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Best Financial Advisor in New York City — 2026 Directory

Find and compare the top financial advisors in New York City, NY. Fiduciary, fee-only, and certified professionals.

8Advisors Listed

NYNew York City

8 Financial Advisors in New York City

Featured

James Harrington

Harrington Wealth Partners

★★★★½ 4.9 (187 reviews)

28+ years experience

Fiduciary CFPCFA Retirement PlanningWealth Management

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Featured

David Kim

Kim Financial Group

★★★★½ 4.8 (76 reviews)

18+ years experience

FiduciaryFee-Only CFPCPAAIF Fee OnlyFiduciary

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Featured

Patricia Williams

Goldman Sachs Personal Financial Management

★★★★½ 4.7 (134 reviews)

24+ years experience

Fiduciary CFPCFAChFC Wealth ManagementEstate Planning

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Sophia Chen

Vanguard Personal Advisor Services

★★★★½ 4.8 (143 reviews)

15+ years experience

FiduciaryFee-Only CFPCPA Fee OnlyInvestment Management

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Marcus Johnson

Fidelity Investments - NYC

★★★★½ 4.7 (112 reviews)

20+ years experience

Fiduciary CFPRICP Retirement PlanningInvestment Management

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Elena Rodriguez

Morgan Stanley Wealth Management

★★★★½ 4.6 (98 reviews)

12+ years experience

CFPChFC Wealth ManagementEstate Planning

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Aisha Patel

Betterment for Advisors - NYC Office

★★★★½ 4.6 (61 reviews)

9+ years experience

FiduciaryFee-Only CFPAIF Fee OnlyInvestment Management

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Robert Thompson

Northwestern Mutual - New York City

★★★★½ 4.5 (89 reviews)

16+ years experience

CFPCLU Retirement PlanningCollege Planning

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