Fee-OnlyFinder

Advisers in New York

1,143 advisers in 195 New York cities, 1,143 registered with SEC or state.

Financial planning (650)Hourly fees (390)Flat / fixed fees (594)% of assets managed (1092)Retirement plan consulting (238)

Cities

New York539 advisersRochester32 advisersPittsford27 advisersBrooklyn27 advisersBuffalo22 advisersGarden City22 advisersMelville20 advisersWilliamsville18 advisersAlbany16 advisersWhite Plains16 advisersSaratoga Springs15 advisersRye Brook11 advisersSyracuse10 advisersPurchase8 advisersFairport8 advisersHauppauge7 advisersStaten Island7 advisersVictor7 advisersAmherst7 advisersHarrison6 advisersJericho6 advisersGreat Neck6 advisersWoodbury6 advisersDewitt6 advisersSyosset5 advisersUtica5 advisersCorning5 advisersIthaca5 advisersEast Syracuse5 advisersTarrytown5 advisersOrchard Park5 advisersArmonk5 advisersNew York City5 advisersRye4 advisersSmithtown4 advisersPort Washington4 advisersLatham4 advisersHuntington4 advisersWestbury4 advisersManhasset4 advisersMassapequa3 advisersLarchmont3 advisersSag Harbor3 advisersLocust Valley3 advisersCambridge3 advisersMount Kisco3 advisersFishkill3 advisersChappaqua3 advisersWappingers Falls3 advisersCold Spring3 advisersCroton-On-Hudson3 advisersLiverpool3 advisersLake Success3 advisersOrchard3 advisersSchenectady2 advisersPlainview2 advisersOlean2 advisersValley Stream2 advisersKatonah2 advisersRockville Centre2 advisersKingston2 advisersTroy2 advisersWebster2 advisersCedarhurst2 advisersClifton Park2 advisersBronxville2 advisersBrightwaters2 advisersFayetteville2 advisersOyster Bay2 advisersCazenovia2 advisersRiverhead2 advisersBohemia2 advisersHoneoye Falls2 advisersGoshen2 advisersUniondale2 advisersFlushing2 advisersPearl River2 advisersGarrison2 advisersBrewster2 advisersNew City2 advisersMalta2 advisersBedford Hills2 advisersPoughkeepsie2 advisersHopewell Junction2 advisersCamillus2 advisersLynbrook2 advisersNyack2 advisersPort Jefferson Station2 advisersHalfmoon2 advisersMahopac2 advisersBriarcliff Manor2 advisersElmira2 advisersPound Ridge1 adviserGlen Cove1 adviserForest Hills1 adviserGuilderland1 adviserSaint James1 adviserChatham1 adviserBaldwin1 adviserHicksville1 adviserEast Elmhurst1 adviserMineola1 adviserNew Hartford1 adviserNorth White Plains1 adviserEast Hampton1 adviserStaatsburg1 adviserGardiner1 adviserNew Paltz1 adviserRome1 adviserHolmes1 adviserPawling1 adviserBallston Spa1 adviserMendon1 adviserWoodmere1 adviserHigh Falls1 adviserSouthold1 adviserOssining1 adviserPleasantville1 adviserRhinebeck1 adviserWest Sayville1 adviserSelkirk1 adviserOzone Park1 adviserElmhurst1 adviserSunnyside1 adviserRocky Point1 adviserCobleskill1 adviserFarmingdale1 adviserSaranac Lake1 adviserWesthampton1 adviserNewburgh1 adviserAuburn1 adviserThendara1 adviserGlenmont1 adviserCohoes1 adviserPort Chester1 adviserWest Henrietta1 adviserIrvington1 adviserMontgomery1 adviserLakeville1 adviserNesconset1 adviserSomers1 adviserAirmont1 adviserScarsdale1 adviserKings Park1 adviserRidgewood1 adviserHorseheads1 adviserYorktown Heights1 adviserWindham1 adviserWaterville1 adviserSaratoga Spring1 adviserBabylon1 adviserRonkonkoma1 adviserSuffern1 adviserGetzville1 adviserLong Island City1 adviserVestal1 adviserEast Amherst1 adviserBronx1 adviserGrand Island1 adviserJamestown1 adviserWarwick1 adviserEast Aurora1 adviserAquebogue1 adviserSkaneateles1 adviserMaspeth1 adviserRensselaer1 adviserNorwich1 adviserCommack1 adviserBayside1 adviserNewark1 adviserHague1 adviserClarence1 adviserSagaponack1 adviserHomer1 adviserRego Park1 adviserEast Meadow1 adviserLindenhurst1 adviserIslip Terrace1 adviserGermantown1 adviserBinghamton1 adviserHamburg1 adviserLockport1 adviserMillbrook1 adviserWest Seneca1 adviserGlenville1 adviserGlens Falls1 adviserMedford1 adviserPort Jefferson1 adviserE. Syracuse1 adviserSaugerties1 adviserJackson Heights1 adviserGlen Head1 adviserEndicott1 adviserWest Harrison1 adviserYonkers1 adviser

Top advisers in New York

1230 Advisors, LLC25 Autumn Ridge Road · Pound Ridge, NY 10576 · (917) 692-1095 · Financial planningCRD 312504 · % of assets · $106.2 million AUMSEC registeredNo commissions reported16th Amendment Advisors LLCOne Rockefeller Plaza, Suite 2130 · New York, NY 10020 · (212) 332-1600 · % of assets managedCRD 150575 · % of assets, Performance-based fees · $390.2 million AUMSEC registeredNo commissions reported2201 Capital, LLC131 W 33 St, Suite 10d · New York, NY 10001 · (201) 446-2992 · % of assets managedCRD 341112 · % of assets · $40.0 million AUMSEC registeredNo commissions reported4thought Financial Group INC.6851 Jericho Turnpike, Suite 120 · Syosset, NY 11791 · (516) 300-1617 · Financial planningCRD 162997 · % of assets, Hourly charges, Subscription fees · $214.3 million AUMSEC registeredNo commissions reported9d Capital LLC244 5th Ave Ste 1211 · New York, NY 10001 · (212) 729-3498 · Financial planningCRD 308524 · % of assets, Fixed fees, Performance-based fees · $10.6 million AUMState registeredNo commissions reportedAbaya Wealth Management LLC1 Seneca St, Suite 2905 · Buffalo, NY 14203 · (716) 345-0110 · Financial planningCRD 317534 · % of assets, Hourly charges, Fixed fees · $23.0 million AUMState registeredNo commissions reportedAbbondandolo Wealth Management Corp220b Glen Cove Ave · Glen Cove, NY 11542 · (516) 674-9229 · % of assets managedCRD 168081 · % of assets · $125.1 million AUMSEC registeredNo commissions reportedAbernathy Group II LLC530 Fifth Avenue, 17 Floor · New York, NY 10036 · (212) 293-3499 · Financial planningCRD 152401 · % of assets, Hourly charges, Performance-based fees · $80.2 million AUMSEC registeredNo commissions reportedAboveboard Wealth Management, LLC246 Fifth Avenue, Floor 5 · New York, NY 10001 · (917) 509-2537 · Financial planningCRD 298303 · Fixed feesState registeredNo commissions reportedAcacia Grove Wealth Management242 Union Street, #8 · Schenectady, NY 12305 · (518) 217-5097 · Financial planningCRD 332881 · % of assets, Hourly charges · $41.6 million AUMSEC registeredNo commissions reportedAccountants Proprietary Financial Servicenet, LLC45 Executive Drive, Suite 301 · Plainview, NY 11803 · (516) 887-4433 · % of assets managedCRD 126685 · % of assets · $464.3 million AUMSEC registeredNo commissions reportedAces Advisors99 Wall Street, Ste 3311 · New York, NY 10005 · (212) 862-3100 · Financial planningCRD 315407 · % of assets, Fixed fees · $1.3 million AUMState registeredNo commissions reportedAcorn Advisory Capital, L.P.590 Madison Avenue, 30th Floor · New York, NY 10022 · (212) 303-4344 · % of assets managedCRD 133040 · % of assets, Performance-based fees · $3.0 billion AUMSEC registeredNo commissions reportedAcorn Capital Partners, LLC7272 112th St Apt 3l · Forest Hills, NY 11375 · (347) 561-6346 · % of assets managedCRD 165393 · % of assets, Performance-based fees · $5.9 million AUMState registeredNo commissions reportedAdalta Capital Management LLC445 Park Avenue, Suite 16d · New York, NY 10022 · (212) 832-5135 · % of assets managedCRD 283771 · % of assets, Performance-based fees · $305.5 million AUMSEC registeredNo commissions reportedAdc Wealth Management, LLC30 D Broadway, Suite 200 · Massapequa, NY 11758 · (516) 308-7514 · Financial planningCRD 159083 · % of assets, Fixed fees · $206.1 million AUMSEC registeredNo commissions reportedAddigence Corporation200 Vesey Street, 24th Floor · New York, NY 10281 · (917) 923-9649 · Flat / fixed feesCRD 323504 · Fixed fees, Performance-based feesSEC registeredNo commissions reportedAdirondack Capital Advisors, LLC528 Plum Street, Suite 200 · Syracuse, NY 13204 · (315) 434-5597 · Financial planningCRD 133305 · % of assets, Hourly charges, Fixed fees · $422.3 million AUMSEC registeredNo commissions reportedAdirondack Financial Services Corp185 Genesee Street, Suite 210 · Utica, NY 13501 · (315) 724-4186 · Financial planningCRD 126155 · % of assets, Fixed fees · $461.8 million AUMSEC registeredNo commissions reportedAdirondack Research & Management INC.2390 Western Avenue · Guilderland, NY 12084 · (518) 690-0470 · % of assets managedCRD 130987 · % of assets · $126.1 million AUMSEC registeredNo commissions reportedAdvanced Portfolio Services LLC3 Sweet Hollow Court · Saint James, NY 11780 · (631) 848-7984 · Hourly feesCRD 314046 · % of assets, Hourly charges · $2.4 million AUMState registeredNo commissions reportedAdvent Capital Management, LLC888 Seventh Avenue, 31st Floor · New York, NY 10019 · (212) 482-1600 · % of assets managedCRD 113013 · % of assets, Performance-based fees · $8.8 billion AUMSEC registeredNo commissions reportedAdvice and Planning Services730 Third Avenue · New York, NY 10017 · (212) 490-9000 · Financial planningCRD 20472 · % of assets, Other · $37.9 billion AUMSEC registeredNo commissions reportedAdvisor Financial Services, INC.1 Taconic Pl · Chatham, NY 12037 · (518) 392-3400 · Financial planningCRD 118537 · % of assets, Hourly charges, Fixed fees · $62.6 million AUMSEC registeredNo commissions reportedAegis Capital Corp.1345 Avenue of the Americas, 27th Floor · New York, NY 10105 · (212) 813-1010 · Financial planningCRD 15007 · % of assets, Hourly charges · $1.8 billion AUMSEC registeredNo commissions reportedAetos Alternatives Management875 Third Avenue, 22nd Floor · New York, NY 10022 · (212) 201-2500 · % of assets managedCRD 116761 · % of assets, Performance-based fees · $5.8 billion AUMSEC registeredNo commissions reportedAfa Advisors LLC2005 Palmer Avenue, Suite 172 · Larchmont, NY 10538 · (516) 487-0200 · % of assets managedCRD 105454 · % of assets · $4.4 million AUMState registeredNo commissions reportedAfl Advisory Group LLC2442 Constitution Ave. · Olean, NY 14760 · (585) 313-6342 · % of assets managedCRD 168957 · % of assets · $31.8 million AUMState registeredNo commissions reportedAg Dillon Asset Management LP1167 2nd Ave, Suite 2n · New York, NY 10065 · (347) 642-2640 · % of assets managedCRD 328384 · % of assets, Performance-based fees · $262.0 million AUMSEC registeredNo commissions reportedAifam Group LLC411 Theodore Fremd Ave, Suite 206 South · Rye, NY 10580 · (212) 682-6100 · Flat / fixed feesCRD 158290 · % of assets, Fixed fees, Performance-based fees · $289.2 million AUMSEC registeredNo commissions reported