Top 10 financial advisors in New York

We've curated a list of the best financial advisors in New York, take a look at it below.

#	Company	Assets under management	Number of advisors
1	Assets under management $196,540,230,205 Number of advisors 709 advisors	$196,540,230,205	709 advisors
2	Assets under management $132,940,091,663 Number of advisors 8094 advisors	$132,940,091,663	8094 advisors
3	Assets under management $75,861,778,618 Number of advisors 339 advisors	$75,861,778,618	339 advisors
4	Assets under management $73,106,917,714 Number of advisors 515 advisors	$73,106,917,714	515 advisors
5	Assets under management $61,188,713,063 Number of advisors 16 advisors	$61,188,713,063	16 advisors
6	Assets under management $60,048,700,513 Number of advisors 220 advisors	$60,048,700,513	220 advisors
7	Assets under management $58,042,468,578 Number of advisors 281 advisors	$58,042,468,578	281 advisors
8	Assets under management $38,749,069,891 Number of advisors 228 advisors	$38,749,069,891	228 advisors
9	Assets under management $36,630,802,858 Number of advisors 449 advisors	$36,630,802,858	449 advisors
10	Assets under management $32,801,952,121 Number of advisors 531 advisors	$32,801,952,121	531 advisors

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We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.

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Methodology

To find the top financial advisors in New York, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.

Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

J.p. Morgan Private Investments Inc.
J.p. Morgan Private Investments Inc. is a financial advisory firm based in New York, New York. It currently has approximately $196,540,230,205 of assets under management and employs about 709 people. J.p. Morgan Private Investments Inc. uses a fee structure of a percentage of assets under your management and performance-based fees.
$196,540,230,205 under management
709 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Manager Research Services
See full profile
Rbc Capital Markets, LLC
RBC Wealth Management, a division of RBC Capital Markets, LLC, offers financial planning services through RBC CM. The firm, registered with the SEC since 1977, provides personalized financial analysis and advice to help clients achieve their financial goals. The financial planning process involves gathering information, analyzing it, and proposing recommendations tailored to each client's situation. Financial Advisors at RBC CM hold professional designations and have experience in the securities industry. The firm offers various advisory programs, including consulting solutions and managed account programs. As of June 30, 2023, RBC CM had over $207 billion in assets under management, with fees for financial planning services ranging from $1,000 to $20,000, negotiable based on factors like service complexity and client assets. The firm operates under a Code of Ethics to prioritize client interests, maintain confidentiality, and prevent conflicts of interest. RBC CM discloses disciplinary information, including settlements related to regulatory violations. The firm does not provide ongoing advice post-financial plan delivery and does not offer proxy voting services. Clients are not required to custody assets with RBC CM for financial planning services. The firm does not have financial conditions that may impact its ability to meet client commitments.
$132,940,091,663 under management
8094 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Service Public & Private Employee Benefit Plans, Endowment Funds, Foundations, Family Trusts & Various Capital/operating Funds
See full profile
Cohen & Steers Capital Management Inc.
Cohen & Steers Capital Management Inc. is a financial advisory firm based in New York, New York. It currently has approximately $75,861,778,618 of assets under management and employs about 339 people. Cohen & Steers Capital Management Inc. uses a fee structure of a percentage of assets under your management, performance-based fees and licensing, portfolio construction and evaluation fees.
$75,861,778,618 under management
339 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
LICENSING, PORTFOLIO CONSTRUCTION AND EVALUATION FEES
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Portfolio Consulting Svcs, Index Maintenance Svcs
See full profile
General Atlantic Service Company, L.p.
General Atlantic Service Company, L.p. is a financial advisory firm based in New York, New York. It currently has approximately $73,106,917,714 of assets under management and employs about 515 people. General Atlantic Service Company, L.p. uses a fee structure of a percentage of assets under your management and performance-based fees.
$73,106,917,714 under management
515 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Investment Advisory Services To Clients Who Serve As Limited Partners Of Private Funds
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Franklin Templeton Private Portfolio Group, LLC
Franklin Templeton Private Portfolio Group, LLC is a financial advisory firm based in New York, New York. It currently has approximately $61,188,713,063 of assets under management and employs about 16 people. Franklin Templeton Private Portfolio Group, LLC uses a fee structure of and a percentage of assets under your management.
$61,188,713,063 under management
16 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
See full profile
City National Rochdale
City National Rochdale is a financial advisory firm based in New York, New York. It currently has approximately $60,048,700,513 of assets under management and employs about 220 people. City National Rochdale uses a fee structure of a percentage of assets under your management and fixed fees.
$60,048,700,513 under management
220 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
See full profile

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Pinebridge Investments LLC
Pinebridge Investments LLC is a financial advisory firm based in New York, New York. It currently has approximately $58,042,468,578 of assets under management and employs about 281 people. Pinebridge Investments LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$58,042,468,578 under management
281 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
See full profile
Apogem Capital LLC
Apogem Capital LLC is a financial advisory firm based in New York, New York. It currently has approximately $38,749,069,891 of assets under management and employs about 228 people. Apogem Capital LLC uses a fee structure of a percentage of assets under your management, fixed fees and performance-based fees.
$38,749,069,891 under management
228 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Provide Investment Supervisory Services
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Betterment
Betterment is a financial advisory firm based in New York, New York. It currently has approximately $36,630,802,858 of assets under management and employs about 449 people. Betterment uses a fee structure of a percentage of assets under your management and fixed fees.
$36,630,802,858 under management
449 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
See full profile
Rockefeller Capital Management
Rockefeller Capital Management is a financial advisory firm based in New York, New York. It currently has approximately $32,801,952,121 of assets under management and employs about 531 people. Rockefeller Capital Management uses a fee structure of a percentage of assets under your management and fixed fees.
$32,801,952,121 under management
531 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
See full profile

Commitment

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Methodology

Top advisors in New York

Albany Amherst Armonk Binghamton Bohemia Brewster Briarcliff Manor Bronxville Brooklyn Buffalo Cambridge Clifton Park Commack Corning Cortlandt Manor East Amherst East Syracuse Fairport Farmingdale Fishkill Garden City Getzville Glen Cove Glens Falls Goshen Great Neck Halfmoon Harrison Hauppauge Holbrook Huntington Irvington Ithaca Jericho Johnson City Katonah Kingston Lake Placid Lake Success Larchmont Latham Lindenhurst Locust Valley Long Island City Malta Mamaroneck Manhasset Medford Melville Mineola Mount Kisco Newburgh New Hyde Park New Paltz New Rochelle New York Nyack Orchard Park Pearl River Pittsford Plainview Pleasantville Port Chester Port Jefferson Port Washington Poughkeepsie Riverhead Rochester Rockville Centre Rome Ronkonkoma Rye Rye Brook Sag Harbor Saratoga Springs Scarsdale Smithtown Syosset Syracuse Tarrytown Uniondale Utica Valley Stream Victor Webster Westbury West Harrison White Plains Williamsville Woodbury Woodmere Yorktown Heights

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