Best Financial Advisors in New York, NY
10 financial advisors in New York ranked by client ratings and review volume. Average rating: 4.9/5 across 185 reviews.
Advisors Listed
10
Total Client Reviews
185
Neighborhoods
1
Top-Rated Financial Advisors in New York
1
OG Tax and Accounting Group
4.8(84 reviews)
Tax planningFinancial advising
Verified via Yelp
2
Charles Juntikka & Associates, LLP
4.8(49 reviews)
Financial advising
Verified via Yelp
3
Be Awesome Not Broke
5(28 reviews)
Financial coachingPersonal finance
Verified via Yelp
4
Brooklyn Plans
4.9(14 reviews)
Brooklyn|Financial planning
Verified via Yelp
5
Earn Into Wealth
5(10 reviews)
Wealth management
Verified via Yelp
Expert-Ranked Advisors
These financial advisors appear in professional directories or expert rankings but do not have sufficient public reviews for a star rating.
Cerity Partners
Wealth managementFinancial planning
Expert-Ranked
Wealthspire Advisors
Wealth managementFinancial planning
Verified via Yelp
Francis Financial, Inc.
Financial planningWealth management
Verified via Yelp
Wharton Wealth Planning
Wealth managementFinancial planning
Verified via Yelp
Curtis Pope, CFP
CFPFinancial planning
Verified via Yelp
Frequently Asked Questions
How many financial advisors are listed in New York?
We currently list 10 financial advisors in New York, New York, sourced from Google, Yelp, and professional directories. These listings have a combined 185 client reviews.
What is the difference between a fiduciary and a non-fiduciary advisor?
A fiduciary financial advisor is legally required to act in your best interest at all times. Non-fiduciary advisors only need to recommend "suitable" investments, which may include products that pay them higher commissions. Always ask if your advisor is a fiduciary.
What does CFP stand for and why does it matter?
CFP stands for Certified Financial Planner. CFPs have completed rigorous education, passed a comprehensive exam, and commit to ethical standards. They must act as fiduciaries when providing financial planning. A CFP designation is one of the strongest credentials in financial planning.
What is a fee-only financial advisor?
Fee-only advisors are compensated solely by the fees their clients pay — not by commissions on products they sell. This structure minimizes conflicts of interest. Fee-only advisors may charge a percentage of assets under management (AUM), flat fees, or hourly rates.
Which New York neighborhoods have financial advisors?
Financial advisors in our directory are located in Brooklyn. Many advisors also offer virtual consultations regardless of location.
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