AdvisorRanked

Best Financial Advisors in BROOKLYN, New York

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

22
Registered Firms
0.95%
Median Fee
of assets/year
$244M
Median AUM
22
Firms Listed
in our database

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Top Rated Established Verified22 firms shown

Top-Ranked Advisors in BROOKLYN

#1
84

WALNUT INVESTMENT SERVICES LLC

BROOKLYN, NY · Since 2023

$94M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
84

CARRY ADVISORS LLC

BROOKLYN, NY · Since 2022

$181M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
84

TREASURY INTERACTIVE INVESTMENT ADVISERS LLC

BROOKLYN, NY · Since 2023

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#4
84

META INVESTMENT MANAGEMENT COMPANY LLC

BROOKLYN, NY · Since 2021

$4M AUM1 clientsFee: 0%
FiduciaryFee-Only
#5
83

BOERUM HILL FINANCIAL ADVISORS LLC

BROOKLYN, NY · Since 2024

$46M AUM1 clientsFee: 0%
FiduciaryFee-Only
#6
83

AUTONOMOUS WEALTH MANAGEMENT LLC

BROOKLYN, NY · Since 2025

$0 AUM1 clientsFee: 0%
FiduciaryFee-Only
#7
82

LIONSHARES LLC

BROOKLYN, NY · Since 2025

$6M AUM1 clientsFee: 0%
FiduciaryFee-Only
#8
81

KORA MANAGEMENT LP

BROOKLYN, NY · Since 2014

$2.0B AUM22 clientsFee: 0%
FiduciaryFee-Only
#9
81

WEALTHIE ADVISORS

BROOKLYN, NY · Since 2026

$18K AUM2 clientsFee: 0%
FiduciaryFee-Only
#10
80

LEFT LANE CAPITAL

BROOKLYN, NY · Since 2023

$3.8B AUM19 clientsFee: 0%
FiduciaryFee-Only
#11
78

BANDERA PARTNERS

BROOKLYN, NY · Since 2012

$244M AUM2 clientsFee: 0%
FiduciaryFee-Only
#12
77

BREWSTER FINANCIAL PLANNING LLC

BROOKLYN, NY · Since 2013

$240M AUM3 clientsFee: 0%
FiduciaryFee-Only
#13
77

VOLT INVESTMENT HOLDINGS LLC

BROOKLYN, NY · Since 2022

$384M AUM4 clientsFee: 0%
FiduciaryFee-Only
#14
77

MARIDEA WEALTH MANAGEMENT

BROOKLYN, NY · Since 2024

$959M AUM26 clientsFee: 0%
FiduciaryFee-Only
#15
76

BROOKLYN FI, LLC

BROOKLYN, NY · Since 2021

$563M AUM10 clientsFee: 0%
FiduciaryFee-Only
#16
76

EQUINUM, LLC

BROOKLYN, NY · Since 2019

$566M AUM5 clientsFee: 0%
FiduciaryFee-Only
#17
76

STROBE VENTURES

BROOKLYN, NY · Since 2025

$245M AUM4 clientsFee: 0%
FiduciaryFee-Only
#18
76

GENERAL EQUITY HOLDINGS LP

BROOKLYN, NY · Since 2018

$310M AUM1 clientsFee: 0%
FiduciaryFee-Only
#19
75

THINKING BIG FINANCIAL

BROOKLYN, NY · Since 2022

$93M AUM2 clientsFee: 0%
FiduciaryFee-Only
#20
75

YEARWOOD YOUNG ADVISORS

BROOKLYN, NY · Since 2023

$87M AUM1 clientsFee: 0%
FiduciaryFee-Only
#21
75

SQUARE WAVE CAPITAL

BROOKLYN, NY · Since 2022

$429M AUM3 clientsFee: 0%
FiduciaryFee-Only
#22
74

BLEECKER STREET CAPITAL MANAGEMENT, LLC

BROOKLYN, NY · Since 2025

$68M AUM6 clientsFee: 0%
FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

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.