Laurels

Best Financial
Advisors in
New York
2020

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored New York City Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

Reviewed Curated Top Picks 1,945 1,173 16

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Blue Spark Capital Advisors

Blue Spark Capital Advisors in New York City is a team of fiduciaries that offers investment management, retirement planning, college planning, estate planning, and risk management services. The firm can help clients diversify their investment portfolios, allocate their assets, determine what level of health insurance they need, and more. The firm’s founder, Maura Griffin, is a certified financial planner as well as a certified divorce financial analyst. Blue Spark Capital Advisors charges a fixed fee that is calculated as a percentage of a client’s assets under the firm’s management.

New York City, NY 10010

Website

Doman Group

Doman Group is a team of fiduciaries in New York City that uses its knowledge of available financial products to educate clients about investment opportunities and advise them on numerous other aspects of financial planning. The firm’s founder has substantial experience in serving high-net-worth and ultra-high-net-worth clients such as professional athletes and business executives. Doman Group can act as a personal chief financial officer for these clients by offering bill pay and monitoring services, credit monitoring, analysis, and restoration services, and even relocation services to help make these kinds of transitions go as smoothly as possible.

New York City, NY 10001

Website

Flores Wealth Planning

Flores Wealth Planning of New York City takes a holistic approach to financial planning and investment management by getting to know its clients and their goals before beginning to discuss finances. The firm’s fiduciary, Arthur Flores, CFP®, makes himself accessible to his clients by offering weekend and evening appointments along with the option of meeting in person or virtually via Skype or Google Hangouts. Flores Wealth Planning helps clients plan for retirement by managing cash flow, investments, and debt. The firm works with clients to develop strategies such as insurance plans, estate plans, and education plans, to ensure the client’s family members will be protected in the future. Flores Wealth Planning is a fee-only financial planning firm.

New York City, NY 10020

Website

Gitterman Wealth Management

Gitterman Wealth Management of New York City has more than 25 years of experience serving well-educated, high-net-worth clients by helping them plan for retirement and managing their investment portfolios. Other wealth management services the firm offers include cash flow analysis, insurance planning, estate and legacy planning, and education planning. The firm helps clients to sort through the range of available sustainable investment strategies depending on what kind of impact the client wants to have on his or her community or society as a whole.

New York City, NY 10122

Website

Harmony Financial Advisors

Harmony Financial Advisors in New York City specializes in financial planning and investment management during times of change or transition regarding a person’s financial situation due to a life-altering event. The firm can help clients outline a plan for managing their wealth before, after, and during events such as career changes, getting married, having children, getting divorced, or dealing with a death in the family. Harmony Financial Advisors has more than two decades of experience in helping clients maintain balance in times of transition.

New York City, NY 10003

Website

Heron Wealth

Heron Wealth of New York City helps clients plan for their financial futures, grow their assets via investment strategies, and secure a strong financial future for family members who will outlive them. The firm gets to know its clients on a personal level and offers continuous education and guidance when it comes to budgeting for life’s transitional periods such as having a child, changing careers, or setting up an inheritance. The firm offers financial planning services that can help clients save money for short-term needs, invest with long-term goals in mind, budget for large purchases such as a home, and enjoy life while also planning for retirement. Heron Wealth’s easy to use and secure financial planning app gives its clients 24/7 access to their investment accounts.

New York City, NY 10025

Website

KLS

KLS is a group of financial advisors in New York City that makes every effort to serve its clients’ best interests by offering objective advice on how to go about managing investments, estate and insurance planning, retirement planning, tax planning, and financial decision making in general. As a fiduciary, KLS charges a flat fee for its financial advisory services and does not accept any additional income based on the products its clients choose. The firm is prepared to help clients make financial decisions regarding home purchases, prenuptial agreements, changes in employment and contract negotiation, and asset protection. KLS has nearly three decades of experience in the industry.

New York City, NY 10019

Website

Polero ICE Advisers, L.L.C.

Polero ICE Advisers, L.L.C. in New York City offers personalized financial planning services based on each client’s future goals, current balance sheet, family situation, health, age, and risk tolerance. Polero ICE Advisers, L.L.C. is a fiduciary, and therefore, only accepts compensation directly from its clients in the form of a flat fee based on the complexity of the service. Services the firm offers include investment advice, retirement planning, estate planning, and evaluation of insurance needs. The firm’s founder is a registered investment adviser and a retirement income certified professional and has completed the necessary educational requirements to be an accredited estate planner.

New York City, NY 10024

Website

Ray Mignone & Associates

Ray Mignone & Associates of Little Neck is an independent wealth management firm that acts as a fiduciary by offering fee-only financial planning services that will best meet its clients’ needs. Since 2004, Medical Economics magazine has named Mr. Mignone as one of the nation's 150 best financial advisers for doctors multiple times. Mr. Mignone is a former president and chairman of the Long Island Chapter of the Financial Planners Association and served as the chapter’s vice president of ethics for over 10 years.

Little Neck, NY 11362

Website

Rudman Cannon Financial Advisors

Rudman Cannon Financial Advisors in New York City offers financial planning, investment advice, and money management services according to each client’s personal risk tolerance and time horizon. As a fiduciary, Rudman Cannon Financial Advisors offers its services on a fee-only basis and does not accept income from any outside sources other than its clients. The firm can help clients with tax planning, retirement planning, insurance risk management, and the development of asset allocation strategies.

New York City, NY 10018

Website

Source Financial Advisors

Source Financial Advisors in New York City is an independent wealth management firm that works with clients to develop personalized strategies that will help them reach their financial goals without having to make many compromises regarding lifestyle. The firm offers strategic tax planning services, lending and insurance strategies, goal-based planning, and intergenerational planning. At a more basic level, Source Financial Advisors can help clients manage cash flow and restructure current debt. The firm has extensive experience in wealth management strategies related to divorce and business ownership.

New York City, NY 10017

Website

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