Areas served: New York, NY and the five boroughs (Manhattan, Brooklyn, Queens, Bronx, Staten Island)
New York City hosts one of the world's largest concentrations of financial advisors, ranging from boutique wealth management firms to major institutional practices. The city's financial advisor landscape includes specialists serving high-net-worth individuals in Manhattan, fee-only fiduciaries in Brooklyn, and advisors focusing on specific communities across all five boroughs. This directory provides detailed comparisons of credentials (CFP, CFA, ChFC), compensation models (fee-only, fee-based, commission), investment minimums, and areas of specialization to help you identify qualified advisors in New York.
GRANTvest Financial Group is an independent financial advisory firm based in Matawan, NJ, specializing in comprehensive financial planning and investment management for individuals and families. Led by experienced advisors, they help clients develop personalized strategies for retirement planning, wealth accumulation, and long-term financial goals. GRANTvest combines expert guidance with a client-focused approach to deliver tailored solutions that align with each client's unique circumstances and objectives.
Legacy Wealth Advisors is an independent financial advisory firm in Manalapan Township serving central New Jersey clients. They provide comprehensive financial planning, investment management, and wealth strategy services tailored to individuals and families seeking to build and preserve long-term wealth. With deep local roots and a focus on personalized service, Legacy Wealth Advisors helps clients navigate complex financial decisions and align their investments with their life goals.
Jonathan Barrett is a CFP®-certified financial advisor in Woodbridge, NJ offering comprehensive financial planning, investment management, and insurance services. With credentials including CLU®, ChFC®, and specializations in retirement planning and business succession, Barrett provides personalized guidance for individuals and families seeking to build and protect their wealth. His fee-based advisory model prioritizes client interests over commissions.
On Time Capital is a business funding company specializing in fast, flexible financing solutions for small and mid-sized enterprises. They offer a wide range of products including term loans (up to $3,000,000 at rates as low as 5%), business lines of credit (up to $500,000), equipment financing, and SBA loan solutions (up to $5,000,000). With funding available in as little as 24 hours and a streamlined online application process that doesn't affect credit scores, On Time Capital serves entrepreneurs seeking quick working capital without hidden fees or lengthy approval timelines.
Wealthspire is a comprehensive wealth management firm headquartered in New York City that serves high-net-worth individuals, business owners, financial and legal professionals, and multi-generational families. Their services include integrated financial planning, tax-efficient strategies, succession planning, estate and legacy planning, philanthropic giving strategies, and family office accounting. With a team of CFP-certified advisors and specialized professionals, Wealthspire provides personalized guidance through major life transitions such as business sales, career changes, inheritance, and divorce.
Stephen Blazejewski, CFP, is a financial advisor with Equitable Advisors and Titan Financial Group, based in Woodbridge, NJ. He provides comprehensive financial planning and investment management services designed to help clients build and protect their wealth. With CFP certification and a fiduciary commitment, Blazejewski works with individuals to develop personalized strategies aligned with their long-term financial goals.
Francis Financial is a fee-only, fiduciary financial advisory firm specializing in helping women navigate major life transitions including divorce, loss of a spouse, retirement, and inheritance. Based in New York and serving clients nationwide, the firm provides comprehensive wealth management, customized financial planning, and investment strategies tailored to individual goals. Their team of Certified Financial Planners, Certified Divorce Financial Analysts, and Certified Estate Specialists offers personalized guidance with a low client-to-advisor ratio, ensuring attentive support through complex financial decisions.
Drucker Wealth Management is a third-generation, family-owned financial advisory firm based in New York that provides comprehensive wealth management, financial planning, and investment management services. Led by experienced advisors including CFP® Gideon Drucker, they specialize in serving mid-career professionals and pre-retirees through a combination of personalized guidance and technology-enabled planning. Known for their commitment to brutal honesty, radical transparency, and holistic financial strategies, they help clients build, protect, and preserve wealth while also offering virtual planning services beyond their Manhattan headquarters.
Curtis Pope is a CFP® Certified Financial Planner who founded Pope Wealth Planning in 2020, serving busy professionals, business owners, and pre-retirees nationwide from his New York City office. With previous experience at Citi, Morgan Stanley, and Wealthsimple advising hundreds of clients and families, Curtis combines comprehensive financial planning with investment management and technology-driven solutions. He specializes in retirement planning, education funding, equity/bonus strategy, and portfolio optimization to help clients clarify their financial goals and achieve long-term financial wellness.
Green Ridge Wealth Planning is a fiduciary fee-only financial advisory firm serving entrepreneurs, business owners, and high-net-worth individuals in the Montville area. The team combines investment management, comprehensive financial planning, and exit-ready business planning to help clients build long-term wealth and achieve their financial goals. As a commission-free firm, they're obligated to act solely in clients' best interests and collaborate with their broader financial ecosystem (attorneys, tax professionals, etc.) to ensure coordinated, customized strategies that evolve with life changes.
Breakaway Wealth Management is an independent financial advisory firm based in Hoboken, NJ, specializing in personalized wealth management, investment strategy, and financial planning for individuals and families. The team works with clients to build comprehensive financial plans tailored to their unique goals, offering services including portfolio management, retirement planning, and ongoing financial guidance. They focus on long-term relationships and evidence-based investment strategies to help clients achieve financial independence.
Highland Financial Advisors, LLC is an independent financial planning firm based in Wayne, NJ, serving individuals and families with comprehensive wealth management and financial planning services. The firm specializes in retirement planning, investment management, and personalized financial strategies tailored to each client's unique goals and circumstances. They focus on providing fiduciary-level advice and building long-term relationships with their clients.
Hudson Wealth Management LLC is an independent financial advisory firm located in Red Bank, NJ, serving clients throughout the region with comprehensive wealth management and financial planning services. The firm specializes in helping individuals and families build, manage, and preserve wealth through personalized investment strategies, retirement planning, and comprehensive financial guidance. Their team of experienced consultants works directly with clients to develop tailored financial plans aligned with long-term goals.
Turk Financial Group is a financial advisory firm based in Brooklyn serving the New York area with comprehensive financial planning and investment management services. The firm works with individuals and families to develop personalized financial strategies, retirement planning, and investment portfolios. With a strong local presence and consistent positive client feedback, they focus on delivering personalized guidance to help clients achieve their long-term financial goals.
Unique Financial Advisors & Tax Consultants offers comprehensive financial planning and tax consulting services to individuals and businesses in the Holmdel area. With a 4.9 rating from clients, the firm specializes in helping clients build wealth through personalized investment strategies, retirement planning, and tax-efficient financial solutions. Their team combines financial advisory expertise with tax consulting to optimize your overall financial picture.
Parks Wealth Management is an independent financial advisory firm based in Ridgewood, NJ, serving affluent individuals and families throughout the tri-state area. They provide comprehensive wealth management services including investment management, retirement planning, estate planning coordination, and tax-efficient strategies tailored to high-net-worth clients. The firm's personalized approach and fiduciary commitment help clients build and preserve wealth across multiple life stages.
Brooklyn Plans is a financial advisory firm based in Brooklyn offering comprehensive financial planning and consulting services to individuals and families. Founded and operated by experienced financial professionals, they specialize in creating personalized financial strategies tailored to each client's unique circumstances and goals. Their consultative approach helps clients navigate complex financial decisions with confidence.
Usman Malik is an independent financial advisor based in Midtown Manhattan offering comprehensive financial planning and wealth management services. With a focus on personalized strategies, he helps clients navigate investment decisions, insurance planning, and long-term financial goals. Based on his credentials and service scope, he works with individuals seeking professional guidance to build and protect their wealth.
Maroon Strategist LLC is a financial consulting firm based in Brooklyn that helps individuals and businesses develop comprehensive financial strategies. Led by experienced financial strategists, they provide personalized guidance on investments, financial planning, and wealth management to help clients achieve their long-term financial goals.
Beacon Wealth is an independent financial advisory firm based in Union, NJ, serving individuals and families with comprehensive wealth management and financial planning services. The team provides personalized investment management, retirement planning, and fiduciary-based advice tailored to each client's unique goals and circumstances. They focus on building long-term client relationships and delivering transparent, fee-based financial guidance.
MD Wealth Advisors Inc. is a financial advisory firm based in Cranford serving clients throughout New Jersey and the surrounding region. They provide comprehensive wealth management, investment planning, and financial consulting services to help clients build and preserve their assets. The firm is committed to personalized service and evidence-based financial strategies tailored to individual client needs.
Savant Wealth Management is a financial advisory firm serving clients in New York and surrounding areas. They provide comprehensive wealth management services including investment management, retirement planning, and financial strategy tailored to individual client needs. With a focus on personalized service and professional expertise, Savant helps clients build and preserve wealth through strategic financial planning.
Tributary Wealth Management is an independent financial advisory firm based in Oradell, NJ, specializing in comprehensive wealth management, investment management, and financial planning for individuals and families. The team works with clients to develop personalized strategies across retirement planning, portfolio management, and long-term financial goals, emphasizing a client-first approach to building and preserving wealth.
Brooklyn Fi is an independent financial advisory firm based in Brooklyn, NY, specializing in personalized wealth management and financial planning for individuals and families. Their team of experienced consultants provides comprehensive financial guidance covering investment strategies, retirement planning, and wealth preservation tailored to each client's unique goals and circumstances.
Zoe Financial is a financial advisory platform that connects clients with vetted, independent financial advisors matched to their specific needs and goals. The platform specializes in personalized financial planning, investment management, and retirement strategy, serving clients across New York and nationwide through its network of fiduciary advisors. Zoe Financial focuses on making quality financial guidance accessible and transparent by eliminating conflicts of interest through independent advisor partnerships.
UBS Financial Services Inc. is a global financial advisory firm with a Manhattan office serving high-net-worth individuals and institutional clients. They offer comprehensive wealth management, investment advisory, retirement planning, and financial strategy services tailored to complex financial situations. With access to UBS's extensive research, trading, and banking resources, they provide sophisticated portfolio management and personalized financial guidance.
Altfest Personal Wealth Management is an independent financial advisory firm located on Park Avenue in Manhattan, specializing in comprehensive wealth management and financial planning for high-net-worth individuals and families. The firm provides personalized investment management, retirement planning, and financial strategy services tailored to each client's unique goals and circumstances. With a focus on fiduciary principles and client-first service, Altfest helps clients build and preserve wealth through disciplined, evidence-based investment approaches.
BlackDiamond Wealth Management is a New York-based financial advisory firm offering comprehensive wealth management, investment management, and insurance services. Located at Hudson Yards, they serve high-net-worth individuals and families seeking personalized financial planning and strategic asset management. The firm combines expertise in portfolio construction, retirement planning, and insurance solutions to help clients build and protect their wealth.
Lighthouse Financial Advisors is an independent financial advisory firm based in Red Bank, NJ, serving clients throughout the region with comprehensive financial planning and investment management services. The team helps individuals and families develop personalized strategies for retirement planning, wealth management, and long-term financial goals. They focus on building trusted relationships and providing clear guidance tailored to each client's unique circumstances.
Harness Wealth is a New York-based financial advisory firm specializing in personalized wealth management and investment strategies for individuals and families. Led by experienced advisors, they focus on comprehensive financial planning, portfolio management, and retirement planning tailored to each client's unique goals and circumstances.
Jim Raia Investment Group is a financial advisory firm based in Flushing serving the Queens and broader New York area. The firm provides personalized investment management and financial planning services to help clients build and protect their wealth. With a focus on individualized strategy, they work with clients to develop comprehensive financial plans tailored to their specific goals and circumstances.
Boerum Hill Financial Advisors, LLC is an independent financial advisory firm based in Brooklyn serving the New York metropolitan area. The firm provides comprehensive financial planning and investment management services tailored to individual clients' goals and circumstances. They focus on delivering personalized guidance to help clients build and preserve wealth.
Julius Wealth Advisors is an independent financial advisory firm based in Englewood Cliffs, NJ, serving clients throughout the region with comprehensive wealth management and financial planning services. The firm specializes in helping individuals and families develop personalized strategies for investment management, retirement planning, and long-term financial goals. They take a consultative approach to understand each client's unique situation and objectives.
Morgan Stanley Financial Advisors in Midtown Manhattan offers comprehensive wealth management, investment management, retirement planning, and financial advisory services to individuals and families. As part of Morgan Stanley, one of the world's leading financial services firms, they provide access to institutional-grade investment strategies, personalized financial planning, and dedicated advisor relationships. Their team helps clients navigate complex financial decisions, build diversified portfolios, and work toward long-term financial goals.
Neuberger is a global investment management firm headquartered in New York, offering comprehensive wealth management, asset management, and financial advisory services to individual and institutional clients. With decades of industry experience, they provide personalized investment strategies, portfolio management, and retirement planning tailored to clients' financial goals. Neuberger combines institutional expertise with a client-focused approach to help build and preserve wealth across market cycles.
Charles Schwab is a major financial services firm offering brokerage accounts, investment management, retirement planning, and wealth advisory services. The Brooklyn branch provides in-person consultations and account support for investors of all experience levels seeking to build and manage their investment portfolios.
FatTail Financial Advisory Group Inc. is an independent financial advisory firm based in Brooklyn serving the New York metropolitan area. They provide comprehensive financial planning and advisory services to help clients build and manage their wealth. With a focus on personalized consultation and strategic guidance, FatTail works with clients to develop tailored financial strategies aligned with their goals.
Corrao Wealth Management, led by Anthony Corrao MBA, provides comprehensive financial advisory services to clients in the Brooklyn and Manhattan areas. The firm specializes in personalized wealth management, investment strategy, and financial planning tailored to individual client needs. With a focus on professional expertise and client relationships, Corrao Wealth Management helps clients build and protect their financial futures.
Taher Financial Planning is an independent financial advisory firm based in Brooklyn that provides comprehensive financial planning and investment management services. The firm works with clients to develop personalized strategies for wealth building, retirement planning, and long-term financial goals. They take a consultative approach to help clients navigate complex financial decisions.
Cobblestone Wealth Advisors is an independent financial advisory firm based in Brooklyn serving clients throughout the New York area. They provide comprehensive wealth management, financial planning, and investment advisory services tailored to individual and family financial goals. Their team combines accounting expertise with financial consulting to deliver integrated wealth solutions.
Samra Wealth Management is a financial advisory firm based in New York City specializing in comprehensive wealth management services. Located on the 85th floor of One World Trade Center, the firm serves high-net-worth individuals and families seeking personalized financial planning, investment management, and strategic wealth guidance. Their team of experienced consultants works with clients to develop tailored financial strategies aligned with long-term goals.
Bernstein Private Wealth Management, located in Hudson Yards, New York, provides comprehensive wealth management and financial advisory services for high-net-worth individuals and families. The firm offers personalized investment management, financial planning, and wealth strategies tailored to clients' long-term goals. With deep expertise in portfolio construction and holistic financial planning, Bernstein serves discerning clients seeking institutional-quality investment management and sophisticated advisory services.
Bessemer Trust is a wealth management and financial advisory firm serving high-net-worth individuals and families with comprehensive investment management, financial planning, and estate planning services. Based in New York with a national presence, Bessemer Trust combines personalized advisory relationships with sophisticated investment strategies and access to alternative investments. They serve as fiduciaries, prioritizing client interests above all else.
Rockefeller Capital Management is a financial advisory firm located in Midtown Manhattan that serves clients seeking comprehensive wealth management and investment services. Based at the iconic Rockefeller Plaza, the firm provides personalized financial planning and capital management solutions to help clients build and preserve wealth.
My Financial Planner, LLC is an independent financial advisory firm founded by Stephanie Genkin, offering personalized financial planning and investment management services. Serving the Brooklyn area and surrounding regions, they provide comprehensive financial guidance tailored to individual client needs and goals.
Walnut Investment Services LLC is an independent financial advisory firm based in Brooklyn serving individual and business clients with comprehensive investment management and financial planning. The firm provides personalized wealth management strategies, retirement planning, and investment guidance tailored to each client's goals and risk tolerance.
Empire Wealth Management is a financial advisory firm located in Brooklyn that serves clients seeking comprehensive wealth planning and investment management services. Based on their consultant and finance focus, they work with individuals to develop personalized financial strategies tailored to their goals and circumstances.
Excelsior Wealth Management is a Morgan Stanley financial advisory office located in Midtown Manhattan, offering comprehensive wealth management services including investment management, retirement planning, and financial advisory services. As part of Morgan Stanley, a leading global financial services firm, they leverage institutional expertise and resources to help clients build and protect their wealth.
GRANTvest Financial Group is the top-ranked financial advisor in New York with a Lantern Score of 85.34/100 and a 5-star rating from 229 reviews. They specialize in comprehensive financial planning and investment management, and are particularly well-suited for retirees, pre-retirees, high-net-worth individuals, and business owners.
GRANTvest Financial Group (Lantern Score: 85.34) and Jonathan Barrett CFP® (Lantern Score: 83.53) are excellent choices for retirees and pre-retirees. Jonathan Barrett offers comprehensive financial planning with specialized credentials including CFP®, CLU®, and ChFC®, while GRANTvest focuses specifically on pre-retirees and retirees planning comprehensive wealth strategies.
Francis Financial, Inc. is the top choice for women navigating major life transitions, with a Lantern Score of 82.77/100 and a 5-star rating from 37 reviews. This fee-only, fiduciary firm specializes in helping women through divorce, loss of a spouse, retirement, inheritance, and other major life milestones.
Legacy Wealth Advisors has a Lantern Score of 84.05/100 and specializes in wealth strategy for business owners, offering comprehensive financial planning and investment management. Alternatively, Green Ridge Wealth Planning (Lantern Score: 82.62) is particularly strong for business owners seeking exit planning and fiduciary fee-only advice without commission conflicts.
On Time Capital is a business funding specialist with a Lantern Score of 83.19/100 and a 4.9-star rating from 122 reviews, offering fast, flexible financing for small and mid-sized enterprises. They provide term loans up to $3 million and specialize in working capital, equipment purchases, and bridge loans for startups and growing companies.
Curtis Pope, CFP (Lantern Score: 82.77/100, 4.9-star rating from 84 reviews) is ideal for busy professionals, business owners, and executives with equity or bonuses. He founded Pope Wealth Planning in 2020 and serves clients nationwide from his New York City office with personalized financial planning for complex compensation structures.