Fee-only financial advisors in New York

793 fee-only investment advisers in New York serve individuals, across 183 cities. 477 offer hourly or flat-fee arrangements and 600 are registered with the SEC; the rest are registered with the state securities regulator. Each listing comes from the firm’s own Form ADV filing, as of November 6, 2026.

Cities with three or more fee-only advisers

• New York 356
• Brooklyn 23
• Rochester 22
• Pittsford 21
• Buffalo 15
• Melville 12
• White Plains 11
• Garden City 11
• Albany 11
• Saratoga Springs 9
• Syracuse 8
• Rye Brook 8
• Williamsville 8
• Harrison 6
• Fairport 5
• Corning 5
• Ithaca 5
• Purchase 5
• Armonk 5
• Port Washington 4
• Orchard Park 4
• Rye 4
• Manhasset 4
• Dewitt 4
• Great Neck 4
• Hauppauge 4
• Clifton Park 3
• Smithtown 3
• Massapequa 3
• Jericho 3
• Cambridge 3
• Bronxville 3
• Larchmont 3
• Victor 3
• Syosset 3
• New City 3
• East Syracuse 3
• Latham 3
• Croton on Hudson 3
• Tarrytown 3
• Huntington 3
• Orchard 3

Fee-only advisers in New York serving the most individuals

• Alinea Advisory Services LLC New York · 115,693 individual clients
• Autopilot New York · 103,270 individual clients
• Vise Ai Advisors New York · 16,005 individual clients
• Quantinno Capital Management LP New York · 8,263 individual clients
• Cullen Capital Management, LLC New York · 7,940 individual clients
• Quantbase New York · 5,887 individual clients
• Fiera Capital Inc. New York · 3,596 individual clients
• Novem Group Rochester · 3,513 individual clients
• Wny Asset Management, LLC Williamsville · 3,234 individual clients
• Cannell & Spears LLC New York · 2,394 individual clients

Other New York cities

How to choose between them

1. Decide how you want to pay. Hourly and flat-fee planners suit people who want a plan and will implement it themselves. A percentage-of-assets fee buys ongoing investment management; on $1 million at 1% that is $10,000 a year, every year.
2. Check the SEC record. Each listing links to the firm’s page on the SEC’s Investment Adviser Public Disclosure site, where you can read the Form ADV Part 2 brochure (fees, minimums, conflicts) and any disciplinary history.
3. Ask who you will actually work with and what credentials they hold. The advisor versus consultant guide explains which titles are regulated and which are marketing.
4. Ask about minimums. Form ADV Part 1 does not record account minimums, so they are not shown here. Many asset-based firms require $500,000 or more; hourly planners usually have none.
5. Get the fee in writing before you sign, including fund expenses and any platform or custody charges on top.