Top 10 advisors in New York

Top 10 advisors in New York

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

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  • 1. Vista Financial Advisors, LLC

    Assets under management

    $11,491,898,634,658

    Fee structure

    A percentage of assets under your management

    Hourly charges

    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

  • 2. Apollo Capital Management, L.p.

    Assets under management

    $418,891,560,733

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    CARRIED INTEREST

    Services offered

    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)

  • 3. J.p. Morgan Private Investments Inc.

    Assets under management

    $196,540,230,205

    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

  • 4. Brookfield Asset Management Pic Us, LLC

    Assets under management

    $159,981,488,878

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    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)

  • 5. Rbc Capital Markets, LLC

    Assets under management

    $132,940,091,663

    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

  • 6. Corebridge Institutional Investments (u.s.), LLC

    Assets under management

    $126,272,170,437

    Fee structure

    A percentage of assets under your management

    Fixed fees

    Performance-based fees

    MANAGEMENT FEE BASED ON CLIENT PRO RATA SHARE OF OPERATING COST

    Services offered

    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

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    7. Apollo Management, L.p.

    Assets under management

    $90,234,426,947

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    CARRIED INTEREST

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • 8. Global Infrastructure Management, LLC

    Assets under management

    $83,596,469,201

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    DEAL-RELATED AND MONITORING FEES

    Services offered

    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)

  • 9. Insight Venture Partners

    Assets under management

    $79,458,131,122

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • Not sure which one to choose?
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    10. Tpg Angelo Gordon

    Assets under management

    $77,525,779,193

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    INVESTMENT CONSULTING FEES

    Services offered

    Portfolio Management For Pooled Investment Vehicles

    Managed Accounts

How we came up with this list

To generate our top financial advisors list in New York, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case New York. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.

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