Browse all High-net-worth 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
7,223
Executive
5,390
Approaching retirement
2,928
Retired
2,652
Cash flow / budgeting
2,292
Tax-loss harvesting
2,102
Mid-Career Professionals
2,075
General retirement planning
2,029
Equity compensation tax strategy
1,820
ESG / Sustainable investing
1,774
Private / alternative investments
1,553
Wealth management
1,267
Retirement income strategy
1,262
Technology Professional
1,121
Attorney
1,109
Social Security optimization
1,052
Options & derivatives strategies
1,041
Retirement plans for business owners (SEP, solo 401k)
1,021
Active portfolio management
798
Business exit / sale strategy
590
Concentrated stock management
497
Passive / index investing
407
Real estate investing
367
Charitable giving & philanthropy
297
Divorce financial planning
296
General estate planning guidance
248
College savings (529s, UTMA, etc.)
225
Established Professionals
218
General tax planning
160
Long-term care insurance
152
Income planning
120
Annuities
93
Values-based investing
89
Financial Professional
84
Roth conversion strategy
83
Women Professionals
83
Business ownership considerations
77
Debt management
73
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
72
Dentist
49
Business succession planning
43
Business sale tax planning
36
Tax strategies for small businesses
32
Family Business
28
HENRY (High Earners, Not Rich Yet)
28
Factor investing / smart beta
27
Young Professionals
25
Multi-generational wealth transfer
21
Retirement withdrawal strategies
21
Equity Recipients (RS/RSU, SOP, ESPP)
20
Elder care planning
15
Self-Employed
14
Doctor or Medical Professional
13
Life insurance needs analysis
13
Women's Finance
13
Cross-border / expatriate tax planning
12
Professional Athlete
10
Expats
9
Married/Couples/Partners
9
Immigrants
8
Business Financial Management
7
Medicare planning
7
Retired
7
Charitable giving tax strategies
6
Sandwich Generation
5
Intergenerational Families
4
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