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Financial Advisors in New York, NY — Free Estimates
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As of May 2026, RatingsNearMe ranks 20 financial advisors in New York, NY by verified customer ratings and review volume. The highest-rated is Drucker Wealth Management with a 4.9-star rating from 85 verified reviews. Also in the top tier: Midas Wealth - Private Client Group and Curtis Pope, CFP | Certified Financial Planner | Financial Advisor. The average rating across all listed financial advisors in New York is 4.9 stars from 24 reviews per business on average.
Financial advisors in New York 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
4.9★
Avg rating
24
Avg reviews
May 17, 2026
Last updated
Top Rated Financial Advisors
Drucker Wealth Management
2 Park Ave 20th floor, New York, NY 10016, USA
Midas Wealth - Private Client Group
One Battery Park Plaza, Battery Pl Flr 33, #3350, New York, NY 10004, USA
Curtis Pope, CFP | Certified Financial Planner | Financial Advisor
450 Lexington Ave 4th fl, New York, NY 10017, USA
Financial Advisors Rankings in New York, NY
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Drucker Wealth Management2 Park Ave 20th floor, New York, NY 10016, USA | 4.9★ | 85 |
| #2 | Midas Wealth - Private Client GroupOne Battery Park Plaza, Battery Pl Flr 33, #3350, New York, NY 10004, USA | 5.0★ | 83 |
| #3 | Curtis Pope, CFP | Certified Financial Planner | Financial Advisor450 Lexington Ave 4th fl, New York, NY 10017, USA | 4.9★ | 84 |
| #4 | Seasons of Advice Wealth Management120 W 45th St, New York, NY 10036, USA | 5.0★ | 3 |
| #5 | WealthBridge Financial Group675 3rd Ave #900, New York, NY 10017, USA | 5.0★ | 22 |
| #6 | Christopher Street Financial475 Park Ave S #2100, New York, NY 10016, USA | 5.0★ | 1 |
| #7 | Earn Into Wealth1460 Broadway, New York, NY 10036, USA | 5.0★ | 8 |
| #8 | Lumiere Financial675 3rd Ave #920, New York, NY 10017, USA | 5.0★ | 17 |
| #9 | MYRA Wealth750 Lexington Ave 9th floor, New York, NY 10022, USA | 4.9★ | 17 |
| #10 | Unique Financial Advisors & Tax Consultants26 Broadway f8, New York, NY 10004, USA | 5.0★ | 2 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated May 2026
All Financial Advisors in New York
Seasons of Advice Wealth Management
120 W 45th St, New York, NY 10036, USA
WealthBridge Financial Group
675 3rd Ave #900, New York, NY 10017, USA
Christopher Street Financial
475 Park Ave S #2100, New York, NY 10016, USA
Earn Into Wealth
1460 Broadway, New York, NY 10036, USA
Lumiere Financial
675 3rd Ave #920, New York, NY 10017, USA
MYRA Wealth
750 Lexington Ave 9th floor, New York, NY 10022, USA
Unique Financial Advisors & Tax Consultants
26 Broadway f8, New York, NY 10004, USA
Capital Financial Advisors of New York
10 Maxwell Dr #104b, Clifton Park, NY 12065, USA
Manhattan Wealth Management Group
370 Lexington Ave # 1512, New York, NY 10017, USA
Mercer Advisors - New York
767 3rd Ave 37th Floor, New York, NY 10017, USA
BlackDiamond Wealth Management
31 Hudson Yards 11th Fl, New York, NY 10001, USA
Francis Financial, Inc.
39 Broadway Suite 1730, New York, NY 10006, USA
Wealthspire
521 5th Ave 15th Floor, New York, NY 10175, USA
Zoe Financial
666 3rd Ave 6th Floor, New York, NY 10017, USA
Park Avenue Financial Advisors
136 Madison Ave, New York, NY 10016, USA
Wharton Wealth Planning
3 Columbus Cir Floor 15, New York, NY 10019, USA
Savant Wealth Management
545 5th Ave #1108, New York, NY 10017, USA
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Frequently Asked Questions — Financial Advisors in New York
What is a fiduciary financial advisor and why does it matter in New York?
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 New York, 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 New York?
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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