Best Financial Advisors in New York

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
8,400+
Advisors
4.7/5.0
Average Rating

New York Financial Landscape

With a diverse economy, NYC is a leader in finance, technology, and media. The city continues to attract talent and investment.

Major industries
Finance, Technology, Media
Population
8.4M (metro: 19.9M)
Median household income
$70,000
Unique needs
High demand for affordable housing and financial services tailored to diverse populations.
Market Insights
Economic Growth
According to BEA (2023), NYC's GDP growth is projected at 3.5%, driven by tech and finance sectors.
Wealth Demographics
According to Census (2023), the median income in NYC is approximately $70,000, reflecting economic disparities.
Advisor Specializations
Based on BLS (2023), financial advisors in NYC increasingly specialize in wealth management and retirement planning.
Local Considerations
Cost of Living
According to BLS (2024), NYC's cost of living remains high, with housing and transportation being major expenses.
Real Estate Market
According to Zillow (2024), NYC's real estate market shows signs of cooling, but prices remain elevated due to demand.
Business Environment
According to Fortune (2024), NYC's business climate is robust, though regulatory challenges persist for startups.

Top 5 Financial Advisors in New York

Francis Financial, Inc.
★ ★ ★ ★ ★ 5
Wealthspire Advisors
★ ★ ★ ★ ★ 5
Park Avenue Financial Advisors
★ ★ ★ ★ ★ 5
Wharton Wealth Planning
★ ★ ★ ★ ★ 5
Savant Wealth Management
★ ★ ★ ★ ★ 5
Receive a complimentary AI wealth evaluation before hiring an advisor.
Sign up for Mezzi

How to Choose the Right Financial Advisor

When selecting a financial advisor in New York, consider these essential factors

Icon
Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
Icon
New York-Specific Expertise
For New York residents working in Finance, Technology, Media, consider advisors with specific experience in your industry's unique compensation and benefit structures.
Icon
Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
Icon
Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
Icon
Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
Icon
Risk Management Focus
NYC's finance and tech sectors face volatility; housing market shows bubble risks. Prepare for hurricanes and flooding; diversify investments.

Skip the advisor fees

Find Financial Advisors in Nearby Cities

Explore financial advisor options in these nearby New York locations

New York Buffalo Rochester Yonkers Syracuse Albany New Rochelle Mount Vernon