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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Re-Envision WealthSEC registeredNo commissions reportedRebellion ResearchState registeredNo commissions reportedRedding Ridge Asset Management LLCSEC registeredNo commissions reportedRetirableSEC registeredNo commissions reportedRevere Wealth Management LLCSEC registeredNo commissions reportedRevolut Wealth INC.SEC registeredNo commissions reportedRitholtz Wealth ManagementSEC registeredNo commissions reportedRiver Partners Capital Management, LPSEC registeredNo commissions reportedRm Sincerbeaux Capital Management, LLC.SEC registeredNo commissions reportedRmr Wealth ManagementSEC registeredNo commissions reported
Robert W. Colby Asset Management, INC.State registeredNo commissions reportedRobotti & Company Advisors, LLCSEC registeredNo commissions reportedRockefeller Capital ManagementSEC registeredNo commissions reportedRockefeller Capital ManagementSEC registeredNo commissions reportedRosci Lamb, LLCSEC registeredNo commissions reportedRosecliff Capital Advisory LLCSEC registeredNo commissions reportedRothschild Capital PartnersSEC registeredNo commissions reportedRoyal Treasure Advisory LLCState registeredNo commissions reportedRoyce Investment PartnersSEC registeredNo commissions reportedRuane Cunniff L.P.SEC registeredNo commissions reportedS. Williams Capital, LLCSEC registeredNo commissions reportedSafran Wealth Advisors, LLCSEC registeredNo commissions reportedSagewood Asset Management LPSEC registeredNo commissions reportedSagewood Capital Management LLCSEC registeredNo commissions reportedSamjo Management, LLCSEC registeredNo commissions reportedSatovsky Asset Management LLCSEC registeredNo commissions reportedSavvySEC registeredNo commissions reportedSchroder Investment Management North America INCSEC registeredNo commissions reportedSchroders Capital Management (US) INC.SEC registeredNo commissions reportedSeasons of Advice Wealth ManagementSEC registeredNo commissions reportedSecfi Advisory LimitedSEC registeredNo commissions reportedSeedsSEC registeredNo commissions reportedSeer Capital Management LPSEC registeredNo commissions reportedSelect Equity Group, L.P.SEC registeredNo commissions reportedSeven Bridges Advisors LLCSEC registeredNo commissions reportedSfumato Capital Management LLCSEC registeredNo commissions reportedSharpe Advisors, LLCSEC registeredNo commissions reportedShenkman Capital Management, INC.SEC registeredNo commissions reportedShikiar Asset Management INCSEC registeredNo commissions reportedShufro, Rose & CO., LLCSEC registeredNo commissions reportedSicart Associates, LLCSEC registeredNo commissions reportedSiebert Advisornxt, LLC.SEC registeredNo commissions reportedSilver Advisors, LLCSEC registeredNo commissions reportedSilvercrest Asset Management Group LLCSEC registeredNo commissions reportedSmartassetSEC registeredNo commissions reportedSmith Affiliated Capital Corp.SEC registeredNo commissions reportedSnowden Capital Advisors LLCSEC registeredNo commissions reportedSophis Investments LLCSEC registeredNo commissions reportedSouth Street Advisors, LLCSEC registeredNo commissions reportedSpartan Capital Private Wealth Management LLCState registeredNo commissions reportedSpring Delta Asset Management, LLCState registeredNo commissions reportedSpring Street WealthSEC registeredNo commissions reportedStacey Braun Associates INCSEC registeredNo commissions reportedStandard Investments LLCSEC registeredNo commissions reportedStashSEC registeredNo commissions reportedStash Wealth, LLCSEC registeredNo commissions reportedSteinberg Asset Management, LLCSEC registeredNo commissions reportedStelac Advisory Services LLCSEC registeredNo commissions reportedStifel Capital Management, LLCSEC registeredNo commissions reportedStirlingshire InvestmentsSEC registeredNo commissions reportedStone Temple Partners LLCSEC registeredNo commissions reportedStonehurst Management, LLCState registeredNo commissions reportedStratacore Capital Management, LLC.SEC registeredNo commissions reportedStrategas Asset Management, LLCSEC registeredNo commissions reportedStrategic Wealth Management GroupSEC registeredNo commissions reportedStratton Capital Investment Advisory LLCSEC registeredNo commissions reportedSummit Rock Advisors, LPSEC registeredNo commissions reportedSummit Street Capital Management, LLCSEC registeredNo commissions reportedSummit Trail Advisors, LLCSEC registeredNo commissions reportedSwarthmore Asset Management LTDSEC registeredNo commissions reportedTag Associates Florida LLCSEC registeredNo commissions reportedTag Associates LLCSEC registeredNo commissions reportedTarget Rock Wealth Management, LLCSEC registeredNo commissions reportedTd Private Client Wealth LLCSEC registeredNo commissions reportedTekmen Wells LLCSEC registeredNo commissions reportedTerra Nova Asset Management LLCSEC registeredNo commissions reportedThe August Wealth Management GroupState registeredNo commissions reportedThe Keminton GroupState registeredNo commissions reportedThe Mathes Company, INC.SEC registeredNo commissions reportedThe Northstar Group, INC.SEC registeredNo commissions reportedThe Quick Group LLCSEC registeredNo commissions reportedThe Vertical Market Intelligence Group, LLCState registeredNo commissions reportedThird Avenue Management LLCSEC registeredNo commissions reportedTiedemann Advisors, LLCSEC registeredNo commissions reportedTigress Financial Partners LLCState registeredNo commissions reportedTimessquare Capital Management, LLCSEC registeredNo commissions reportedTinicum IncorporatedSEC registeredNo commissions reportedTishman Capital PartnersSEC registeredNo commissions reportedTitanSEC registeredNo commissions reportedTocqueville Asset Management LPSEC registeredNo commissions reportedToms Capital Investment Management LPSEC registeredNo commissions reportedTotal Alignment Wealth Advisors, LLCState registeredNo commissions reportedTransatlantique Private Wealth LLCSEC registeredNo commissions reportedTransparent Wealth Consulting LLCSEC registeredNo commissions reportedTrian Fund Management, L.P.SEC registeredNo commissions reportedTuttle Financial Services, LTD.State registeredNo commissions reportedTwentythree AdvisorySEC registeredNo commissions reportedTwin Point Capital LLCSEC registeredNo commissions reportedTwo Creeks Capital Management, LPSEC registeredNo commissions reportedUas Asset ManagementSEC 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.