Laurels

Best Financial
Advisors in
New York

2020

We scored 1,945 Financial Advisors in New York, NY and Picked the Top 16

Here are the Picks:

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.

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.

Last Updated: September 10, 2020

Bikham Finance

Bikham Finance is headquartered in New York City and serves businesses and individuals throughout the US. This firm offers financial advisory services, helping its clients navigate complicated decisions about wealth and investments. Other services include payroll management, bookkeeping, and tax preparation. Bikham Finance is accredited by the National Society of Accountants, the American Accounting Association, and the Institute of Internal Auditors. It's also partnered with Drake Software, Xero, and Gusto.

99 Wall Street #158 New York Ny 10005
New York, NY 10005

(833) 324-5426 Website

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

(212) 537-3899 Website

Brooklyn Plans

Brooklyn Plans is a financial planning firm in Brooklyn that specializes in helping women reach their financial goals. The firm helps clients balance saving for short- and long-term financial goals with paying off debts, and helps them understand their options regarding investment opportunities and financial planning stategies. Brooklyn Plans offers different services based on the needs of its clients, whether they are looking to make the most out of their salaries and benefits as an independent professional or build a strong financial foundation for their growing families.

Brooklyn, NY 11225

(917) 727-6497 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

(212) 991-8106 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 Facebook

(917) 740-3898 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

(347) 242-5723 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 Facebook

(212) 677-6100 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

(347) 580-5280 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

(212) 355-0346 Website

Momentum Advisors

Momentum Advisors is a Securities and Exchange Commission registered investment advisor in New York City that uses its relationships with larger financial institutions to help clients gain valuable insights regarding current investment research and asset protection strategies. The firm eliminates potential conflicts of interests by accepting payments on a fee-only basis. Rather than feeling pressured to guide clients toward one financial product or another, this method allows Momentum Advisors to offer services that will best fit its clients’ financial needs on an individual level.

New York City, NY 10036

(917) 830-3469 Website

Park Avenue Financial Advisors

Park Avenue Financial Advisors in New York City helps clients achieve their financial goals by offering personalized advice on topics such as investment planning, wealth accumulation and preservation, estate and gift planning, tax impact planning, educational funding plans, and life insurance plans. The firm serves clients from a range of financial backgrounds, whether they already have sizable assets to manage or are just starting to build their financial portfolios. Park Avenue Financial Advisors has over three decades of experience in the financial planning industry. The firm offers a range of insurance plans and investment opportunities in addition to short- and long-term financial planning strategies.

New York City, NY 10016

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(212) 685-3260 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

(917) 837-0440 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

(718) 229-2514 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

(212) 790-4256 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

(212) 273-0400 Website

Stash Wealth

Stash Wealth of Brooklyn offers affordable financial planning services to those who may have high-paying jobs, but are not quite where they would like to be yet financially. Stash Wealth helps professionals start planning early by coming up with a customized plan based on each person’s specific goals and needs. The firm works as a team to not only manage but also build its clients’ wealth by making sure the ways in which they are spending money are in agreement with their individual financial plans.

Brooklyn, NY 11249

Website Facebook

(212) 913-9904 Website

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