Top Financial Advisors in New York City

FinanceHQ’s team of experts conducted thorough research on financial advisors in New York City. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in New York City range from $0 to $3B in AUM, and have an average of 11 years of experience.

Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Home/Financial Advisors/New York City
Last Updated: November 30, 2023
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Opal Wealth Advisors

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About Opal Wealth Advisors

New York, NYInvestment Advisor Firm
Assets Managed: $600,000,000Total Number of Advisors: 4In Business Since: 2019

If you're looking for a boutique advisor service in New York, Opal Wealth Advisors is a financial advisor company founded in 2019 and headquartered there. They specialize in retirement planning, estate management, risk assessment, tax optimization, strategic asset allocation, portfolio management, and investment diversification. Their client-centered approach and commitment to transparency ensure personalized financial solutions for individuals and families, helping them achieve their unique financial goals with integrity and professionalism.

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Ritholtz Wealth Management

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About Ritholtz Wealth Management

New York, NYInvestment Advisor Firm
Assets Managed: $2,700,000,000In Business Since: 2013

We chose Ritholtz Wealth Management as a top advisor in New York because they specialize in wealth management, behavioral investment counseling, holistic financial planning, portfolio construction, risk management, market-driven investment, and client education. Founded in 2013, their streamlined investment approach focuses on globally diversified, low-cost portfolios, strategic risk management, and rational investment decisions. Ritholtz is committed to helping clients navigate the complexities of wealth management and make informed decisions for their financial futures.

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Eagle Strategies

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About Eagle Strategies

New York, NYInvestment Advisor Firm
Assets Managed: $892,233,633Total Number of Advisors: 1,885In Business Since: 1994

Eagle Strategies is one of the best financial advisors in New York because they specialize in financial planning and charitable investing, offering a wide range of financial solutions including investment advisory programs and brokerage services. Founded in 1994, their investment professionals work closely with clients to construct tailored strategies that adapt to changing circumstances, providing extensive resources to meet their diverse financial needs.

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Brooklyn Fi

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About Brooklyn Fi

New York, NYInvestment Advisor Firm
Assets Managed: $130,000,000Total Number of Advisors: 2In Business Since: 2017

Brooklyn Fi is one of the top financial advisory firms in New York City because of its commitment to building strong client relationships. Founded in 2017 and headquartered in Brooklyn, they specialize in personalized and comprehensive financial planning services, offering investment strategies, tax planning, outsourced accounting, and overall financial planning to help individuals and businesses achieve their financial goals. What sets Brooklyn Fi apart is its expertise in managing modern financial challenges, and utilization of technology for a seamless and effective client experience.

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Anglia Advisors

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About Anglia Advisors

New York, NYInvestment Advisor Firm
Assets Managed: $11,000,000Total Number of Advisors: 1In Business Since: 2016

Anglia Advisors is a New York-based registered investment advisor (RIA) founded in 2016 that offers fiduciary fee-only personal finance consulting services. They stand out by providing flexible hourly, fee-only consulting services and asset management options, focusing on tailoring savings and investment portfolios to align with clients' aspirations. They specialize in services such as per-hour financial planning, single sessions, portfolio management, divorce guidance, foreign national consultation, estate planning, and personal finance education.

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Fruitful

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About Fruitful

New York, NYInvestment Advisor Firm
Total Number of Advisors: 2In Business Since: 2021

Fruitful is a trailblazing financial advisor company founded in 2021 and headquartered in New York. They specialize in financial wellness, providing personalized investment management and high-yield savings accounts with a remarkable 5.00% APY. With a commitment to empowering individuals on their financial journeys, Fruitful offers innovative solutions and cutting-edge technology to help clients achieve lasting financial success.

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Frequently Asked Questions

How can a financial advisor in New York City help with the high cost of living expenses?

A financial advisor in New York City can assist clients in managing the city's high living costs by crafting a customized financial plan. This plan may include budgeting strategies, investment optimization, and tax minimization in a high-tax environment, helping you save on everyday expenses while securing your financial future.

What are the key considerations when choosing a top financial advisor in NYC's diverse market?

When selecting a financial advisor in New York City, consider their experience with diverse clientele and expertise in local real estate investments. Additionally, the advisor should possess a deep understanding of New York's intricate tax laws. These key considerations will help clients make an informed choice in this diverse and complex financial market.

Can a New York City financial advisor assist with estate planning?

In a complex urban environment like New York City, a financial advisor can play a pivotal role in estate planning. They can offer comprehensive strategies to manage substantial assets efficiently, minimize estate taxes, and ensure a smooth transfer of wealth to your heirs, aligning with your unique financial situation and long-term goals.

How can a financial advisor in New York City address the unique challenges of investing in the city's real estate market?

A seasoned financial advisor in New York City will offer valuable insights by analyzing market trends, guiding property acquisitions, and managing real estate portfolios. This expertise enables you to make informed decisions and maximize returns in a city where real estate often plays a pivotal role in wealth accumulation.

What role can a financial advisor play in preparing for unexpected financial setbacks in New York City?

New York City's dynamic urban environment can bring unexpected financial setbacks, from job fluctuations to medical expenses. A financial advisor may help to create an emergency fund and customize insurance strategies for the city's unique risks, ensuring you're financially resilient. This proactive approach secures your financial well-being in the city that never sleeps.

Methodology

The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.

We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.

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The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.

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** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

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