Top financial advisors in New York
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
Choosing the right financial advisor in New York means focusing on whether they handle the specific work you need, not just picking from a large pool. A common mistake is hiring an advisor based on a quick recommendation and later finding out they don't address your unique financial concerns.
- Match on the actual work. Ask what a typical day looks like for the advisor. If your needs include estate planning or managing investments, ensure they have experience in those areas.
- Estate tax awareness. New York has an estate tax cliff that can cause large tax bills just above exemption limits. Confirm the advisor understands how to navigate this.
- Fee structure clarity. Advisors may charge flat fees, hourly rates, or a percentage of assets. Understand how they are paid to see if it aligns with your preferences.
- Continuity and support. If the advisor works solo, ask about their succession plan. If part of a team, find out who else might assist you if your main contact is unavailable.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Scott M
Series 63, Series 65
New York, NY
Morgan Stanley
Scott Mahoney offers general estate planning guidance, making him capable of addressing estate-related financial needs in New York. With 34 years of experience at Morgan Stanley, a large firm known for extensive advisory programs and structured planning tools, he provides access to broad investment resources and institutional support, distinguishing him from advisors at smaller firms or with less comprehensive backing.
Experience: 34 years
Avg account: $670,481
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Sally H
Series 63, Series 65
New York, NY
Seasons of Advice Wealth Management
Sally Hyman is well-equipped to assist with financial advising needs in New York, especially for high-net-worth individuals and established professionals, given her 42 years of experience and expertise in charitable giving and business exit strategies. Her firm, Seasons of Advice Wealth Management, employs a life-cycle investment approach and offers discretionary portfolio management and comprehensive planning, distinguishing her from others by combining deep experience with specialized fixed-income programs and a focus on small business owners and families.
Experience: 43 years
Avg account: $1,365,716
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Chase N
Series 66
New York, NY
Wells Fargo Clearing
Chase Nadell is equipped to assist with financial advising in New York, particularly for high-net-worth clients, leveraging 13 years of industry experience and a Series 66 designation. Operating within Wells Fargo Clearing, a large firm known for retirement plan consulting and an IPS-driven investment approach, he offers flat-fee structures and access to comprehensive advisory services, distinguishing him from advisors in smaller firms or with different fee models.
Experience: 13 years
Avg account: $475,575
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Timothy E
Series 66
New York, NY
First Manhattan Co. LLC
Timothy Egan is equipped to assist with wealth management and tax-loss harvesting, important for high-net-worth clients in New York facing complex estate tax considerations. Working at First Manhattan Co. LLC, a large firm with a research-driven, long-term, value-focused investment approach, he offers both active equity management at a 1.20% AUM fee and passive fund options, distinguishing him from advisors with less diverse strategies or smaller firm resources.
Experience: 3 years
Avg account: $5,577,808
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Solomon D
Series 63, Series 66
Brooklyn, NY
J.P. Morgan Securities
Solomon Dayan's 14 years of experience and Series 63 and 66 designations equip him to manage wealth effectively for executives and business owners in New York. Working at J.P. Morgan Securities, a large firm offering institutional consulting and customized investment services, he charges a 0.30% annual fee on assets under management, distinguishing him with access to broad resources and a comprehensive advisory approach.
Experience: 14 years
Avg account: $318,381
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