Browse all Large-firm 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	21,809
Executive	15,911
Wealth management	10,489
Tax-loss harvesting	9,967
Retired	8,523
General estate planning guidance	5,635
Approaching retirement	5,189
Retirement plans for business owners (SEP, solo 401k)	4,588
Mid-Career Professionals	4,478
Retirement income strategy	4,380
General retirement planning	4,347
Active portfolio management	3,716
Cash flow / budgeting	3,513
HENRY (High Earners, Not Rich Yet)	3,504
ESG / Sustainable investing	3,366
Social Security optimization	2,296
College savings (529s, UTMA, etc.)	2,265
Equity compensation tax strategy	2,205
Business exit / sale strategy	2,041
Attorney	1,926
Passive / index investing	1,906
Private / alternative investments	1,787
Income planning	1,718
Charitable giving & philanthropy	1,614
Annuities	1,508
Self-Employed	1,436
Divorce financial planning	1,152
Consultant	1,117
Technology Professional	1,115
Multi-generational wealth transfer	1,067
Retirement withdrawal strategies	923
Married/Couples/Partners	823
Divorced	800
Financial Professional	645
Concentrated stock management	595
Options & derivatives strategies	471
Intergenerational Families	421
Real estate investing	369
Business succession planning	325
Women Professionals	315
Established Professionals	301
Planning for children with special needs	295
Long-term care insurance	288
Business ownership considerations	265
Parents	233
Educators, Teachers, and Academics	213
Values-based investing	145
Equity Recipients (RS/RSU, SOP, ESPP)	82
LGBTQIA	77
Family Business	69
Liquidity event planning	63
Young Families	54
Debt management	52
Exec comp design	30
Business Financial Management	29
Military & Veterans	26
Young Professionals	24
Startup equity planning	20
Medicare planning	18
Gifting strategies	5

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