New York · 4 advisers
Financial Advisors in New York, New York
Looking for a financial advisor in New York, New York? Falists indexes 4 SEC-registered and state-registered investment advisers in New York — 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 $612.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$612.4M
Financial planning
0
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in New York
Ranked by AUM · Fees, team & specialties at a glance
ATLANTIC CREEK INVESTMENT MANAGEMENT, LLC
New York, NY
AUM
$612.4M
Team
14 advisors
Clients
—
Fees
Performance-based fees · MGMT FEE BASED ON % OF COMMIT CAP. +1 more
212-381-7614
HEP MANAGEMENT CORPORATION
New York, NY
AUM
$426.6M
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-217-4515
KURAMO CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$257.7M
Team
19 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212- 970-5830
More cities in New York
Common questions
- How many financial advisors are in New York, New York?
- 4 registered investment advisers are listed in our New York directory, sourced from public SEC filings.
- What types of advisors are in New York?
- 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 York?
- 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.