Browse all Seasoned 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	9,299
Executive	6,203
Wealth management	4,531
Retired	4,421
Tax-loss harvesting	3,971
Retirement plans for business owners (SEP, solo 401k)	2,659
General estate planning guidance	2,277
Approaching retirement	2,259
Retirement income strategy	2,122
General retirement planning	2,050
Active portfolio management	1,763
Cash flow / budgeting	1,690
Mid-Career Professionals	1,670
HENRY (High Earners, Not Rich Yet)	1,424
ESG / Sustainable investing	1,307
College savings (529s, UTMA, etc.)	1,266
Annuities	1,077
Private / alternative investments	1,031
Income planning	998
Options & derivatives strategies	943
Business exit / sale strategy	901
Social Security optimization	880
Equity compensation tax strategy	853
Charitable giving & philanthropy	788
Passive / index investing	744
Attorney	669
Divorce financial planning	597
Concentrated stock management	561
Self-Employed	548
Retirement withdrawal strategies	546
Multi-generational wealth transfer	474
Married/Couples/Partners	412
Divorced	388
Real estate investing	274
Technology Professional	272
Financial Professional	271
Business succession planning	247
Planning for children with special needs	180
Retired	139
Long-term care insurance	137
Women Professionals	134
Business ownership considerations	125
Educators, Teachers, and Academics	123
General tax planning	111
Parents	94
Established Professionals	89
Intergenerational Families	55
Values-based investing	49
Debt management	45
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)	34
Family Business	33
Business sale tax planning	30
Tax strategies for small businesses	30
Factor investing / smart beta	24
Life insurance needs analysis	24
Charitable giving tax strategies	22
Roth conversion strategy	19
Business Financial Management	18
Doctor or Medical Professional	18
Equity Recipients (RS/RSU, SOP, ESPP)	15
Religious/faith focused	13
Military & Veterans	12
Medicare planning	11
Elder care planning	8
Young Professionals	8
Disability insurance	5
Immigrants	4
Widow/Widower	4

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