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Financial advisors in New York, NY

Looking for a financial advisor in New York, NY? We list 15,438 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.

15,438Advisors with offices here
12Median years of experience
52%At fee-only firms
693Firms represented

Largest firms here: Merrill Lynch, Pierce, Fenner & Smith Incorporated (2,773), Morgan Stanley (2,303), J.p. Morgan Securities LLC (2,100).

Nearby: Long Island City, Astoria, Sunnyside, Woodside, Maspeth, East Elmhurst, Jackson Heights, Elmhurst.

Filter and map these advisors

J.p. Morgan Securities
46yrs
Abraham I Borenstein
Financial advisor
277 Park Avenue 2nd & 3rd Floor
New York, NY 10172
Top 1% for experience in New York
FiduciaryFee-only firm
Call Directions
Savvy
46yrs
Jerald Larson Dunn
Financial advisor
111 West 33rd Street Unit 1410
New York, NY 10001
Top advisor for experience at Savvy
CFP®Top advisor for experience at SavvyFiduciary
Call Directions
Wells Fargo Advisors
46yrs
Theodore Geller
Financial advisor
1 Penn PLZ FL 27
New York, NY 10119
Top 1% for experience in New York
Fiduciary
Call Directions
Morgan Stanley
46yrs
Philip James Gullo
Financial advisor
55 East 52nd Street 12th Floor
New York, NY 10055
Top 1% for experience in New York
Fiduciary
Call Directions
Merrill Lynch, Pierce, Fenner & Smith
46yrs
Mary Jo McGee
Financial advisor
One Bryant Park
New York, NY 10036
Top 1% for experience in New York
Fiduciary
Call Directions
Wells Fargo Advisors
46yrs
Arthur Lee Thompson
Financial advisor
1 Penn PLZ FL 27
New York, NY 10119
Top 1% for experience in New York
Fiduciary
Call Directions
Merrill Lynch, Pierce, Fenner & Smith
46yrs
George D Bianco
Financial advisor
One Bryant Park
New York, NY 10036
Top 1% for experience in New York
Fiduciary
Call Directions
Morgan Stanley
46yrs
Ann Gertrude Neumann
Financial advisor
55 East 52nd Street 28th Floor
New York, NY 10055
Top 1% for experience in New York
Fiduciary
Call Directions
Merrill Lynch, Pierce, Fenner & Smith
46yrs
Joseph George Corcoran
Financial advisor
One Bryant Park
New York, NY 10036
Top 1% for experience in New York
Fiduciary
Call Directions
Wellington Shields &
46yrs
Guy Maxwell Ule
Financial advisor
60 Broad Street 39th Floor
New York, NY 10004
Top advisor for experience at Wellington Shields &
Top advisor for experience at Wellington Shields &FiduciaryFee-only firm
Call Directions
Penbrook Management
46yrs
Barbara Hill Chacour
Financial advisor
880 Third Avenue 16th Floor
New York, NY 10022
Top 1% for experience in New York
CFAFee-only firm
Call Directions
Wellington Shields &
46yrs
Noel Kezsbom
Financial advisor
60 Broad Street 39th Floor
New York, NY 10004
Top 1% for experience in New York
Fee-only firm
Call Directions
UBS Financial Services
46yrs
Virginia May Gerstley
Financial advisor
299 Park AVE 8th, 9th 11th Floor
New York, NY 10171
Top 1% for experience in New York
PlanningInvesting
Call Directions
Morgan Stanley
46yrs
Ronald Alan Oleet
Financial advisor
55 East 52nd Street 12th Floor
New York, NY 10055
Top 1% for experience in New York
Fiduciary
Call Directions
THE Northstar Group
46yrs
Linda Leigh Ray
Financial advisor
405 Lexington AVE Suite 37a
New York, NY 10174
Top advisor for experience at THE Northstar Group
Top advisor for experience at THE Northstar GroupFiduciaryFee-only firm
Call Directions
UBS Financial Services
46yrs
Catherine Ann Brown
Financial advisor
299 Park AVE 8th, 9th 11th Floor
New York, NY 10171
Top 1% for experience in New York
Fiduciary
Call Directions
Stifel, Nicolaus &
46yrs
David Louis Okun
Financial advisor
1095 Avenue of the Americas 3rd & 4th Floors
New York, NY 10036
Top 1% for experience in New York
Fiduciary
Call Directions
Morgan Stanley
46yrs
David Sgorbati
Financial advisor
55 East 52nd Street 10th Floor
New York, NY 10055
Top 1% for experience in New York
Fiduciary
Call Directions
Wells Fargo Advisors
46yrs
Philip Robert Ernst
Financial advisor
1211 AVE of the Americas 27th FL
New York, NY 10036
Top 1% for experience in New York
PlanningInvesting
Call Directions

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Before you reach out

Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”3 min read
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.3 min read
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.3 min read