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Same-Day Financial Advisors in New York, NY
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As of July 2026, RatingsNearMe ranks 20 financial advisors in New York, NY by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Drucker Wealth Management with a 4.9-star rating from 85 Google reviews and an RNM Score of 92/100. 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 July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Best Overall
Midas Wealth - Private Client Group
It is consistently ranked as a top financial advisory firm in New York, offering comprehensive wealth management with a strong reputation for personalized client service.
Most Reviewed
Zoe Financial
A high number of reviews indicates broad client experience and trust, helping consumers gauge service reliability and satisfaction.
When choosing a financial advisor in New York, verify their fiduciary status and fee structure, and consider scheduling initial consultations with multiple firms to find the best fit for your financial goals.
Local Market Snapshot
20
Businesses listed
4.9★
Avg rating
24
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
4.9-star rating from 85 Google reviews reflects exceptional client satisfaction.
2 Park Ave 20th floor, New York, NY 10016, USAExceptional 5.0-star rating from 83 Google reviews in New York, NY.
One Battery Park Plaza, Battery Pl Flr 33, #3350, New York, NY 10004, USATop-rated New York financial advisor with 4.9 stars from 84 reviews.
450 Lexington Ave 4th fl, New York, NY 10017, USAFinancial 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 | Unique Financial Advisors & Tax Consultants26 Broadway f8, New York, NY 10004, USA | 5.0★ | 2 |
| #5 | Zoe Financial666 3rd Ave 6th Floor, New York, NY 10017, USA | 4.3★ | 31 |
| #6 | Francis Financial, Inc.39 Broadway Suite 1730, New York, NY 10006, USA | 5.0★ | 37 |
| #7 | Wealthspire521 5th Ave 15th Floor, New York, NY 10175, USA | 4.9★ | 60 |
| #8 | Wharton Wealth Planning3 Columbus Cir Floor 15, New York, NY 10019, USA | 4.9★ | 12 |
| #9 | Savant Wealth Management545 5th Ave #1108, New York, NY 10017, USA | 5.0★ | 7 |
| #10 | Park Avenue Financial Advisors136 Madison Ave, New York, NY 10016, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in New York
Rated 5.0 stars across a small number of Google reviews in New York.
26 Broadway f8, New York, NY 10004, USA
Trusted by local clients, with a solid 4.3-star rating from over 30 reviews.
666 3rd Ave 6th Floor, New York, NY 10017, USA
Top-rated New York financial advisor with 37 perfect 5.0-star Google reviews.
39 Broadway Suite 1730, New York, NY 10006, USA
Trusted by dozens of clients with a stellar 4.9-star rating on Google.
521 5th Ave 15th Floor, New York, NY 10175, USA
4.9 stars from 12 Google reviews highlights strong client satisfaction.
3 Columbus Cir Floor 15, New York, NY 10019, USA
5.0 stars from 7 Google reviews reflects exceptional client satisfaction.
545 5th Ave #1108, New York, NY 10017, USA
Exceptional 5.0-star rating based on one Google review.
136 Madison Ave, New York, NY 10016, USA
Rated 5.0 stars from 22 reviews, this New York financial advisor earns exceptional client trust.
675 3rd Ave #900, New York, NY 10017, USA
Trusted by clients with a stellar 4.9-star average from 17 reviews.
750 Lexington Ave 9th floor, New York, NY 10022, USA
Rated 5.0 stars from 8 Google reviews, this New York financial advisor is highly regarded.
1460 Broadway, New York, NY 10036, USA
Rated 5.0 stars from 3 Google reviews, this New York financial advisor is highly regarded.
120 W 45th St, New York, NY 10036, USA
Exceptional 5.0-star rating from 3 Google reviews for a New York financial advisor.
31 Hudson Yards 11th Fl, New York, NY 10001, USA
Exceptional 5.0-star rating across a handful of client reviews in New York.
370 Lexington Ave # 1512, New York, NY 10017, USA
Rated 5.0 stars from one Google review, reflecting exceptional client satisfaction.
10 Maxwell Dr #104b, Clifton Park, NY 12065, USA
5.0★ rating from clients, demonstrating exceptional service and trust in financial planning.
767 3rd Ave 37th Floor, New York, NY 10017, USA
Exceptional 5.0-star rating from a handful of Google reviews.
475 Park Ave S #2100, New York, NY 10016, USA
5.0-star rating from 17 reviews reflects exceptional client satisfaction.
675 3rd Ave #920, New York, NY 10017, USA
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Financial Advisors in New York, NY — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Drucker Wealth Management | 92/100 | 4.9 ★ | 85 |
| 2 | Midas Wealth - Private Client Group | 82/100 | 5.0 ★ | 83 |
| 3 | Curtis Pope, CFP | Certified Financial Planner | Financial Advisor | 81/100 | 4.9 ★ | 84 |
| 4 | Unique Financial Advisors & Tax Consultants | 64/100 | 5.0 ★ | 2 |
| 5 | Zoe Financial | 65/100 | 4.3 ★ | 31 |
| 6 | Francis Financial, Inc. | 78/100 | 5.0 ★ | 37 |
| 7 | Wealthspire | 79/100 | 4.9 ★ | 60 |
| 8 | Wharton Wealth Planning | 71/100 | 4.9 ★ | 12 |
| 9 | Savant Wealth Management | 70/100 | 5.0 ★ | 7 |
| 10 | Park Avenue Financial Advisors | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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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: July 4, 2026.
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