Fee-only financial advisors in New York who charge hourly or a flat fee
705 fee-only advisers in New York offer financial planning for an hourly, fixed or subscription fee. 435 of them state their prices in dollars in their filed brochure, and we quote those prices below.
In New York, the median published hourly rate is $300 (302 firms; middle half $250–$400), and the median flat or project fee is $4,500 (252 firms), as of October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $300/hr | $250–$400/hr | 302 firms |
| Flat or project fee | $4,500 | $2,350–$7,500 | 252 firms |
| Annual retainer | $6,250/yr | $3,050–$14,500/yr | 81 firms |
Fee-only advisors in New York and their published fees
435 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 4Thought Financial Group Inc.Syosset | $200/hr | Not published | $100/mo |
| Abaya Wealth Management LLCBuffalo | Not published | $2,000–$5,000 | Not published |
| Abby Advisors LLCDobbs Ferry | $250/hr | $500 | Not published |
| Abernathy Group II LLCNew York | $750/hr | Not published | $1,000/yr |
| About Time Financial PlanningRochester | Not published | $1,000–$2,000 | $700–$3,200/qtr |
| Acacia Grove Wealth ManagementSchenectady | $300/hr | Not published | Not published |
| Accfox Capital LLCMonsey | Not published | $1,000–$10,000 | Not published |
| Adc Wealth Management, LLCMassapequa | Not published | $3,000 | Not published |
| Adirondack Capital Advisors, LLCSyracuse | $250–$400/hr | Not published | Not published |
| Adirondack Retirement StrategiesMoreau | Not published | $250–$2,000 | Not published |
| Advisor Financial Services, Inc.Chatham | $325/hr | $1,500 | Not published |
| AffluenceBrooklyn | Not published | Not published | $350–$550/mo |
| Albanyadvisor Group LLCAlbany | Not published | $495 | Not published |
| Allegory AdvisoryNew York | $240/hr | Not published | Not published |
| Allsquare Wealth Management, LLCAlbany | $100–$300/hr | $500–$2,000 | Not published |
| AlphansoRochesterNo AUM fee | Not published | Not published | $1,200–$7,200/yr |
| Altfest Personal Wealth ManagementNew York | $250/hr | Not published | $1,250/qtr |
| American Centurion Financial LLCNew York | $475/hr | Not published | Not published |
| American Financial & Tax Strategies, Inc.New York | $660/hr | Not published | $2,500/qtr |
| Amvoy WealthNew York | Not published | $1,000–$20,000 | Not published |
| Anchor Capital Management, LLCIthaca | $300/hr | Not published | Not published |
| Angel Light CapitalForest Hills | Not published | Not published | $5,000/yr |
| Angel Wealth AdvisorsAstoria | $360/hr | $3,600–$25,000 | $300–$1,500/mo |
| Anglia AdvisorsValley Stream | $299/hr | Not published | Not published |
| Apollo Wealth Management, LLCLancaster | $100–$200/hr | Not published | Not published |
| Arcadia Wealth ManagementSmithtown | $250/hr | Not published | Not published |
| Arcanum Capital Management LLCSyosset | Not published | $5,000 | Not published |
| Arcap Partners LLCPlainview | Not published | $2,000–$30,000 | Not published |
| Arch Global Advisors, LLCNew York | Not published | $1,500 | Not published |
| Arista Advisory Group, LLCAlbany | $150–$295/hr | Up to $10,000 | Not published |
| Aspire Wealth Advisory Group, LLCNew York | Not published | Not published | $500–$2,000/mo |
| Astoria Portfolio Advisors LLCNew York | $300/hr | $300–$50,000 | Not published |
| Attuned Wealth LLCNew York | Not published | Not published | $6,000–$24,000/yr |
| AtwobKatonah | $200/hr | $500–$5,000 | $75/mo |
| Auriex Wealth Advisors LLCNew York | Not published | $1–$2,000 | $200–$500/mo |
| Avrio Wealth LLCNew York | $600/hr | $12,500 | Not published |
| Awoye Capital, LLCBay Shore | Not published | $250–$10,000 | Not published |
| Bantam Inc.Staatsburg | $600–$2,000/hr | Not published | $8,000–$40,000/yr |
| Barak Asset Management LLCJamaica | $100–$300/hr | $1,000 | Not published |
| Barbara J. Bouchey Asset Management, Inc.Saratoga Springs | $100–$250/hr | $500–$2,500 | Not published |
| Beacon Financial AdvisorsRye Brook | $1,000/hr | Not published | Not published |
| Beekman Financial Planning LLCNew York | $250/hr | $250–$10,000 | Not published |
| Bemrose Consulting, LLCPatchogue | $200/hr | Not published | Not published |
| Better Wealth Advisory LLCNew YorkNo AUM fee | $200–$300/hr | $300–$1,200 | $250–$500/mo |
| Big Rock Advisors LLCSag Harbor | $250/hr | $3,000–$15,000 | Not published |
| Blackdiamond Wealth Management, LLCNew York | Not published | Not published | $50/mo |
| Blue Elm AdvisorsHolmes | $250/hr | $500–$2,500 | $100–$500/mo |
| Blue Jean Financial LLCAlbany | Not published | $900–$50,000 | Not published |
| Boerum Hill Financial Advisors LLCBrooklyn | $175–$300/hr | Not published | Not published |
| Bone Fide WealthNew York | $550/hr | $5,000–$10,000 | Not published |
| Brave Eagle Wealth ManagementNew York | $250/hr | $1,000 | Not published |
| Briarcliff Manor Wealth AdvisorsSaugerties | $300/hr | Not published | Not published |
| Bridge Capital ManagementBrooklyn | $350–$500/hr | $1,000–$3,000 | Not published |
| Bright Futures Wealth Management, LLCWebster | $100–$300/hr | Not published | Not published |
| Broad Wealth Management, Inc.Rye | $150–$400/hr | Not published | Not published |
| Brooklyn Fi, LLCBrooklyn | Not published | Not published | $500–$2,000/mo |
| Brooklyn Plans LLCBeacon | $300/hr | Not published | $320–$500/mo |
| Buffalo First Wealth Management, LLCWilliamsville | $250/hr | $1,000–$15,000 | Not published |
| Burns Matteson Capital Management, LLCCorning | $400/hr | $5,000–$8,000 | $3,500/yr |
| Calado CapitalNew York | $400/hr | Not published | Not published |
| Calculated Financial Solutions, LLCCedarhurst | $475/hr | $2,500 | Not published |
| Cambridge Wealth Management, LLCCambridge | $300/hr | $4,000 | Not published |
| Candace Shira Associates, LLCPittsford | $350/hr | Not published | Not published |
| Canny Capital Management, LLCBrooklyn | $99/hr | Not published | Not published |
| Canty Wealth ManagementBallston Spa | $300/hr | $1,000–$100,000 | Not published |
| Capable Wealth, LLCLatham | $300/hr | $500–$35,000 | Not published |
| Capital Insights Group of Wny, LLC.Buffalo | $250/hr | $1,500–$3,000 | Not published |
| Carissima Capital LLCTroy | $250/hr | $5,000 | Not published |
| Carroll Financial Group, Inc.Rockville Centre | Not published | $200–$2,000 | Not published |
| Castfirm Advisors LLCGarden City | Not published | $250–$1,000 | Not published |
| CFM Advisors IncHauppauge | Not published | $500–$2,500 | Not published |
| Circle Advisers IncNew York | $125–$500/hr | $2,500–$6,000 | Not published |
| Citrin Cooperman Wealth Management, LLCNew York | $450–$1,000/hr | Not published | $1,000–$5,000/mo |
| Civitas Management LLCBrooklyn | Not published | $1,000–$10,000 | $250–$2,500/mo |
| Clarity AdvisorsBuffalo | $150/hr | $3,000 | Not published |
| Clarity Investments + Planning LLCMount Kisco | $300/hr | $600–$4,000 | Not published |
| Clear Point Advisors, Inc.Melville | $300/hr | $500–$5,000 | Not published |
| Clearview Financial Planning, Inc.Southold | $200/hr | $1,000–$3,500 | Not published |
| Clemons Financial Education CompanyFairportNo AUM fee | $250–$500/hr | $1,500–$7,500 | Not published |
| Cobblestone Wealth AdvisorsBrooklyn | $500/hr | Not published | Not published |
| Comberiate, Leonard B.OssiningNo AUM fee | $100/hr | Not published | Not published |
| Comfort Capital ManagementLivonia | Not published | $500–$6,000 | Not published |
| Complete AdvisorsValley Stream | $500/hr | $5,000 | Not published |
| Compound Planning, Inc.New York | $100–$500/hr | $500–$10,000 | Not published |
| Comprehensive Wealth Management Group, LLCStaten IslandNo AUM fee | $300/hr | Not published | Not published |
| Conrad Capital Management, Inc.Hauppauge | $150–$300/hr | $150–$300 | Not published |
| Contessa CapitalNew York | Not published | Not published | $1,000/qtr |
| Cordoba Advisory Partners LLCNew York | $500–$1,500/hr | Not published | Not published |
| Cornell Pochily Investment Advisors, Inc.Ithaca | $150–$350/hr | $100–$10,000 | Not published |
| Countryside Financial LLCWilliamsville | $250/hr | $500–$2,500 | Not published |
| Creative Wealth Builders, LLCWest Hempstead | $300/hr | $2,500–$10,000 | $1,000/yr |
| Crescent Hill Partners LLCSaratoga Springs | Not published | $5,000–$50,000 | Not published |
| Crystal Brook AdvisorsMt. Sinai | Not published | $250–$5,000 | Not published |
| CSD Financial LLCBrooklyn | $400/hr | $1,200 | $1,875/yr |
| D'arcangelo Financial Advisors, LLCPoughkeepsie | $100–$250/hr | $1,800–$3,500 | Not published |
| Daniel Goldstein, CFPCenterport | $225/hr | Not published | Not published |
| Dark Horse Wealth LLCCazenovia | $150/hr | Not published | Not published |
| David's Planning Services, LLCEastchesterNo AUM fee | $175–$250/hr | $500–$5,000 | Not published |
| Davidov Wealth Group, LLCGarden City | $350–$600/hr | Not published | Not published |
| DBM Planning, LLCMt. Kisco | Not published | $2,000–$5,000 | Not published |
| Ddo Advisory Services, LLCRhinebeck | $300/hr | Not published | Not published |
| Debanyfinancial Group, LLCTarrytownNo AUM fee | $250/hr | $1,500 | Not published |
| Delaware Avenue Advisors Inc.Buffalo | $90–$150/hr | $500–$2,500 | $2,500/yr |
| Derryrush WealthWest Sayville | Not published | $2,500–$25,000 | Not published |
| Diamond NesteggScarsdaleNo AUM fee | $750/hr | $25,000 | $12,000/yr |
| Domain Money Advisors, LLCNew YorkNo AUM fee | $500/hr | $9,000 | Not published |
| Donnelly Financial ServicesRock Tavern | $200/hr | Not published | $4,500–$9,500/yr |
| DR. Jeff Finance, LLCRye Brook | Not published | $3,000–$9,000 | $250–$3,000/mo |
| Drawingboard Wealth AdvisorsWilliston Park | $200–$1,000/hr | Not published | Not published |
| Dubois Capital Management LLCSaratoga Springs | Not published | $500–$5,000 | Not published |
| Dutch Asset CorporationSelkirk | $300/hr | $495–$25,000 | $100–$300/mo |
| Eagle Bay Family OfficeNew York | $150–$1,000/hr | Not published | Not published |
| Eagle Tax Planning & Advisory Group.llcOzone Park | $175/hr | Not published | Not published |
| Eagle's Crest Advisors, LLCHuntington | $150–$500/hr | Not published | Not published |
| Eden Advisory Services, LLCAlbany | $80–$300/hr | $1,000–$5,000 | Not published |
| Educated Financial PlanningAstoria | $350/hr | $500–$6,000 | Not published |
| Eighty Rods AdvisorsLarchmontNo AUM fee | $325/hr | $6,000–$30,000 | $5,000–$30,000/yr |
| Elevation Investment ConsultingRochester | Not published | $500–$2,000 | Not published |
| EllevestNew York | Not published | $4,800 | Not published |
| Emergent Wealth Advisors, LLCWilliamsville | Not published | $7,500 | Not published |
| Esk Capital Management Inc.Great Neck | $400/hr | Not published | Not published |
| Eudaimonia WealthBuffalo | $300/hr | $500–$10,000 | $150–$500/mo |
| Eureka Wealth SolutionsNew York | $300/hr | Not published | Not published |
| Ev Capital Management LLCKew Gardens | $50/hr | Not published | $25/mo |
| Even Keel AdvisorsSaratoga Springs | $290/hr | $250–$12,000 | $400–$1,000/mo |
| Ewm AdvisoryBuffalo | $250/hr | $2,400 | $60–$275/mo |
| Ezana Capital Advisers, LLCBrooklyn | $300/hr | $2,500–$5,000 | $5,000–$25,000/yr |
| Fagan Associates IncTroy | $400/hr | Not published | Not published |
| Fahey FinancialBuffalo | $150–$250/hr | Not published | Not published |
| Far FinancialBrooklynNo AUM fee | $300/hr | $5,000–$7,000 | Not published |
| Fealty Group LLCNiagara Falls | $150/hr | Not published | Not published |
| Federmann Financial Advisors Inc.Rocky Point | $325–$400/hr | $2,500–$15,000 | Not published |
| Fiduciary First Advising, LLCRochester | $200–$300/hr | Not published | $1,500–$12,000/yr |
| Fiduciary Management Group, LLCNew York | $500–$1,000/hr | Not published | Not published |
| Financial Advisory NetworkScarsdale | $300/hr | $2,000–$5,000 | Not published |
| Financial BossPlainview | Not published | Not published | $1–$1,000/mo |
| Financial Decisions, LLCNew York | $125–$925/hr | Not published | Not published |
| Financial Planning CenterAmherst | $125–$250/hr | Not published | Not published |
| Financial Spyglass®RyeNo AUM fee | Not published | Not published | $20,000–$40,000/yr |
| FLFS Advisory LLCVictor | $250–$1,500/hr | Not published | Not published |
| Flores Wealth Planning, LLCNew York | $300/hr | Not published | $500–$10,000/yr |
| Florian Financial Group LLCWilliamsville | Not published | $500–$2,000 | Not published |
| Flynn Zito Capital Management, LLCGarden City | $750/hr | $2,500–$10,000 | Not published |
| FMD Wealth Advisors LLCWhite Plains | $175–$600/hr | $1,500–$10,000 | Not published |
| Focused Wealth Management, Inc.Newburgh | $150/hr | $100–$1,000 | Not published |
| Followthru Planning Associates LLCBrooklyn | $100/hr | Not published | Not published |
| Ford Financial Solutions, LLCNew YorkNo AUM fee | $400/hr | $2,500 | $1,500/mo |
| Foresight AdvisorsNew York City | $450/hr | Not published | Not published |
| Fortrove PartnersNew York | Not published | $4,000–$30,000 | $1,250–$25,000/qtr |
| Four Corners FinancialMelville | Not published | Not published | $2,500–$10,000/yr |
| Framework WealthBronx | $500/hr | $500–$10,000 | $1,000–$20,000/mo |
| Francis FinancialNew York | $400/hr | $10,000 | $3,000/yr |
| Franco Financial Advisors, Inc.New York | $125–$495/hr | Not published | Not published |
| Frasca & Associates LLCNew YorkNo AUM fee | $200–$400/hr | Not published | Not published |
| FSC Wealth Advisors, LLCFishkill | $275/hr | Not published | Not published |
| Future Proof Consulting Group LLCWhite PlainsNo AUM fee | $150/hr | $1,500 | $99–$349/mo |
| G-Squared Advisory LLCMamaroneckNo AUM fee | $400/hr | Not published | Not published |
| Garrison Phillips, LLCRye Brook | $300–$500/hr | $1,000–$7,500 | Not published |
| Genesee Capital Advisors, LLCAuburn | $200–$400/hr | $2,000–$15,000 | Not published |
| Genesis Capital Group LLCNew York | $500/hr | Not published | Not published |
| Glenview Wealth LLCNew YorkNo AUM fee | $500/hr | $5,000 | Not published |
| Godfrey Financial Associates, Inc.Glenmont | Not published | $2,500 | Not published |
| Gold Coast Advisors, LLCPort Washington | $500/hr | Not published | Not published |
| Goldstrike Capital LLCNorth Syracuse | $100–$800/hr | Not published | Not published |
| Good Luck Ny Inc.Spring Valley | $350/hr | Not published | Not published |
| Gotham Block, LLCNew York | $150–$300/hr | Not published | Not published |
| GPS Financial, LLCPittsford | $300/hr | $300 | Not published |
| Granace Capital LLCNew York | $600/hr | Not published | Not published |
| Grand Central Financial PlanningNew YorkNo AUM fee | $450/hr | Not published | Not published |
| Great Path PlanningGoshen | $275/hr | $950 | $2,500/qtr |
| Greenlife Advisors, LLCHarrison | $350/hr | $1,500–$10,000 | $3,500–$45,000/yr |
| Greyhawk Advisors LLCNew York | Not published | $500–$1,500 | Not published |
| Guzhuna Asset ManagementNew York | $350/hr | $2,000–$25,000 | Not published |
| Hamewith WealthPittsford | Not published | Not published | $3,000–$10,000/yr |
| Hannigan Financial, LLCBrooklynNo AUM fee | $250/hr | Not published | Not published |
| Happiness in RetirementSchenectady | Not published | $5,000 | Not published |
| Harbor Light Capital LLCWebster | Not published | Not published | $750/yr |
| Harper Capital Management, LTD.Cold Spring | $200–$250/hr | Not published | Not published |
| Haystack Financial PlanningSyosset | $300/hr | Not published | $250–$1,000/mo |
| Hegarty Advisors, LLCGarden City | $400/hr | $2,800 | Not published |
| Heller Wealth ManagementMelville | $150–$400/hr | $1,500–$5,000 | Not published |
| Heritage Hill AdviserCochecton | $100/hr | Not published | Not published |
| HHL Wealth Advisors Inc.Flushing | Not published | $1,000 | Not published |
| Highland Wealth Advisory LLCRochester | $300/hr | $100–$5,000 | Not published |
| Highrock Capital Management Inc.Uniondale | Not published | $1,500–$5,000 | $129/mo |
| Hive Retirement PlanningNew York | Not published | $7,500 | $10,000/yr |
| Horizon Financial Advisors LLCNew York | Not published | Not published | $5,000–$50,000/yr |
| Horizon Harvest Financial PlanningBrooklynNo AUM fee | $240/hr | $480–$6,000 | Not published |
| Howe and Rusling, Inc.Rochester | Not published | Not published | $1,500/qtr |
| Hudson Capital Advisory, Inc.Buffalo | Not published | Not published | $500/mo |
| Hudson Delaware Planning LLCClinton CornersNo AUM fee | Not published | $1,000–$5,000 | $375–$1,800/qtr |
| Hudson View Advisors, LLCCroton-on-hudson | $150–$300/hr | $450–$5,000 | Not published |
| Huguenot Financial PlanningNew PaltzNo AUM fee | $250–$300/hr | Not published | $750–$5,000/yr |
| Hurley Capital, LLCNew York | Not published | Not published | $2,500–$75,000/yr |
| HV Capital ManagementMontgomery | Not published | Not published | $20/mo |
| Hyjc Capital of WnyLakeville | Not published | $150–$2,650 | Not published |
| Ibis Capital Management, LLCBuffalo | Up to $350/hr | Not published | Not published |
| Iconoclastic Capital Management LLCRochester | Not published | $500–$10,000 | $6,000/yr |
| Ifc Personal Money Managers, Inc.New YorkNo AUM fee | $250–$700/hr | $5,000 | $10,000–$65,000/yr |
| Ihs Wealth Management LLCOyster Bay | $350–$750/hr | $2,500 | Not published |
| Imperative Wealth PlanningEndwell | Not published | $3,000–$12,000 | Not published |
| Indieplan LLCChestnut RidgeNo AUM fee | $330/hr | $8,750–$30,000 | $2,640–$4,290/yr |
| Infiniti Wealth ManagementBrewster | $150–$300/hr | $1,000–$8,000 | $24,000–$36,000/yr |
| Innovative Private Wealth Management Inc.Somers | $400/hr | Not published | Not published |
| Inside Edge Capital Management, LLCSaratoga Springs | Not published | $10,000 | Not published |
| Institutional Investment Advisors CorpNew York | $150/hr | Not published | Not published |
| Integrated Financial Consulting, LLCAirmont | $300–$750/hr | Not published | $5,000–$250,000/yr |
| Integrated Wealth Management Solutions, LLCPort Chester | Not published | $1,000–$30,000 | Not published |
| Integrity Advisory Partners LLCNew York | $200–$300/hr | $5,000–$50,000 | Not published |
| Interstellar Wealth LLCSkaneateles | Not published | $1,000 | Not published |
| Investry, LLCScarsdale | $400/hr | $5,000–$10,000 | $400–$3,000/mo |
| Ithaka Strategic PartnersKings Park | Not published | $450 | $200–$500/mo |
| J.j. Burns & CompanyMelville | Not published | Not published | $3,000–$30,000/yr |
| James D. Vooys Cpa/pfsSchenectady | $160/hr | Not published | Not published |
| JWK FinancialLong Island CityNo AUM fee | $450–$600/hr | $3,500–$10,000 | $7,000–$15,000/yr |
| Kane FinancialWaterville | $200/hr | Not published | $300–$1,000/qtr |
| Keala AdvisorsNew York | $250/hr | $2,000–$10,000 | Not published |
| Keenan Private Wealth ManagementNew York | $300–$500/hr | Not published | Not published |
| King Wealth Management Group, LLCSaratoga Springs | Not published | $2,500–$10,000 | Not published |
| Koehler Asset ManagementBabylon | $450–$900/hr | Not published | Not published |
| Kpoint Capital LLCManhasset | $400/hr | $800–$16,000 | Not published |
| Kutz and Company Inc.Great Neck | $275/hr | Not published | Not published |
| Labounty Financial PlanningPittsfordNo AUM fee | Not published | $2,500–$10,000 | $6,500–$15,000/yr |
| Lahontan Capital LLCAlbany | $500/hr | $6,000 | Not published |
| Lake Road Advisors, LLCCorning | Not published | $3,000–$6,000 | $750–$2,000/qtr |
| Lamb Retirement Solutions LLCElizabethtown | Not published | $2,500–$5,000 | Not published |
| Landau Advisory LLCWhite PlainsNo AUM fee | Not published | $250 | Not published |
| Landmark Wealth Management, LLCMelville | $250/hr | Not published | Not published |
| Larrea Wealth ManagementNew York | Not published | $3,950–$20,000 | $87/mo |
| Layline AdvisorsRochester | Not published | Not published | $625/qtr |
| Lebron Financial Services, Inc.Congers | $300/hr | $950 | $600/yr |
| Lee Slater + AssociatesNew York | $350/hr | Not published | $1,200–$12,000/yr |
| Legacy Edge AdvisorsSyosset | $200–$500/hr | $2,000–$25,000 | Not published |
| Leh Advisors LLCBrooklyn | $500/hr | Not published | $10,000/yr |
| Leslie Marie GiordanoGarden City | $200/hr | Not published | Not published |
| Level Financial Advisors, Inc.East Amherst | $240–$480/hr | Not published | $28,000/yr |
| Lexion Capital Management LPNew York | $1,000/hr | Not published | Not published |
| Li Wealth Management IncMelville | $250/hr | $7,500 | Not published |
| Lighthouse Wealth Management, LLCBronx | $425/hr | Not published | Not published |
| Linden Financial Consultants, LLCRochesterNo AUM fee | $180/hr | Not published | Not published |
| LK Financial Planning LLCNew York | $250–$350/hr | Up to $25,000 | Not published |
| Loyal AdvisorsSouth Salem | $475/hr | $2,500–$10,000 | $625–$2,500/qtr |
| LT Advisors LLCNew City | $450/hr | $2,000–$10,000 | $3,750/yr |
| LTS Wealth ManagementSyracuse | $150–$300/hr | Not published | Not published |
| Lucre Advisory LLCBronxville | Not published | $5,000 | Not published |
| Luesink Stenstrom FinancialNew York | $700/hr | $8,000 | $2,000/qtr |
| Lumiere FinancialNew York | $450/hr | Not published | Not published |
| M.b. Engdahl & Co.JamestownNo AUM fee | $275/hr | Not published | Not published |
| Madison Asset Advisors, LLCNew York | $200/hr | Not published | Not published |
| Magellan Financial Solutions LLCWarwick | $300–$500/hr | $1,500–$7,500 | $4,000–$25,000/yr |
| Magnifina, LLCBedford Hills | $500/hr | Not published | Not published |
| Maidstone Wealth Management, LLCCambridge | $150/hr | Not published | Not published |
| Main Street FinancialPurchase | $300/hr | Not published | Not published |
| Manhattan Wealth Management GroupNew York | Not published | $2,500–$25,000 | Not published |
| Map To Your Wealth LLCFloral Park | Not published | $600 | $140/mo |
| Mark Andrew PaganelliPittsford | $150–$300/hr | Not published | Not published |
| Marrone Wealth ManagementNew York | $250/hr | $5,000 | $2,400/yr |
| Marshall + Sterling Wealth Advisors, Inc.Poughkeepsie | Not published | $500–$10,000 | Not published |
| Mcbride FinancialGlen Cove | Not published | $200–$2,000 | Not published |
| Mcneill Capital, LLCSaratoga Springs | $25–$875/hr | Not published | $525–$1,500/qtr |
| Mej Wealth Advisors LLCBayside | $125/hr | Not published | Not published |
| Mendlstein Capital Holdings LLCSunnyside | $150/hr | Not published | $99/mo |
| Mercury Financial AdvisorsAlbanyNo AUM fee | Not published | $1,500 | $4,000/yr |
| Merit Financial Partners LLCMaspeth | $475/hr | $3,800–$8,000 | Not published |
| Meyer Handelman Company LLCRye Brook | Not published | Not published | $10,000/yr |
| Milestone Consultants, Inc.Whitney Point | $200/hr | Not published | Not published |
| Milestones Private Investment Advisors LLCFairport | Not published | $1,000–$5,000 | Not published |
| Miller, Gesko & Company Inc.Buffalo | $100/hr | Not published | Not published |
| Minerva Wealth AdvisoryNew York | $300/hr | $5,000 | Not published |
| Minichmacgregor Wealth Management, LLCSaratoga Springs | $200–$300/hr | $750–$5,000 | Not published |
| Modoo Strategy LLCGreat Neck | $350/hr | $350–$30,000 | $1,400–$30,000/yr |
| Moldenhauer & AssociatesOrchard Park | $500/hr | Not published | Not published |
| Money Grads, LLCNew YorkNo AUM fee | $450/hr | Not published | Not published |
| Monterey Associates Financial Planning & EducationPelhamNo AUM fee | $200/hr | $1,200–$3,500 | Not published |
| Monthie Wealth AdvisorsLatham | $150–$375/hr | $350–$10,000 | Not published |
| Moonbridge Financial Design, LLCRhinebeck | Not published | $2,400–$12,000 | $6,000/yr |
| Mountain Pass PlanningHopewell Junction | $300/hr | Not published | $425/mo |
| MSM Financial StrategiesManhasset | $250/hr | Not published | Not published |
| Multigenerational.black Inc.New York | $830/hr | $1,995 | Not published |
| Murphy & Mullick Capital Management CorpSmithtown | Not published | $1,000–$10,000 | Not published |
| Murphy Wealth Management GroupFishkill | Not published | $1,000–$2,000 | Not published |
| Mussett Wealth Management, LLCRensselaer | $175–$225/hr | $6,000 | Not published |
| My Financial Planner, LLCBrooklynNo AUM fee | $300/hr | Not published | Not published |
| N Financial PlansHuntington | $500–$1,000/hr | $500–$20,000 | Not published |
| Navis Wealth Advisors LLCRye Brook | $650/hr | Not published | Not published |
| Navwell AdvisorsGarden City | $200/hr | Not published | $3,000–$6,000/yr |
| Network Investment Advisors IncorporatedCommack | $100–$250/hr | $250–$2,500 | $250–$500/yr |
| Next Capital Management LLCNew York | $500/hr | Not published | Not published |
| Next Level Private LLCHarrison | Not published | Not published | $2,500/yr |
| Next Pronto Capital AdvisorsNew York | $200–$500/hr | $500–$10,000 | Not published |
| Nightgale Wealth Management LLCSchenectady | $250/hr | Not published | Not published |
| North Woods Wealth ManagementBuffalo | Not published | Not published | $2,500/yr |
| Northlanding Financial Partners, LLCRochester | $250/hr | Not published | Not published |
| Note Advisors, LLCBuffalo | $150–$350/hr | $2,500–$50,000 | Not published |
| Nuvern Wealth Advisors LLCNew York | $200/hr | $1,200–$5,250 | $2,500–$10,000/yr |
| O'bannon & Davis Inc.Williamsville | $250/hr | $2,500 | Not published |
| O'gorman Asset Management, Inc.Valley Cottage | $200/hr | $500–$3,000 | Not published |
| O'hara Wealth Management IncPort Jefferson Station | Not published | $1,500–$15,000 | Not published |
| Occam Capital Management, LLCPittsford | $200/hr | Not published | Not published |
| Olson Tax & Financial PlanningForest Hills | Not published | Not published | $3,000/yr |
| Onyx Bridge Wealth Group LLCTarrytown | Not published | $500–$10,000 | Not published |
| Oppenheimer + Close, LLCNew York | $450/hr | Not published | Not published |
| Optimus Wealth Management Group, Inc.Clifton Park | $250/hr | $1,000–$5,000 | $75–$1,000/mo |
| Orchestral Financial Group Inc.Amherst | $125–$300/hr | $1,500–$10,000 | Not published |
| Padovani Asset ManagementSomers | Not published | $1,000–$10,000 | Not published |
| Palumbo Wealth Management LLCGreat Neck | Not published | $1,000–$5,000 | Not published |
| Panther Asset Management, Inc.Lake Grove | $200–$500/hr | Not published | Not published |
| Paramount Wealth AdvisorsBuffalo | $250/hr | Not published | Not published |
| Peak Wealth ManagementSaratoga Springs | Not published | $2,000–$10,000 | Not published |
| Pelkonen and Associates LLCMelville | Not published | $3,000–$22,500 | Not published |
| PFS Planning LLCNew YorkNo AUM fee | $350/hr | Not published | Not published |
| Phoenix-Veritas Wealth ManagementStaten IslandNo AUM fee | $100/hr | Not published | Not published |
| Piano Wealth ManagementVictor | $250/hr | $500–$2,500 | Not published |
| Pivotal Financial Services, Inc.Melville | $350/hr | $500–$5,500 | Not published |
| PK Financial ServicesPawling | $125/hr | Not published | Not published |
| Polero Ice AdvisersNew YorkNo AUM fee | $325/hr | Not published | $7,000–$15,000/yr |
| Pope Wealth Planning, LLCTarrytown | Not published | Not published | $500–$2,500/mo |
| Prato Capital ManagementWhite Plains | $500/hr | $1,500–$10,000 | Not published |
| Premier Wealth Advisors, LLCNew York | $200–$500/hr | $500–$15,000 | Not published |
| Prentice Wealth Management LLCRochester | $300/hr | $195–$25,000 | $2,500/mo |
| Prism Planning and Solutions GroupWhite Plains | Not published | $1,800–$12,000 | $100–$1,000/mo |
| Private Client Asset Management, Inc.Massapequa | $150/hr | $1,500–$5,000 | Not published |
| Professional FinancialPittsford | $600/hr | Not published | $1,250/qtr |
| Prospect Financial Services LLCMelville | Not published | $2,000–$10,000 | Not published |
| Prosperity Advisory Group LLCVictor | $100–$300/hr | Not published | $500/yr |
| Prosus Wealth ManagementNew York | $400/hr | $2,500 | $10,000/yr |
| Quint Investments and InsuranceWappingers Falls | $200–$300/hr | $350–$1,500 | Not published |
| Raimond Wealth Management LLCGetzville | $150/hr | Not published | $500/yr |
| RDG Capital Management LLCPittsford | $250–$500/hr | Not published | Not published |
| Re-Envision WealthNew York | $250–$1,000/hr | $2,000–$5,000 | $416–$5,000/mo |
| Reagan Companies Asset Management, IncSyracuse | $150–$500/hr | $1,500 | Not published |
| Regenesys Capital Management LLCNew York | $300/hr | $500–$50,000 | Not published |
| RetirableNew York | Not published | Not published | $500/yr |
| Rise Advisors, LLCRochester | $200–$400/hr | $750–$25,000 | Not published |
| Rochester InvestmentsRochester | $250/hr | $2,500–$4,500 | Not published |
| Rock Ridge Wealth LLCSackets Harbor | Not published | $100–$24,000 | Not published |
| Rockbridge Investment Management, LLCSyracuse | Not published | $2,500–$10,000 | Not published |
| Rockline Wealth Management LLCIslip Terrace | Not published | $50,000 | Not published |
| Ronald A. Bartlett & Associates, LTDFlushing | Not published | $1,000 | Not published |
| Rooted Planning GroupCorningNo AUM fee | Not published | Not published | $6,000/yr |
| Rosci Lamb, LLCNew York | $350/hr | $10,000 | Not published |
| Rosemark Advisors, Inc.BohemiaNo AUM fee | Not published | $500–$5,000 | Not published |
| Ryse Capital ManagementBrockportNo AUM fee | $500/hr | $5,000–$12,000 | $10,000–$12,000/yr |
| S Conway Consulting, LLCIthaca | $300/hr | $2,400 | Not published |
| Sa Asset Management, Inc.Woodbury | Not published | $750–$2,500 | Not published |
| Safe Harbor Asset Management, Inc.Huntington | $275/hr | $1,500–$5,000 | Not published |
| Safran Wealth Advisors, LLCNew York | Not published | $7,500–$40,000 | Not published |
| Sage Hill Advisory and Management LLCSaratoga Springs | Not published | $5,000–$500,000 | Not published |
| Samalin WealthChappaqua | Not published | $175–$10,000 | Not published |
| Sanskar Advisors, Inc.Nyack | $250/hr | Not published | Not published |
| Saposh & Malter, Inc.White Plains | $425/hr | Not published | Not published |
| Satovsky Asset Management LLCNew York | Not published | Not published | $2,500/qtr |
| School of Personal FinanceYorktown Heights | $200–$300/hr | Not published | $59–$300/mo |
| Seneca Financial Advisors LLCRochester | $100–$500/hr | Not published | $5,000/yr |
| Sheehan Financial Advisors, LLCBrightwaters | $495/hr | Not published | Not published |
| Shelterbelt AdvisorsRed HookNo AUM fee | $200/hr | $300–$900 | Not published |
| Shope Advisors GroupCamillus | $250/hr | Not published | Not published |
| Shufro, Rose & Co., LLCNew York | Not published | $2,500 | Not published |
| Shulman Demeo Asset Management, LLCLake Success | $300–$700/hr | Not published | Not published |
| Sibir Investment AdvisorsLatham | Not published | $500–$1,500 | Not published |
| Silver Advisors, LLCNew York | Not published | $1,500–$25,000 | Not published |
| Silverberg Bernstein Capital ManagementArmonk | $500/hr | Not published | Not published |
| Simmons Capital GroupHalfmoon | $250–$800/hr | $1,200–$7,500 | Not published |
| Sip Financial ServicesGlenville | $150–$250/hr | $500–$5,000 | Not published |
| Sloan Advisory Group, Inc.Glens Falls | $325/hr | $4,500–$15,000 | Not published |
| Snyder Wealth GroupMedford | $200–$300/hr | $500–$5,000 | Not published |
| South Pointe Advisors LLCNew York | $400/hr | Not published | Not published |
| Sparrow Wealth ManagementMamaroneck | $300/hr | $1,500–$2,500 | Not published |
| Spring Street WealthNew York | Not published | $1,000–$15,000 | Not published |
| Stacey Braun Associates IncNew York | Not published | Not published | $1,000/yr |
| Stackwealth LLCNew York | $350/hr | $500–$20,000 | $5,000–$12,000/yr |
| Stash Wealth, LLCNew York | Not published | $5,000 | $200/mo |
| Stelac Advisory Services LLCNew York | Not published | $30,000 | Not published |
| Sterling Advisory Services, LLCNew Rochelle | Not published | $3,500–$15,000 | Not published |
| Sterling Financial PlanningNew YorkNo AUM fee | $300/hr | Not published | $450–$800/mo |
| Sterling Manor Financial, LLCSaratoga Springs | $75–$250/hr | $250–$2,000 | Not published |
| Steward Advisors Group, LLCHalfmoon | $250/hr | $1,500–$7,500 | Not published |
| Stewardship Financial PlanningTarrytownNo AUM fee | Not published | $2,000–$6,000 | $2,000–$5,000/yr |
| Stkeros Financial Planning, LLCNew YorkNo AUM fee | $360/hr | Not published | Not published |
| Stone Oak Capital LLCRochester | Not published | $250–$2,500 | Not published |
| Sylo PlanningBrooklyn | $375/hr | $500 | Not published |
| Taconic AdvisorsSaugertiesNo AUM fee | Not published | $1,100–$5,000 | Not published |
| Taher Financial PlanningBrooklyn | $100–$300/hr | $500–$2,000 | $50–$300/mo |
| Target Rock Wealth Management, LLCNew York | $375/hr | $500–$1,000 | $200–$2,000/mo |
| Tekmen Wells LLCNew York | $600/hr | $500–$10,000 | Not published |
| Tendful Wealth PlanningRome | $250/hr | $3,000–$8,000 | $4,000–$10,000/yr |
| The Affinity Group, LLCAlbany | Not published | Not published | $2,000–$25,000/yr |
| The Butler Group LLCNew York | Not published | $750–$2,500 | Not published |
| The Capital Preserve, Inc.TarrytownNo AUM fee | $250/hr | $3,000 | Not published |
| The Compounding CoBaldwinNo AUM fee | Not published | $1,995 | $100–$150/mo |
| The Florio Wealth Management GroupWestbury | $200–$500/hr | $2,500–$50,000 | Not published |
| The Hajdari Group, LLCStaten Island | $500/hr | Not published | Not published |
| The Mustico Financial Group, Inc.Elmira | $150–$250/hr | Not published | Not published |
| The Pinnacle Financial GroupRockville Centre | Not published | $1,500–$10,000 | Not published |
| The True Prophets LLCStaten Island | $300/hr | Not published | Not published |
| The Wealthplan LLCGreat Neck | Not published | Not published | $900–$5,000/yr |
| Third Eye Associates, LTDRed Hook | $350/hr | $3,500–$6,000 | Not published |
| Triple Play Planning, LLCAmherst | $250/hr | $1,000–$10,000 | Not published |
| Tuliptree AdvisorsRye | $1,000/hr | $5,000 | Not published |
| Twelve Two Capital LLCBrooklyn | $250–$400/hr | $400–$5,000 | Not published |
| Twin Tiers Consulting, LLCPainted Post | Not published | $500–$5,000 | Not published |
| Under Par Planning LLCBuffalo | $250/hr | Not published | Not published |
| Unified Retirement Planning GroupBriarcliff Manor | $800/hr | Not published | Not published |
| United Asset Strategies Inc.Garden City | $150–$300/hr | Not published | Not published |
| United Financial Planning Group LLCHauppauge | Not published | $1,500–$15,000 | $1,500–$5,000/qtr |
| Upkeep FinancialNew York | $350/hr | Not published | Not published |
| Us Wealth Management Advisors, LLCNew York | Up to $550/hr | Not published | Not published |
| Valorem LLCNew York | Not published | Not published | $15,000–$20,000/yr |
| Vanik Capital LLCLagrangeville | $400/hr | $20,000 | Not published |
| Veneroso Wealth ManagementWoodbury | $1,000/hr | Not published | Not published |
| Versalife AdvisorsJamaica | Not published | Not published | $75/mo |
| Voltz Asset Management Inc.Bay Shore | $250/hr | Not published | Not published |
| Wander Financial Services, LLCNew York | $500/hr | $10,000 | $15,000/yr |
| Wank & Liptzin Advisory Services LLCGarden CityNo AUM fee | $285/hr | Not published | Not published |
| Washington Square Capital Management LLCNew York | $300/hr | $1,000–$5,000 | Not published |
| Wealth Strategies & Solutions, LTD.Rochester | $200/hr | Not published | Not published |
| Wealthnest Capital Inc.Staten Island | Not published | $500–$2,500 | Not published |
| Wealthspire AdvisorsNew York | Not published | Not published | $5,000/yr |
| Weiss Financial Group LLCMahopac | Not published | $1,500 | Not published |
| Wesfair Advisory Group, Inc.Chappaqua | $100–$400/hr | $250–$5,000 | Not published |
| West Village WealthBrooklyn | Not published | $500–$5,000 | $100–$1,200/mo |
| Westchester Wealth ManagementSouth Salem | $150–$300/hr | Not published | $500–$20,000/yr |
| Western New York Financial Group, LLCBuffalo | $200/hr | $1,500–$5,000 | Not published |
| Wharton Wealth Planning, LLCNew York | Not published | $2,000–$15,000 | Not published |
| Wieder Financial Corp.Yonkers | Not published | $1,000 | Not published |
| Willow Run AdvisorsNew York | Not published | $5,000–$50,000 | Not published |
| Wilson Advisors, LLCMechanicvilleNo AUM fee | $300–$600/hr | Not published | $5,000–$30,000/yr |
| Wny Asset Management, LLCWilliamsville | $150–$350/hr | $600–$30,000 | Not published |
| Wu Wealth Advisory, LLCJackson Heights | $200/hr | Not published | $89/mo |
| Yearwood FinancialNew York | Not published | $3,000–$7,000 | $1,250–$3,250/qtr |
| Yields for You, LLCMelville | $400/hr | Not published | $30,000/yr |
| Yoshida Wealth Management, Inc.White Plains | $250/hr | Not published | $4,800/yr |
| Zebra Crossing Asset Management LLCNew York | Not published | $100–$5,000 | Not published |
| Zik, LLCNew York | $150–$200/hr | Not published | Not published |
| ZZ Planning LLCNew YorkNo AUM fee | $350/hr | Not published | $4,800/yr |
No firms match these filters.
Other registered firms that do not publish dollar fees (270)
Their current brochure describes fees without dollar amounts. Ask them for a fee schedule.
- 4Sight Advisors LLC, Nyack
- Aboveboard Wealth Management, LLC, New York
- Acanto, LLC, Pound Ridge
- Aces Advisors, New York
- Adirondack Financial Services Corp, Utica
- Adv Investment Management, New Rochelle
- Aging Issues Management LLC, Hawthorne
- Alsworth Capital Management, LLC, Corning
- Amidon & Petersen Financials, LLC, Albany
- Aries Investment Advisors, LLC, Garden City
- Ariston Advisors LLC, Garden City
- Arons Wealth Management LLC, Montgomery
- Ashford Advisors, LLC, Pittsford
- Atlas Meridian Capital LLC, New York
- Avestar Capital, LLC, New York
- Bais Enterprise, Sparkill
- Balfour Capital Management, Rochester
- Basalt Wealth Inc., Woodside
- BBR Partners, LLC, New York
- BCM Benefits Inc., Syracuse
- Beatrice Advisors LP, New York
- Bentham Wealth Advisors, Williamsville
- Betteredge Capital LLC, New York
- Beyond Wealth Management Group, LLC, New Paltz
- Birch Wealth Management, Rome
- Birn Financial Inc, New York
- Blank Equity Management LLC, Port Washington
- Bloomschon CPAs LLC, Jericho
- Blue Horizon Equity, Inc., Pittsford
- Blue Square Asset Management, LLC, New York
- Bouchey Financial Group, LTD., Troy
- BPC Advisors LLC, East Syracuse
- Brazen Capital, LLC, New York
- Brewster Financial Planning LLC, Brooklyn
- Broadway Advisor Group, Albany
- Brooklawn Capital Advisors, New York
- Bruderman Private Wealth, Locust Valley
- C & C Financial Services, Inc., Great Neck
- Camba Capital, LLC, Port Jefferson Station
- Cambridge Advisors, LLC, Williamsville
- Cannell & Spears LLC, New York
- Capital Designs, Rochester
- Capital Financial Advisors of New York, LLC, Clifton Park
- Capital Preservation Partners, Inc., Bronxville
- Capstone Investment Financial Group, LLC, Webster
- Carswell Investments, LLC, East Syracuse
- Caruso Mclean & Co., Inc., Utica
- Central Park Financial Planning, West Harrison
- Chemistry Wealth Management LLC, New York
- Chisholm Financial Planning & Investments, Henderson
- Clarus Group LLC, New York
- Clover Leaf Financial LLC, Fairport
- Cloverhill Capital Management, New York
- Continuum Wealth Advisors, LLC, Saratoga Springs
- Coordinated Planning Group, Inc., Melville
- Courier Capital, LLC, Buffalo
- Dee-Ann R. Fox, CFP, New York
- Delta & Gamma Capital Management LLC, New York
- Divine Asset Management LLC, Lake Hill
- DLB Wealth Advisors LLC, East Northport
- Dresner Financial Planning, Freeport
- DSJ Wealth Management LLC, Westbury
- East End Financial Group, Inc., Riverhead
- Eg Capital Management LLC, Long Island City
- Elessar Wealth, New York
- Elevatus Wealth Management, LLC, Victor
- Estabrook Capital Management LLC, New York
- Excelsior, Melville
- Expected Value Management LLC, New York
- Factorpoint Planning, LLC, Pittsford
- Family Manage LLC, New York
- Family Office Advisors LLC, New York
- Fidare Wealth Solutions LLC, New York
- Fifth Avenue Wealth Advisors LLC, New York
- Fig Tree Financials LLC, New York
- Financial Asset Management Corp, Chappaqua
- Financial Filosophy, New York
- Financial Strategy Advisors, LLC, Bayside
- Finhabits Advisors, LLC, New York
- Finish Line Wealth Management, LLC, East Aurora
- Fiorile & Associates, LLC, Saranac Lake
- Fischer Advisors LLC, Garden City
- Five Eleven Partners, Garden City
- Flower City Capital LLC, Pittsford
- Focus Asset Management LLC, New York
- Forteris Wealth Management, Inc., Armonk
- Forward Wealth, Brooklyn
- Forza Wealth Advisory Services LLC, Penfield
- Frank Finances LLC, New York
- Free Time Financial LLC, Orchard Park
- Freedom Investments, Corp., New York City
- Frisch Financial Group, Inc., Melville
- Fruitful, New York
- Generation Capital Management LLC, Pittsford
- Goalvest Advisory LLC, New York
- Good Capital, Voorheesville
- Good Harvest Financial Group, Inc., Huntington
- Great Hill Advisory, Port Washington
- Greenline Partners, New York
- Grenda Group, Buffalo
- H&c Financial Services LLC, Glendale
- Heartland Northeast LLC, Staten Island
- Heritage Advisory LLC, Woodbury
- Heydorn Stone Capital Management LLC, Larchmont
- Hidalgo,janet, Montauk
- Holistic Wealth Advisors, Clifton Park
- Hollow Brook Wealth Management LLC, Katonah
- Hommel Wealth Management, Inc., Garden City
- Honeoye Falls Capital LLC, Honeoye Falls
- Honey Badger Advisors LLC, Rye
- Horizon Financial, West Henrietta
- Hudson Advisor Services, Inc., Buffalo
- Hudson Companies, Pearl River
- Independent Family Office, LLC, Albany
- Israels Ferguson Asset Advisors LLC, New York
- Iwm Advisors, LLC, New York
- J.m. Goldberg Wealth Management LLC, New York
- Jet Stream Wealth Management, Ridgewood
- JM Advisors, LLC, Albany
- Joseph P. Lucia & Associates, LLC, Yorktown Heights
- JTM Wealth Management, Inc., Windham
- Kasanda Capital, New York
- Kaysi Gordon Financial Planning, Valley Stream
- Klingenstein Fields Advisors, New York
- Klingenstein Fields Advisors, New York
- Klingman and Associates, LLC, New York
- Komich Capital Advisors, Ronkonkoma
- Legado Wealth Management LLC, New York
- Lifecapital Partners LLC, New York
- Lions Financial Advisory, New York
- Lionshead Wealth Management, LLC, New York
- LL Financial Services, LLC, Ossining
- Lone Wolf Trading LLC, Briarcliff Manor
- Longwave Financial LLC, New York
- Lords Wealth, Nyack
- Lunin-Pack Planning and Advice, LLC, Cold Spring
- Luther Forest Wealth Advisors, L.L.C., Malta
- Lynnleigh & Company, LLC, Pittsford
- Maci Family Office Advisors, New York
- Magnolia Capital Management, Cold Spring
- Magnus Financial Group LLC, New York
- Main Street Wealth Management, LLC, Baldwinsville
- Marathon Mission, Inc., Latham
- Maridea Wealth Management, Brooklyn
- Mark E. Reich, CPA, CFP, New York
- Matauro, LLC, New York
- Matrix Asset Advisors Inc, White Plains
- Mccollum Christoferson Group, LLC, Amherst
- Mcpherson Financial Advisors, Inc., New York
- Meadowbrook Wealth Management, LLC, Garden City
- Merkkuri Wealth Advisors LLC, Jericho
- Mikhael Paul, New York
- Mindi Financial, Beacon
- Mio Partners, Inc., New York
- MJB Asset Management LLC, New York
- Momentum Advisors, New York
- Montrose Advisors Inc, New York
- Mountain View Strategic Wealth, LLC, Hopewell Junction
- MPM Advisors Group LLC, Liverpool
- N.n.a.i.a, Syosset
- NBT Capital Management, Inc., Norwich
- Nerdwallet Wealth Partners, LLC, New York
- Nestegg Advisors, Inc., Hauppauge
- New Horizon Financial Strategies, LLC, Ithaca
- New Jam Financial Strategists, LLC, Mt. Vernon
- New York Fee Simple, LLC, Brooklyn
- New York Financial Avp, LLC, New York City
- Northcape Wealth Management, Williamsville
- Nosuris, Inc., Lynbrook
- Novem Group, Rochester
- Nye Street Partners LLC, Saratoga Springs
- O'brien Capital Management, Inc., Nyack
- O'haver Wealth Management, LLC, Newark
- Oak & Reed Capital Management, LLC, Brooklyn
- Oak Crest Advisory, LLC, Rochester
- Oak Private Wealth LLC, Brooklyn
- Ogorek Wealth Management, LLC, Williamsville
- Ola-I Consulting, New York
- One Hopper Asset Management, Utica
- Opal Wealth Advisors, LLC, Jericho
- Orange Investment Advisors, Inc., Goshen
- Orion-Archstone Asset Management Inc., New York
- Overbrook Management Corporation, New York
- Oxler Private Wealth, Rye Brook
- Pathway Partners Wealth Advisors, LLC, Amherst
- Paul M Williams LLC, Katonah
- Payne Capital Management, LLC, New York
- Peartree Advisory, Rochester
- Pension Maxima Investment Advisory, Inc., White Plains
- Perennial, New York
- Phin Capital, Inc., New York
- Pine Ridge Advisers LLC, New York
- Pinnacle Associates, LTD., New York
- Pinnacle Wealth Strategies, LLC, Albany
- Planbound, LLC, New York
- PMC Wealth, LLC, Clarence
- Prescott, Adams and Group Inc., Albertson
- Primetime Wealth Management LLC, Pittsford
- Procapita Partners, LLC, New York
- Progressive Financial Planning Services Inc., Melville
- Prolific Solutions, New York
- Purevest, Staten Island
- Quantum Advisory Group, LLC, Hauppauge
- Ra Advisory LLC, New York
- Rga Investment Advisors, LLC, Great Neck
- Rialto Wealth Management, Syracuse
- Ritholtz Wealth Management, New York
- Rock Harbor Partners LLC, Larchmont
- Rothschild Capital Partners, New York
- RSD Advisors, Brooklyn
- S.e.e.d. Planning Group, LLC, Binghamton
- Sage Investment Advisers LLC, Wappingers Falls
- Sage Tree Wealth, Fairport
- Saratoga Investment Solutions Inc., Saratoga Springs
- Schonfeld Wealth Management, LLC, Brooklyn
- Schroeder Capital Management, LLC, Brooklyn
- Seacrest Wealth Management, LLC, Purchase
- Seniorsolutions, Batavia
- Settanni Financial LLC, Armonk
- Seven Bridges Advisors LLC, New York
- Shade Tree Advisors LLC, Saratoga Springs
- Sherwood Financial Management, Clarence
- Shield Wealth Advisors, Williamsville
- Silver Grove Advisory Services, Orchard Park
- Silvercrest Asset Management Group LLC, New York
- Simpleadvisory LLC, Garden City
- Sinopoli & Sinopoli Financial Services, LLC, East Syracuse
- Spano Advisory Services Inc., Mahopac
- Stone Temple Partners LLC, New York
- Strategic Financial Services, Utica
- Summit Rock Advisors, LP, New York
- Sykon Capital LLC, Harrison
- Tag Associates Florida LLC, New York
- Tag Associates LLC, New York
- Tailored Wealth Solutions, Saratoga Springs
- The August Wealth Management Group, New York
- The Educator's Advisor, Bay Shore
- The Keminton Group, New York
- The Pitti Group Wealth Management, LLC, Victor
- The Playbook Advizor, Port Washington
- The Valente Group LLC, Herkimer
- The Wealth Alliance, LLC, Melville
- Thinking Big Financial, Brooklyn
- Tilden Capital Management, LLC, Valhalla
- Timm Financial Services, Poughkeepsie
- Titanhub Capital Management LLC, Jackson Heights
- Total Alignment Wealth Advisors, LLC, New York
- Turtle Wealth, Springwater
- Tuttle Financial Services, LTD., New York
- Upside Lab Advisors Inc., Huntington
- Valicenti Advisory Services Inc, Elmira
- Vanquour LLC, New York
- VCP Financial LLC, Staten Island
- Vectors Asset Management, New York
- Voss Wealth Management, Endicott
- W & S Management Services, Inc., Rochester
- Walnut Investment Services LLC, Brooklyn
- Waterford Advisors, LLC, Orchard Park
- Wealthlet, Whitestone
- Wealthwise, LLC, Mount Kisco
- West Financial Planning, Cherry Valley
- Whitney & Company, Rochester
- Willcox Wealth Management, New York
- Wind & Rose, LLC, Willsboro
- Winthrop Partners - Epa, LLC, Orchard
- Winthrop Partners - Wny, LLC, Orchard
- Winthrop Partners - Wpa , LLC, Orchard
- Yearwood Young Advisors, Brooklyn
- Youhe Advisors LLC, New York
- Youya Wealth, Dix Hills
Cities in New York
- Albany 8
- Amherst 3
- Brooklyn 19
- Buffalo 15
- Corning 3
- Garden City 8
- Great Neck 5
- Hauppauge 3
- Huntington 3
- Ithaca 3
- Latham 3
- Melville 10
- New York 101
- Pittsford 8
- Rochester 16
- Rye 3
- Rye Brook 5
- Saratoga Springs 11
- Scarsdale 3
- Schenectady 4
- Staten Island 5
- Syosset 4
- Syracuse 4
- Tarrytown 5
- Victor 3
- White Plains 7
- Williamsville 6