Top 10 advisors in New York
We’ve curated a list of the best financial advisors in New York, take a look at it below
Find an advisor in New York| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $11,491,898,634,658 | 2 advisors | ||
| 2 | $418,891,560,733 | 2540 advisors | ||
| 3 | $196,540,230,205 | 709 advisors | ||
| 4 | $159,981,488,878 | 1681 advisors | ||
| 5 | $154,003,511,011 | 120 advisors | ||
| 6 | $132,940,091,663 | 8094 advisors | ||
| 7 | $126,272,170,437 | 620 advisors | ||
| 8 | $90,234,426,947 | 2273 advisors | ||
| 9 | $83,596,469,201 | 303 advisors | ||
| 10 | $79,458,131,122 | 499 advisors |
How we came up with this list
To generate our top financial advisors list in New York, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case New York. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
1. Vista Financial Advisors, LLC
Assets under management
$11,491,898,634,658
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
2. Apollo Capital Management, L.p.
Assets under management
$418,891,560,733
Fee structure
A percentage of assets under your management
Performance-based fees
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
3. J.p. Morgan Private Investments Inc.
Assets under management
$196,540,230,205
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Manager Research Services
4. Brookfield Asset Management Pic Us, LLC
Assets under management
$159,981,488,878
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
5. Mariner Investment Group, LLC
Assets under management
$154,003,511,011
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment Companies
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
6. Rbc Capital Markets, LLC
Assets under management
$132,940,091,663
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Educational Seminars/workshops
Service Public & Private Employee Benefit Plans, Endowment Funds, Foundations, Family Trusts & Various Capital/operating Funds
- Not sure which one to choose?Use our smart matching tool
7. Corebridge Institutional Investments (u.s.), LLC
Assets under management
$126,272,170,437
Fee structure
A percentage of assets under your management
Fixed fees
Performance-based fees
MANAGEMENT FEE BASED ON CLIENT PRO RATA SHARE OF OPERATING COST
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
8. Apollo Management, L.p.
Assets under management
$90,234,426,947
Fee structure
A percentage of assets under your management
Performance-based fees
CARRIED INTEREST
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Global Infrastructure Management, LLC
Assets under management
$83,596,469,201
Fee structure
A percentage of assets under your management
Performance-based fees
DEAL-RELATED AND MONITORING FEES
Services offered
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
- Not sure which one to choose?Use our smart matching tool
10. Insight Venture Partners
Assets under management
$79,458,131,122
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
Your first meeting is free.