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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 a CFP^®, CLU^®, ChFC^® certification. Peter has over 24 years of experience.

New York, NY

Telephone Advisor

Telephone: 212-967-1428

Visit Advisor Website

https://www.ameripriseadvisors.com/peter.x.levine

View Research Report

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

Dan Brady

Savvy Advisors

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

New York, NY

Telephone Advisor

Telephone: 914-246-8731

Visit Advisor Website

https://www.savvywealth.com/

View Research Report

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

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.

New York, NY

Telephone Advisor

Telephone: 646-494-2925

Visit Advisor Website

https://www.farther.com/

View Research Report

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

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.

New York, NY

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure

Fee-Only
Based on Assets

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

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.

New York, NY

Telephone Advisor

Telephone: 212-796-8732

Visit Advisor Website

https://www.altfest.com/

View Research Report

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

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.

Brooklyn, NY

Telephone Advisor

Telephone: 917-590-0552

Visit Advisor Website

https://www.savvywealth.com/

View Research Report

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

Edelman Financial Engines LLC

Edelman Financial Engines LLC, a financial fiduciary firm, has been a Paladin Registry member since 2025 and provides financial services to clients in the Paramus, New Jersey area.

Paramus, NJ

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://edelmanfinancialengines.com

View Research Report

Additional Information:

Fee Structure

Fee-Based

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

Edelman Financial Engines, LLC

Edelman Financial Engines, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Staten Island, New York area.

Staten Island, NY

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure

Fee-Only
Based on Assets

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

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.

Fairfield, NJ

Telephone Advisor

Telephone: 973-244-4237

Visit Advisor Website

http://www.bleakley.com

View Research Report

Additional Information:

Years of Experience:
21 Years

Fee Structure

Fee-Based
Flat Fee

Asset Requirement: $250,000

Financial Services Provided:

Financial Planning
Portfolio Management
Retirement Planning
Wealth Management
Risk Management
Education Funding and Planning

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

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.

Garden City, NY

Telephone Advisor

Telephone: 646-805-8842

Visit Advisor Website

https://www.massmutual.com/

View Research Report

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

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.

Uniondale, NY

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure

Fee-Only
Based on Assets

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

Edelman Financial Engines, LLC

Jennifer Keiling, a financial fiduciary firm, has been a Paladin Registry member since 2018 and provides financial services to clients in the Red Bank, New Jersey area.

Red Bank, NJ

Telephone Advisor

Telephone: 877-208-7414

Visit Advisor Website

https://www.edelmanfinancialengines.com/

View Research Report

Additional Information:

Fee Structure

Fee-Only
Based on Assets

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

Anthony M. Errico

Port Capital Management

Anthony M. Errico, a financial fiduciary, provides financial services to clients in the Massapequa, New York area. Anthony has over 15 years of experience.

Massapequa, NY

Telephone Advisor

Telephone: 212-597-2249

Visit Advisor Website

https://portcapitalmgmt.com/

View Research Report

Additional Information:

Years of Experience:
15 Years

Fee Structure

Fee-Only
Flat Fee
Based on Assets

Asset Requirement: $500,000

Financial Services Provided:

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

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

Jim Kilcommons

Princeton Global

CFP^®

Jim Kilcommons, a financial fiduciary, provides financial services to clients in the Princeton, New Jersey area. Jim holds a CFP^® certification. Jim has over 40 years of experience.

Princeton, NJ

Telephone Advisor

Telephone: 609-945-1781

Visit Advisor Website

https://www.princetonglobal.com/

View Research Report

Additional Information:

Years of Experience:
40 Years

Fee Structure

Fee-Based
Hourly
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 Co

Procyon Partners, LLC

Procyon Partners, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Shelton, Connecticut area.

Shelton, CT

Telephone Advisor

Telephone: 475-600-2501

Visit Advisor Website

https://www.procyonpartners.net/

View Research Report

Additional Information:

Years of Experience:
15 Years

Fee Structure

Fee-Based
Flat Fee
Based on Assets

Financial Services Provided:

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

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Paladin Advisors

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