Best Financial Advisors in BROOKLYN, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in BROOKLYN
WALNUT INVESTMENT SERVICES LLC
BROOKLYN, NY · Since 2023
BOERUM HILL FINANCIAL ADVISORS LLC
BROOKLYN, NY · Since 2024
CARRY ADVISORS LLC
BROOKLYN, NY · Since 2022
TREASURY INTERACTIVE INVESTMENT ADVISERS LLC
BROOKLYN, NY · Since 2023
AUTONOMOUS WEALTH MANAGEMENT LLC
BROOKLYN, NY · Since 2025
WEALTHIE ADVISORS
BROOKLYN, NY · Since 2026
LIONSHARES LLC
BROOKLYN, NY · Since 2025
META INVESTMENT MANAGEMENT COMPANY LLC
BROOKLYN, NY · Since 2021
BREWSTER FINANCIAL PLANNING LLC
BROOKLYN, NY · Since 2013
KORA MANAGEMENT LP
BROOKLYN, NY · Since 2014
THINKING BIG FINANCIAL
BROOKLYN, NY · Since 2022
BROOKLYN FI, LLC
BROOKLYN, NY · Since 2021
EQUINUM, LLC
BROOKLYN, NY · Since 2019
VOLT INVESTMENT HOLDINGS LLC
BROOKLYN, NY · Since 2022
YEARWOOD YOUNG ADVISORS
BROOKLYN, NY · Since 2023
LEFT LANE CAPITAL
BROOKLYN, NY · Since 2023
MARIDEA WEALTH MANAGEMENT
BROOKLYN, NY · Since 2024
BLEECKER STREET CAPITAL MANAGEMENT, LLC
BROOKLYN, NY · Since 2025
STROBE VENTURES
BROOKLYN, NY · Since 2025
SQUARE WAVE CAPITAL
BROOKLYN, NY · Since 2022
BANDERA PARTNERS
BROOKLYN, NY · Since 2012
GENERAL EQUITY HOLDINGS LP
BROOKLYN, NY · Since 2018
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in BROOKLYN?
The median advisory fee in BROOKLYN, NY is 0.95% of assets under management per year, based on Form ADV filings from 22 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.