New York · Financial

Best Financial Advisors in New York 2026

This page lists financial advisors from the New York metro (five boroughs, Westchester, Long Island, northern NJ) research set. Towns named in that set include Brooklyn, Queens, Bronx, Staten Island, White Plains, and Jersey City.

16 businesses have a numbered rank because they have at least one counted independent source. 0 are listed below without a rank. Nothing on this page is a paid placement, and there is no composite score.

Methodology: Numbered order is the research file's source count, highest first. Ties break on recorded recognition strength: Best Law Firms tier, then Super Lawyers and Best Lawyers listings, then Newsweek, then Vault Law 100, then the research notes' suggested order. A source count of zero is unranked and alphabetical. Rankings are not paid, and this page has no composite score.

Towns covered: Baldwin, Bardonia, Bayonne, Bloomfield, Bronx, Bronxville, Brooklyn, Chappaqua, Cresskill, Croton-on-Hudson, Dobbs Ferry, East Orange, Edgewater, Elizabeth, Elmsford, Englewood, Flushing, Forest Hills, Garden City, Great Neck, Greenwich, Hackensack, Hoboken, Irvington, Islip Terrace, Jackson Heights, Jamaica, Jersey City, Kearny, Kenilworth, Linden, Little Falls, Livingston, Long Island City, Mamaroneck, Massapequa, Melville, Montclair, Morristown, Mount Kisco, Mt. Vernon, New York, New York (Manhattan), Newark, North Arlington, North Bergen, Nutley, Orange, Paramus, Pearl River, Pleasantville, Port Washington, Queens, Queens (Kew Gardens), Ramsey, Richmond Hill, Ridgefield Park, Ridgewood, Rockville Centre, Roslyn, Rutherford, Rye Brook, Scarsdale, Scotch Plains, Short Hills, Sleepy Hollow, Somers, Springfield, Staten Island, Summit, Sunnyside, Union, Uniondale, Verona, Wayne, Weehawken, West Orange, Westfield, White Plains, Whitestone, Woodside, Wyckoff, Yonkers, Yorktown Heights.

Ranked Financial Advisors in New York

16 with at least one counted independent source, ordered by source count, then recognition strength, then the research notes.

1

Cedar Hill Financial Group, LLC

67 Forest St, Suite 271, Brooklyn, NY 01752 · (508) 414-4189 · 1 counted independent source

Cedar Hill Financial Group, LLC, in Brooklyn, New York, is a financial-advisory practice. Recorded practice details include financial planning. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
2

Heron Wealth

12 East 49th Street, New York, NY 10017 · (347) 580-5280 · 1 counted independent source

Heron Wealth, in New York, New York, is a financial-advisory practice. Recorded practice details include retirement planning. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
3

Richmond Wealth Management

101 Tyrellan Avenue, Staten Island, NY 10309 · (929) 284-4322 · 1 counted independent source

Richmond Wealth Management, in Staten Island, New York, is a financial-advisory practice. Recorded practice details include financial planning and wealth management. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
4

Capital Preservation Partners

55 Pondfield Road, Bronxville, NY 10708 · (914) 337-2272 · 1 counted independent source

Capital Preservation Partners is a financial-advisory practice in Bronxville, New York. Recorded practice details include wealth management. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
5

OFC Wealth Management

35 Canoe Brook Road, Short Hills, NJ 07078 · (973) 258-1007 · 1 counted independent source

OFC Wealth Management is a financial-advisory practice in Short Hills, New Jersey. Recorded practice details include financial planning and wealth management. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
6

Financial Advisory Network LLC

6 Old Lane, Scarsdale, NY 10583 · (914) 725-8790 · 1 counted independent source

Financial Advisory Network LLC is a financial-advisory practice in Scarsdale, New York. Recorded practice details include retirement planning. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
7

Locker Financial Services LLC

3 Claridge Drive, Verona, NJ 07044 · (973) 256-2555 · 1 counted independent source

In Verona, New Jersey, Locker Financial Services LLC is a financial-advisory practice. Recorded practice details include financial planning. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
8

Brewster Financial Planning LLC

641 President Street, Brooklyn, NY 11215 · (646) 249-9880 · 1 counted independent source

In Brooklyn, New York, Brewster Financial Planning LLC is a financial-advisory practice. Recorded practice details include financial planning. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
9

Conservative Advice Clifford Michaels, CFP

49 West 37th Street, New York, NY 10018 · 212-869-7266 · 1 counted independent source

Conservative Advice Clifford Michaels, CFP, in New York, New York, is a financial-advisory practice. Recorded practice details include financial planning and retirement planning. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
10

Biagini Grassi Advisory Group, LLC

1110 South Avenue, Staten Island, NY 10314 · (718) 370-3493 · 1 counted independent source

Biagini Grassi Advisory Group, LLC, in Staten Island, New York, is a financial-advisory practice. The listing records a presence since 2004. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
11

Aragona Financial Strategies

81 Pondfield Road, Bronxville, NY 10708 · (914) 337-5494 · 1 counted independent source

Aragona Financial Strategies, in Bronxville, New York, is a financial-advisory practice. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
12

Chris Tomolonis • Financial Advisor

159 Pine Street, Jersey City, NJ 07304 · (201) 600-9461 · 1 counted independent source

Chris Tomolonis • Financial Advisor, in Jersey City, New Jersey, is a financial-advisory practice. Recorded practice details include wealth management. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
13

Brunch & Budget

1623 Flatbush Avenue, Brooklyn, NY 11210 · (917) 615-5359 · 1 counted independent source

Brunch & Budget, in Brooklyn, New York, is a financial-advisory practice. Recorded practice details include financial planning. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
14

Clarfeld

437 Madison Avenue, New York, NY 10022 · (212) 956-9494 · 1 counted independent source

In New York, New York, Clarfeld is a financial-advisory practice. Recorded practice details include asset protection, financial planning, and wealth management. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
15

Guided Professional Solutions LLC

1000 South Avenue, Staten Island, NY 10314 · (718) 551-9665 · 1 counted independent source

Guided Professional Solutions LLC, in Staten Island, New York, is a financial-advisory practice. Recorded practice details include estate planning and retirement planning. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)
16

INDFIN LLC

24 Broadlawn Drive, Livingston, NJ 07039 · (973) 994-4314 · 1 counted independent source

INDFIN LLC, in Livingston, New Jersey, is a financial-advisory practice. Expertise.com includes the business and does not publish a numeric score.

  • Expertise.com — Included in Expertise.com best-of list for this city/category (no public score shown)

About New York's Financial Advisors

What this list covers and how to read it.

The list covers financial advisors recorded for the New York metro (five boroughs, Westchester, Long Island, northern NJ). It is not limited to New York city limits.

Counted sources on the numbered part of this list include Expertise.com. A star mark or a review total is shown only when the research file records that exact figure.

A numbered row is an editorial order, not a paid position. Every business on this page has a counted independent source, so there is no unranked section.

Our Ranking Methodology

Last updated: October 2026.

This order uses only the research file. Each business has a source count: how many distinct independent publishers were counted. Best Law Firms and individual Best Lawyers listings count as one publisher. Higher source counts come first. A numbered rank requires a source count of at least 1. Other counted sources, including Expertise.com, change that count and do not add a separate strength step.

When source counts match, recorded recognitions break the tie. Best Law Firms Tier 1 ranks above Tier 2, and more Tier 1 rankings rank above fewer. A larger set of recorded tier rankings ranks above a smaller set when the best tier and the Tier 1 count match. Super Lawyers and Best Lawyers listings are next: a full Super Lawyers selection or a Best Lawyers listing outranks Rising Stars and Ones to Watch, and more names outrank fewer. A Newsweek listing is next, and a higher star mark recorded on that Newsweek listing outranks a lower one. A Vault Law 100 rank is next, with a lower rank number ahead of a higher one. Anything still tied follows the research notes' suggested order, then the business name. Avvo review figures are shown when the file records an exact total, and they are not a further tie-break.

A source count of 0 is not a negative mark. Those businesses are under Also serving the area, A to Z, with no number and no score. Sponsored blocks, paid directory placements, and awards that appear only on a business's own site are not counted. Rank on this page is not for sale. There is no featured-partner placement and no composite score.

Source count

Higher counts of distinct independent publishers come first. One counted source is enough for a numbered rank.

Recognition strength

Ties break on Best Law Firms tier, then Super Lawyers and Best Lawyers listings, then Newsweek, then Vault Law 100.

Research order

Remaining ties follow the research notes' suggested order, then the business name. Avvo totals are not a tie-break.

Unranked, and not for sale

Zero counted sources means an alphabetical listing with no number and no score. Rank is not paid.

Corrections

See a listing that needs a correction?

Rank on this page is not for sale. If a business in this metro is missing, or a recorded fact needs an update, use the listing form. Editorial review decides what is included.

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