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Top Rated Financial Advisors in New York, 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, 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, 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, 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.

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 the CFP®, CLU®, ChFC® certifications. Peter has over 21 years of experience.

Additional Information:

Years of Experience:
21 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
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

BASIC INFORMATION NEEDED FOR THE INQUIRY

Jesse Christensen

Chesapeake Asset Management
Jesse Christensen, a financial fiduciary, provides financial services to clients in the New York, New York area. Jesse has over 10 years of experience.

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Financial Planning for Individuals
  • Investment Advice & Management
  • View More

    Name(s) of Custodian(s):
    Charles Schwab, Pershing LLC

BASIC INFORMATION NEEDED FOR THE INQUIRY

Peter D. D'Agati

Stembrook Asset Management
CFA®
Peter D. D'Agati, a financial fiduciary, provides financial services to clients in the New York, New York area. Peter holds a CFA® certification. Peter has over 29 years of experience.

Additional Information:

Years of Experience:
29 Years

    Fee Structure

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

    Asset Requirement: $1000000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts

BASIC INFORMATION NEEDED FOR THE INQUIRY

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

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

Bryan D'Alessandro

Farther Finance, LLC
CFP®
Bryan D'Alessandro, a financial fiduciary, provides financial services to clients in the New York, New York area. Bryan holds a CFP® certification. Bryan has over 17 years of experience.

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Estate Planning & Trusts
    • Insurance Products & Annuities

BASIC INFORMATION NEEDED FOR THE INQUIRY

Farther Finance, LLC

Farther , 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

  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Education Funding and Planning
  • View More
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management

BASIC INFORMATION NEEDED FOR THE INQUIRY

BASIC INFORMATION NEEDED FOR THE INQUIRY

Personal Capital

Personal Capital, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Prince, New York area.

Additional Information:

Years of Experience:
11 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $100,000

    Financial Services Provided:

  • Portfolio Management
  • Wealth Management
  • View More

BASIC INFORMATION NEEDED FOR THE INQUIRY

Richard Dragotta

Private Portfolio Partners,LLC
CRPC®, ChFC®
Richard Dragotta, a financial fiduciary, provides financial services to clients in the Paramus, New Jersey area. Richard holds the CRPC®, ChFC® certifications. Richard has over 28 years of experience.

Additional Information:

Years of Experience:
28 Years

    Fee Structure

  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Money Management
  • Risk Management
  • View More
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Estate Planning & Trusts
    • Insurance Products & Annuities

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

Frank Lepore

Bleakley Financial Group
Frank Lepore, a financial fiduciary, provides financial services to clients in the Fairfield, New Jersey area. Frank has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Based
  • Flat Fee

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Risk Management
  • Education Funding and Planning
  • View More
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    LPL Financial, Charles Schwab, Pershing, and Fidelity

BASIC INFORMATION NEEDED FOR THE INQUIRY

Paresh B. Shah

PareShah Partners LLC
CFP®
Paresh B. Shah, a financial fiduciary, provides financial services to clients in the Hicksville, New York area. Paresh holds a CFP® certification. Paresh has over 26 years of experience.

Additional Information:

Years of Experience:
26 Years

    Fee Structure

  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: None

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Legal Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

BASIC INFORMATION NEEDED FOR THE INQUIRY

Charles Helme

BH Asset Management, LLC
Charles Helme, a financial fiduciary, provides financial services to clients in the Greenwich, Connecticut area. Charles has over 30 years of experience.

Additional Information:

Years of Experience:
30 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $500000

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • Financial Advice & Consulting
  • View More
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Annuities
    • Insurance Planning

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade Fidelity Investments, Pershing, JP Morgan, Morgan Stanley, Comerica.

BASIC INFORMATION NEEDED FOR THE INQUIRY

Peter Gellman

Palmerston Group Advisors LLC
Peter Gellman, a financial fiduciary, provides financial services to clients in the Highland Park, New Jersey area. Peter has over 14 years of experience.

Additional Information:

Years of Experience:
14 Years

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • View More

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

Philip Capell

Piermont Wealth Management
CFP®
Philip Capell, a financial fiduciary, provides financial services to clients in the Melville, New York area. Philip holds a CFP® certification. Philip has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Estate Planning & Trusts

    Name(s) of Custodian(s):
    Charles Schwab Institutional, TD Ameritrade,

BASIC INFORMATION NEEDED FOR THE INQUIRY