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18 firms listed · all 18 in New York · 3 open weekends · 16 rated 4.5+ · 2 show a license
Data verified October 27, 2026
The 18 firms listed for New York, NY provide financial planning and investment management for clients. What each says about its services and how it charges comes from its own website; ratings and quotes come from public reviews.
All 18 firms we list here are in New York itself. We have 202 firms in New York on file; this page shows the highest-rated 18. 17 of the firms on this page have a rating, from 4.3 to 5.0 across 912 reviews; 4 have 50 or more reviews and 16 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (92%), responsiveness (84%) and quality (78%). The topics that come up most in reviews of the firms on this page are "expertise" and "knowledge". 3 are open on Saturdays and 1 on Sundays. The services the firms on this page list most often on their websites are wealth management (3), estate planning (2), retirement planning (2), services for individuals (2) and tax planning (2). 2 show a license on their websites and 3 have a BBB rating of A or A+. 14 have ten or more years of experience, the longest 132 years. 3 offer payment plans; 4 offer a free initial consultation and 1 is family- or locally-owned. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
7 of the 18 firms take appointment requests through their websites. Some use a calendar that shows open slots directly, and a firm without online booking prefers a call first. Either way, say roughly what you are dealing with so the meeting goes to the right person.
