We evaluated 280 financial advisors serving New York and ranked the top 8 by TrustRank™ — our composite score of AI search visibility, verified client reviews, and credentials.
New York's financial advisory market serves a New York client base where NY has the 2nd largest SEC-registered RIA count nationally; unique $25M AUM SEC threshold.
New York has a competitive financial advisory market serving high-net-worth individuals, families, and business owners. NY has the 2nd largest SEC-registered RIA count nationally; unique $25M AUM SEC threshold. The state tax rate of 10.9% state + 3.9% NYC local shapes planning strategies, with advisors focusing on tax-efficient asset location, estate planning, and retirement income optimization. Typical minimum investable assets range from $1M+ depending on the firm tier.
Primary professional associations include ACG New York (acg.org/nyc) and CFA Society New York — 10,659 members (cfany.org). New York financial advisors are regulated by the NY Attorney General's Investor Protection Bureau.
Our independent scoring system for financial advisors in New York
TrustRank™ is not a paid placement. We independently evaluated 280 financial advisors serving New York across three measurable dimensions. No firm can pay to appear or improve its rank.
We tracked 50 prompts across ChatGPT, Perplexity, Google AI Overviews, and Claude asking about financial advisors in New York. The % of prompts where each firm appears.
Aggregate ratings across Google, Clutch, and the ProCloser.ai verified review system. Weighted by volume and recency of verified client reviews.
Depth, accuracy, and credibility of published content, case studies, and thought leadership demonstrating sector expertise in New York.
America's largest independent RIA with a strong New York presence, offering comprehensive financial planning and investment management to households at every wealth level.
Top-ranked national RIA with New York advisors offering holistic wealth management including tax, legal, and investment services under one roof.
Large independent investment counselor with New York representation, managing equity portfolios for high-net-worth individuals using a top-down macro investment approach.
Full-service wealth management firm with multiple New York offices, offering investment advisory, banking, and estate planning to a broad range of clients.
Integrated financial planning firm with a large New York advisor network, combining insurance, investment, and retirement planning services.
Nationwide brokerage with dozens of New York offices, offering personalized investment advice to individual investors and small business owners through a local advisor model.
Dedicated wealth management arm of Fidelity Investments serving New York clients with comprehensive planning, digital tools, and low-cost investment management.
Digital-forward advisory service from Vanguard, pairing New York clients with CFP professionals for financial planning at an industry-leading 0.3% advisory fee.
Common questions about choosing financial advisors in New York, NY.
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If you're a financial advisors serving New York and want to improve your AI search visibility, ProCloser.ai can help you appear when prospects ask ChatGPT, Perplexity, and Google AI Overviews for recommendations.
