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Financial advisors in New York City, NY

Looking for a financial advisor in New York City, NY? We list 103 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.

103Advisors with offices here
13Median years of experience
89%Fiduciary advisors?
30Firms represented

Largest firms here: Citigroup Global Markets Inc. (28), Strategic Advisers LLC (16), UBS Financial Services Inc. (11).

Hightower Advisors
45yrs
Kenneth Benjamin Hoffman
Financial advisor
300 Madison Avenue 29th Floor
New York City, NY 10017
Top advisor by experience in New York City
Fiduciary
Call Directions
International Assets Investment Management
41yrs
David Chin
Financial advisor
14 Wall St. 20th Floor
New York City, NY 10005
Top 2% by experience in New York City
CFP®Fiduciary
Call Directions
UBS Financial Services
39yrs
Michael Anthony Giacone
Financial advisor
1285 Avenue Of The Americas 15th, 16th, 17th & 18th
New York City, NY 10019
Top 4% by experience in New York City
PlanningInvesting
Call Directions
Advice and Planning Services
37yrs
Daniel K Soo
Financial advisor
860 Broadway Suite #528, 530
New York City, NY 10003
Top 1% by experience at Advice and Planning Services
Fiduciary
Call Directions
Whiston Asset Management
35yrs
Stephanie Carmel Whiston
Financial advisor
445 Park Ave. 9th Floor
New York City, NY 10022
Top 6% by experience in New York City
Fiduciary
Call Directions
Seaport Asset Management
34yrs
Theodore Paul Weisberg
Financial advisor
60 Broad Street
New York City, NY 10004
Top 7% by experience in New York City
Fiduciary
Call Directions
UBS Financial Services
33yrs
John P. O'Leary
Financial advisor
1285 Avenue Of The Americas 15th, 16th, 17th & 18th
New York City, NY 10019
Top 8% by experience in New York City
Fiduciary
Call Directions
UBS Financial Services
33yrs
Anthony Depalma
Financial advisor
1285 Avenue Of The Americas 15th, 16th, 17th & 18th
New York City, NY 10019
Top 9% by experience in New York City
CFP®Fiduciary
Call Directions
Weathervane Asset Management
32yrs
Wayne Seth Kaufman
Financial advisor
100 Wall Street 10th Floor
New York City, NY 10005
Top 10% by experience in New York City
Fiduciary
Call Directions
Primerica Advisors
32yrs
Juan Bautista Feliz
Financial advisor
469 7th Ave Suite 1256-D
New York City, NY 10018
Top 11% by experience in New York City
Investing
Call Directions
UBS Financial Services
32yrs
Thomas Ashby Badger II
Financial advisor
1285 Avenue Of The Americas 15th, 16th, 17th & 18th
New York City, NY 10019
Top 12% by experience in New York City
PlanningInvesting
Call Directions
Strategic Advisers
31yrs
Joseph Hajjar
Financial advisor
165 Broadway
New York City, NY 10006
Top 2% by experience at Strategic Advisers
CFP®Fiduciary
Call Directions
Hsbc Securities (usa)
31yrs
Sabrina Denise Tellalian
Financial advisor
66 Hudson Boulevard
New York City, NY 10001
Top 7% by experience at Hsbc Securities (usa)
Fiduciary
Call Directions
Charles Schwab Investment Management
30yrs
Maximillian Breier
Financial advisor
1133 Avenue Of The Americas
New York City, NY 10159
Top 5% by experience at Charles Schwab Investment Management
Fiduciary
Call Directions
Pelican Bay Asset Management
29yrs
Mark Joseph Reisman
Financial advisor
175 Riverside Drive, Apt. 8k
New York City, NY 10024
Top 16% by experience in New York City
Fiduciary
Call Directions
New York Financial Avp
29yrs
Anthony Vincent Pranzo
Financial advisor
40 Wall Street, 28th Floor, Suite 2759
New York City, NY 10005
Top 17% by experience in New York City
Fiduciary
Call Directions
J. Safra Asset Management
28yrs
Michael S Ruzhansky
Financial advisor
546 Fifth Avenue
New York City, NY 10036
Top advisor by experience at J. Safra Asset Management
CFP®Fiduciary
Call Directions
LPL Financial
27yrs
Scott Harris Rose
Financial advisor
14 Wall Street,20th Floor Office2020
New York City, NY 10005
Top 19% by experience in New York City
Fiduciary
Call Directions
Modera Wealth Management
26yrs
Michael David Gibney
Financial advisor
122 East 42nd Street Suite 1714
New York City, NY 10168
Top 15% by experience at Modera Wealth Management
CFP®Fiduciary
Call Directions
Citigroup Global Markets
26yrs
Donna Marie Mannarino
Financial advisor
Citi Private Bank 388 Greenwich Street
New York City, NY 10013
Top 15% by experience at Citigroup Global Markets
Fiduciary
Call Directions
Hsbc Securities (usa)
25yrs
Jason L Smith
Financial advisor
66 Hudson Boulevard
New York City, NY 10001
Top 17% by experience at Hsbc Securities (usa)
Fiduciary
Call Directions
Hightower Advisors
25yrs
Kurt Wilfred Grunsfeld
Financial advisor
300 Madison Avenue 29th Floor
New York City, NY 10017
Top 23% by experience in New York City
PlanningInvesting
Call Directions

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