAL PARTNERS, LP", "url": "https://advisorcensus.com/firm/avantyr-capital-partners-lp-new-york-ny-337895", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 150160, "name": "Avendus Capital, Inc.", "name_as_filed": "AVENDUS CAPITAL, INC.", "url": "https://advisorcensus.com/firm/avendus-capital-inc-new-york-ny-150160", "city": "New York", "state": "NY", "years_registered": 13, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 288045, "name": "Avenir Management Company, LLC", "name_as_filed": "AVENIR MANAGEMENT COMPANY, LLC", "url": "https://advisorcensus.com/firm/avenir-management-company-llc-new-york-ny-288045", "city": "New York", "state": "NY", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 306333, "name": "Aventail Capital Group, LP", "name_as_filed": "AVENTAIL CAPITAL GROUP, LP", "url": "https://advisorcensus.com/firm/aventail-capital-group-lp-new-york-ny-306333", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 288127, "name": "Avente Capital Management LLC", "name_as_filed": "AVENTE CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/avente-capital-management-llc-new-york-ny-288127", "city": "New York", "state": "NY", "years_registered": 9, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 113246, "name": "Avenue Asia Capital Management, L.P.", "name_as_filed": "AVENUE ASIA CAPITAL MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/avenue-asia-capital-management-l-p-new-york-city-ny-113246", "city": "New York City", "state": "NY", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 111845, "name": "Avenue Capital Management II, L.P.", "name_as_filed": "AVENUE CAPITAL MANAGEMENT II, L.P.", "url": "https://advisorcensus.com/firm/avenue-capital-management-ii-l-p-new-york-ny-111845", "city": "New York", "state": "NY", "years_registered": 26, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 131937, "name": "Avenue Europe International Management, L.P.", "name_as_filed": "AVENUE EUROPE INTERNATIONAL MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/avenue-europe-international-management-l-p-new-york-ny-131937", "city": "New York", "state": "NY", "years_registered": 22, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 287525, "name": "Avestar Capital, LLC", "name_as_filed": "AVESTAR CAPITAL, LLC", "url": "https://advisorcensus.com/firm/avestar-capital-llc-new-york-ny-287525", "city": "New York", "state": "NY", "years_registered": 9, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 339617, "name": "Avicene", "name_as_filed": "AVICENE", "url": "https://advisorcensus.com/firm/avicene-new-york-ny-339617", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 313538, "name": "Avid Ventures Management, LLC", "name_as_filed": "AVID VENTURES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/avid-ventures-management-llc-new-york-ny-313538", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 172595, "name": "Avior Capital Markets US, LLC", "name_as_filed": "AVIOR CAPITAL MARKETS US, LLC", "url": "https://advisorcensus.com/firm/avior-capital-markets-us-llc-new-york-ny-172595", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 160750, "name": "Avista Healthcare Partners", "name_as_filed": "AVISTA HEALTHCARE PARTNERS", "url": "https://advisorcensus.com/firm/avista-healthcare-partners-new-york-ny-160750", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 154091, "name": "Avoro Capital Advisors LLC", "name_as_filed": "AVORO CAPITAL ADVISORS LLC", "url": "https://advisorcensus.com/firm/avoro-capital-advisors-llc-new-york-ny-154091", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 337579, "name": "Avrio Wealth LLC", "name_as_filed": "AVRIO WEALTH LLC", "url": "https://advisorcensus.com/firm/avrio-wealth-llc-new-york-ny-337579", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 110346, "name": "AWM Investment Company Inc", "name_as_filed": "AWM INVESTMENT COMPANY INC", "url": "https://advisorcensus.com/firm/awm-investment-company-inc-new-york-ny-110346", "city": "New York", "state": "NY", "years_registered": 34, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 312286, "name": "Awoye Capital, LLC", "name_as_filed": "AWOYE CAPITAL, LLC", "url": "https://advisorcensus.com/firm/awoye-capital-llc-babylon-ny-312286", "city": "Babylon", "state": "NY", "years_registered": 5, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 113608, "name": "AXA Investment Managers US Inc", "name_as_filed": "AXA INVESTMENT MANAGERS US INC", "url": "https://advisorcensus.com/firm/axa-investment-managers-us-inc-new-york-ny-113608", "city": "New York", "state": "NY", "years_registered": 25, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 217520, "name": "Axar Capital Management LP", "name_as_filed": "AXAR CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/axar-capital-management-lp-new-york-ny-217520", "city": "New York", "state": "NY", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 334940, "name": "Axcs Investments LLC", "name_as_filed": "AXCS INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/axcs-investments-llc-new-york-ny-334940", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 301386, "name": "Axial Reade Capital, LP", "name_as_filed": "AXIAL READE CAPITAL, LP", "url": "https://advisorcensus.com/firm/axial-reade-capital-lp-new-york-ny-301386", "city": "New York", "state": "NY", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 141516, "name": "Axiom Investment Management LLC", "name_as_filed": "AXIOM INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/axiom-investment-management-llc-new-york-ny-141516", "city": "New York", "state": "NY", "years_registered": 20, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 168164, "name": "Axium Infrastructure US Inc.", "name_as_filed": "AXIUM INFRASTRUCTURE US INC.", "url": "https://advisorcensus.com/firm/axium-infrastructure-us-inc-new-york-ny-168164", "city": "New York", "state": "NY", "years_registered": 10, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 158281, "name": "Axon Capital LP", "name_as_filed": "AXON CAPITAL LP", "url": "https://advisorcensus.com/firm/axon-capital-lp-new-york-ny-158281", "city": "New York", "state": "NY", "years_registered": 15, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 269905, "name": "Axon Consulting Inc", "name_as_filed": "AXON CONSULTING INC", "url": "https://advisorcensus.com/firm/axon-consulting-inc-new-york-ny-269905", "city": "New York", "state": "NY", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 159518, "name": "Axonic Capital LLC", "name_as_filed": "AXONIC CAPITAL LLC", "url": "https://advisorcensus.com/firm/axonic-capital-llc-new-york-ny-159518", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 318863, "name": "AXQ Capital, LP", "name_as_filed": "AXQ CAPITAL, LP", "url": "https://advisorcensus.com/firm/axq-capital-lp-jersey-city-nj-318863", "city": "Jersey City", "state": "NJ", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "performance_based", "other" ], "enhanced": false }, { "crd_number": 305714, "name": "AXS Investments LLC", "name_as_filed": "AXS INVESTMENTS LLC", "url": "https://advisorcensus.com/firm/axs-investments-llc-port-chester-ny-305714", "city": "Port Chester", "state": "NY", "years_registered": 6, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 163556, "name": "AYM Capital, LLC", "name_as_filed": "AYM CAPITAL, LLC", "url": "https://advisorcensus.com/firm/aym-capital-llc-ny-ny-163556", "city": "Ny", "state": "NY", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 327986, "name": "Azura Partners US LLC", "name_as_filed": "AZURA PARTNERS US LLC", "url": "https://advisorcensus.com/firm/azura-partners-us-llc-new-york-ny-327986", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 316753, "name": "BA Global Capital", "name_as_filed": "BA GLOBAL CAPITAL", "url": "https://advisorcensus.com/firm/ba-global-capital-newark-nj-316753", "city": "Newark", "state": "NJ", "years_registered": 4, "raum_band": 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