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Top Rated Financial Advisors in New York

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in New York is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in New York with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in New York near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Peter Levine

Ameriprise Financial Services, LLC
CFP®, CLU®, ChFC®
Peter Levine, a financial fiduciary, provides financial services to clients in the New York, New York area. Peter holds a CFP®, CLU®, ChFC® certification. Peter has over 24 years of experience.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Richard Dougherty

Echelon Wealth Advisors, LLC
CFP®, AIF®
Richard Dougherty, a financial fiduciary, provides financial services to clients in the Pittsford, New York area. Richard holds a CFP®, AIF® certification. Richard has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Education Funding and Planning
  • Financial Planning for Individuals
  • Tax Advice and Services

    Name(s) of Custodian(s):
    Pershing, NFS, Charles Schwab, Fidelity

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Gregory Jennings

OMC Financial Services, Ltd.
Gregory Jennings, a financial fiduciary, provides financial services to clients in the Dewitt, New York area. Gregory has over 32 years of experience.

Additional Information:

Years of Experience:
32 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab & Co.

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J. Christopher (Chris) Aiello

Aiello Wealth Management
JD
J. Christopher (Chris) Aiello, a financial fiduciary, provides financial services to clients in the Burnt Hills, New York area. J. holds a JD certification. J. has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $15,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Mark W. Cassidy

Prosperiant Wealth Management, LLC
CRPC®
Mark W. Cassidy, a financial fiduciary, provides financial services to clients in the New York, New York area. Mark holds a CRPC® certification. Mark has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $0

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab

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Masa Yamazaki

Oxler Private Wealth
CPWA®, CEPA®, CDFA®
Masa Yamazaki, a financial fiduciary, provides financial services to clients in the Rye Brook, New York area. Masa holds a CPWA®, CEPA®, CDFA® certification. Masa has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Pershing LLC

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Excelsior Wealth Partners

CFP®, CLU®
Matt Dauksza, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Syracuse, New York area.

Additional Information:

Years of Experience:
24 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Greg Colonna

Edelman Financial Engines, LLC
CFP®
Greg Colonna, a financial fiduciary, provides financial services to clients in the Staten Island, New York area. Greg holds a CFP® certification. Greg has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

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John Patsy

LPL Financial
CLTC®, CFP®, RICP®
John Patsy, a financial fiduciary, provides financial services to clients in the Hauppauge, New York area. John holds a CLTC®, CFP®, RICP® certification. John has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $50,000

    Name(s) of Custodian(s):
    LPL Financial, LLC

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Matt Cuiffo

Edelman Financial Engines, LLC
CFP®
Matt Cuiffo, a financial fiduciary, provides financial services to clients in the Uniondale, New York area. Matt holds a CFP® certification. Matt has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

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Nicholas J Efthemis

Emergent Wealth Advisors, LLC
CFP®, CRPS®
Nicholas J Efthemis, a financial fiduciary, provides financial services to clients in the Williamsville, New York area. Nicholas holds a CFP®, CRPS® certification. Nicholas has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

    Name(s) of Custodian(s):
    Multiple

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Snowden Lane Partners

CFP®, CRPC®, CPFA
Snowden Lane Partners, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Williamsville, New York area.

Additional Information:

Years of Experience:
40 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Ted Borowiak

Edelman Financial Engines, LLC
CFP®
Ted Borowiak, a financial fiduciary, provides financial services to clients in the Amherst, New York area. Ted holds a CFP® certification. Ted has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

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Walter Varian

Edelman Financial Engines, LLC
Walter Varian, a financial fiduciary, provides financial services to clients in the New York, New York area. Walter has over 17 years of experience.

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

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William Romero

Mml
William Romero, a financial fiduciary, provides financial services to clients in the Garden City, New York area. William has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Bryant Asset Management

CFA®, CHARTERED FINANCIAL ANALYST
Bryant Asset Management, a financial fiduciary firm, has been a Paladin Registry member since 2019 and provides financial services to clients in the Slingerlands, New York area.

Additional Information:

Years of Experience:
14 Years

    Fee Structure

  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
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Allworth Financial

Allworth Financial, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the Rochester, New York area.

Additional Information:

    Fee Structure

  • Fee-Based

    Financial Services Provided:

  • Retirement Planning
  • Tax Advice and Services
  • Estate Planning & Trusts

    Name(s) of Custodian(s):
    TD Ameritrade

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Altfest Personal Wealth Management

CPA, CFP®, CFA®, ChFC®
Altfest Personal Wealth Management, a financial fiduciary firm, has been a Paladin Registry member since 2022 and provides financial services to clients in the New York, New York area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab & TD Ameritrade

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Farther Finance, LLC

Farther, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the New York, New York area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $0

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Wealth Management
  • Estate Planning & Trusts
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Future You Wealth LLC

CFA®
Future You Wealth, a financial fiduciary firm, has been a Paladin Registry member since 2023 and provides financial services to clients in the New York, New York area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab

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William Martone

Martone Capital Management, Inc.
CLU®, ChFC®
William Martone, a financial fiduciary, provides financial services to clients in the Hawthorne, New York area. William holds a CLU®, ChFC® certification. William has over 49 years of experience.

Additional Information:

Years of Experience:
49 Years

    Fee Structure

  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Charles Schwab

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