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Which Financial Advisor Should You Choose in New York?

Review 188 financial advisors across New York, including New York, Rochester and Buffalo, and find out what each professional offers. Consider client feedback and professional details, then shortlist advisors who provide the type of financial guidance you need.
Albany (3)
Ballston Lake (1)
Bohemia (1)
Brewster (1)
Buffalo (8)
Cambridge (1)
Cedarhurst (2)
Clifton Park (1)
Corning (1)
Cornwall (1)
Cortlandt Manor (1)
Croton Falls (1)
Delmar (1)
East Syracuse (1)
Elmsford (1)
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Fishkill (1)
Franklin Square (1)
Garden City (3)
Glen Cove (1)
Great Neck (1)
Hamburg (1)
Hauppauge (1)
Holbrook (1)
Holtsville (1)
Huntington (1)
Inwood (1)
Jericho (3)
Katonah (1)
Kingston (1)
Lagrangeville (1)
Larchmont (1)
Lindenhurst (1)
Mahopac (1)
Manhasset (1)
Massapequa (2)
Melville (5)
Mendon (1)
Mount Kisco (1)
New City (1)
New Hartford (1)
New Hyde Park (2)
New York (74)
Newburgh (1)
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Pittsford (6)
Plattsburgh (1)
Port Chester (1)
Port Jefferson (1)
Port Jefferson Station (1)
Riverhead (1)
Rochester (9)
Rocky Point (1)
Rye (2)
Saratoga Springs (5)
Schenectady (1)
Setauket- East Setauket (1)
Skaneateles Falls (1)
Smithtown (1)
Suffern (1)
Syracuse (5)
Tarrytown (1)
Troy (1)
Victor (2)
Watertown (1)
White Plains (4)
Woodbury (1)
4 reviews
Zoe Financial
4 reviews
SEC-registered investment advisory services with transparent compliance
Find vetted fiduciary financial advisors through Zoe Financial's SEC-registered platform. Streamlined matching process, complimentary consultations, and secure investment account management in New York, NY.
Financial Advisor Matching Investment Account Setup Complimentary Consultations
(646) 847-2106 Call Profile
3 reviews
Cudlipp Financial Services
3 reviews
We offer over 30 years of accounting experience through our founder's background.
Cudlipp Financial Services offers personalized financial planning, investment oversight, and retirement strategies in Pittsford, NY, helping clients achieve long-term financial goals with expert guidance.
Investment Oversight Tax Management Planning Retirement Planning
(585) 383-6555 Call Profile
1 review
Star Mountain Capital
1 review
We focus exclusively on lower middle-market investment opportunities
Star Mountain Capital offers tailored investment solutions for lower middle-market companies through direct investments, secondary positions, and collaborative ecosystem development with a focus on sustainable growth.
Direct Investments Secondary Investments Collaborative Ecosystem
(212) 810-9044 Call Profile
1 review
Level Financial Advisors
1 review
We are fee-only fiduciaries with no product commissions
Level Financial Advisors offers fee-only fiduciary services including retirement planning, tax optimization, and legacy planning in East Amherst, NY.
Retirement Planning Tax Optimization Legacy Planning
(716) 634-6113 Call Profile
3 reviews
Buffalo First Wealth Management
3 reviews
We are a Registered Investment Advisor (RIA) held to the highest fiduciary standards.
Buffalo First Wealth Management offers personalized financial planning, investment advisory, and tax strategies in Buffalo, NY, prioritizing client needs with fiduciary responsibility.
Financial Planning Investment Management Tax Planning
(716) 204-8369 Call Profile
2 reviews
Morgan Wilshire Securities
28 Years
2 reviews
We develop customized wealth management solutions tailored to individual client goals.
Morgan Wilshire Securities offers personalized investment advisory services in Garden City, NY, specializing in ETFs, mutual funds, and fixed income solutions for high-net-worth clients.
Investment Risk Management ETF Investing Mutual Fund Investing
(516) 622-3100 Call Profile
1 review
LiftBridge Financial Advisors
1 review
We operate under a strict fiduciary standard prioritizing client interests
LiftBridge Financial Advisors offers personalized financial planning and investment advisory services in Fairport, NY. As fiduciaries, we help clients achieve financial independence through customized strategies.
Asset Allocation Financial Planning College Planning
(585) 377-4500 Call Profile
Not rated yet
Nottingham Advisors
45 Years
Not rated yet
We are SEC-registered investment advisers with 40+ years of experience
Nottingham Advisors offers personalized investment advisory services in Buffalo, NY, specializing in asset management, financial planning, and institutional solutions.
Private Client Services Financial Advisor Partnerships Outsourced CIO Solutions
(716) 633-3800 Call Profile
Not rated yet
Weber Asset Management
46 Years
Not rated yet
We operate as fiduciaries, legally required to act in your best interest.
Weber Asset Management offers personalized financial planning and investment management services in Lake Success, NY. As fiduciaries, we help individuals and families achieve long-term financial success through customized strategies focused on retirement
Investment Management Retirement Planning Cash Flow Planning
(516) 326-3299 Call Profile
Not rated yet
Atrevida Partners
Not rated yet
We implement a disciplined multi-strategy investment approach
Atrevida Partners in Rye, NY offers expert investment management focused on alternative strategies to deliver stable returns with risk mitigation.
Alternative Investments Portfolio Management Risk Management
(914) 708-5130 Call Profile