Fiduciary advisors in New York, NY

New York, New York

AG Wealth Management is a fee-only fiduciary firm based in New York City that provides financial planning and investment management services to clients nationwide. The firm is led by Asad Gourani (CFP®, EA) and Leslie Rea (CFP®, MCEP®), and operates with an open-architecture investment approach unaffiliated with any broker or product manufacturer. The firm uses a five-step planning process and proprietary performance benchmarking tools, with a stated focus on serving equity-compensated professionals and business owners.

New York, New York

Aimdar Advisory Group 安达财富 is an investment advisory firm in New York, New York. Services include Insurance Analysis. The firm specializes in Insurance Planning. Its advisors hold CFA, CFP, and CPA credentials. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open six days a week, including Saturdays. It holds a 5-star rating from 182 Google reviews.

New York, New York

Insurance-Based

Alfredo Alves De Lima, Financial Advisor - Eagle Strategies is an insurance-based firm in New York, New York. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

New York, New York

Independent RIA

Aspiriant Wealth Management is an independent ria firm in New York, New York. It acts as a fiduciary. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. Its advisors hold CLU credentials. Service options include online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week.

New York, New York

Bone Fide Wealth, LLC is an investment advisory firm in New York, New York. Services include Financial Planning and Investment Management. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4-star rating from 4 Google reviews.

New York, New York

Carrie Ma, CFP® - Financial Advisor at Farther is an investment advisory firm in New York, New York. The firm specializes in Estate Planning. Its advisors hold CFP credentials. The office is open five days a week.

New York, New York

Castle Financial is an investment advisory firm in New York, New York. Services include Financial Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

New York, New York

Creative Planning is an investment advisory firm in New York, New York. Services include Estate Planning, Financial Planning, Insurance Analysis, and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are recommended. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.4-star rating from 52 Google reviews.

New York, New York

Cross Border Wealth is an investment advisory firm in New York, New York. The office has a wheelchair-accessible entrance.

New York, New York

Curtis Pope operates Pope Wealth Planning, a New York-based fee-only financial planning and investment management firm serving professionals, business owners, and those approaching retirement across the country. As a CFP® and Certified Financial Therapist-I™, Pope brings over a decade of experience from roles at Citi, State Street Global Advisors, Morgan Stanley, and Wealthsimple, combined with advanced education from Columbia University and Northwestern University. The firm, established in 2020, emphasizes fiduciary relationships and comprehensive financial planning integrated with technology to help clients define and work toward their financial objectives.

New York, New York

Insurance-Based

Cyrielle Rivera, Financial Advisor - The firm Financial Group, LLC is an insurance-based firm in New York, New York. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office is open five days a week.

New York, New York

Drucker Wealth Management is a third-generation financial advisory firm founded in 1959 and based in New York, operating under fiduciary standards. The firm provides financial planning and investment management services to high-earning professionals and pre-retirees, with a focus on comprehensive planning that addresses behavioral factors and scenario analysis rather than market forecasting. Leadership includes founder Bernie Drucker's son Lance and grandson Gideon, supported by a team with over 100 years of combined experience and eight professional designations. The firm serves clients both locally and through a virtual planning practice.

New York, New York

Eveready Financial is an investment advisory firm in New York, New York. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 33 Google reviews.

New York, New York

Global Advisers is a registered investment firm offering financial planning and investment management to individuals, families, corporations, and institutions. The firm operates from its Philadelphia headquarters and serves clients across major cities worldwide, applying a fiduciary process centered on client goals rather than product sales. Services integrate investment management, tax strategy, estate planning, and risk management, supported by technology platforms including AI-driven tools and data analytics. The firm emphasizes disciplined, long-term investment management with a focus on operational efficiency and low-cost structures.

New York, New York

Insurance-Based

Inez Justine Aznar, Financial Advisor - Eagle Strategies is an insurance-based firm in New York, New York. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

New York, New York

John Paolini - Financial Advisor at Farther is an investment advisory firm in New York, New York. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

New York, New York

Joseph Portello, Co-Founder & Financial Advisor - The Firm Financial Group LLC is an investment advisory firm in New York, New York. Services include Financial Planning. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

New York, New York

Margie Carpenter, CFP® - Financial Advisor at Farther is an investment advisory firm in New York, New York. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Its advisors hold CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

New York, New York

Mario Battistini, CFP®, CFA - Financial Advisor at Farther is an investment advisory firm in New York, New York. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. Its advisors hold CFA and CFP credentials. The office has a wheelchair-accessible entrance. The office is open five days a week.

New York, New York

Lenert Financial Group, based in New York, offers financial planning, investment management, retirement planning, and insurance analysis services. The firm operates according to stated principles of honesty, integrity, and direct communication, and aims to understand clients' complete financial and personal situations to recommend appropriate products aligned with their objectives. Mark Lenert is recognized by the Million Dollar Round Table for sales performance in life insurance.

New York, New York

Insurance-Based

Mark Martiak Financial Advisor | Accredited Investment Fiduciary® Prudential Advisors is an insurance-based firm in New York, New York. It acts as a fiduciary. Services include Financial Planning, Insurance Analysis, and Investment Management. The firm specializes in Insurance Planning. Advisory services are available in English, Chinese, and Spanish. Service options include onsite meetings. The office has a wheelchair-accessible entrance. The office is open five days a week.

New York, New York

Wirehouse

Merrill Lynch Wealth Management is a wirehouse firm in New York, New York. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 3.6-star rating from 5 Google reviews.

New York, New York

Independent RIA

MidCap Advisors, LLC is an independent ria firm in New York, New York. It acts as a fiduciary. Services include Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 1-star rating from 1 Google review.

New York, New York

Nucleus Advisors is an investment advisory firm in New York, New York. Services include Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.

New York, New York

Robert Casale, CRPC® - Financial Advisor at Farther is an investment advisory firm in New York, New York. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

New York, New York

Sarsi, LLC is a fee-only financial advisor in New York operating as a fiduciary that serves professionals with complex compensation, business owners, and retirees. The firm offers financial planning and investment management alongside cash flow optimization, risk management, retirement planning, estate planning, and tax planning services. Sarsi charges either asset-based fees (1% and lower with a $5,000 annual minimum) or fixed fees for comprehensive plans, with client assets custodied at Charles Schwab. The firm works virtually with clients outside New Jersey and New York and also provides outsourced chief investment officer services to larger investors.

New York, New York

Satovsky Asset Management, LLC is an investment advisory firm in New York, New York. Services include Financial Planning and Investment Management. The firm specializes in Wealth Management. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 4.6-star rating from 11 Google reviews.

New York, New York

Savvy is a SEC-registered investment adviser and wealth management firm located in New York that provides personalized investment management and financial planning services to high-net-worth individuals. Operating as a fiduciary, the firm matches clients with advisors who develop customized strategies based on individual goals and risk tolerance, supported by proprietary dashboard technology for consolidated account tracking. Services include retirement planning, estate planning, tax strategy, alternative investments, and direct indexing, with pricing customized to client needs rather than transaction-based. The firm works with Fidelity or Charles Schwab as custodians and maintains its own independent operations.

New York, New York

Insurance-Based

Serge Tinovsky, Financial Professional - New York Life is an insurance-based firm in New York, New York. Services include Financial Planning and Insurance Analysis. The firm specializes in Insurance Planning. The office has a wheelchair-accessible entrance. The office is open five days a week.

New York, New York

Terence Gallagher, MBA - Financial Advisor at Farther is an investment advisory firm in New York, New York. Services include Financial Planning and Investment Management. The firm specializes in Estate Planning. The office has a wheelchair-accessible entrance. The office is open daily.

New York, New York

Independent RIA

Wallace Investments is an independent registered investment advisor in New York City offering financial planning and investment management services, founded by K. Michael Wallace. The firm integrates investment management with tax planning, real estate advisory, and insurance coordination to address multiple aspects of client finances. K. Michael Wallace holds a Series 3 license and brings extensive background in commodities and futures trading from major financial institutions including Lehman Brothers, along with 20+ years managing investment portfolios across stocks, futures, private businesses, and real estate.

New York, New York

Wealth Enhancement Group is an investment advisory firm in New York, New York. Services include Financial Planning and Investment Management. Advisory services are available in English and Spanish. The office has a wheelchair-accessible entrance. The office is open five days a week.

New York, New York

Independent RIA

Wealthspire is an independent ria firm in New York, New York. It acts as a fiduciary. Services include Financial Planning and Investment Management. Service options include onsite meetings and online appointment booking. Appointments are required. The office has a wheelchair-accessible entrance. The office is open five days a week. It holds a 5-star rating from 42 Google reviews.