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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 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
  • 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

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

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: $1,000,000

    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

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
  • 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

U.S. Capital Wealth Advisors, LLC

CFP®
U.S. Capital Wealth Advisors, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2021 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: $250,000

    Financial Services Provided:

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

Peter Marzullo

Wells Fargo Clearing Services, LLC
Peter Marzullo, a financial fiduciary, provides financial services to clients in the New York, New York area. Peter has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $0

Farther, 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

Hazel Secco

Align Financial Solutions LLC
CFP®, CDFA®
Hazel Secco, a financial fiduciary, provides financial services to clients in the Hoboken, New Jersey area. Hazel holds the CFP®, CDFA® certifications.

Additional Information:

    Fee Structure

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

    Asset Requirement: $100,000

    Financial Services Provided:

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

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

    Asset Requirement: $250,000

    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

Kevin Myers

Flynn Financial Partners
CAIA®, CFP®, EA, CFA®
Kevin Myers, a financial fiduciary, provides financial services to clients in the New Rochelle, New York area. Kevin holds the CAIA®, CFP®, EA, CFA® certifications. Kevin has over 26 years of experience.

Additional Information:

Years of Experience:
26 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $0

    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

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: $500,000

    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.

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

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,

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