New York · 4 advisers
Financial Advisors in New City, New York
Looking for a financial advisor in New City, New York? Falists indexes 4 SEC-registered and state-registered investment advisers in New City — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $53.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$53.5M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in New City
Ranked by AUM · Fees, team & specialties at a glance
LT ADVISORS LLC
New City, NY
AUM
$53.5M
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
917-352-3424
MAIN STREET ASSET MANAGEMENT LLC
New City, NY
AUM
$15.6M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
845-263-3009
ROVENTINI FINANCIAL SERVICES, INC
New City, NY
AUM
$15.0M
Team
1 advisors
Clients
0
Fees
Percentage of AUM
845-634-5400
EMPIRE STATE WEALTH ADVISORS INC
New City, NY
AUM
$0
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
212 662 0505
More cities in New York
Common questions
- How many financial advisors are in New City, New York?
- 4 registered investment advisers are listed in our New City directory, sourced from public SEC filings.
- What types of advisors are in New City?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in New City?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.