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)
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Centerfin CapitalState registeredNo commissions reportedCentral Family Advisors, LLCSEC registeredNo commissions reportedCerity Partners LLCSEC registeredNo commissions reportedCerity Partners Ocio LLCSEC registeredNo commissions reportedCertares Management LLCSEC registeredNo commissions reportedCh Global Capital Management, LLCSEC registeredNo commissions reportedChamonix Partners Capital Management LLCSEC registeredNo commissions reportedCharles Pratt & Company, L.L.C.SEC registeredNo commissions reportedChemistry Wealth Management LLCSEC registeredNo commissions reportedChesapeake Asset Management LLCSEC registeredNo commissions reported
Cio Capital Group LLCSEC registeredNo commissions reportedCircle Advisers INCSEC registeredNo commissions reportedCirrus Research, LLCState registeredNo commissions reportedCitigroup Global Markets INC.SEC registeredNo commissions reportedCitrin Cooperman Wealth Management, LLCSEC registeredNo commissions reportedClarion Call CapitalSEC registeredNo commissions reportedClarus Group LLCSEC registeredNo commissions reportedClear Haven Capital Management, LLCSEC registeredNo commissions reportedClearbridge Investments, LLCSEC registeredNo commissions reportedClearbrook Investment Solutions LLCSEC registeredNo commissions reportedCloverhill Capital ManagementState registeredNo commissions reportedCoastal Wealth ManagementSEC registeredNo commissions reportedCohen & Steers Capital Management INC.SEC registeredNo commissions reportedCohen Klingenstein, LLCSEC registeredNo commissions reportedCollaborative Capital Advisors LLCSEC registeredNo commissions reportedCompound Planning, INC.SEC registeredNo commissions reportedConnective Portfolio Management, LLCSEC registeredNo commissions reportedConstantine Barry Asset Management (Cbam)SEC registeredNo commissions reportedCordoba Advisory Partners LLCSEC registeredNo commissions reportedCorinthian Partners Asset Management LLCSEC registeredNo commissions reportedCraven Capital LLCState registeredNo commissions reportedCrewcial Partners LLCSEC registeredNo commissions reportedCross Border Wealth, LLCSEC registeredNo commissions reportedCsm Capital CorporationSEC registeredNo commissions reportedCullen Capital Management, LLCSEC registeredNo commissions reportedCustomers' Yachts Advisers, INC.State registeredNo commissions reportedDasta Investments LLCSEC registeredNo commissions reportedDavis Capital Advisors, LLCSEC registeredNo commissions reportedDavis Selected Advisers - NY, INC.SEC registeredNo commissions reportedDcm Advisors, LLCSEC registeredNo commissions reportedDelta & Gamma Capital Management LLCState registeredNo commissions reportedDeltec Asset Management LLCSEC registeredNo commissions reportedDiker Management LLCSEC registeredNo commissions reportedDomain Money Advisors, LLCSEC registeredNo commissions reportedDomani AdvisorsSEC registeredNo commissions reportedDominari Securities LLCSEC registeredNo commissions reportedDouble Duty Money Management LLCSEC registeredNo commissions reportedDouglas C. Lane & AssociatesSEC registeredNo commissions reportedDouglass Winthrop Advisors LLCSEC registeredNo commissions reportedDumont Global LPSEC registeredNo commissions reportedDwayne Anthony Verley, CPAState registeredNo commissions reportedDws Investment Management Americas, INC.SEC registeredNo commissions reportedE. Magnus Oppenheim & CO. INC.SEC registeredNo commissions reportedEagle Bay Family OfficeSEC registeredNo commissions reportedEagle Capital Management LLCSEC registeredNo commissions reportedEagle Strategies LLCSEC registeredNo commissions reportedEagle's View Capital Management LLCSEC registeredNo commissions reportedEaglebrook AdvisorsSEC registeredNo commissions reportedEast End Advisors, LLCSEC registeredNo commissions reportedEast Rock Capital, LLCSEC registeredNo commissions reportedEdge Wealth Management, LLCSEC registeredNo commissions reportedEhrenkranz Partners L.P.SEC registeredNo commissions reportedElco Management Company, LLCSEC registeredNo commissions reportedEllevestSEC registeredNo commissions reportedElphinstoneSEC registeredNo commissions reportedEnterprise Value Capital Management, LLCState registeredNo commissions reportedEntrust Global Partners LLCSEC registeredNo commissions reportedEpoch Investment Partners, INC.SEC registeredNo commissions reportedEquilibrium Ventures, LLCSEC registeredNo commissions reportedEquitable Advisors, LLCSEC registeredNo commissions reportedEstabrook Capital Management LLCSEC registeredNo commissions reportedEthicSEC registeredNo commissions reportedEureka Wealth SolutionsState registeredNo commissions reportedEvercore Wealth Management, LLCSEC registeredNo commissions reportedExceed Advisory LLCSEC registeredNo commissions reportedExos Asset Management LLCSEC registeredNo commissions reportedFamily Manage LLCSEC registeredNo commissions reportedFederated Global Investment Management Corp.SEC registeredNo commissions reportedFenix TradingSEC registeredNo commissions reportedFidare Wealth Solutions LLCState registeredNo commissions reportedFiduciary Management Group, LLCSEC registeredNo commissions reportedFiera Capital INC.SEC registeredNo commissions reportedFifth Avenue Wealth Advisors LLCState registeredNo commissions reportedFinancehq LLCSEC registeredNo commissions reportedFinancial Decisions, LLCSEC registeredNo commissions reportedFinceraSEC registeredNo commissions reportedFinhabits Advisors, LLCSEC registeredNo commissions reportedFirst Eagle Separate Account Management, LLCSEC registeredNo commissions reportedFirst Manhattan CO. LLCSEC registeredNo commissions reportedFithian LLCSEC registeredNo commissions reportedFlagstar Securities, INC.SEC registeredNo commissions reportedFlores Wealth Planning, LLCState registeredNo commissions reportedFocus Asset Management LLCState registeredNo commissions reportedFogel Neale Wealth Management, LLCState registeredNo commissions reportedFord Financial Solutions, LLCState registeredNo commissions reportedFour Points Advisors, LLCSEC registeredNo commissions reportedFrancis FinancialSEC registeredNo commissions reportedFranco Financial Advisors, INC.SEC registeredNo commissions reportedFranklin Templeton Institutional, LLCSEC registeredNo commissions reportedFranklin Templeton Private Portfolio Group, LLCSEC 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.