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Highest Rated · Brooklyn
Top-Rated Financial Advisors in Brooklyn, NY
Every business ranked by real customer ratings. The pros at the top earned it — through consistent service, not advertising spend.
As of May 2026, RatingsNearMe ranks 20 financial advisors in Brooklyn, NY by verified customer ratings and review volume. The highest-rated is Midas Wealth - Private Client Group with a 5.0-star rating from 83 verified reviews. Also in the top tier: Unique Financial Advisors & Tax Consultants and Francis Financial, Inc.. The average rating across all listed financial advisors in Brooklyn is 4.7 stars from 354 reviews per business on average.
Financial advisors in Brooklyn typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated May 17, 2026 · Scored by ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.7★
Avg rating
354
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Midas Wealth - Private Client Group
One Battery Park Plaza, Battery Pl Flr 33, #3350, New York, NY 10004, USA
Unique Financial Advisors & Tax Consultants
26 Broadway f8, New York, NY 10004, USA
Francis Financial, Inc.
39 Broadway Suite 1730, New York, NY 10006, USA
Financial Advisors Rankings in Brooklyn, NY
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Midas Wealth - Private Client GroupOne Battery Park Plaza, Battery Pl Flr 33, #3350, New York, NY 10004, USA | 5.0★ | 83 |
| #2 | Unique Financial Advisors & Tax Consultants26 Broadway f8, New York, NY 10004, USA | 5.0★ | 2 |
| #3 | Francis Financial, Inc.39 Broadway Suite 1730, New York, NY 10006, USA | 5.0★ | 37 |
| #4 | Goldman Sachs30 Hudson St, Jersey City, NJ 07302, USA | 4.3★ | 45 |
| #5 | Astra Wealth Partners101 Hudson St #2100, Jersey City, NJ 07302, USA | 5.0★ | 1 |
| #6 | Elite Financial Boutique LLC101 Hudson St 21st fl, Jersey City, NJ 07302, USA | 5.0★ | 13 |
| #7 | Merrill Lynch Wealth Management101 Hudson St 6th Floor, Jersey City, NJ 07302, USA | 3.3★ | 7 |
| #8 | Taurus Financial1 Evertrust Plaza Suite 305, Jersey City, NJ 07302, USA | 4.5★ | 24 |
| #9 | Legacy Care Wealth201 Montgomery St #2022, Jersey City, NJ 07302, USA | 4.5★ | 8 |
| #10 | Christopher Street Financial475 Park Ave S #2100, New York, NY 10016, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in Brooklyn
Goldman Sachs
30 Hudson St, Jersey City, NJ 07302, USA
Astra Wealth Partners
101 Hudson St #2100, Jersey City, NJ 07302, USA
Elite Financial Boutique LLC
101 Hudson St 21st fl, Jersey City, NJ 07302, USA
Merrill Lynch Wealth Management
101 Hudson St 6th Floor, Jersey City, NJ 07302, USA
Taurus Financial
1 Evertrust Plaza Suite 305, Jersey City, NJ 07302, USA
Legacy Care Wealth
201 Montgomery St #2022, Jersey City, NJ 07302, USA
Christopher Street Financial
475 Park Ave S #2100, New York, NY 10016, USA
Tomolonis Financial LLC
95 Christopher Columbus Dr 16th floor, Jersey City, NJ 07302, USA
Financial Focus Group
International Financial Center, 95 Christopher Columbus Dr 16th floor, Jersey City, NJ 07302, USA
BNY Pershing
1 Pershing Plz, Jersey City, NJ 07302, USA
Drucker Wealth Management
2 Park Ave 20th floor, New York, NY 10016, USA
BNY
International Financial Center, 95 Christopher Columbus Dr, Jersey City, NJ 07302, USA
Integrated Financial Services
111 Town Square Pl Suite 500, Jersey City, NJ 07310, USA
Root Financial
155 2nd St Suite 206, Jersey City, NJ 07302, USA
Park Avenue Financial Advisors
136 Madison Ave, New York, NY 10016, USA
Apex Credit Fix
111 Town Square Pl Suite 1203, Jersey City, NJ 07310, USA
WealthBridge Financial Group
675 3rd Ave #900, New York, NY 10017, USA
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Frequently Asked Questions — Financial Advisors in Brooklyn
What is a fiduciary financial advisor and why does it matter in Brooklyn?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Brooklyn, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Brooklyn?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: May 17, 2026.
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