Browse all advisors in New York

Every advisor below is licensed to work with clients in New York. Narrow by specialty or by the type of advisor you want.

Browse by type

Filter these advisors by firm type, credential, fee structure, or the kinds of clients they work with.

Browse by specialty

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

Specialty
Advisors
Founder/Business Owner
24,575
Executive
17,478
Wealth management
12,732
Tax-loss harvesting
10,934
Retired
9,558
General estate planning guidance
6,027
Retirement plans for business owners (SEP, solo 401k)
5,934
Active portfolio management
5,515
Retirement income strategy
5,385
Approaching retirement
5,341
General retirement planning
5,317
Mid-Career Professionals
4,671
Cash flow / budgeting
4,229
ESG / Sustainable investing
3,892
HENRY (High Earners, Not Rich Yet)
3,637
Private / alternative investments
3,497
College savings (529s, UTMA, etc.)
3,090
Options & derivatives strategies
2,689
Passive / index investing
2,522
Equity compensation tax strategy
2,415
Social Security optimization
2,373
Business exit / sale strategy
2,357
Income planning
2,227
Annuities
2,106
Charitable giving & philanthropy
2,060
Attorney
1,953
Concentrated stock management
1,620
Self-Employed
1,522
Divorce financial planning
1,219
Technology Professional
1,139
Consultant
1,122
Retirement withdrawal strategies
1,095
Multi-generational wealth transfer
1,088
Real estate investing
989
Married/Couples/Partners
848
Divorced
802
Financial Professional
719
Business succession planning
533
Business ownership considerations
483
General tax planning
442
Intergenerational Families
426
Long-term care insurance
404
Women Professionals
383
Established Professionals
363
Retired
344
Planning for children with special needs
302
Educators, Teachers, and Academics
286
Debt management
250
Parents
249
Values-based investing
213
Tax strategies for small businesses
137
Equity Recipients (RS/RSU, SOP, ESPP)
135
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
135
Factor investing / smart beta
134
Roth conversion strategy
128
Women's Finance
117
Business sale tax planning
96
Doctor or Medical Professional
92
Family Business
91
Life insurance needs analysis
80
LGBTQIA
79
Young Professionals
71
Charitable giving tax strategies
66
Liquidity event planning
66
Young Families
66
Military & Veterans
59
Elder care planning
53
Dentist
50
Business Financial Management
46
Religious/faith focused
44
Medicare planning
39
Professional Athlete
38
Exec comp design
34
Cross-border / expatriate tax planning
25
Entertainment Industry
25
Disability insurance
22
Startup equity planning
22
Stock option exercise strategy
21
Expats
20
Women Business Owners
20
Immigrants
15
Trust structures (GRAT, IDGT, revocable)
12
Widow/Widower
12
African Americans/Black
11
Artists or Creative
11
Sandwich Generation
11
Newlywed/Engaged
10
Divorced Women
9
Real Estate Professional
9
Christian Faith Based
8
Dual Income Family
8
Career Changers
7
Hispanic/Latino/Latinx
7
Inheritance planning
7
Student loan debt
7
Early retirement planning
5
Engineering Professional
5
Entity structure planning (LLC, S-Corp)
5
Gifting strategies
5
FIRE (Financial Independence Retire Early)
3
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