Financial Advisors in New York

The top section of this list contains Featured Financial Advisors and the lower list are other independent Financial Advisors also SERVING clients here.

Click on the COMPANY NAME to read a detailed profile of each company.
Then Request Information after reading the company’s detailed profile.

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Featured Advisors

Conrad Capital Management, Inc. - Islandia, NY

At Conrad Capital Managment, Inc. our goal is to deliver the highest possible standard of fiduciary care and highly customized portfolio management. NEW CLIENT minimum portfolio size = $500,000... more info about Conrad Capital Management, Inc.
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Altfest Personal Wealth Management - New York, NY

**NAPFA Member** We provide services with a personal touch, whether it's investing client money or providing advanced financial planning guidance. Our clients benefit from our expertise and genuine service. NEW CLIENT min. portfolio size = $1,000,000... more info about Altfest Personal Wealth Management
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Convergent Wealth Advisors - New York, NY

We specialize in managing the financial intricacies that considerable wealth requires, so you don't have to. By focusing on the ultra-affluent, we are intimately familiar with their unique needs and the most appropriate solutions available. Min. = $1M.. more info about Convergent Wealth Advisors
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D'Annunzio Consulting Group, LLC - New York, NY

We are an independent investment advisor and serve select national clientele with investable assets of $20 Million dollars or more. NEW CLIENT minimum portfolio size = $3M..... more info about D'Annunzio Consulting Group, LLC
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HFH Planning Inc. - New York, NY

We provide a cost-effective way for individuals to obtain objective personal financial planning direction. Our methodology is applied competently and professionally. Free consultation appointment. No solicitations! more info about HFH Planning Inc.
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Hurley Capital, LLC - New York, NY

Our investment model is appropriate for investors seeking a rational approach that has provided superior returns with moderate risk. We are confident we can help you meet your financial goals! NEW CLIENT minimum portfolio size = $250,000… more info about Hurley Capital, LLC
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Terra Nova Asset Management LLC - New York, NY

We provide personalized investment advisory services to both U.S. and European domiciled individuals, family offices, and institutional clients. Our NEW CLIENT Minimum Portfolio Size = $1,000,000... more info about Terra Nova Asset Management LLC
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Convergent Wealth Advisors - Rochester, NY

We specialize in managing the financial intricacies that considerable wealth requires, so you don't have to. By focusing on the ultra-affluent, we are intimately familiar with their unique needs and the most appropriate solutions available. Min. = $1M.. more info about Convergent Wealth Advisors
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Martone Capital Management Inc. - White Plains, NY

Martone Capital Management opened its doors in 1995. The principal officer, William A. Martone, CLU, ChFC, has over 30 years experience following the financial markets. Our NEW CLIENT min. portfolio size = $100,000.... more info about Martone Capital Management Inc.
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Piermont Wealth Management Inc. - Woodbury, NY

We are a Fee-only Financial Planning and Investment Management Firm with offices in Manhattan and Woodbury, New York. Our NEW CLIENT minimum portfolio size = $1,000,000..... more info about Piermont Wealth Management Inc.
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All Financial Advisors in New York

Click on the company name to see the basic listing.

Albany Financial Planners Inc - Albany

Arista Investment Advisors, LTD. - Albany

Bender Lane Advisory, LLC - Albany

Empire Asset Management Group, LLC - Albany

MP Advisory Service, LLC - Albany

Peter A. Farrell Investment Management Services - Albany

Sage 360 Advisors LLC - Albany

Arbor Capital Management Corp - Amherst

Atlantic Capital Management Inc. - Amherst

ORCHESTRAL FINANCIAL GROUP INC. - AMHERST

Schroeder, Braxton & Vogt Inc. - Amherst

Ledonne Advisory Services - Armonk

Prosper Advisors LLC - Armonk

Canty Financial Management, Inc. - Ballston Spa

Hughes C G Co LLC - Bay Shore

Stuart Jay Rothkopf - Bearsville

Total Financial Advisors, LLC - Bethpage

Durante & Waters, LLC - Brewster

Sound Asset Management Group, LLC - Brooklyn

Sound Asset Management, Inc. - Brooklyn

Courier Capital Corporation - Buffalo

George W. Laub & Associates, LLC - Buffalo

Miller, Gesko & Company Inc. - Buffalo

Sanderson & Company Investment Consultants, LLC - Buffalo

Capital Financial Advisors Of New York, LLC - Clifton Park

Pageone Financial, Inc. - Clifton Park

Magnolia Capital Management - Cold Spring

Burns Matteson Capital Management - Corning

John G. Ullman & Associates, Inc - Corning

OMC Financial Services LTD - Dewitt

Financial Planning For Women - East Setauket

FMF&E Wealth Management, LLC - East Syracuse

Portfolio Consulting Group Inc - East Syracuse

Enright, Mollin, Cascio And Ramusevic - Elmhurst

The Mustico Financial Group, Inc. - Elmira

Geovest Advisors Inc - Fairport

Greentree Capital Management LLC - Fairport

True North Advisors - Fairport

Bolter & Company, LLC - Garden City

Cornerstone Professional Advisor Services, LLC - Garden City

Dartmouth Advisory Services, Inc. - Garden City

Excomp Asset Management LTD - Garden City

JRF Asset Advisors, LLC. - Garden City

Hudson Portfolio Management LLC - Garrison

Florian Financial Group LLC - Getzville

Capital Financial Services LLC - Glenville

Wealthpro, LLC - Gloversville

C & C Financial Services, Inc. - Great Neck

Schulman, Robert E. - Great Neck

East End Group Inc. - Hampton Bays

Castle Asset Management, LLC - Hauppauge

Harper Associates, LLC - Hicksville

Primoris Capital Management, LLC - Huntington

Creative Wealth Management, LLC - Islandia

M.D. Kresh Financial Services, Inc. - Islandia

Cornell Pochily Investment Advisors, Inc. - Ithaca

Sunlake Investment Management - Ithaca

Clear Point Advisors, Inc. - Jericho

Financial Educational Advisors.llc - Jericho

Spielberger Dampf Brill & Levine LLC - Jericho

The Spielberger Group - Jericho

Columbia Ridge Capital Management - Johnson City

Otto & Associates, Inc. - Katonah

Parsons Asset Management, Inc. - Katonah

Shulman Demeo Asset Management, LLC - Lake Success

Weber Asset Management, Inc. - Lake Success

Unfcu Financial Advisors - Long Island City

Luther Forest Wealth Advisors, L.L.C. - Malta

Long Island Financial Advisors, Inc. - Medford

Mark J Snyder Financial Services Inc - Medford

Frisch Financial Group, Inc. - Melville

J.J. Burns & Company - Melville

Larry Heller & Associates - Melville

The Ventur Group, LLC - Melville

Pegasus Asset Management Inc - Montebello

Pegasus Associates, LLC - Montebello

Greystone Wealth Advisors LLC - Mt. Kisco

Samalin Investment Counsel, LLC - Mt. Kisco

Optimum Growth Advisors, LLC - N. Merrick

Hudson Valley Wealth Management, Inc - New City

Emeriti Retirement Health Solutions - New Windsor

401kid, Inc. - New York

AEA Advisers LLC - New York

Altanes Investments, LLC - New York

American Capital Management Inc - New York

American Financial & Tax Strategies, Inc. - New York

ANK Capital, LLC - New York

Apelles Investment Management, LLC - New York

Ascension Asset Management LLC - New York

Atalanta Sosnoff Management, LLC - New York

Bentley Capital Management I LLC - New York

Berson & Corrado Investment Advisors, LLC - New York

Bridgewater Advisors Inc. - New York

Bryden-Abrams Investment Management LLC - New York

Capital Formation Advisers LLC - New York

Cedarpoint Capital Management, Inc. - New York

Centura Personal Financial Services, Inc. - New York

Chipco Asset Management - New York

Circle Advisers Inc - New York

Citrin Cooperman Wealth Management, LP - New York

Clarity Investments + Planning LLC - New York

Douglass Winthrop Advisors LLC - New York

East End Advisors, LLC - New York

Edge Wealth Management, LLC - New York

Entrust Capital Inc. - New York

F&V Capital Management, L.L.C. - New York

Fiduciary Management Group, LLC - New York

Financial Asset Management Corp - New York

First Responders Financial Services, LLC - New York

Flood Gamble Associates Inc - New York

Forte Asset Management, LLC - New York

Friedman Schnaier Asset Management, LLC - New York

Fulton Street Management, LLC - New York

Furgueson Capital Management Incorporated - New York

Gatemore Capital Management, LLC - New York

Genesis Asset Management, LLC - New York

Genesis Financial Advisory Services, LLC. - New York

Global Portfolio Management, LTD. - New York

Grandfield & Dodd, LLC - New York

Greystone Wealth Advisors LLC - New York

Griffin Asset Management, Inc. - New York

Guiry Capital Management, LLC - New York

Harvest Volatility Management, LLC - New York

Hcm - New York

Hemisphere Partners LLC - New York

Hennessee Hedge Fund Advisory Group - New York

Hepworth Equity Partners, LLC - New York

Heron Financial Group, LLC - New York

Highmount Capital - New York

IKE Capital, LLC - New York

Insinger De Beaufort Asset Management, Inc. - New York

Inverness Counsel Inc - New York

Investment Management Advisors, Inc. - New York

Jamison Prince Asset Management, Incorporated - New York

Karpas Strategies LLC - New York

Klingman And Associates, LLC - New York

Lee, Victor - New York

Mace Capital Management, LLC - New York

Malley Associates Capital Management Inc - New York

Marlcroft Asset Management LLC - New York

Mason Hill Advisors LLC - New York

Mittleman Investment Management, LLC - New York

MJB Asset Management LLC - New York

Modern Asset Management LLC - New York

Montgomery Capital Advisors LLC - New York

Next Capital Management LLC - New York

Nicholas Advisors Inc - New York

Novos Planning Associates Inc - New York

Oracle Financial Services, LLC - New York

Park Piedmont Advisors LLC - New York

Payne Capital Management, LLC - New York

Pergament Advisors LLC - New York

Platt Capital Management Inc - New York

Private Capital Advisors, Inc. - New York

R.M.sincerbeaux Capital Management, LLC. - New York

RCL Advisors, LLC - New York

Redican Asset Management - New York

Richards Capital Management LLC - New York

RR Advisory Group, LLC - New York

Satovsky Asset Management LLC - New York

Schnall Advisory Services, Inc - New York

Scotsman Capital Management LLC - New York

Security Asset Management - New York

Sentinel Investment Management Corp - New York

Shareks, LLC - New York

Shikiar Asset Management Inc - New York

Sintra Capital Corp - New York

Spears Abacus Advisors LLC - New York

Stelac Advisory Services LLC - New York

Sterling Capital Planners, Inc - New York

Swarthmore Asset Management LTD - New York

Tag Eisner LLC - New York

The Street.com, Inc. - New York

Tirschwell & Loewy Inc - New York

Train, Babcock Advisors LLC - New York

Veris Wealth Partners, LLC - New York

Vertical Cdo Management Acquisition-E, LLC - New York

Wealthstream Advisors, Inc. - New York

Williams, Jones & Associates, LLC - New York

Worldwide Asset Management Group, LLC - New York

Yorkville Capital Management LLC - New York

Zdenek Financial Planning, LLC - New York

Zekaria Partners, LLC - New York

Zesiger Capital Group LLC - New York

Zimmermann Alan L - New York

ZPR Investment Management Inc. - New York

Valueworks, LLC - New York City

Paolino, William - Nyack

Bourne Stenstrom Lent Asset Management, Inc. - Pawling

Knickerbocker Advisors Inc. - Pine Plains

Ashford Advisors, LLC - Pittsford

Fischer Investment Group, Inc. - Pittsford

Fulreader & Komma Management Inc - Pittsford

Karpus Investment Management - Pittsford

Occam Capital Management, LLC - Pittsford

Rich Advisory Corp - Plainview

John James Asset Management, LLC - Point Lookout

GM Advisory Group, Inc. - Port Washington

Granite Group Advisors, LLC - Purchase

Saxon Woods Advisors LLC - Purchase

Cooper/Haims Advisors, LLC - Rochester

Eagle Steward Wealth Management LLC - Rochester

Fien Capital Management, LLC - Rochester

Forte Capital LLC - Rochester

Upstate Advisors Inc - Rochester

W & S Management Services, Inc. - Rochester

Wealth Design Services Inc. - Rochester

Whitney & Company - Rochester

Weinstat And Weinstat CPA's Ria's - Roslyn Heights

Meyer Handelman Company - Rye Brook

Majority Asset Management, Inc. - Sag Harbor

Kershner, Grosso & Co. - Saratoga Spring

Colley Asset Management, Inc. - Saratoga Springs

John G. Gilooly, CPA - Saratoga Springs

Saratoga Wealth Advisors, LLC - Saratoga Springs

Vahanian & Associates Financial Planning Inc - Saratoga Springs

Gallatin & Company, LLC - Scarsdale

Riverstone Advisors, LLC - Scarsdale

Paragon Capital Management - Smithtown

Beechtree Capital Inc. - Southampton

Financial Planning Concepts Of America, Inc. - Staten Island

Agri-Invest, LLC - Syracuse

Blue Water Capital Management, LLC - Syracuse

Disciplined Capital Management Corp - Syracuse

Green & Seifter Investment Advisers LLC - Syracuse

Lipe & Dalton Investment Counsel - Syracuse

Mackenzie Hughes & Hartnett Investment Advisors LLC - Syracuse

Passive Capital Management, LLC - Syracuse

RJR Associates Inc - Syracuse

Waterhouse L M & Co Inc - Tarrytown

Bouchey Financial Group LTD - Troy

Fagan Associates Inc - Troy

Jadis Financial Services, LLC - Uniondale

Jadis Investments LLC - Uniondale

Long Island Wealth Management, Inc. - Uniondale

Harbor View Growth Equity Management LLC - Upper Brookville

JC Miano Investment Advisory - Utica

Paradigm Consulting, Inc. - Utica

Werlinich Asset Management, L.L.C. - Valhalla

Navigator Money Management, Inc. - Wappingers Falls

Citrin Cooperman Wealth Management, LP - White Plains

Fox Financial Services, Inc. - White Plains

Geller Capital Management LLC - White Plains

Heydorn Capital Management LLC - White Plains

The Portfolio Strategy Group, Inc. - White Plains

Tortoise Investment Management, LLC - White Plains

Giokas Financial Services, Inc. - Williamsville

Ogorek Wealth Management, LLC - Williamsville

Overlook Advisors, LLC - Woodstock