Explore Financial Advisors Serving New York, NY

Altfest Personal Wealth Management provides comprehensive financial planning and investment management services. Specializing in fee-only fiduciary advisory, we serve professionals and high-net-worth individuals with personalized strategies. Our 40+ years of experience and industry recognition underscore our commitment to client-first wealth management.

Source Financial Advisors is a fee-only fiduciary firm offering comprehensive wealth management services, including investment management, financial planning, tax consulting, and estate planning. With 17,000+ clients and $34.2 billion+ in client assets, we prioritize clients' best interests through personalized strategies and expert guidance. Established in 1986, our team of 202 employee member-owners operates from 46 U.S. offices, delivering tailored solutions for individuals, families, and institutions.

Drucker Wealth is a fiduciary financial advisory firm specializing in comprehensive wealth management for high-earning professionals and pre-retirees. Founded in 1959, we combine personalized planning with technology to address tax strategies, estate planning, and retirement goals. Our team's 100+ years of collective experience and industry certifications ensure clients receive objective, actionable advice tailored to their unique financial situations.

Williams Jones is a premier wealth management firm providing customized investment advisory services since 1988. Specializing in fiduciary-driven financial planning and multi-asset class portfolio management, we serve high-net-worth individuals and institutions through personalized strategies. Our seasoned professionals combine deep market expertise with advanced technology to deliver risk-adjusted returns aligned with client objectives.

Innovest Systems provides technology and services for wealth management firms, offering tools to streamline operations, enhance client engagement, and manage complex financial assets. Our solutions include trust accounting, CRM, payment processing, and specialized services for unique assets. We empower fiduciaries with scalable, secure platforms to modernize their practices.

Cais Group operates a technology platform connecting independent financial advisors with alternative investments and structured notes. We provide end-to-end solutions that facilitate efficient transactions between advisors and asset managers while expanding access to previously underserved market segments. Our customizable infrastructure serves over 62,000 financial advisors managing $7.0 trillion in combined assets.

Clear Harbor Asset Management is an independent, SEC-registered investment advisory firm providing holistic wealth management solutions. We serve individuals, families, foundations, and corporations through personalized financial planning and asset management. Our approach combines market insight, risk management, and values-based investing to build long-term wealth.

Voice Wealth Management offers personalized financial advisory services to professionals, entrepreneurs, and families in New York City and beyond. Specializing in wealth management for Gen X and Millennial clients, we provide holistic financial planning, investment strategy, and guidance through life transitions. Our commitment to transparency, ethical practices, and accessible financial advice helps clients build long-term financial confidence.

Thinking Big Financial provides holistic, values-driven financial planning and investment management services. Specializing in the LGBTQ+ community, we help clients align their finances with personal values and life goals. Our approach combines Wall Street expertise with personalized strategies to simplify financial decisions and build long-term stability.

Financial Planning provides financial advisors and wealth managers with expert analysis, research, and resources to navigate investment strategies, tax planning, and regulatory challenges. Our platform combines authoritative journalism, industry events, and digital tools to support professional growth. We serve a community of over 600,000 advisors, offering insights that drive business innovation and client success.

Morgan Stanley is a leading global financial services firm offering wealth management, investment banking, trading, research, and sustainable investing solutions. We help clients raise, manage, and distribute capital with expertise rooted in 90 years of experience. Our client-first approach combines personalized advice, cutting-edge technology, and a commitment to sustainability.

Francis Financial is a fiduciary, fee-only financial advisory firm specializing in helping women navigate complex life transitions. We provide customized financial planning and wealth management services for clients experiencing divorce, loss of a loved one, retirement, inheritance, and family planning. Our team of certified professionals delivers personalized solutions that address both immediate needs and long-term goals.

Premier Wealth Advisors is a New York-based SEC Registered Investment Advisor offering comprehensive wealth management, asset management, and financial planning services. We specialize in creating customized investment strategies aligned with clients' unique goals, adhering strictly to fiduciary standards. With over 25 years of experience, our team delivers personalized solutions for retirement planning, tax optimization, and estate preservation.

Fieldercapital provides independent investment management and holistic financial advisory services to families and institutions. Founded in 2009, we combine rigorous research with creative strategies to develop customized investment policies and tax-efficient solutions. Our 100% employee-owned structure ensures unbiased advice tailored to clients' evolving needs across 23 U.S. states.

Fuest & Klein Wealth Advisors is a fee-only Registered Investment Advisor providing comprehensive wealth management services. We act as fiduciaries to prioritize client interests, combining personalized financial planning with advanced technology solutions. Our expertise spans investment management, estate planning, college funding, and retirement strategies.

JBS Financial Services provides comprehensive financial advisory solutions, specializing in tax planning, business funding, and personalized consulting. Founded in 1994, we combine technical expertise with innovative strategies to address complex financial challenges for individuals and businesses. Our client-first approach ensures tailored guidance that prioritizes long-term success and financial security.

Livian & Co. & Co. is a New York City-based SEC-registered investment advisory firm providing personalized wealth management solutions for entrepreneurs, professionals, and families. We specialize in tax-efficient retirement planning, investment management, and estate optimization through data-driven strategies and behavioral coaching. Our client-centric approach emphasizes co-investment alignment and conflict-free advisory services.

MIAC Analytics delivers specialized software solutions and analytical services for mortgage and financial institutions. We provide risk management tools, asset valuation services, and quantitative modeling expertise to support decision-making across the credit life-cycle. Our technology-driven approach combines 30+ years of industry experience with advanced analytics to serve over 300 global clients.

Deltec Asset Management is a boutique investment advisory firm established in 1946, specializing in research-driven multi-asset class strategies. We deliver high risk-adjusted returns through proprietary analysis and personalized client service. Our approach combines global market expertise with disciplined risk management to create customized investment solutions.

HYIP Money is a digital platform that connects clients with financial advisors, investment managers, and asset management firms across the U.S. We provide tools for retirement planning, investment management, and business financing through a searchable directory of professionals and organizations. Our services emphasize accessibility, efficiency, and transparency in financial decision-making.

NCheng provides expert audit, accounting, and financial guidance for businesses and nonprofits, leveraging innovative technology and over 35 years of experience. Our services include strategic business decisions, risk management, and cloud-based accounting systems tailored to client needs.

Jacobs Asset Management specializes in investment advisory services for financial services sector investments. The firm manages a long/short equity hedge fund established in 1995 and previously administered three closed special opportunities funds totaling $250 million in committed capital. Our expertise focuses on public equity investments and growth capital solutions for financial institutions.

Tocqueville Asset Management Asset Management provides long-term wealth preservation and growth strategies through conservative-value investing. With decades of experience, we specialize in creating tailored financial plans for families, emphasizing capital protection and intergenerational legacy planning. Our disciplined approach prioritizes undervalued assets with proven long-term potential.

Avenue Capital Group is a global investment firm specializing in specialty lending, opportunistic credit, and special situations investments. Founded in 1995, we leverage over 60 investment professionals and a global infrastructure to identify value in fragmented markets. Our disciplined approach combines rigorous analysis with a commitment to ESG principles, serving clients across the United States, Europe, Asia, and beyond.

Sicart Associates is a boutique financial advisory firm specializing in long-term wealth management for families. We combine contrarian value investing with personalized family office services to preserve and grow intergenerational wealth. Our approach emphasizes disciplined portfolio management, cross-cultural communication, and holistic solutions for complex financial needs.

Satovsky Asset Management offers holistic wealth advisory services specializing in financial planning, investment management, and behavioral coaching. We help high-net-worth individuals, families, and institutions achieve long-term financial goals through personalized strategies grounded in academic research and fiduciary responsibility. Our approach combines technical expertise with emotional intelligence to optimize financial outcomes.

Kurtosys provides cloud-based digital solutions for investment managers, specializing in automated reporting, investor websites, and secure client portals. Our platform integrates data seamlessly to deliver compliant, scalable financial communications. We empower asset managers to streamline operations and enhance client engagement through intuitive, error-free tools.

Cabot Lodge Securities offers tailored financial advisory services, combining traditional investments like stocks, bonds, and mutual funds with alternative solutions such as real estate investment trusts and private equity. Our client-centric approach focuses on developing customized strategies to meet specific financial goals, supported by strategic partnerships and transparent fee structures. With expertise in retirement planning, wealth management, and alternative investments, we serve individuals and institutions seeking personalized guidance.

Alpha Beta Delta & Gamma offers end-to-end accounting, financial planning, and insurance services. We specialize in tax preparation, retirement plans, investment management, and risk solutions for individuals and businesses. Our certified experts prioritize personalized strategies to optimize financial outcomes.

lifelaidout provides comprehensive financial planning services for high-net-worth professionals seeking to optimize their wealth. Specializing in tax-efficient strategies, retirement planning, and investment management, we offer personalized guidance through virtual consultations. Our fee-only model and fiduciary commitment ensure aligned interests while serving clients nationwide.

Ritholtz Wealth Management offers tailored financial advisory services, specializing in wealth management, tax planning, and estate solutions. As fiduciary advisors, we prioritize client trust through transparent strategies and personalized financial roadmaps. Our expertise spans investment management, insurance services, and corporate retirement planning.

Flores Wealth Planning is a fee-only financial advisory firm in New York City offering personalized financial planning and investment management services. We specialize in retirement planning, tax optimization, and wealth management, operating under a fiduciary duty to clients. Our client-centric approach combines 20+ years of industry expertise with modern financial tools to deliver transparent, conflict-free advice.

Fortis Lux Financial offers personalized financial planning, wealth management, and retirement services tailored to individuals and businesses. Our experienced advisors create customized strategies to help clients achieve financial security and long-term goals. With a focus on fiduciary responsibility, we provide comprehensive solutions for wealth preservation, tax efficiency, and estate planning.

n-Tier Fs is an innovative financial technology company specializing in data governance, regulatory compliance, and risk management solutions for the financial services industry. Our configurable software platform automates complex data processes, helping firms reduce costs, mitigate risks, and ensure adherence to evolving regulatory requirements. With over two decades of experience and a global client base, we deliver scalable, user-centric solutions that enhance operational efficiency and data accuracy.

Ardian is a leading global private markets investment firm specializing in Private Equity, Real Assets, and Credit solutions. With $192 billion in assets under management, we deliver customized strategies through a multi-local approach across 20 international offices. Our 1,050 employees focus on sustainable value creation and social responsibility through initiatives like the Ardian Foundation.

Petrocelli Financial Services provides expert financial planning, insurance solutions, and personalized advisory services. Specializing in employee benefits, business strategies, and personal financial security, the firm prioritizes customized programs since 1979. Their team delivers tailored solutions through a client-centric approach focused on long-term success.

Edge Wealth Management offers customized investment advisory services and financial planning solutions for individuals and estates. Specializing in income generation, growth strategies, and tax-efficient portfolio management, we utilize a disciplined approach combining fundamental analysis with macroeconomic insights. Our team of experienced professionals delivers client-aligned strategies through discretionary asset management and tailored consulting services.

Epsilon Asset Management Asset Management provides systematic investment strategies that combine data science with regulatory filings analysis to identify predictive signals in domestic equities. Our quantitative approach distills actionable insights from active managers' portfolios while minimizing behavioral biases. We deliver transparent, rules-based portfolio solutions designed for institutional investors seeking superior risk-adjusted returns.

Shikiar Asset Management provides strategic investment management and wealth planning services, emphasizing risk mitigation through rigorous research and long-term market analysis. Our New York-based team serves diverse clients including high-net-worth individuals, families, and institutions, combining disciplined investment strategies with personalized advisory services to preserve capital and achieve sustainable growth.

Treasury Partners provides customized wealth management solutions for corporations and high-net-worth individuals, emphasizing fiduciary responsibility, personalized investment strategies, and comprehensive financial planning. With expertise in retirement planning, estate management, and corporate cash solutions, we prioritize client needs through transparent, ethical advisory services. Recognized nationally for excellence, our practice combines institutional resources with boutique-level personalization.

Oberon Asset Management provides investment advisory services focused on long-term capital growth through undervalued equities. We serve individuals, trusts, and retirement plans, leveraging deep market analysis to identify growth opportunities in U.S. and international stocks. Our disciplined approach prioritizes risk management and sustainable returns.

Star Mountain Capital specializes in lower middle-market investments through direct debt and equity financing. We provide tailored capital solutions to established businesses, focusing on private credit strategies and exit opportunities. Our expertise in navigating economic uncertainty and non-bank lending markets positions us as a leader in alternative asset management.

Michaels Clifford, CFP offers personalized financial planning and investment management services focused on retirement security. We help clients build, preserve, and transfer wealth through customized strategies addressing tax efficiency, risk management, and income generation. Our evidence-based approach combines institutional research with individualized attention to create adaptive financial roadmaps.

Balyasny Asset Management is a global multi-strategy asset management firm focused on delivering consistent, uncorrelated returns through innovative investment strategies. With $28 billion in assets under management and 1,800+ investment professionals, we combine advanced technology, rigorous risk management, and a culture of partnership to navigate diverse market environments. Our global presence across 20+ locations enables tailored solutions for investors seeking long-term growth.

Yuba Group specializes in customized financial advisory services for higher education and non-profit institutions. Since 2010, we have provided strategic guidance in capital planning, debt management, and financial risk assessment. Our team of experienced professionals delivers tailored solutions that address the unique financial challenges of educational and non-profit organizations.

Fithian LLC is a global equity investment firm managing concentrated portfolios for institutional and high net worth clients. We specialize in identifying high-quality businesses with sustainable advantages through rigorous primary research and financial analysis. Our long-only strategy focuses on 15-25 holdings across international markets, leveraging three decades of refined methodology and diverse team expertise.

North Fork Asset Management provides holistic financial planning and investment management services, specializing in retirement strategies, estate planning, and risk management. Our client-centric approach prioritizes long-term wealth preservation through diversified portfolios and tax-efficient solutions. With a focus on personalized service since 2012, we help families navigate complex financial decisions with confidence.

Wander Financial Svc provides expert financial planning for professionals and business owners. Our comprehensive services include retirement strategies, investment advisory, and tax-efficient planning. We help clients achieve long-term financial security through personalized, data-driven solutions tailored to their unique goals and circumstances.

Guggenheim Investments provides comprehensive investment management solutions across fixed income, equity, and alternative strategies. We serve institutional investors, individual investors, and financial professionals through specialized products including mutual funds, separately managed accounts, and collective investment trusts. With over $357 billion in assets, our systematic investment process combines macroeconomic research with sector expertise to deliver tailored financial solutions.

Abernathy Financial provides expert financial advisory services specializing in investment strategies, company financing solutions, and personal financial management. We help clients navigate complex financial decisions through professional guidance and educational resources. Our approach combines industry expertise with practical consumer insights to deliver tailored financial solutions.

Forte Capital Group is an independent financial advisory firm specializing in personalized investment strategies for individuals and institutions. With over 15 years of experience, we provide diversified portfolios, exclusive private equity opportunities, and data-driven recommendations through our proprietary Forte Focus methodology. Our commitment to independence enables access to unique markets and tailored solutions that align with clients' financial objectives.