New York Financial Advisors Directory

Top Financial Advisors in New York, NY

We evaluated 123 financial advisors serving New York and ranked the top 6 by TrustRank™ — our composite score of AI search visibility, verified client reviews, and content authority.

Updated Q1 2026
By Tania Kozar
123 reviewed, 6 selected
50 prompts tracked
New York Market Overview

Financial Advisors in New York

New York City hosts more financial advisors per capita than any US market. The city's RIA landscape spans wirehouses (Merrill, Morgan Stanley), elite independent firms, and boutique specialists serving UHNW clients.

8,000+
Financial advisors in NYC
12.7%
Max combined NY state + city income tax
$1T+
AUM managed by NYC-based firms
#1
US market for financial advisors

How TrustRank™ Works

Our independent scoring system for financial advisors in New York

TrustRank™ is not a paid placement. We independently evaluated 123 financial advisors serving New York across three measurable dimensions. No firm can pay to appear or improve its rank.

Component 1 — 55%

AI Visibility Score

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.

Component 2 — 25%

Review Score

Aggregate rating quality and volume across Google, Yelp, and industry platforms. Weighted by recency and verified client status.

Component 3 — 20%

Content Authority

Depth, accuracy, and topical coverage of published content — service pages, FAQs, blog posts, and structured data — assessed against our GEO framework.

2026 Rankings

Top 6 Financial Advisors in New York

Ranked by TrustRank™ composite score. AI Visibility % reflects coverage across all 50 tracked New York-specific prompts.

1
Silvercrest Asset Management
New York, NY
85%
AI Visibility
4.7
$34B AUM Fee-Only Est. 2002 Min: $10M

Elite New York independent RIA serving UHNW families, endowments, and foundations with highly customized investment management, tax overlay, and family office services.

Appears for Prompts
best financial advisor New York UHNW financial advisor NYC top RIA New York City
UHNW Family Office Tax Overlay
2
Fiduciary Trust Company
New York, NY
81%
AI Visibility
4.8
$28B AUM Fee-Only Est. 1931 Min: $5M

One of New York's oldest and most trusted private wealth management firms, offering comprehensive trust administration, estate planning, and investment management to multi-generational families.

Appears for Prompts
best wealth manager New York City fiduciary trust NYC multigenerational wealth planning New York
Trust Administration Multi-Generational Estate Planning
3
Bessemer Trust
New York, NY
78%
AI Visibility
4.9
$125B AUM Fee-Only Est. 1907 Min: $10M

Preeminent multi-family office founded by the Phipps family, serving UHNW clients with integrated investment management, tax, estate, and philanthropic advisory services.

Appears for Prompts
Bessemer Trust New York multi-family office NYC best private bank New York
Multi-Family Office UHNW Philanthropic Advisory
4
Edelman Financial Engines
New York, NY
74%
AI Visibility
4.5
$340B AUM Fee-Based Est. 1986 Min: $0

Largest independent RIA in the US with a major New York presence, offering accessible financial planning and investment management to a broad range of individual investors.

Appears for Prompts
Edelman Financial New York fee-based advisor NYC financial planning New York
Accessible Planning Large RIA Nationwide Network
5
Merrill Lynch Wealth Management
New York, NY
71%
AI Visibility
4.3
$3.8T AUM Fee-Based Est. 1914 Min: $250K

World's largest wirehouse with its headquarters in New York, offering comprehensive wealth management from full-service brokers and private banking teams to HNW and UHNW clients.

Appears for Prompts
Merrill Lynch New York wirehouse advisor NYC private bank New York City
Wirehouse Private Banking UHNW
6
StoneCastle Financial
New York, NY
67%
AI Visibility
4.6
$2.8B AUM Fee-Only Est. 2003 Min: $2M

New York boutique asset management firm specializing in bank deposit strategies, fixed income, and customized portfolio management for institutions and high-net-worth investors.

Appears for Prompts
boutique asset manager NYC fixed income advisor New York alternative investments New York City
Fixed Income Bank Strategies Boutique
Buyer's Guide

How to Choose a Financial Advisor in New York

Not all financial advisors are equal. Understanding the key selection criteria will help you avoid costly mistakes and find a truly aligned partner.

1

Verify Fiduciary Status

Only fiduciaries are legally required to act in your best interest. Always confirm this in writing and check FINRA BrokerCheck or the SEC's Investment Adviser Public Disclosure database.

2

Understand Fee Structure

Fee-only advisors charge only you — no commissions. Fee-based advisors may also earn commissions. Ask for the full fee schedule upfront and compare across firms.

3

Check Credentials

CFP®, CFA, and CIMA are the gold standards. Verify credentials directly through the issuing organizations — not just what the firm's website claims.

4

Review Their Specialty Match

Advisors often specialize in specific client types: tech equity comp, pre-retirement, business owners, or HNW estate planning. Match their specialty to your situation.

5

Ask About AI Search Visibility

In 2026, the best advisors are also discoverable in AI search. If a firm doesn't appear when you ask ChatGPT or Perplexity for recommendations, that's a signal worth noting.

6

Request References

Ask for 2–3 client references with similar profiles to yours. A reputable firm will provide these readily.

FAQ

Common Questions About Financial Advisors in New York

How many financial advisors are in New York?+−
New York has hundreds of registered financial advisors and RIA firms. ProCloser.ai evaluated 102 serving New York clients and selected the top firms based on AI search visibility, verified reviews, credentials, and client specialization.
What is the typical fee for a financial advisor in New York?+−
Most fee-only RIAs in New York charge between 0.75%–1.25% AUM annually for wealth management. Financial planning retainers typically run $3,000–$10,000/year. Hourly rates range from $250–$500/hour. Always ask for the Form ADV Part 2 which details all fees.
What is a fiduciary financial advisor and why does it matter in New York?+−
A fiduciary is legally obligated to put your interests above their own — including how they're compensated. In New York's competitive market, many advisors use fiduciary-sounding language without being true fiduciaries. Verify their status via the SEC Investment Adviser Public Disclosure database.
What's the difference between a CFP and a CFA in New York?+−
A CFP® (Certified Financial Planner) focuses on comprehensive personal financial planning. A CFA® (Chartered Financial Analyst) focuses on investment analysis and portfolio management. For holistic wealth management, look for a CFP®. For investment-focused mandates, CFA® is valuable.
How do AI tools like ChatGPT recommend financial advisors in New York?+−
AI assistants like ChatGPT and Perplexity recommend firms based on training data that reflects brand authority, online reviews, published content, and structured data. Firms that rank in AI results have typically built strong digital authority through consistent content, citations, and review volume.

Is Your Financial Advisor Listed in New York?

If your firm serves New York clients and isn't listed here, it means your AI search visibility needs work. ProCloser.ai can audit your current AI presence and build a strategy to get you appearing when prospects ask.

Get a Free AI Visibility Audit View National Financial Advisors Directory →
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