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Financial Advisors in New York City, New York

Our hand-picked list of 8 financial advisors serving New York City, New York. Compare contact info and request free quotes from local providers.

About Hiring a Financial Advisor in New York City

Financial professionals in New York City should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New York securities regulator before sharing any financial information.

Licensing & verification: Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In New York, verify with the FINRA / SEC / state before hiring.

Top Financial Advisors in New York City

AIGEN INVESTMENT MANAGEMENT, LP

411 FIFTH AVE, NEW YORK CITY, NY 10016

📞 (917) 210-••••

AVENUE ASIA CAPITAL MANAGEMENT, L.P.

11 WEST 42ND STREET, NEW YORK CITY, NY 10036

📞 (212) 878-••••

EMPERY ASSET MANAGEMENT, LP

ONE ROCKEFELLER PLAZA, NEW YORK CITY, NY 10020

📞 (212) 608-••••

J. SAFRA ASSET MANAGEMENT CORPORATION

546 FIFTH AVENUE, NEW YORK CITY, NY 10036

📞 (212) 704-••••

J. STERN & CO., LLC

45 ROCKEFELLER PLAZA, NEW YORK CITY, NY 10111

📞 (212) 219-••••

QSEMBLE CAPITAL MANAGEMENT, LP

1 ROCKEFELLER PLAZA, NEW YORK CITY, NY 10020

📞 (646) 813-••••

ROKOS CAPITAL MANAGEMENT (US) LP

645 FIFTH AVENUE, NEW YORK CITY, NY 10022

📞 (164) 644-••••

VALUEWORKS, LLC

ONE WORLD TRADE, NEW YORK CITY, NY 10007

📞 (212) 819-••••

Frequently Asked Questions

Where can I find financial advisors in New York City, New York?

New York City, New York has 8 financial advisors listed in our directory. AIGEN INVESTMENT MANAGEMENT, LP is one option in the area. Use the list above to compare providers and request a free quote.

Are financial advisors licensed in New York?

Financial advisors are regulated by FINRA, the SEC, or state securities regulators depending on their business model. Always verify on BrokerCheck. In New York, verify with the FINRA / SEC / state before hiring. Ask any provider for their current license number and verify it with the FINRA / SEC / state before you hire.

How do I choose the right financial advisor in New York City?

Financial professionals in New York City should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New York securities regulator before sharing any financial information.

Can I get a free quote from a financial advisor in New York City?

Yes. Use our free quote form below — describe your project, and we'll match you with verified New York City-area financial advisors who can provide written estimates. There's no obligation, and most providers respond within 24 hours.

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