Find a Financial Advisor in New York City

 

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

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We Only Work With The Best NYC 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 Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

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


  • Financial Advisor Close to New York, 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

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

We evaluated over 13,000 RIA firms to bring you the best of the best NYC financial advisors.
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How Retirement-Friendly is New York, NY?

  • Population: 8419,316
  • % of Population 62 Years and Over: 17.8%
  • Average Home Value: $609,700
  • Average Monthly Housing Cost: $1,502
  • Average Household Income: $102,946
  • 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, 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: 16 years

GAGNON SECURITIES, LLC

Website

(212) 554-5060

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

SEC#: 801-64836
Years in Business: 16 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

 


New York, NY Financial Advisor FAQs

A financial advisor helps people make decisions about their finances. They evaluate your situation and combine it with their years of professional experience in investments, securities, tax law, estate planning, and investment management in order to give you personalized advice for your current financial needs.
It's important to ask questions about cost, plans and terms, services offered, and minimum account requirement. The three factors to consider as aguide when choosing a financial advisor are costs, benefits, and service.
Yes. A licensed financial advisor can be helpful in minimizing costs, decreasing the likelihood of fraud or exploitation, reducing complications from tax-related issues or other legal obligations, and maximizing creditor protection.
Choosing a New York financial advisor is no different than choosing any other professional for hire -- you must assess their qualifications and credentials, define your needs, and then compare their package to the others.