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Personalized advice for
Portfolio Size of 100K and
above
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Your service helped us connect with Brian who had clients similar to our situation.
Former advisor put our cash in a cookie-cutter investment plan and we wanted to find alternative options...
Susan, a Retired Executive from New York
Personalized advice for portfolio size
of 100K & above
There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc., that you could use while searching for the financial advisor that best suits your financial and investment goals.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 2 | 32 | $11,491,898,634,658 | A Percentage of AUM, Hourly charges
|
|
| 3116 | 52157 | $2,011,986,210,191 | A Percentage of AUM, Fixed Fees, Performance Based
|
|
| 1351 | 171341 | $1,577,579,815,722 | A Percentage of AUM, Fixed Fees, Performance Based, Other (ADDITIONAL INFORMATION ON FEES CAN BE FOUND IN ADV PART 2A)
|
|
| 28000 | 2233188 | $1,185,061,196,999 | A Percentage of AUM, Fixed Fees, Commission Based, Other (SEE SCHEDULE D MISCELLANEOUS)
|
|
| 6491 | 2220 | $1,163,046,943,604 | A Percentage of AUM, Fixed Fees, Performance Based
|
|
| 36687 | 2864234 | $1,093,689,238,206 | A Percentage of AUM, Fixed Fees, Commission Based
|
|
| 256 | 322 | $745,826,453,479 | A Percentage of AUM
|
|
| 551 | 26817 | $490,556,404,670 | A Percentage of AUM, Fixed Fees, Performance Based
|
|
| 2540 | 753 | $426,767,125,224 | A Percentage of AUM, Performance Based, Other (CARRIED INTEREST)
|
|
| 4810 | 14 | $390,617,153,000 | A Percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES)
|
|
| 113 | 134 | $360,519,054,249 | A Percentage of AUM
|
|
| 407 | 138 | $341,290,973,468 | A Percentage of AUM, Fixed Fees, Performance Based, Other (INVESTED CAPITAL)
|
|
| 1596 | 40303 | $315,321,148,238 | A Percentage of AUM, Fixed Fees, Performance Based
|
|
| 380 | 301908 | $300,881,452,905 | A Percentage of AUM, Fixed Fees, Performance Based
|
|
| 307 | 113 | $291,885,443,528 | A Percentage of AUM, Fixed Fees, Performance Based, Other (ORIGINATION FEES OF REAL ESTATE LOANS/ PRIVATE PLACEMENT DEALS)
|
You can utilize our New York advisor directory as the majority of advisors listed there offer retirement planning services. By clicking on the "View full profile" button of any vetted financial advisor, you can access detailed information about their services, fees, credentials, and more. In the "Advisory Services Provided" section, you will be able to confirm if retirement planning is among the services they offer.
The qualifications that you should look for in a financial advisor are years of relevant experience in providing advisory services to people in New York and also ensure that he has the necessary licenses and registrations with reputable regulatory bodies such as FINRA and the SEC. To learn more, read the guide on how to use BrokerCheck to evaluate a financial advisor's credentials.
The cost of hiring a financial advisor in New York can vary. Typically, financial advisors charge by a fee-only or fee-based ( fee and commission) model. It can range from a fixed rate of approx. $7,500 and above or approx. 1.02% of assets under management (AUM). To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on the costs of hiring a financial advisor.
Financial advisors in New York offer a wide range of financial services to help individuals manage their finances. Some of the common services include investment planning, retirement planning, wealth management, education planning, tax planning, estate planning, and insurance planning. Financial advisors also provide advice on managing debt, creating and maintaining a budget, and setting financial goals. Learn more about who financial advisors are and what they do.
The cost of hiring a financial advisor in New York can vary. Typically, financial advisors charge by a fee-only or fee-based (fee and commission) model. It can range from a fixed rate of approx. $7,500 and above or approx. 1.02% of assets under management (AUM). To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on the costs of hiring a financial advisor.
Yes, many financial advisors in New York are also tax professionals or work closely with tax professionals to help clients with tax planning and preparation. However, WiserAdvisor's directory may not include advisors that specialize in taxes. In the "Advisory Services Provided" section, you will be able to confirm if tax advice and tax preparation services are among the services they offer.
How often you should meet with your financial advisor may depend on your specific financial situation and goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough.Your advisor can assist in determining the suitable meeting frequency based on your circumstances. Read on to learn more about how often you should meet with your advisor.
There are multiple benefits to hiring a financial advisor in New York. Financial advisors are finance professionals that help you by providing you with professional guidance and strategy to build wealth. You as a client also benefit from their deep knowledge, experience, and perspective and gain peace of mind knowing you're making informed financial decisions. Additionally, working with a financial advisor can potentially minimize investment risks and lead to more returns on your investments. The financial advisors also review your investments regularly and provide ongoing support to help you stay on track and adjust your financial plans as needed. To learn more, read about the benefits of working with a financial advisor.
When choosing a financial advisor in New York, it's important to do some initial research. You need to check each financial advisor's years of relevant experience, credentials (CFP, ChFCs, CFAs, etc.) education, and method of compensation,and ensure that he adheres to a strict code of ethics. It is also important to check for any disciplinary actions or complaints against the advisor through the registration status at the Financial Industry Regulatory Authority's (FINRA) BrokerCheck website. Use this guide to know how to use BrokerCheck on FINRA to research an advisor. To learn more, read the guide on choosing the best financial advisor.
New York has a variety of different types of financial advisors to meet diverse needs including:
Investment advisors and portfolio managers: Specialize in managing investment portfolios and providing personalized advice.
Wealth managers: Provide financial services, including investment management, estate planning, and tax strategies.
Financial planners: Address financial areas like budgeting, saving, and goal planning.
Retirement planners: Focus on helping individuals plan for their retirement years.
Robo-advisors: Leverage technology to provide automated investment solutions.
To further explore how financial advisors can support you, learn more about the different types of financial advisors and their areas of expertise.
