Financial Advisors in New York, NY
Compare trusted local financial advisors in New York — credentials, fees, and reviews.
New York, New York
Top financial advisors in New York
Looking for financial advisors in New York, NY? Compare local financial advisors below on credentials (CFP®, CFA, fiduciary), fee model, and verified reviews. From Wall Street wealth managers to neighborhood CPAs across the five boroughs, New York has the deepest bench of financial professionals in the country.
CFP®, CFA, fiduciary
CFP®, CFA, fiduciary
CFP®, CFA, fiduciary
CFP®, CFA, fiduciary
CFP®, CFA, fiduciary
CFP®, CFA, fiduciary
CFP®, CFA, fiduciary
CFP®, CFA, fiduciary
How to choose
- Confirm they are a fiduciary (legally required to act in your interest).
- Check credentials: CFP® (Certified Financial Planner) or CFA.
- Understand the fee model — fee-only, fee-based, or commission.
- Verify their record on FINRA BrokerCheck and the SEC IAPD.
Typical cost
Most advisors charge ~1% of assets per year, a flat retainer ($2,000–$10,000/yr), or hourly ($200–$400). Fee-only advisors avoid commission conflicts.
Financial Advisors in New York: FAQs
How much does a financial advisor cost?
Common models are ~1% of assets managed per year, flat annual retainers of $2,000–$10,000, or hourly rates of $200–$400. Fee-only advisors charge you directly and earn no product commissions, which removes a common conflict of interest.
Is a financial advisor worth it?
For most people with competing goals — retirement, taxes, college, estate — a good advisor pays for themselves through better tax planning, behavior coaching, and avoiding costly mistakes. If your situation is simple, a one-time hourly plan may be enough.
How much does a financial advisor cost in New York?
Most advisors charge ~1% of assets per year, a flat retainer ($2,000–$10,000/yr), or hourly ($200–$400). Fee-only advisors avoid commission conflicts. Rates in New York and the Tri-State area are broadly in line with national averages; always confirm fees in writing before engaging.
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