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Explore Financial Advisors Serving New York

Review the services of 145 financial advisors in New York, including New York, Rochester and Buffalo. Whether you need retirement planning, investment guidance or ongoing financial advice, look for relevant professionals and inquire about consultations and fees.
Albany (3)
Ballston Lake (1)
Bayport (1)
Bohemia (1)
Brewster (1)
Buffalo (8)
Cambridge (1)
Cedarhurst (1)
Clifton Park (1)
Corning (1)
Cortlandt Manor (1)
Croton Falls (1)
Delmar (1)
East Syracuse (2)
Elmsford (1)
Fairport (1)
Floral Park (1)
Franklin Square (1)
Garden City (1)
Glen Cove (1)
Hamburg (1)
Hauppauge (1)
Holbrook (1)
Huntington (2)
Inwood (1)
Jericho (3)
Katonah (1)
Larchmont (1)
Lindenhurst (1)
Liverpool (1)
Mahopac (2)
Massapequa (2)
Melville (3)
Mendon (1)
Mount Kisco (1)
New Hyde Park (1)
New York (51)
Nunda (1)
Nyack (1)
Orchard Park (1)
Pittsford (4)
Plattsburgh (1)
Port Chester (1)
Port Jefferson Station (1)
Rochester (10)
Saratoga Springs (3)
Saugerties (1)
Schenectady (1)
Sidney (1)
Skaneateles Falls (1)
Smithtown (1)
Suffern (1)
Syracuse (2)
Tarrytown (1)
Troy (1)
Vestal (1)
Victor (1)
Voorheesville (1)
Wantagh (1)
Watertown (1)
White Plains (2)
Woodbury (1)
Not rated yet
Sandhill Investment
22 Years
Not rated yet
We have 20 years of experience delivering GIPS-compliant investment strategies.
Sandhill Investment offers expert financial advisory services, managing over $2.4B in assets, dedicated to client success through tailored investment strategies and fiduciary responsibility.
Investment Strategies Portfolio Management Financial Planning
(716) 852-0279 Call Profile
Not rated yet
Altfest Personal Wealth Management
43 Years
Not rated yet
We operate as a fee-only fiduciary, legally obligated to prioritize client interests
Award-winning fee-only fiduciary financial advisors serving NYC and Miami. Specialized planning for physicians, dentists, and professionals since 1983. Transparent, objective wealth management solutions.
Financial Planning Investment Management Retirement Planning
(212) 406-0850 Call Profile
Not rated yet
Source Financial Advisors
40 Years
Not rated yet
We are a fee-only fiduciary firm committed to putting your best interests first.
Source Financial Advisors offers comprehensive financial advisory services, including investment management, tax planning, and estate planning, prioritizing clients' best interests with fiduciary responsibility.
Investment Management Financial Planning Tax Consulting
(212) 273-0400 Call Profile
Not rated yet
Drucker Wealth
50+ Years
Not rated yet
We are fiduciaries with 100+ years of collective financial planning experience.
Drucker Wealth offers fiduciary financial planning and investment management in NYC. Specializing in retirement strategies, tax optimization, and estate planning for high-earning professionals.
Financial Life Planning Investment Management Estate Planning
(212) 681-0460 Call Profile
Not rated yet
Williams Jones
38 Years
Not rated yet
We have 35 years of average experience across our portfolio management team
Williams Jones offers customized wealth management solutions since 1988, specializing in fiduciary investment advisory services for affluent families and institutions.
Wealth Management Investment Management Financial Planning
(212) 486-0483 Call Profile
Not rated yet
Buffalo First Wealth Management
Not rated yet
We are a Registered Investment Advisor (RIA) held to the highest fiduciary standard.
Buffalo First Wealth Management offers expert financial planning and investment advisory services in Buffalo, NY, focusing on retirement, estate, and tax strategies for individuals and businesses.
Retirement Planning Investment Management Estate Planning
(716) 204-8369 Call Profile
Not rated yet
Innovest Systems
16 Years
Not rated yet
We offer cloud-based, highly configurable tools for trust and wealth management.
Innovest Systems offers scalable technology and services for trust companies, wealth managers, and fiduciaries. Streamline operations, enhance client experiences, and manage unique assets with our cloud-based platform.
Trust Services Wealth Management CRM Solutions
(800) 727-0605 Call Profile
Not rated yet
Cais Group
17 Years
Not rated yet
We deliver 15+ years of experience in alternative investment platform development
Cais Group provides a technology-enabled platform connecting financial advisors with alternative investments and structured notes, enabling efficient access to private market opportunities through customizable solutions.
Alternative Investment Platform Structured Notes Access Financial Advisor Solutions
(212) 300-9350 Call Profile
Not rated yet
Clear Harbor Asset Management
Not rated yet
We are SEC-registered investment advisers with veteran financial professionals
Clear Harbor Asset Management offers personalized wealth management and financial planning services in Stamford, CT, helping clients achieve long-term financial goals through customized investment strategies.
Wealth Planning Portfolio Management Estate Planning
(212) 867-7310 Call Profile
Not rated yet
Sammut Wealth Management
12 Years
Not rated yet
Independent fiduciary advice prioritizing client interests
Elevate your financial future with Sammut Wealth Management's personalized planning and cutting-edge technology. Serving clients nationwide, we specialize in investment management, retirement strategies, and wealth preservation for executives and families
Investment Management Retirement Planning Tax Coordination
(315) 217-5000 Call Profile