Falists

New York · 3,699 advisers

Financial Advisors in New York

Falists is the most comprehensive public directory of financial advisors in New York — 3,699 SEC-registered and state-registered firms with names, websites, fees, team size, and assets under management. Filter by specialty to find wealth managers, trust advisors, retirement planners, and more.

Total advisers

3,699

With website

3,121

Largest AUM

$3.52T

Financial planning

792

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth2,782Planning792Trusts1,169Retirement568Institutional1,212

Top advisors in New York

Ranked by AUM and profile completeness · Data from SEC IAPD

Search all 3,699 →

MORGAN STANLEY

Purchase, NY

AUM

$1.96T

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

13000 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +3 more

914-225-5510

Full profileVisit site →

J.P. MORGAN SECURITIES LLC

New York, NY

AUM

$429.69B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

8479 advisors

Clients

More than 500

Fees

Percentage of AUM; FEE COMPUTED BASED ON CENTS-PER-SHARE-DEPOSITED-INTO-THE-ACCOUNT

800-999-2000

Full profileVisit site →

Cities in New York

Browse financial advisors by city across New York

New York2,642Brooklyn62Rochester47White Plains43Buffalo33Pittsford31Melville30Albany26Garden City26Rye Brook20Williamsville18New York City17Purchase17Rye17Saratoga Springs15Jericho13Great Neck12Hauppauge12Armonk10Syracuse10Woodbury10Harrison9Manhasset9Staten Island9Fairport8Mount Kisco8Amherst7Port Washington7Rockville Centre7Tarrytown7

The New York advisor database on Falists

Every listing is sourced from the SEC Investment Adviser Public Disclosure database. We surface what matters — firm name, website, fees, team size, specialties, and assets under management — so you can compare and choose with confidence.