Find a Financial Planner in New York County, NY

 

Get Top Tier Financial Planning

We did the hard work of finding trustworthy partners in New York County, NY.

Jump To List of Advisors

  • This field is for validation purposes and should be left unchanged.

We Only Work With The Best New York County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in New York County, NY


  • Financial Advisor Close to New York County, NY

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in New York County Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the New York County area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Financial planning is a service in which a qualified professional creates a detailed plan for a client's financial future. Plans in New York County can include budgeting, retirement planning, tax planning, spending and saving strategies, and more.
19.4% of New York County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the New York County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the New York County area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the New York County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the New York County area, tax planning is often included with other services like asset management, estate planning, and retirement planning. Tax planning strategies will differ depending on depending on where you live. New York has unique laws defining which actions trigger a taxable event and has the highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the New York County area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the New York County area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in New York County, NY


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near New York County, NY

We evaluated over 13,000 RIA firms to bring you the best of the best New York County financial advisors.
  • This field is for validation purposes and should be left unchanged.


How Retirement-Friendly is New York County, NY?

  • Population: 1631,993
  • % of Population 62 Years and Over: 19.4%
  • Average Home Value: $1027,400
  • Average Monthly Housing Cost: $1,795
  • Average Household Income: $159,571
  • New York Total Tax Burden: 12.79% (Highest in U.S.)
  • New York Property Tax: 4.40% (6th Highest in U.S.)
  • New York Individual Income Tax: 4.96% (Highest in U.S.)
  • New York Sales and Excise Tax: 3.43% (22nd Highest in U.S.)


The Top Financial Advisor Firms in New York County, NY


BNY MELLON SECURITIES CORPORATION

Website

(212) 635-8827

240 Greenwich Street
9th Floor East
New York, NY 10286

SEC#: 801-54739
Years in Business: 24 years

GILDER GAGNON HOWE & CO. LLC

Website

(212) 765-2500

475 Tenth Avenue
12th Floor
New York, NY 10018

SEC#: 801-65667
Years in Business: 15 years

R. F. LAFFERTY & CO., INC.

Website

(212) 293-9090

40 Wall Street

New York, NY 10005

SEC#: 801-107428
Years in Business: 5 years

NEUBERGER BERMAN BD LLC

Website

(212) 476-9000

1290 Avenue Of The Americas

New York, NY 10104

SEC#: 801-3908
Years in Business: 55 years

NEEDHAM & COMPANY, LLC

Website

(212) 371-8300

250 Park Avenue

New York, NY 10177

SEC#: 801-62735
Years in Business: 17 years

HSBC SECURITIES (USA) INC.

Website

(212) 525-2879

330 Madison Avenue

New York, NY 10017

SEC#: 801-64563
Years in Business: 15 years

GAGNON SECURITIES, LLC

Website

(212) 554-5060

1370 6th Avenue
24th Floor
New York, NY 10019

SEC#: 801-64836
Years in Business: 15 years

SIGNATURE SECURITIES GROUP CORP.

Website

(646) 822-1475

1177 Avenue Of The Americas, 11th Floor

New York, NY 10036

SEC#: 801-67767
Years in Business: 14 years

BNP PARIBAS ASSET MANAGEMENT USA, INC.

Website

(212) 681-3181

200 Park Avenue
11th Floor
New York, NY 10166

SEC#: 801-10577
Years in Business: 46 years

BECK, MACK & OLIVER LLC

Website

(212) 661-2640

565 Fifth Avenue
19th Floor
New York, NY 10017

SEC#: 801-482
Years in Business: 80 years