Fiduciary advisors in Brooklyn, NY

19 registered advisers

Brooklyn is a borough with its own distinct financial identity, where creative-economy wealth and startup equity coexist with established professional households, and 19 SEC-registered fiduciary firms serve local investors. Fee-only firms account for 19 of the 19 registered practices, or about 100% of the local market.

BANDERA PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brooklyn, New YorkCRD #161230
Typical Fee--
AUM$364M
Minimum--
Clients3

BLEECKER STREET CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brooklyn, New YorkCRD #332519
Typical Fee--
AUM$64M
Minimum--
Clients2

BOERUM HILL FINANCIAL ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brooklyn, New YorkCRD #288987
Typical Fee--
AUM$46M
Minimum--
Clients185

BREWSTER FINANCIAL PLANNING LLC

Fee-Only, No ConflictsClean Record
Brooklyn, New YorkCRD #125291
Typical Fee--
AUM$205M
Minimum--
Clients612

BROOKLYN FI, LLC

Fee-Only, No Conflicts
Brooklyn, New YorkCRD #292115
Typical Fee0.92%
AUM$341M
Minimum--
Clients295

CARRY ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brooklyn, New YorkCRD #323620
Typical Fee--
AUM$100M
Minimum--
Clients4,080

EQUINUM, LLC

Fee-Only, No ConflictsClean Record
Brooklyn, New YorkCRD #304350
Typical Fee--
AUM$397M
Minimum--
Clients194

GENERAL EQUITY HOLDINGS LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brooklyn, New YorkCRD #287823
Typical Fee--
AUM$312M
Minimum--
Clients3

KORA MANAGEMENT LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brooklyn, New YorkCRD #172534
Typical Fee--
AUM$1.7B
Minimum--
Clients10

LEFT LANE CAPITAL

Fee-Only, No ConflictsClean Record
Brooklyn, New YorkCRD #309286
Typical Fee--
AUM$2.7B
Minimum--
Clients15

LIONSHARES LLC

Fee-Only, No ConflictsClean Record
Brooklyn, New YorkCRD #335459
Typical Fee--
AUM$6M
Minimum--
Clients1

MARIDEA WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brooklyn, New YorkCRD #325523
Typical Fee--
AUM$959M
Minimum--
Clients4,904

META INVESTMENT MANAGEMENT COMPANY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brooklyn, New YorkCRD #312540
Typical Fee--
AUM$4M
Minimum--
Clients6

SQUARE WAVE CAPITAL

Fee-Only, No ConflictsClean Record
Brooklyn, New YorkCRD #318517
Typical Fee--
AUM$105M
Minimum--
Clients2

THINKING BIG FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brooklyn, New YorkCRD #287476
Typical Fee1.00%
AUM$93M
Minimum--
Clients395

TREASURY INTERACTIVE INVESTMENT ADVISERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brooklyn, New YorkCRD #327585
Typical Fee--
AUM--
Minimum--
Clients--

VOLT INVESTMENT HOLDINGS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brooklyn, New YorkCRD #306923
Typical Fee--
AUM$668M
Minimum--
Clients29

WALNUT INVESTMENT SERVICES LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brooklyn, New YorkCRD #113666
Typical Fee1.00%
AUM$94M
Minimum--
Clients308

YEARWOOD YOUNG ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Brooklyn, New YorkCRD #307719
Typical Fee--
AUM$87M
Minimum--
Clients65
Fiduciary Advisors in Brooklyn, New York | FiduciaryListings