Best Financial Advisors in NEW YORK CITY, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in NEW YORK CITY
J. SAFRA ASSET MANAGEMENT CORPORATION
NEW YORK CITY, NY · Since 2004
VISE AI ADVISORS
NEW YORK CITY, NY · Since 2019
PARKVIEW US LLC
NEW YORK CITY, NY · Since 2012
AVENUE ASIA CAPITAL MANAGEMENT, L.P.
NEW YORK CITY, NY · Since 2001
ROKOS CAPITAL MANAGEMENT (US) LP
NEW YORK CITY, NY · Since 2020
QSEMBLE CAPITAL MANAGEMENT, LP
NEW YORK CITY, NY · Since 2018
VALUEWORKS, LLC
NEW YORK CITY, NY · Since 2001
AIGEN INVESTMENT MANAGEMENT, LP
NEW YORK CITY, NY · Since 2018
SAGARD HOLDINGS MANAGER (US) LLC
NEW YORK CITY, NY · Since 2022
EMPERY ASSET MANAGEMENT, LP
NEW YORK CITY, NY · Since 2021
J. STERN & CO., LLC
NEW YORK CITY, NY · Since 2023
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 NEW YORK CITY?
The median advisory fee in NEW YORK CITY, NY is 0.95% of assets under management per year, based on Form ADV filings from 11 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.