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10+ Years · Queens

Experienced Financial Advisors in Queens, NY

Experience matters. These financial advisors in Queens have years of proven work behind them — and the reviews to back it up.

As of July 2026, RatingsNearMe ranks 20 financial advisors in Queens, NY by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Mercer Advisors - New York with a 5.0-star rating from 1 Google reviews and an RNM Score of 62/100. Also in the top tier: Lumiere Financial and WealthBridge Financial Group. The average rating across all listed financial advisors in Queens is 4.9 stars from 24 reviews per business on average.

Financial advisors in Queens 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.

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Local Market Snapshot

20

Businesses listed

4.9★

Avg rating

24

Avg reviews

Jul 4, 2026

Last updated

Top Rated Financial Advisors

5.0(1 reviews)

5.0★ rating from clients, demonstrating exceptional service and trust in financial planning.

767 3rd Ave 37th Floor, New York, NY 10017, USA
5.0(17 reviews)

5.0-star rating from 17 reviews reflects exceptional client satisfaction.

675 3rd Ave #920, New York, NY 10017, USA
5.0(22 reviews)

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

Financial Advisors Rankings in Queens, NY

#BusinessRatingReviews
#1Mercer Advisors - New York767 3rd Ave 37th Floor, New York, NY 10017, USA5.01
#2Lumiere Financial675 3rd Ave #920, New York, NY 10017, USA5.017
#3WealthBridge Financial Group675 3rd Ave #900, New York, NY 10017, USA5.022
#4MYRA Wealth750 Lexington Ave 9th floor, New York, NY 10022, USA4.917
#5Zoe Financial666 3rd Ave 6th Floor, New York, NY 10017, USA4.331
#6Curtis Pope, CFP | Certified Financial Planner | Financial Advisor450 Lexington Ave 4th fl, New York, NY 10017, USA4.984
#7Manhattan Wealth Management Group370 Lexington Ave # 1512, New York, NY 10017, USA5.02
#8Christopher Street Financial475 Park Ave S #2100, New York, NY 10016, USA5.01
#9Drucker Wealth Management2 Park Ave 20th floor, New York, NY 10016, USA4.985
#10Savant Wealth Management545 5th Ave #1108, New York, NY 10017, USA5.07

Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026

All Financial Advisors in Queens

4
4.9· 17 reviews

Trusted by clients with a stellar 4.9-star average from 17 reviews.

750 Lexington Ave 9th floor, New York, NY 10022, USA

5
4.3· 31 reviews

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

6
4.9· 84 reviews

Top-rated New York financial advisor with 4.9 stars from 84 reviews.

450 Lexington Ave 4th fl, New York, NY 10017, USA

7
5.0· 2 reviews

Exceptional 5.0-star rating across a handful of client reviews in New York.

370 Lexington Ave # 1512, New York, NY 10017, USA

8
5.0· 1 reviews

Exceptional 5.0-star rating from a handful of Google reviews.

475 Park Ave S #2100, New York, NY 10016, USA

9
4.9· 85 reviews

4.9-star rating from 85 Google reviews reflects exceptional client satisfaction.

2 Park Ave 20th floor, New York, NY 10016, USA

10
5.0· 7 reviews

5.0 stars from 7 Google reviews reflects exceptional client satisfaction.

545 5th Ave #1108, New York, NY 10017, USA

11
4.9· 60 reviews

Trusted by dozens of clients with a stellar 4.9-star rating on Google.

521 5th Ave 15th Floor, New York, NY 10175, USA

12
5.0· 1 reviews

Exceptional 5.0-star rating based on one Google review.

136 Madison Ave, New York, NY 10016, USA

13
4.5· 2 reviews

Rated 4.5 stars from 2 Google reviews, offering trusted financial guidance locally.

31 W 34th St., New York, NY 10001, USA

14
5.0· 3 reviews

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

15
5.0· 8 reviews

Rated 5.0 stars from 8 Google reviews, this New York financial advisor is highly regarded.

1460 Broadway, New York, NY 10036, USA

16
4.9· 12 reviews

4.9 stars from 12 Google reviews highlights strong client satisfaction.

3 Columbus Cir Floor 15, New York, NY 10019, USA

17
5.0· 3 reviews

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

18
5.0· 2 reviews

Rated 5.0 stars across a small number of Google reviews in New York.

26 Broadway f8, New York, NY 10004, USA

19
5.0· 37 reviews

Top-rated New York financial advisor with 37 perfect 5.0-star Google reviews.

39 Broadway Suite 1730, New York, NY 10006, USA

20
5.0· 83 reviews

Exceptional 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, USA

Data from Google Business listings
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Financial Advisors in Queens, NY — Compared

#BusinessRNM ScoreRatingReviews
1Mercer Advisors - New York62/1005.0 ★1
2Lumiere Financial74/1005.0 ★17
3WealthBridge Financial Group75/1005.0 ★22
4MYRA Wealth72/1004.9 ★17
5Zoe Financial65/1004.3 ★31
6Curtis Pope, CFP | Certified Financial Planner | Financial Advisor81/1004.9 ★84
7Manhattan Wealth Management Group64/1005.0 ★2
8Christopher Street Financial62/1005.0 ★1
9Drucker Wealth Management92/1004.9 ★85
10Savant Wealth Management70/1005.0 ★7

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 Queens

What is a fiduciary financial advisor and why does it matter in Queens?

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 Queens, 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 Queens?

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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About This Financial Advisors Directory — Queens, NY

This page lists and ranks 20 financial advisors serving Queens, NY as of July 2026. The average verified rating across all listings is 4.9 stars, with an average of 24 customer reviews per business. The top-ranked financial advisors in Queens by our algorithm is Mercer Advisors - New York (5.0 stars, 1 reviews). Financial advisors in Queens typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.

RatingsNearMe uses a transparent, data-driven ranking algorithm that weighs star rating (35%), review volume (30%), customer sentiment analysis (20%), profile completeness (10%), and availability signals (5%). Rankings are not for sale — Featured Partner businesses pay for enhanced visibility but must earn their position through real customer reviews. Data sourced from Google Business listings and updated regularly.

How to choose a financial advisors in Queens: Look for businesses with 4.5+ stars, 50+ reviews, proper licensing and insurance, and transparent pricing. Get at least 3 quotes for any project over $500. Verify credentials with the NY licensing board before hiring.

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