Browse all Independent 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	2,766
Wealth management	2,243
Options & derivatives strategies	2,218
Active portfolio management	1,799
Private / alternative investments	1,710
Executive	1,567
Retirement plans for business owners (SEP, solo 401k)	1,346
Retired	1,035
Concentrated stock management	1,025
Retirement income strategy	1,005
General retirement planning	970
Tax-loss harvesting	967
College savings (529s, UTMA, etc.)	825
Cash flow / budgeting	716
Real estate investing	620
Passive / index investing	616
Annuities	598
ESG / Sustainable investing	526
Income planning	509
Charitable giving & philanthropy	446
General estate planning guidance	392
General tax planning	384
Business exit / sale strategy	316
Business ownership considerations	218
Equity compensation tax strategy	210
Business succession planning	208
Debt management	198
Mid-Career Professionals	193
Retirement withdrawal strategies	172
Approaching retirement	152
HENRY (High Earners, Not Rich Yet)	133
Long-term care insurance	116
Tax strategies for small businesses	98
Self-Employed	86
Social Security optimization	77
Business sale tax planning	76
Factor investing / smart beta	76
Financial Professional	74
Educators, Teachers, and Academics	73
Values-based investing	68
Women Professionals	68
Divorce financial planning	67
Established Professionals	62
Life insurance needs analysis	61
Charitable giving tax strategies	57
Equity Recipients (RS/RSU, SOP, ESPP)	53
Young Professionals	47
Roth conversion strategy	45
Doctor or Medical Professional	44
Religious/faith focused	40
Military & Veterans	33
Elder care planning	32
Attorney	27
Married/Couples/Partners	25
Technology Professional	24
Family Business	22
Disability insurance	21
Medicare planning	21
Multi-generational wealth transfer	21
Expats	20
Women's Finance	20
Business Financial Management	17
Parents	16
Cross-border / expatriate tax planning	15
Young Families	12
Artists or Creative	11
Immigrants	11
Professional Athlete	11
Stock option exercise strategy	11
Sandwich Generation	9
African Americans/Black	8
Christian Faith Based	8
Retired	8
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	8
Newlywed/Engaged	7
Planning for children with special needs	7
Student loan debt	7
Intergenerational Families	5
Widow/Widower	5
Divorced Women	4
Entity structure planning (LLC, S-Corp)	4

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