Fee-OnlyFinder

Advisers in New York, NY

539 advisers in New York — 539 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (210)Hourly fees (101)Flat / fixed fees (254)% of assets managed (514)Retirement plan consulting (61)

All advisers

16th 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 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 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 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 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 reportedAddigence Corporation200 Vesey Street, 24th Floor · New York, NY 10281 · (917) 923-9649 · Flat / fixed feesCRD 323504 · Fixed fees, Performance-based feesSEC 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 reported
Advice and Planning Services730 Third Avenue · New York, NY 10017 · (212) 490-9000 · Financial planningCRD 20472 · % of assets, Other · $37.9 billion 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 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 reportedAlinea Advisory Services LLC46 Howard Street · New York, NY 10013 · (516) 469-9482 · Flat / fixed feesCRD 311782 · Subscription fees · $66.6 million AUMSEC registeredNo commissions reportedAllegory Advisory230 Park Avenue, 3rd Floor West · New York, NY 10169 · (212) 572-4804 · Financial planningCRD 173871 · % of assets, Hourly charges · $34.6 million AUMState registeredNo commissions reportedAllen Investment Management, LLC711 Fifth Avenue, 10th Floor · New York, NY 10022 · (212) 832-8000 · Flat / fixed feesCRD 124454 · % of assets, Fixed fees, Performance-based fees · $16.9 billion AUMSEC registeredNo commissions reportedAlpha40 Wall Street, 28th Floor · New York, NY 10005 · (212) 933-9301 · % of assets managedCRD 313285 · % of assets · $54.1 million AUMSEC registeredNo commissions reportedAlpha Inertia Capital228 Park Ave S, Pmb 475806 · New York, NY 10003 · (212) 203-6959 · % of assets managedCRD 310967 · % of assets, Performance-based fees · $725,550 AUMState registeredNo commissions reportedAlr Capital Advisors, LLC845 Third Avenue, 6th Floor · New York, NY 10022 · (212) 377-0770 · % of assets managedCRD 167571 · % of assets · $80,000 AUMState registeredNo commissions reportedAltfest Personal Wealth Management445 Park Avenue, 6th Floor · New York, NY 10022 · (212) 406-0850 · Financial planningCRD 110130 · % of assets, Hourly charges, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reportedAmeraudi Asset Management, INC.19 East 54th Street · New York, NY 10022 · (212) 833-1090 · % of assets managedCRD 119854 · % of assets · $2.1 billion AUMSEC registeredNo commissions reportedAmerican Capital Management INC575 Lexington Avenue, 30th Floor · New York, NY 10022 · (212) 344-3300 · % of assets managedCRD 110861 · % of assets · $2.1 billion AUMSEC registeredNo commissions reportedAmerican Centurion Financial LLCOne Rockefeller Plaza, Floor 10 · New York, NY 10020 · (516) 521-7505 · Financial planningCRD 166057 · % of assets, Hourly charges, Fixed fees · $65.0 million AUMState registeredNo commissions reportedAmerican Financial & Tax Strategies, INC.1650 Broadway, Suite 1405 · New York, NY 10019 · (212) 315-0345 · Financial planningCRD 115559 · % of assets, Hourly charges, Fixed fees · $279.4 million AUMSEC registeredNo commissions reportedAmvoy Wealth450 Park Ave South · New York, NY 10016 · (929) 424-9142 · Financial planningCRD 333518 · % of assets, Fixed fees · $100,000 AUMState registeredNo commissions reportedAnchin Wealth Management LLC3 Times Square, 25th Floor · New York, NY 10036 · (212) 840-3456CRD 111229 · OtherState registeredNo commissions reportedAnchr Technologies Ria LLC136 Madison Avenue,, 5th Floor · New York, NY 10016 · (646) 543-4771 · Flat / fixed feesCRD 340245 · Subscription feesSEC registeredNo commissions reportedAndrew Garrett, INC.230 Park Avenue 3rd Floor West · New York, NY 10169 · (212) 682-8833 · Financial planningCRD 29931 · % of assets, Hourly charges, Fixed fees · $521.3 million AUMSEC registeredNo commissions reportedAp Capital Delaware LLC405 Lexington Avenue, Floor 7 · New York, NY 10174 · (929) 354-3757 · % of assets managedCRD 315796 · % of assets, Performance-based fees · $134.8 million AUMSEC registeredNo commissions reportedApogem Capital LLC299 Park Avenue, 37th Floor · New York, NY 10171 · (212) 601-3600 · Flat / fixed feesCRD 309234 · % of assets, Fixed fees, Performance-based fees · $43.8 billion AUMSEC registeredNo commissions reportedApollo Investment Management, L.P.9 West 57th Street, 41st Floor · New York, NY 10019 · (212) 515-3200 · % of assets managedCRD 130610 · % of assets, Performance-based fees · $3.3 billion AUMSEC registeredNo commissions reportedAppomattox Advisory, INC551 5th Ave, 26th Floor · New York, NY 10176 · (212) 895-3000 · Flat / fixed feesCRD 153731 · % of assets, Fixed fees, Performance-based fees · $425.6 million AUMSEC registeredNo commissions reportedArax Advisory Partners10 East 53rd Street, 14th Floor · New York, NY 10022 · (646) 777-1823 · Financial planningCRD 133535 · % of assets, Hourly charges, Fixed fees · $26.5 billion AUMSEC registeredNo commissions reportedArbiter Partners530 Fifth Avenue, 20th Floor · New York, NY 10036 · (212) 650-4660 · % of assets managedCRD 156290 · % of assets, Performance-based fees · $1.3 billion AUMSEC registeredNo commissions reportedArcadia Investment Partners152 West 57th Street, 47th Floor · New York, NY 10019 · (212) 931-5296 · Flat / fixed feesCRD 161426 · Fixed fees, Performance-based fees, Other · $1.4 billion AUMSEC registeredNo commissions reportedArch Global Advisors, LLC215 Lexington Avenue, Suite 17b · New York, NY 10016 · (212) 991-8807 · Financial planningCRD 297397 · % of assets, Fixed fees · $230.9 million AUMSEC registeredNo commissions reportedArgus Investors' Counsel, INC.61 Broadway, Suite 1910 · New York, NY 10006 · (212) 425-7500 · Flat / fixed feesCRD 106981 · % of assets, Fixed fees · $137.3 million AUMSEC registeredNo commissions reportedAri Group, LLC641 Lexington Ave, 13th Floor · New York, NY 10022 · (212) 419-0400 · % of assets managedCRD 286049 · % of assets, Performance-based fees · $132.8 million AUMSEC registeredNo commissions reportedAristo Advisors LLC400 East 55th Street · New York, NY 10022 · (212) 751-6777 · % of assets managedCRD 170696 · % of assets · $8.4 million AUMState registeredNo commissions reportedArnhold LLC1370 Avenue of the Americas, 31st Floor · New York, NY 10019 · (212) 651-3700 · % of assets managedCRD 290117 · % of assets, Performance-based fees · $6.4 billion AUMSEC registeredNo commissions reportedArrival Capital Management LLC1449 Lexington Avenue, Office 2.s · New York, NY 10128 · (212) 369-1700 · Financial planningCRD 126547 · % of assets · $42.4 million AUMSEC registeredNo commissions reportedArs Investment Partners, LLC529 Fifth Avenue, Suite 500 · New York, NY 10017 · (212) 931-5722 · % of assets managedCRD 5845 · % of assets, Performance-based fees · $2.7 billion AUMSEC registeredNo commissions reportedAscend Interplay, LLC363 Lafayette Street, 4th Floor · New York, NY 10012 · (914) 746-0436 · % of assets managedCRD 317344 · % of assets · $390.2 million AUMSEC registeredNo commissions reportedAscent Systematic Advisors LLC535 Fifth Avenue, Floor 4 · New York, NY 10036 · (917) 826-2703 · Flat / fixed feesCRD 307199 · % of assets, Fixed fees · $1.1 million AUMState registeredNo commissions reportedAshbay Capital, LLC7 World Trade Center, 250 Greenwich St., 46th FL. · New York,, NY 10007 · (212) 266-0038 · % of assets managedCRD 168788 · % of assets · $137.7 million AUMSEC registeredNo commissions reportedAspire Wealth Advisory Group, LLC1 Rockefeller Plaza, Floor 23 · New York, NY 10020 · (212) 540-9490 · Financial planningCRD 338618 · % of assets, Fixed fees · $6.2 million AUMSEC registeredNo commissions reportedAstoria Portfolio Advisors LLC500 7th Avenue, 9th Floor · New York, NY 10018 · (212) 381-6185 · Financial planningCRD 288271 · % of assets, Hourly charges, Fixed fees · $977.6 million AUMSEC registeredNo commissions reportedAtalanta Sosnoff Management, LLC505 Fifth Avenue, 17th Floor · New York, NY 10017 · (212) 867-5000 · % of assets managedCRD 11085 · % of assets · $3.9 billion AUMSEC registeredNo commissions reportedAtlas Meridian Capital LLC200 Broadway, Suite 211 · New York, NY 10038 · (605) 776-7737 · Financial planningCRD 336483 · % of assets, Fixed fees · $20.1 million AUMState registeredNo commissions reportedAtomic Invest LLC107 Greenwich St, 21st Floor · New York, NY 10006 · (212) 419-5036 · % of assets managedCRD 313255 · % of assets · $319.5 million AUMSEC registeredNo commissions reportedAutopilot821 Broadway, 4th Floor · New York, NY 10003 · (646) 574-4316 · Flat / fixed feesCRD 331749 · % of assets, Fixed fees · $892.4 million AUMSEC registeredNo commissions reportedAvestar Capital, LLC400 Madison Avenue, Floor 21 · New York, NY 10017 · (212) 706-4140 · Financial planningCRD 287525 · % of assets, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reportedAvrio Wealth LLC745 5th Ave,, #500 · New York, NY 10151 · (646) 825-3957 · Financial planningCRD 337579 · % of assets, Hourly charges, Fixed fees · $27.3 million AUMSEC registeredNo commissions reportedAxiom Investment Management LLC350 Fifth Avenue, Suite 6740 · New York, NY 10118 · (212) 521-3800 · % of assets managedCRD 141516 · % of assets, Performance-based fees · $236.8 million AUMSEC registeredNo commissions reportedAzura Partners US LLC875 Third Avenue, Suite 615 · New York, NY 10022 · (347) 249-2369 · % of assets managedCRD 327986 · % of assets, Performance-based fees · $71.3 million AUMSEC registeredNo commissions reportedBaron Capital Management, INC.767 Fifth Avenue, 48th Floor · New York, NY 10153 · (212) 583-2000 · % of assets managedCRD 110791 · % of assets · $10.8 billion AUMSEC registeredNo commissions reportedBasicvalue Asset Management INC.521 Fifth Avenue, 17th Floor · New York, NY 10175 · (914) 588-9779 · % of assets managedCRD 112273 · % of assets · $40.5 million AUMState registeredNo commissions reportedBbr Partners, LLC55 East 52nd Street, 18th Floor · New York, NY 10055 · (212) 313-9870 · Financial planningCRD 109688 · % of assets, Fixed fees, Performance-based fees · $36.5 billion AUMSEC registeredNo commissions reportedBeatrice Advisors LP52 Vanderbilt Ave, Suite 1405 · New York, NY 10017 · (212) 688-1261 · Financial planningCRD 332668 · % of assets, Fixed fees · $282.3 million AUMSEC registeredNo commissions reportedBeck, Mack & Oliver LLC565 Fifth Avenue, 19th Floor · New York, NY 10017 · (212) 661-2640 · % of assets managedCRD 105466 · % of assets, Performance-based fees · $6.2 billion AUMSEC registeredNo commissions reportedBeekman Financial Planning LLC353 East 54th Street, Ste. 3w · New York, NY 10022 · (212) 729-9244 · Financial planningCRD 166150 · % of assets, Hourly charges, Fixed fees · $8.5 million AUMState registeredNo commissions reportedBelzberg & CO.680 Fifth Avenue, 24th Floor · New York, NY 10019 · (212) 390-9768 · Financial planningCRD 315114 · % of assets, Fixed fees, Performance-based fees · $2.3 billion AUMSEC registeredNo commissions reportedBetterment450 West 33rd Street, Floor 11 · New York, NY 10001 · (212) 228-1328 · Financial planningCRD 149117 · % of assets · $69.5 billion AUMSEC registeredNo commissions reportedBh Asset Management, LLC104 West 40th Street, 5th Floor Suite 539 · New York, NY 10018 · (347) 586-0030 · Financial planningCRD 152117 · % of assets · $136.0 million AUMSEC registeredNo commissions reportedBienville Capital Management, LLC521 Fifth Avenue, 35th Floor · New York, NY 10175 · (212) 226-7348 · Flat / fixed feesCRD 149320 · % of assets, Fixed fees, Performance-based fees · $4.5 billion AUMSEC registeredNo commissions reportedBlackdiamond Wealth Management, LLC31 Hudson Yards, Floor 10, Suite 55 · New York, NY 10001 · (212) 784-6999 · Financial planningCRD 291459 · % of assets, Fixed fees · $424.0 million AUMSEC registeredNo commissions reportedBlackrock Financial Management, INC50 Hudson Yards · New York, NY 10001 · (212) 810-5300 · Flat / fixed feesCRD 107105 · % of assets, Fixed fees, Performance-based fees · $1595.1 billion AUMSEC registeredNo commissions reportedBlackstone Liquid Credit Advisors I LLC345 Park Avenue, 31st Floor · New York, NY 10154 · (212) 503-2100 · % of assets managedCRD 152294 · % of assets, Performance-based fees · $51.6 billion AUMSEC registeredNo commissions reportedBlackstone Liquid Credit Strategies LLC345 Park Avenue, 31st Floor · New York, NY 10154 · (212) 503-2100 · % of assets managedCRD 144537 · % of assets, Performance-based fees · $18.8 billion AUMSEC registeredNo commissions reportedBlackstone Private Credit Strategies LLC345 Park Ave, 31st Floor · New York, NY 10154 · (212) 503-2100 · % of assets managedCRD 327208 · % of assets, Performance-based fees · $57.9 billion AUMSEC registeredNo commissions reportedBlaine Capital, LLC48 Wall Street, Suite 1100 · New York, NY 10005 · (212) 812-9330 · % of assets managedCRD 282864 · % of assets · $16.8 million AUMState registeredNo commissions reportedBleichroeder LP1345 Avenue of the Americas, 47th Floor · New York, NY 10105 · (212) 984-3815 · Flat / fixed feesCRD 304295 · % of assets, Fixed fees, Performance-based fees · $2.4 billion AUMSEC registeredNo commissions reportedBlue Spark Capital Advisors31 Hudson Yards, 11th Floor · New York, NY 10001 · (212) 537-3899 · Financial planningCRD 159025 · % of assets · $242.8 million AUMSEC registeredNo commissions reportedBlue Square Asset Management, LLC17 State Street, 40th Floor · New York, NY 10004 · (646) 928-8000 · Financial planningCRD 296802 · % of assets, Fixed fees, Performance-based fees · $410.3 million AUMSEC registeredNo commissions reportedBny Mellon Advisors, INC.200 Park Avenue · New York, NY 10166 · (212) 495-1784 · Financial planningCRD 106108 · % of assets, Fixed fees, Performance-based fees · $33.5 billion AUMSEC registeredNo commissions reportedBny Mellon Securities Corporation240 Greenwich Street, 9th Floor East · New York, NY 10286 · (212) 922-6273 · % of assets managedCRD 231 · % of assets · $8.4 billion AUMSEC registeredNo commissions reportedBone Fide Wealth7 World Trade Center, 46th Floor · New York, NY 10007 · (212) 390-1161 · Financial planningCRD 301066 · % of assets, Hourly charges, Fixed fees · $126.7 million AUMSEC registeredNo commissions reportedBoyar Asset Management, INC.667 Madison Avenue, 5th Floor · New York, NY 10065 · (212) 995-8300 · Flat / fixed feesCRD 105255 · % of assets, Fixed fees, Performance-based fees · $228.2 million AUMSEC registeredNo commissions reportedBpbi LLC500 Fifth Avenue 49th Floor · New York, NY 10036 · (917) 951-5150 · % of assets managedCRD 288133 · % of assets · $51.0 million AUMSEC registeredNo commissions reportedBqs Financial Advisors, LLC575 Fifth Avenue, 14th Floor · New York, NY 10017 · (917) 939-0632 · Flat / fixed feesCRD 333795 · % of assets, Fixed fees · $226.4 million AUMSEC registeredNo commissions reportedBrave Eagle Wealth Management48 Wall Street, Suite 1100 · New York, NY 10005 · (212) 918-4746 · Financial planningCRD 283307 · % of assets, Hourly charges, Fixed fees · $101.0 million AUMSEC registeredNo commissions reportedBrave Warrior Advisors, LLC12 East 49th Street, 31st FL. · New York, NY 10017 · (212) 421-9760 · % of assets managedCRD 108894 · % of assets, Performance-based fees · $5.6 billion AUMSEC registeredNo commissions reportedBrazen Capital, LLC99 Wall Street, Suite 1701 · New York, NY 10005 · (917) 847-7662 · Financial planningCRD 300746 · % of assets, Subscription fees, Fixed fees · $6.2 million AUMState registeredNo commissions reportedBrevet Capital Management, LLC441 9th Avenue, 20th Floor · New York, NY 10001 · (212) 313-5100 · % of assets managedCRD 151672 · % of assets, Performance-based fees · $2.6 billion AUMSEC registeredNo commissions reportedBridgewater Advisors INC.600 Fifth Avenue, 26th Floor · New York, NY 10020 · (212) 221-5300 · Financial planningCRD 109826 · % of assets · $2.6 billion AUMSEC registeredNo commissions reportedBrookfield Public Securities Group LLCBrookfield Place, 225 Liberty Street · New York, NY 10281 · (212) 417-7000 · Flat / fixed feesCRD 110497 · % of assets, Fixed fees, Performance-based fees · $66.5 billion AUMSEC registeredNo commissions reportedBrooklawn Capital Advisors555 Madison Avenue, 24th Floor · New York, NY 10022 · (212) 339-8590 · Financial planningCRD 287796 · Fixed fees · $124.0 million AUMSEC registeredNo commissions reportedBryant Group Advisors42 Broadway, Suite 12-491 · New York, NY 10004 · (212) 710-1358 · Flat / fixed feesCRD 277095 · % of assets, Fixed fees · $3.0 million AUMState registeredNo commissions reportedBryden-Abrams Investment Management LLC485 Madison Avenue, Suite 713 · New York, NY 10022 · (212) 850-1127 · Flat / fixed feesCRD 143124 · % of assets, Fixed fees · $45.0 million AUMSEC registeredNo commissions reportedCalado Capital100 Park Ave 16th Flr · New York, NY 10017 · (248) 227-5785 · Financial planningCRD 324440 · % of assets, Hourly charges, Fixed fees · $1.4 million AUMState registeredNo commissions reportedCanaras Capital Management, LLC1540 Broadway, Suite 1630 · New York, NY 10036 · (212) 372-7444 · % of assets managedCRD 142766 · % of assets, Performance-based fees · $561.0 million AUMSEC registeredNo commissions reportedCannell & Spears LLC535 Madison Avenue, 14th Floor · New York, NY 10022 · (212) 752-5255 · Financial planningCRD 142633 · % of assets, Fixed fees, Performance-based fees · $7.0 billion AUMSEC registeredNo commissions reportedCantor Fitzgerald Investment Advisors110 East 59th Street, 7th Floor · New York, NY 10022 · (212) 915-1722 · Financial planningCRD 159296 · % of assets, Hourly charges, Fixed fees · $3.2 billion AUMSEC registeredNo commissions reportedCapital Counsel LLC527 Madison Ave., 19th Floor · New York, NY 10022 · (212) 350-9333 · Financial planningCRD 109001 · % of assets · $2.9 billion AUMSEC registeredNo commissions reportedCapricorn Investment Group LLC512 West 22nd Street, 6th Floor · New York, NY 10011 · (646) 289-3030 · % of assets managedCRD 147417 · % of assets, Performance-based fees · $18.9 billion AUMSEC registeredNo commissions reportedCarret Asset Management, LLC360 Madison Avenue, 20th Floor · New York, NY 10017 · (212) 593-3800 · % of assets managedCRD 131445 · % of assets, Performance-based fees · $3.5 billion AUMSEC registeredNo commissions reportedCarrick Lane LLC450 7th Avenue, Suite 1600 · New York, NY 10123 · (212) 433-8450 · % of assets managedCRD 309148 · % of assets · $3.0 billion AUMSEC registeredNo commissions reportedCavalcade Capital LLC55 Broadway, 3rd Floor · New York, NY 10006 · (212) 287-7727 · % of assets managedCRD 327292 · % of assets · $149.9 million AUMSEC registeredNo commissions reportedCenador Financial Advisers LLC45 Rockefeller Plaza, Suite 2000 · New York, NY 10111 · (347) 732-5212 · Hourly feesCRD 171804 · % of assets, Hourly charges · $2.4 million AUMState registeredNo commissions reported
Talking to advisers in New York? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.