Fiduciary advisors in New York
2,506registered advisers
2,386fee-only verified
New York leads the nation with 2,506 SEC-registered fiduciary advisors, 2,386 of which are fee-only. Manhattan alone likely accounts for a majority of that figure, but advisory firms in Westchester, Long Island, and upstate cities like Rochester and Buffalo serve distinct markets. Combined city and state income taxes exceeding 14% for top earners make New York the most tax-burdened state for high-income clients, driving intense demand for tax-aware portfolio construction.
Cities
Airmont1Albany14Amherst5Aquebogue1Armonk6Auburn1Babylon1Ballston Spa1Bay Shore1Bayside1Bedford Hills3Binghamton1Bohemia2Brewster1Briarcliff Manor3Bronxville2Brooklyn19Buffalo21Cambridge3Camillus2Cazenovia2Cedarhurst2Centereach1Chappaqua2Chatham1Clifton Park2Cobleskill1Cohoes1Cold Spring2Cold Spring Harbor2Commack1Corning6Cortlandt Manor1Croton-On-Hudson3Dewitt4E. Syracuse1East Amherst1East Meadow1East Syracuse5Elmhurst1Elmira2Fairport7Farmingdale1Fayetteville2Fishkill3Forest Hills1Garden City15Garrison1Getzville1Glen Cove2Glen Head1Glenmont1Glens Falls1Goshen2Grand Island1Great Neck8Guilderland1Hague1Halfmoon2Hamburg1Harrison8Hauppauge9Hicksville2Honeoye Falls1Hopewell Junction2Horseheads1Huntington3Irvington2Islip Terrace1Ithaca5Jericho5Johnson City1Katonah2Kingston2Lake Placid1Lake Success2Lakeville1Larchmont5Latham3Lindenhurst1Liverpool3Lockport1Locust Valley3Long Island City2Lynbrook1Mahopac1Malta2Mamaroneck1Manhasset3Marcellus1Maspeth1Massapequa3Medford1Melville18Mendon1Millbrook1Mount Kisco4Mt. Kisco1Nesconset1New City1New Hartford1New Hyde Park1New Paltz1New Rochelle3New York1948New York City11Newburgh1North White Plains1Ny1Nyack1Orchard Park4Oyster Bay1Pawling1Pearl River3Pittsford21Plainview1Pleasantville2Port Chester2Port Jefferson1Port Jefferson Station1Port Washington3Poughkeepsie1Pound Ridge1Purchase16Rensselaer2Rhinebeck1Riverhead3Rochester26Rockville Centre4Rocky Point1Rome1Rye9Rye Brook13Sag Harbor1Saratoga Springs13Saugerties1Schenectady1Selkirk1Sleepy Hollow1Smithtown4Somers2Southold1Staten Island4Suffern1Syosset4Syracuse7Tarrytown3Troy2Uniondale7Utica5Valhalla2Valley Stream1Vestal1Victor7Wappingers Falls3Warwick1Waterville1Webster2West Harrison1West Henrietta1West Seneca1Westbury2White Plains23Williamsville16Woodbury5Woodmere2Yorktown Heights1Yorktown Hts1
Top advisors
10 EAST PARTNERS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$253M
Minimum--
Clients22
10TH LANE PARTNERS, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.7B
Minimum--
Clients26
10X CAPITAL PARTNERS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.3B
Minimum--
Clients4
12 WEST CAPITAL MANAGEMENT LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.7B
Minimum--
Clients4
1230 ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$106M
Minimum--
Clients78
13D MANAGEMENT LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$139M
Minimum--
Clients2
140 SUMMER PARTNERS LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$2.8B
Minimum--
Clients3
1505 CAPITAL LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$492M
Minimum--
Clients13
16TH AMENDMENT ADVISORS LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$324M
Minimum--
Clients81
1988 ASSET MANAGEMENT, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$2.3B
Minimum--
Clients6
1WS CAPITAL ADVISORS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$561M
Minimum--
Clients1
20 GATES MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$5.3B
Minimum--
Clients5
21SHARES US LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$4M
Minimum--
Clients4
22V ASSET MANAGEMENT
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$357M
Minimum--
Clients3
26NORTH
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$26.1B
Minimum--
Clients47
26NORTH DIRECT LENDING
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.3B
Minimum--
Clients1
2E CAPITAL PARTNERS LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$102M
Minimum--
Clients3
2XIDEAS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$80M
Minimum--
Clients1
325 CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$271M
Minimum--
Clients3
337 FRONTIER CAPITAL, LP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$544M
Minimum--
Clients6
3G CAPITAL PARTNERS LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$12.4B
Minimum--
Clients7
3I CORPORATION
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.6B
Minimum--
Clients9
400 CAPITAL MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$10.4B
Minimum--
Clients22
4THOUGHT FINANCIAL GROUP INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$214M
Minimum--
Clients869
4X4 CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$524M
Minimum--
Clients3
50T FUNDS
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$103M
Minimum--
Clients2
5C ADVISOR
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$25M
Minimum--
Clients1
5CLP ADVISOR
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$34M
Minimum--
Clients1
683 CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.2B
Minimum--
Clients2
747 CAPITAL, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.1B
Minimum--
Clients32
9YARDS CAPITAL MANAGEMENT LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$495M
Minimum--
Clients28
A.G. MORGAN FINANCIAL ADVISORS, LLC
Also Compensated via Product SalesTypical Fee--
AUM$175M
Minimum--
Clients1,687
A.R.T. ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$274M
Minimum--
Clients2
A.W. JONES
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee1.00%
AUM$488M
Minimum--
Clients5
AACP INVESTMENTS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$240M
Minimum--
Clients5
ABACUS CAPITAL GROUP LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$5.6B
Minimum--
Clients5
ABBONDANDOLO WEALTH MANAGEMENT CORP
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$112M
Minimum--
Clients384
ABBOTT CAPITAL MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$15.0B
Minimum--
Clients62
ABDIEL CAPITAL ADVISORS, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.4B
Minimum--
Clients10
ABERNATHY GROUP II LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$80M
Minimum--
Clients94
ABR DYNAMIC FUNDS, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$527M
Minimum--
Clients8
AC INVESTMENT MANAGEMENT LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$271M
Minimum--
Clients23
ACACIA ASSET MANAGEMENT LLC
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$100M
Minimum--
Clients1
ACADEMY ASSET MANAGEMENT
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$1.3B
Minimum--
Clients14
ACADIA INFRASTRUCTURE CAPITAL LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$107M
Minimum--
Clients1
ACCOUNTANTS PROPRIETARY FINANCIAL SERVICENET, LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$464M
Minimum--
Clients283
ACCRUED EQUITIES INC.
Clean RecordAlso Compensated via BrokerageTypical Fee--
AUM$253M
Minimum--
Clients1
ACCUMULUS CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.7B
Minimum--
Clients7
ACE & COMPANY NEW YORK, INC.
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$52M
Minimum--
Clients4
ACHIEVE PARTNERS MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$722M
Minimum--
Clients9