banner-img

Not sure which advisor
is right for you?

Find and compare 2-3 vetted financial advisors
matched to your specific needs.

Registered Advisors

Your Information is Safe and Secure

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.

badge

Jonathan Bartholomew

Rock Ridge Wealth LLC
AIF®
Jonathan Bartholomew, a financial fiduciary, provides financial services to clients in the Sackets Harbor, New York area. Jonathan holds a AIF® certification. Jonathan has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Only
  • Hourly
  • Flat Fee
  • 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

badge

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
badge

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

badge

Dan Brady

Savvy Advisors, Inc
Dan Brady, a financial fiduciary, provides financial services to clients in the New York, New York area. Dan has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

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

Dino Pagiazitis

Integrity Point Advisors
Dino Pagiazitis, a financial fiduciary, provides financial services to clients in the Kings Park, New York area. Dino has over 18 years of experience.

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

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

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.

badge

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
badge

Louis Green

Savvy Advisors
CFP®, CPWA®, CFA®
Louis Green, a financial fiduciary, provides financial services to clients in the Brooklyn, New York area. Louis holds a CFP®, CPWA®, CFA® certification. Louis has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

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

    Asset Requirement: $250,000

    Financial Services Provided:

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

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

badge

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
badge

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

badge

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

badge

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
badge

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
badge

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
badge

Edelman Financial Engines, LLC

Alex Pinn, a financial fiduciary firm, has been a Paladin Registry member since 2014 and provides financial services to clients in the Clifton Park, New York area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

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

badge

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

badge

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

badge

Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2014 and provides financial services to clients in the Amherst, New York area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

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

badge

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
badge

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

badge

Edelman Financial Engines, LLC

Matt Cuiffo, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Uniondale, New York area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

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

badge

Edelman Financial Engines, LLC

Walter Varian, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the New York, New York area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Based on Assets

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

badge

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

Top vetted financial advisors in New York by cities

Frequently Asked Questions

Get Matched With Advisors