Browse all CFP®-certified advisors in New York

Every advisor below is licensed to work with clients in New York. Narrow by specialty to find someone who focuses on your situation.

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	2,661
Wealth management	1,562
Executive	1,558
Retired	1,463
Tax-loss harvesting	1,210
Retirement plans for business owners (SEP, solo 401k)	1,022
Retirement income strategy	802
Private / alternative investments	674
General retirement planning	643
Cash flow / budgeting	614
College savings (529s, UTMA, etc.)	596
Approaching retirement	494
Active portfolio management	466
Options & derivatives strategies	454
General estate planning guidance	448
Business exit / sale strategy	426
ESG / Sustainable investing	384
Annuities	373
Income planning	373
Passive / index investing	352
Charitable giving & philanthropy	306
Social Security optimization	293
HENRY (High Earners, Not Rich Yet)	223
Retirement withdrawal strategies	222
Self-Employed	211
Mid-Career Professionals	210
Concentrated stock management	191
Divorce financial planning	172
General tax planning	172
Real estate investing	158
Multi-generational wealth transfer	150
Attorney	117
Business succession planning	117
Business ownership considerations	116
Equity compensation tax strategy	113
Established Professionals	106
Married/Couples/Partners	105
Divorced	102
Debt management	86
Long-term care insurance	75
Women Professionals	68
Financial Professional	65
Values-based investing	50
Roth conversion strategy	44
Tax strategies for small businesses	43
Equity Recipients (RS/RSU, SOP, ESPP)	37
Young Professionals	35
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	32
Factor investing / smart beta	30
Retired	26
Parents	25
Technology Professional	23
Business sale tax planning	21
Doctor or Medical Professional	21
Educators, Teachers, and Academics	21
Intergenerational Families	21
Life insurance needs analysis	19
Dentist	16
Consultant	15
Religious/faith focused	15
Women's Finance	15
Military & Veterans	13
Disability insurance	11
Elder care planning	11
Family Business	10
Young Families	10
Business Financial Management	9
Newlywed/Engaged	7
Professional Athlete	7
Sandwich Generation	7
Student loan debt	6
Expats	5
Immigrants	5
LGBTQIA	5
Medicare planning	5
Widow/Widower	5
African Americans/Black	4
Cross-border / expatriate tax planning	4
Artists or Creative	3
Divorced Women	3
FIRE (Financial Independence Retire Early)	3

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support