Top 10 advisors in New York City
We’ve curated a list of the best financial advisors in New York City, take a look at it below
Find an advisor in New York City| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $1,369,486,292 | 186 advisors | ||
| 2 | $1,114,429,564 | 9 advisors | ||
| 3 | $957,867,761 | 8 advisors | ||
| 4 | $481,740,685 | 43 advisors | ||
| 5 | $293,259,887 | 6 advisors | ||
| 6 | $261,165,980 | 12 advisors | ||
| 7 | $240,216,812 | 73 advisors | ||
| 8 | $195,165,527 | 6 advisors | ||
| 9 | $96,204,758 | 4 advisors | ||
| 10 | $25,000,000 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in New York City, 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 City. 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.
1. Avenue Asia Capital Management, L.p.
Assets under management
$1,369,486,292
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
2. Ascribe Capital LLC
Assets under management
$1,114,429,564
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Aigen Investment Management, Lp
Assets under management
$957,867,761
Fee structure
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Vise Ai Advisors
Assets under management
$481,740,685
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
5. Valueworks, LLC
Assets under management
$293,259,887
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
6. Qsemble Capital Management, Lp
Assets under management
$261,165,980
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?Use our smart matching tool
7. Sagard Holdings Manager (us) LLC
Assets under management
$240,216,812
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)
8. Empery Asset Management, Lp
Assets under management
$195,165,527
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Parkview Us LLC
Assets under management
$96,204,758
Fee structure
A percentage of assets under your management
Fixed fees
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)
Selection Of Other Advisers
Educational Seminars/workshops
- Not sure which one to choose?Use our smart matching tool
10. J. Stern & Co., LLC
Assets under management
$25,000,000
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)
Your first meeting is free.