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Financial Advisors in New York, New York

Our hand-picked list of 8 financial advisors serving New York, New York. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in New York

Financial professionals in New York should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New York securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In New York, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in New York

ABBOTT CAPITAL MANAGEMENT LLC

640 FIFTH AVENUE, NEW YORK, NY 10019

📞 (212) 757-••••

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Accountable Financial Management Corp.

501, Main St, #C, New York, NY, 10044

📞 +1 212-644-••••

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ADVENT CAPITAL MANAGEMENT, LLC

888 SEVENTH AVENUE, NEW YORK, NY 10019

📞 (212) 482-••••

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ADVICE AND PLANNING SERVICES

730 THIRD AVENUE, NEW YORK, NY 10017

📞 (212) 490-••••

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AEA QP ADVISERS LLC

520 MADISON AVENUE, NEW YORK, NY 10022

📞 (212) 644-••••

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AETOS ALTERNATIVES MANAGEMENT

875 THIRD AVENUE, NEW YORK, NY 10022

📞 (212) 201-••••

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AJF CAPITAL MANAGEMENT, INC.

211 EAST 43RD ST., NEW YORK, NY 10017

📞 (212) 779-••••

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ALKEON CAPITAL MANAGEMENT, LLC

350 MADISON AVENUE, NEW YORK, NY 10017

📞 (212) 716-••••

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Frequently Asked Questions

Where can I find financial advisors in New York, New York?

New York, New York has 8 financial advisors listed in our directory. ABBOTT CAPITAL MANAGEMENT LLC is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in New York?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In New York, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in New York?

Financial professionals in New York should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New York securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in New York?

Yes. Use our free quote form below — describe your project, and we'll match you with verified New York-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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