Ways to browse advisors serving New York, NY

Pick a specialty or descriptor to browse more advisors serving New York, NY.

By how they work

Type	Advisors
Large-firm	19,421
Seasoned	7,649
Flat-fee	6,897
Independent	3,591
CFP®-certified	2,023

By who they serve

Type	Advisors
High-net-worth	6,507
Baby Boomer	573
Millennial	14
Gen X	11

Browse by specialty

Find advisors serving New York, NY who focus on a specific topic, profession, or life stage — retirement planning, equity comp, business owners, and more.

Specialty	Advisors
Founder/Business Owner	12,894
Executive	10,691
Wealth management	8,219
Tax-loss harvesting	5,231
General estate planning guidance	3,960
Active portfolio management	3,834
General retirement planning	3,658
Approaching retirement	3,588
Retired	3,280
Cash flow / budgeting	3,009
Retirement plans for business owners (SEP, solo 401k)	2,958
Retirement income strategy	2,946
Private / alternative investments	2,405
Passive / index investing	2,391
ESG / Sustainable investing	2,289
Mid-Career Professionals	2,208
Equity compensation tax strategy	2,063
Options & derivatives strategies	1,490
College savings (529s, UTMA, etc.)	1,449
Charitable giving & philanthropy	1,430
Attorney	1,412
Income planning	1,155
Business exit / sale strategy	1,117
Social Security optimization	1,117
Concentrated stock management	1,093
Technology Professional	947
Consultant	938
Annuities	877
Divorce financial planning	765
Real estate investing	670
Multi-generational wealth transfer	611
Self-Employed	598
Financial Professional	548
Retirement withdrawal strategies	536
Married/Couples/Partners	479
HENRY (High Earners, Not Rich Yet)	461
Divorced	453
Women Professionals	267
Long-term care insurance	255
Business ownership considerations	253
Business succession planning	238
Established Professionals	237
General tax planning	222
Planning for children with special needs	216
Parents	197
Debt management	133
Values-based investing	132
Educators, Teachers, and Academics	122
Women's Finance	97
Intergenerational Families	86
Tax strategies for small businesses	82
Factor investing / smart beta	78
Equity Recipients (RS/RSU, SOP, ESPP)	77
Cross-border / expatriate tax planning	60
Business sale tax planning	59
Family Business	58
Expats	51
Liquidity event planning	51
Doctor or Medical Professional	50
LGBTQIA	49
Young Professionals	48
Young Families	47
Life insurance needs analysis	42
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	42
Elder care planning	38
Business Financial Management	37
Medicare planning	35
Military & Veterans	33
Dentist	25
Exec comp design	24
Women Business Owners	23
Entertainment Industry	22
Retired	18
Startup equity planning	16
Charitable giving tax strategies	13
Inheritance planning	9
Widow/Widower	9
African Americans/Black	8
Home buying	8
Divorced Women	7
Immigrants	7
Sandwich Generation	6
Gifting strategies	5
Disability insurance	4

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