Clients per advisor for Multi-team firms in New York

In New York, multi-team financial advisory firms—those with 11 to 50 advisors or managing over $2 billion in assets—serve a median of 65 clients per advisor, slightly above the national median of 62. This suggests that New York firms often operate with a somewhat broader client base per advisor, reflecting a balance between personalized service and scalable, systematized models. With 577 such firms in the state, clients can expect a diverse range of service approaches, from more relationship-driven teams managing fewer clients to larger, more standardized operations handling higher client volumes. This variety allows clients in New York to find advisory services that align with their preferences for attention and fee structures.

Firm	Client/advisor ratio	Clients	Advisors	Staff
Blackridge Asset Management, LLC	Very Low 10	676	66	66
RBC Securities, Inc	Very Low 11	1,292	121	186
MWA Financial Services Inc.	Very Low 11	1,981	182	721
Gentrust	Very Low 11	264	23	40
Waldron Private Wealth	Very Low 12	517	44	70
Oxford Financial Group, LTD	Very Low 12	589	50	156
Gradient Advisors, LLC	Very Low 13	2,149	171	173
XYPN Invest	Very Low 13	621	49	55
MILL CREEK CAPITAL ADVISORS, LLC	Very Low 14	365	27	42
Lifemark Securities Corp.	Very Low 14	1,053	77	78
Northeast Planning Associates, Inc.	Very Low 14	959	70	129
Core Planning	Very Low 14	867	63	65
Jefferies Investment Advisers LLC	Very Low 14	1,649	118	119
The Bollard Group LLC	Very Low 14	14	1	29
BMO Family Office, LLC	Very Low 14	70	5	130
Aaron Wealth Advisors	Very Low 14	127	9	16
SVB Wealth	Very Low 14	1,024	71	73
Hennion & Walsh Asset Management, Inc.	Very Low 15	1,087	73	75
Sepio Capital, LP	Very Low 15	276	18	31
IP Financial Advisory Services LLC	Very Low 16	2,001	125	125
Accelerate Retirement	Very Low 16	482	30	40
Crescent Grove Advisors	Very Low 16	325	20	34
Brownson, Rehmus & Foxworth, Inc.	Very Low 16	263	16	26
Alexander Capital Wealth Management LLC	Very Low 17	614	37	37
Root Financial Partners	Very Low 17	852	51	65
Frost Investment Services	Very Low 17	3,019	178	178
Legacy Advisors, LLC	Very Low 17	306	18	50
Jordan Park Group LLC	Very Low 18	163	9	153
Infinity Financial Services Advisory	Very Low 18	642	35	35
Insigneo Advisory Services, LLC	Very Low 18	3,415	186	223
Chelsea Advisory Services, Inc.	Very Low 18	552	30	30
LNW	Very Low 19	1,079	56	169
Prairie Capital Management Group, LLC	Very Low 20	431	22	47
Valley Wealth Managers, Inc.	Very Low 20	854	43	54
Realta Investment Advisors, Inc	Very Low 20	1,213	61	61
Saxony Capital Management, LLC	Very Low 20	756	38	38
Northside Capital Management LLC	Very Low 20	60	3	17
BC Advisors, LLC	Very Low 20	100	5	7
Summit Trail Advisors, LLC	Very Low 21	639	31	94
Northern Trust Securities, Inc.	Very Low 21	2,024	95	385
Maxim Financial Advisors LLC	Very Low 22	758	35	35
Rockwood Wealth Management, LLC	Very Low 22	923	42	53
Certuity, LLC	Very Low 22	464	21	35
Bryn Mawr Trust Advisors, LLC	Very Low 23	1,335	59	87
Latitude Advisors, LLC	Very Low 23	1,525	67	67
Northland Securities, Inc.	Very Low 23	875	38	38
Siebert AdvisorNXT, LLC.	Very Low 23	973	42	43
Momentum Independent Network Inc.	Very Low 23	2,817	121	121
Brighton Jones LLC	Very Low 24	3,585	152	316
Franklin Street Advisors INC.	Very Low 24	379	16	40
Fifth Third Wealth Advisors LLC	Very Low 24	1,426	60	83
integrity Advisory Solutions	Very Low 24	2,387	100	113
Bailard, Inc.	Very Low 24	1,008	42	80
Simon Quick Advisors, LLC	Very Low 24	994	41	97
Mutual of Omaha Investor Services, Inc.	Very Low 24	6,880	282	285
Hilltop Securities inc.	Very Low 25	3,335	134	134
Andersen	Very Low 25	550	22	2,061
M Holdings Securities, INC.	Very Low 25	4,368	174	1,442
Monograph Wealth Advisors, LLC	Very Low 26	206	8	20
Miller Investment Management, LP	Very Low 26	155	6	18
BOK Financial Securities, Inc.	Very Low 26	3,263	126	165
Connecticut Wealth Management, LLC	Very Low 26	1,303	50	74
Team Hewins, LLC	Very Low 26	551	21	29
United Brokerage Services, INC	Very Low 26	1,368	52	95
MyCIO WEALTH PARTNERS, LLC	Very Low 27	923	34	67
Beacon Global Advisor Network, LLC	Very Low 27	1,388	51	61
Sand Hill Global Advisors, LLC	Very Low 27	546	20	33
Packerland Brokerage Services, Inc.	Very Low 27	4,845	177	318
Heritage Wealth Advisors	Very Low 27	384	14	36
Balentine	Very Low 27	439	16	61
The Strategic Financial Alliance, Inc.	Very Low 27	1,457	53	56
Crestwood Advisors	Very Low 28	1,106	40	64
USAA Investment Services Company	Very Low 28	2,635	93	176
Allen Investment Management, LLC	Very Low 28	142	5	28
Huntleigh Advisors, Inc.	Very Low 28	1,795	63	63
71 West Capital Partners	Very Low 29	171	6	10
Valeo Financial Advisors, LLC	Very Low 29	3,021	105	178
Range Advisory, LLC	Very Low 29	950	33	38
Acropolis Investment Management	Very Low 29	1,037	36	44
Prosperity - An EisnerAmper Company	Very Low 29	1,850	64	66
Mission Wealth Management, LP	Very Low 29	3,679	127	184
Plante Moran financial advisors	Very Low 29	3,894	134	148
49 Financial	Very Low 29	3,771	129	167
Lombard Advisers Incorporated	Very Low 29	941	32	41
Citizens Private Wealth	Very Low 29	2,502	85	204
BOK Financial Private Wealth, Inc.	Very Low 29	737	25	37
The Oak Ridge Financial Services Group, Inc.	Very Low 30	994	33	57
Americana Partners, LLC	Very Low 30	1,627	54	86
IAMS Wealth Management, LLC	Very Low 30	1,612	53	53
WealthSpire Advisors	Very Low 30	791	26	46
Curi Capital, LLC	Very Low 30	2,865	94	180
New Edge Wealth	Very Low 31	3,621	118	211
Plancorp, LLC	Very Low 31	1,486	48	91
Vista Capital Partners, Inc.	Very Low 31	651	21	35
Cain, Watters & Associates, LLC	Very Low 31	2,274	73	341
Aegis Capital Corp.	Very Low 31	3,030	97	260
Cape Investment Advisory, Inc.	Very Low 31	1,002	32	34
Keel Point, LLC	Very Low 31	1,475	47	76
Schneider Downs Wealth Management Advisors, LP	Very Low 32	663	21	28
Sapient Capital LLC	Very Low 32	980	31	59
Reynders, McVeigh Capital Management, LLC	Very Low 32	704	22	35
CGN Advisors, LLC	Very Low 32	1,281	40	53
Aspiriant, LLc	Very Low 32	2,310	72	218
Brockenbrough	Very Low 32	482	15	31
OpenArc Corporate Advisory, LLC	Very Low 32	3,841	119	146
Arvest Wealth management	Very Low 32	6,689	207	238
Capitol Securities Management, Inc.	Very Low 32	3,177	98	170
Colter Lewis Investment Partners, LLC	Very Low 33	130	4	18
Coldstream Wealth Management	Low 33	4,199	128	207
BakerAvenue	Low 33	1,019	31	57
True North Advisors, LLC	Low 33	1,022	31	89
KCD Financial, Inc.	Low 33	1,257	38	38
Ashton Thomas Private Wealth	Low 33	3,181	96	96
Wescott Financial Advisory Group LLC	Low 33	769	23	48
Turtle Creek Trust	Low 34	101	3	10
Mason Investment Advisory Services Inc	Low 34	1,063	31	72
Venturi Private Wealth	Low 34	687	20	38
Robertson Stephens	Low 34	2,236	65	118
Circle Wealth Management, LLC	Low 35	349	10	23
Abacus Wealth Partners	Low 35	1,547	44	65
Ferguson Wellman Capital Management, Inc.	Low 35	951	27	68
Becker Capital Management, Inc.	Low 35	745	21	42
Halbert Hargrove	Low 36	1,457	41	52
Portfolio Medics, LLC	Low 36	2,929	82	82
Per Stirling Capital Management, LLC	Low 36	1,074	30	30
Savvy	Low 36	4,552	127	170
Greycourt & Co., INC.	Low 36	36	1	37
Silvercrest Asset Management Group LLC	Low 36	1,081	30	175
Choate Investment Advisors	Low 36	614	17	34
Foster Group, INC.	Low 36	1,956	54	93
RMR Wealth Builders, Inc.	Low 37	1,907	52	64
Transce3nd LLC	Low 37	1,581	43	60
Boulay Wealth	Low 37	1,106	30	44
Gibson Capital, LLC	Low 37	222	6	17
JMG Financial Group LTD	Low 37	1,776	48	103
UMB Financial Services, Inc.	Low 37	2,110	57	57
Empirical Wealth management	Low 37	2,394	64	94
New England Private Wealth Advisors, LLC	Low 38	376	10	21
Global View Capital Management LLC	Low 38	3,786	100	122
SAX Wealth Advisors, LLC	Low 38	1,596	42	42
Arete Wealth Advisors, LLC	Low 38	5,289	138	138
AleSco Advisors, LLC, an ESL Company	Low 39	503	13	26
Bolton Securities Corporation	Low 39	5,566	143	158
Permcap Investment Office	Low 39	39	1	17
Calton & Associates, Inc.	Low 39	5,056	129	373
Mariner Independent	Low 39	4,261	108	161
Interactive Financial Advisors	Low 40	1,307	33	33
Vanderbilt Advisory Services	Low 40	6,199	156	161
SignatureFD, LLC	Low 40	1,891	47	130
Calydon Capital, LLC	Low 40	282	7	8
McAdam LLC	Low 41	5,538	136	174
CM Wealth Advisors LLC	Low 41	204	5	24
Fortis Capital Advisors, LLC	Low 41	2,127	52	68
Greenspring Advisors, LLC	Low 41	1,697	41	68
Nfsg Corporation	Low 42	3,036	73	89
Hoxton Wealth	Low 42	1,378	33	74
Morton Wealth	Low 42	1,215	29	58
StoneX Advisors Inc.	Low 42	9,741	232	232
Azimuth Capital Management	Low 42	381	9	25
Donaldson Capital Management LLC	Low 42	1,736	41	68
Fourstar Wealth Advisors, LLC	Low 43	1,753	41	48
Innovia Wealth, LLC	Low 43	727	17	31
Financial Gravity Family Office Services, LLC	Low 43	1,716	40	45
Tocqueville Asset Management LP	Low 43	1,159	27	73
WealthSpire Advisors	Low 43	8,631	201	368
Earned Wealth Advisors, LLC	Low 43	1,461	34	35
Seacrest Wealth Management, LLC	Low 43	1,475	34	47
Avidian Wealth Solutions	Low 43	1,866	43	59
F L Putnam Investment Management Co.	Low 43	2,823	65	160
Financial & Tax Architects, LLC	Low 43	1,565	36	71
First Foundation Advisors	Low 44	1,053	24	53
Fiduciary Financial Advisors	Low 44	2,164	49	50
The Mather Group, LLC	Low 45	4,773	107	186
Wedbush Securities Inc.	Low 45	9,927	222	897
Evergreen Capital Management LLC	Low 45	1,121	25	37
NPA Asset Management, LLC	Low 45	2,293	51	68
Westminster Financial Advisory Corp	Low 45	1,935	43	43
On Investment Management CO	Low 45	9,317	207	207
Wedmont Private Capital	Low 45	496	11	13
Belpointe Asset Management LLC	Low 45	7,321	161	236
Avantax Planning Partners, Inc.	Low 46	7,515	165	261
CWA Asset Management Group	Low 46	1,875	41	67
Staley Capital Advisers Inc	Low 46	416	9	15
SB Advisory, LLC	Low 46	1,574	34	34
Hamilton Capital	Low 47	2,744	59	90
Truepoint, Inc.	Low 47	1,867	40	103
Cantor Fitzgerald Investment Advisors	Low 47	1,217	26	35
Aprio Wealth Management, LLC	Low 47	1,592	34	55
Diversify Advisory Services, LLC	Low 47	5,200	111	206
Kathmere Capital Management, LLC	Low 47	750	16	24
Eversource Wealth Advisors, LLC	Low 47	3,255	69	76
Freestone Capital Management, LLC	Low 48	2,906	61	120
Encompass More Asset Management LLC	Low 48	4,008	84	108
RubinBrown Advisors LLC	Low 48	1,101	23	23
Summitry, LLC	Low 48	1,293	27	46
Lifeworks Advisors, LLC	Low 48	1,772	37	47
Chicago Partners Investment Group LLC	Low 48	2,741	57	73
Independent Wealth Network, Inc.	Low 48	1,445	30	37
Exodus Wealth, LLC	Low 48	2,219	46	53
U.S. Capital Wealth Advisors, LLC	Low 48	4,395	91	141
Northwest Asset Management	Low 48	2,758	57	62
Navy Federal Investment Services, LLC	Low 49	7,424	153	206
Alden investment Group	Low 49	1,457	30	43
Moran Wealth Management, LLC	Low 49	1,606	33	53
Jaffe Tilchin Investment Partners, LLC	Low 49	1,704	35	39
Pallas Capital Advisors, LLC	Low 49	1,221	25	28
GHP Investment Advisors Inc	Low 49	1,226	25	25
Tucker Asset Management LLC	Low 49	2,943	60	80
Greenwich Wealth Management, LLC	Low 49	589	12	13
Clifford Swan Investment Counselors	Low 49	884	18	40
Concorde Asset Management, LLC	Low 49	3,689	75	76
Badgley Phelps Wealth Managers	Low 49	1,282	26	45
International Assets Investment Management, LLC	Low 49	5,871	119	124
Nbc Securities, Inc.	Low 49	3,508	71	71
Simplicity wealth	Low 49	8,456	171	424
BFC PLANNING, Inc.	Low 49	11,327	229	229
Choreo, LLC	Low 50	6,794	137	232
Kovack Advisors, inc.	Low 50	12,906	258	320
Forvis Mazars Wealth Advisors, LLC	Low 50	4,183	83	123
The Welch Group, LLC	Low 51	1,416	28	28
Modera Wealth Management, LLC	Low 51	5,918	117	238
David Vaughan Investments, LLC	Low 51	1,164	23	48
Maia Wealth	Low 51	2,127	42	43
Snowden Capital Advisors LLC	Typical 51	5,878	116	154
Main Street Financial Solutions, LLC	Typical 51	1,981	39	41
Composition Wealth, LLC	Typical 51	3,760	74	128
Advisory Services Network	Typical 51	12,426	244	268
One Capital Management, LLC	Typical 51	3,468	68	103
Girard Advisory Services, LLC	Typical 51	2,350	46	60
Secure Asset Management, L.L.C.	Typical 51	2,877	56	56
CL Wealth Management LLC	Typical 52	2,165	42	42
HUB Investment Partners, LLC	Typical 52	5,446	104	172
A.G.P. / Alliance Global Partners	Typical 53	6,635	126	320
Evensky & Katz/Foldes Wealth Management	Typical 53	1,165	22	44
Moss Adams Wealth Advisors LLC	Typical 53	1,169	22	56
Farther	Typical 53	14,593	274	571
Northrock Partners, LLC	Typical 54	4,778	89	233
Krilogy	Typical 54	3,061	57	103
The Burney Company	Typical 54	1,880	35	46
Brookwood Investment Group	Typical 54	3,500	65	65
Bridges Investment Management Inc	Typical 54	1,671	31	79
Forum Financial Management, LP	Typical 54	5,622	104	143
ValMark Advisers, Inc.	Typical 54	14,624	270	280
Waterloo Capital	Typical 54	2,609	48	64
Verdence Capital Advisors, LLC	Typical 54	1,798	33	52
Concurrent Investment Advisors, LLC	Typical 55	13,268	243	243
TFO Wealth Partners	Typical 55	1,815	33	67
ICG Advisors, LLC	Typical 55	55	1	26
Inspire Advisors, LLC	Typical 55	3,523	64	64
Sage Financial Group Inc.	Typical 55	1,101	20	28
Westmount Partners, LLC	Typical 56	1,389	25	39
Titleist Asset Management, LLC	Typical 56	1,905	34	41
SYM Financial Advisors	Typical 56	1,801	32	84
Foguth Wealth Management, LLC.	Typical 56	2,259	40	88
Elevation Point Wealth Partners, LLC	Typical 57	2,842	50	91
Cooper McManus	Typical 57	3,379	59	59
WORLD EQUITY GROUP, Inc.	Typical 57	3,151	55	170
Perigon Wealth Management, LLC	Typical 58	5,421	94	159
Parallel Advisors, LLC	Typical 58	4,169	72	137
Archer Investment Corporation	Typical 58	4,290	74	80
Nations Financial Group, Inc.	Typical 58	5,525	95	95
Buck Wealth Strategies, LLC	Typical 58	2,734	47	102
Destination Wealth Management	Typical 58	2,272	39	68
Advisor Share Wealth Management, LLC	Typical 58	2,216	38	47
Principle Wealth	Typical 59	1,173	20	28
B. Riley Wealth Advisors, Inc.	Typical 59	10,096	172	268
Cary Street Partners	Typical 59	6,641	113	182
Rehmann Wealth	Typical 59	2,186	37	39
Advocacy Wealth Management, LLC	Typical 59	1,658	28	36
AlphaCore Capital LLC	Typical 59	3,328	56	111
Henssler Financial	Typical 60	1,609	27	88
BIP Wealth, LLC	Typical 60	3,108	52	88
Mutual Advisors, LLC	Typical 60	9,290	155	208
Bogart Wealth, LLC	Typical 60	1,442	24	50
Sowell Management	Typical 60	6,280	104	162
Capital Investment Advisory Services, LLC	Typical 61	6,172	102	102
Chilton Capital Management LLC	Typical 61	908	15	27
CX Institutional, LLC	Typical 61	4,553	75	130
Royal Fund Management, LLC	Typical 61	4,940	81	93
Leo Wealth, LLC	Typical 61	1,714	28	43
Accurate Wealth Management, LLC	Typical 62	2,612	42	47
AlphaStar Capital Management	Typical 62	8,466	136	150
Thurston Springer Advisors	Typical 63	5,600	89	93
Compass Financial Management LLC	Typical 63	2,152	34	34
Virtue Capital Management, LLC	Typical 64	5,740	90	105
Madison Partners	Typical 64	2,042	32	32
Cumberland Advisors	Typical 64	1,091	17	36
Bartlett & Co. Wealth Management LLC	Typical 65	2,133	33	84
Pine Valley Investments	Typical 65	2,070	32	37
Sequent Planning, LLC	Typical 65	6,015	92	102
Waverly Advisors, LLC	Typical 66	12,923	197	414
Wealthcare Advisory Partners LLC	Typical 66	10,696	163	243
Stokes Family Office LLC	Typical 66	724	11	14
American Century Investments Private Client Group, Inc.	Typical 66	4,098	62	105
Moneco Advisors	Typical 66	2,781	42	66
Avior Wealth Management, LLC	Typical 66	4,775	72	170
LexAurum Advisors	Typical 66	2,189	33	50
Stifel Independent Advisors, LLC	Typical 66	7,762	117	198
Invst, LLC	Typical 66	2,193	33	65
Synovus Securities, Inc.	Typical 66	11,964	180	280
OneAscent Financial Services LLC	Typical 67	5,128	77	161
Perennial Financial Services	Typical 67	3,069	46	71
First Heartland Consultants, Inc.	Typical 67	6,350	95	96
Gradient Securities, LLC	Typical 67	4,546	68	68
Creative Financial Designs, Inc.	Typical 67	10,477	156	170
Independence Square Holdings, LLC	Typical 67	2,621	39	39
Soltis Investment Advisors, LLC	Typical 67	5,113	76	121
Regal Investment Advisors LLC	Typical 67	8,220	122	131
Trustmont Advisory Group, Inc.	Typical 68	4,322	64	64
Apollon Wealth Management, LLC	Typical 68	8,310	123	199
Cyndeo Wealth Partners	Typical 68	1,219	18	28
Douglas C. Lane & Associates	Typical 68	1,084	16	37
Dakota Wealth, LLC	Typical 68	3,728	55	91
RedHawk Wealth Advisors, Inc.	Typical 68	3,118	46	55
Dynamic	Typical 68	5,509	81	130
Arkadios Wealth Advisors	Typical 68	14,320	210	210
CliftonLarsonAllen Wealth Advisors, LLC	Typical 68	6,550	96	158
Wealth Watch Advisors, INC	Typical 69	3,587	52	62
Santander Securities LLC	Typical 69	10,832	157	449
Proficio Capital Partners LLC	Typical 69	138	2	23
SteelPeak Wealth, LLC	Typical 69	2,278	33	84
JFS Wealth Advisors, LLC	Typical 69	2,216	32	89
FAS Wealth Partners, Inc.	Typical 69	1,524	22	33
Moors & Cabot, Inc.	Typical 69	4,921	71	121
Obermeyer Wealth Partners	Typical 70	1,115	16	33
Sovran Advisors, LLC	Typical 70	3,918	56	64
Prospera Financial Services, inc.	Typical 70	18,706	266	333
Guardian Wealth Advisors, LLC	Typical 71	2,123	30	50
Ascentis Independent Advisors, LLC	Typical 71	2,690	38	43
Arax Advisory Partners	Typical 71	6,949	98	122
Everett Harris & Co	Typical 72	718	10	18
SEIA	Typical 72	9,520	132	241
Summit Financial, LLC	Typical 72	15,660	217	490
Legacy Wealth Management, LLC	Typical 73	3,269	45	45
Founders Financial Alliance, LLC	Typical 74	2,354	32	32
Bradley Foster & Sargent Inc	Typical 74	1,840	25	61
First Advisors National, LLC	Typical 74	4,858	66	66
Coastal Bridge Advisors	Typical 74	1,846	25	46
Prosperity Capital Advisors	Typical 74	7,469	101	244
Ritholtz Wealth Management	Typical 74	3,999	54	83
TCI Wealth Advisors, Inc.	Typical 74	3,189	43	71
Strategic blueprint, LLC	Typical 74	3,338	45	57
CG Advisory Services	High 74	4,898	66	136
Chicago Capital, LLC	High 74	818	11	18
Quotient Wealth Partners, LLC	High 75	2,163	29	60
Stratos Wealth Advisors LLC	High 75	4,928	66	170
CW Advisors, LLC	High 75	6,426	86	152
Cassaday & Company, Inc.	High 75	3,142	42	97
Trek Financial	High 76	4,539	60	60
Larson Financial Group, LLC	High 76	4,937	65	131
The Patriot Financial Group, LLC	High 76	2,361	31	59
DayMark Wealth Partners, LLC	High 76	2,060	27	40
Thoroughbred Financial Services, llc	High 76	2,520	33	33
Beacon Trust	High 76	2,830	37	51
Annex Wealth Management, LLC	High 77	6,710	87	151
Garden State Investment Advisory Services, LLC	High 78	2,492	32	32
Merit Financial Advisors	High 79	20,040	254	470
Vicus Capital, Inc.	High 79	6,170	78	84
Carnegie Investment Counsel	High 80	3,056	38	69
OnePoint BFG Wealth Partners	High 81	8,458	105	205
The Pinnacle Financial Group	High 81	3,150	39	54
Vivaldi Capital Management LP	High 81	2,425	30	68
Sunbelt Securities, Inc.	High 81	5,261	65	68
Gateway Wealth Partners, LLC	High 81	7,312	90	90
Berger Financial Group	High 82	3,755	46	89
HighPoint Planning Partners	High 82	9,160	112	112
Gibbs Wealth Management, LLC	High 82	5,356	65	147
ZWJ Investment Counsel Inc	High 83	990	12	20
Tsa Management Inc	High 83	2,566	31	32
John W. Bristol & Co., Inc.	High 83	83	1	18
RWA Wealth Partners	High 84	5,951	71	178
Performance Wealth	High 84	925	11	15
Corecap Advisors	High 84	9,671	115	116
Founders Financial Securities LLC	High 84	9,590	114	139
Essex Financial Services, Inc.	High 84	2,780	33	46
Clear Creek Financial Management, LLC	High 84	3,964	47	91
BLBB Advisors	High 84	1,520	18	32
PFG Advisors	High 85	7,527	89	112
Johnson Investment Counsel, Inc.	High 85	5,251	62	164
Stephens	High 85	21,168	249	611
Financial Security Advisory Inc	High 85	2,810	33	43
LaSalle St. Investment Advisors, L.L.C.	High 85	13,711	161	161
Silver Oak Securities, Incorporated	High 85	8,631	101	103
RFG Advisory, LLC	High 87	14,368	166	311
Ingalls & Snyder, LLC	High 87	4,245	49	92
Spire Wealth Management, LLC	High 87	6,151	71	145
IFG Advisory, LLC	High 88	9,038	103	187
Crawford Investment Counsel Inc	High 88	1,943	22	54
Diversify Wealth Management, LLC	High 89	4,719	53	95
Visionary Wealth Advisors, LLC	High 89	4,186	47	74
Williams Jones Wealth Management, LLC	High 89	1,517	17	52
Gladstone Wealth Partners	High 89	8,302	93	186
Pure Financial Advisors, llc	High 89	7,503	84	204
Golden State Wealth Management, LLC	High 90	4,119	46	46
intrua Financial	High 90	3,347	37	53
Capital Advisors, Inc.	High 91	3,262	36	69
Impact Partnership Wealth, LLC	High 91	7,988	88	100
Integrated Advisors Network LLC	High 91	7,363	81	87
Meridian Wealth Management, LLC	High 91	5,366	59	67
Linscomb Wealth, Inc.	High 91	1,640	18	46
The AmeriFlex Group	High 91	15,724	172	201
Elm Wealth	High 92	644	7	8
American Independent Securities Group, LLC	High 92	4,339	47	49
G. A. Repple & Company	High 92	3,139	34	53
Ausdal Financial Partners, Inc.	High 92	16,436	178	306
Salem Investment Counselors Inc	High 92	1,294	14	18
SageSpring Wealth Partners	High 92	11,558	125	195
Red Door Wealth Management, LLC	High 93	929	10	19
Alpha Cubed Investments, LLC	High 94	2,058	22	29
The Retirement Planning Group, LLC	High 95	4,748	50	78
Journey Strategic Wealth LLC	High 95	950	10	31
Smith, Moore & Co.	High 95	4,095	43	65
Continuum Advisory, LLC	High 96	3,344	35	66
Kestra Private Wealth Services, LLC	High 96	19,977	209	211
APELLA Wealth	High 96	7,683	80	164
Winthrop Wealth	High 96	2,405	25	38
Kingswood Wealth Advisors, LLC	High 96	11,259	117	117
Grimes & Company	High 96	3,660	38	69
Jacobi Capital Management, LLC	High 97	2,900	30	31
Fiduciary Counselling Inc	High 97	1,645	17	87
Heritage Investors Management Corp	High 97	682	7	22
CS Planning Corp	High 97	4,190	43	60
Joel Isaacson & Co., LLC	High 97	1,267	13	52
Brave Warrior Advisors, LLC	High 98	98	1	6
Stelac Advisory Services LLC	High 98	98	1	21
Venture Visionary Partners LLC	High 99	2,660	27	46
Mariner Advisor Network	High 99	16,100	163	174
HBKS Wealth Advisors	High 99	7,344	74	109
Western Wealth Management LLC	High 99	11,019	111	111
XML Financial Group	High 100	2,890	29	54
Greenhaven Associates Inc	High 100	100	1	7
The Wealth Consulting Group	High 100	12,646	126	131
CreativeOne Securities, LLC	High 101	12,362	123	196
Summit Wealth Group	High 101	3,117	31	80
Klingman and Associates, LLC	High 101	704	7	25
Steele Capital Management, Inc.	High 101	1,521	15	15
Bragg Financial Advisors Inc	High 102	1,537	15	39
Strategic Financial Concepts, llc	High 103	3,698	36	41
Principal Advised Services	High 103	23,164	225	383
Level Four Advisory Services	High 103	14,964	145	145
Creativeone Wealth, LLC	High 104	22,064	212	222
Copper Financial	High 104	4,165	40	50
Foundations Investment Advisors LLC	High 105	29,615	282	353
Wealth Management	High 105	4,731	45	61
Colony Family Offices, LLC	High 105	631	6	16
NWF Advisory Services Inc	High 106	11,433	108	111
Trilogy Capital, Inc.	High 106	8,058	76	76
R M Davis Inc	High 106	2,342	22	63
Roffman Miller Associates Inc	High 107	1,598	15	15
Verus Capital Partners, LLC	High 108	5,086	47	68
Triad Wealth Partners, LLC	High 108	3,896	36	46
Csenge Advisory Group, LLC	High 108	7,147	66	74
Consolidated Portfolio Review Corp	High 109	6,187	57	57
Capital Investment Advisors, LLC	High 109	6,014	55	107
Verity Asset Management	High 109	5,803	53	77
Novem Group	High 110	3,513	32	52
Exencial Wealth Advisors	High 110	3,086	28	116
PKS Advisory Services, LLC	High 111	4,874	44	45
Kingsview Wealth Management, LLC	High 111	12,143	109	285
Confluence Financial Partners	Very High 112	4,698	42	70
Harbor Investment Advisory, LLC	Very High 112	3,357	30	35
Geneos Wealth Management, Inc.	Very High 112	21,267	190	200
Palisade Capital Management, LP	Very High 113	1,577	14	42
AdvisorNet Wealth Partners	Very High 113	3,499	31	131
Portside Wealth Group, LLC	Very High 114	6,257	55	55
Focus Financial	Very High 114	13,560	119	189
Howland Capital Management LLC	Very High 115	1,270	11	35
Logan Capital Management, Inc.	Very High 116	1,859	16	34
Calamos Wealth Management LLC	Very High 116	4,072	35	51
Coppell Advisory Solutions LLC	Very High 116	8,848	76	87
Flagship Harbor Advisors, LLC	Very High 117	7,280	62	62
Octavia Wealth Advisors LLC	Very High 118	3,672	31	45
Leavell Investment Management, Inc.	Very High 119	2,850	24	36
Thrivent Advisor Network, LLC	Very High 120	14,611	122	122
Zhang Financial	Very High 121	2,295	19	50
Carret Asset Management, LLC	Very High 121	1,336	11	22
Stoker Ostler, a Part of BMO Financial Group	Very High 121	1,579	13	30
Strategic Wealth Investment Group, LLC	Very High 122	3,900	32	88
Orgel Wealth Management, LLC	Very High 126	3,786	30	79
Beaumont Financial Partners	Very High 127	1,898	15	24
Harbour Investments, Inc.	Very High 127	29,827	235	235
United Advisor Group	Very High 128	6,395	50	69
Modern Wealth Management, LLC	Very High 129	11,524	89	253
Mainstay Capital Management, LLC	Very High 130	3,381	26	34
Private Management Group Inc	Very High 130	3,384	26	26
Index Fund Advisors, Inc.	Very High 131	2,095	16	50
Cornerstone Wealth Management, LLC	Very High 134	12,454	93	103
Allegheny Financial Group	Very High 135	3,920	29	103
Certified Advisory Corp	Very High 138	2,476	18	39
MCF Advisors, LLC	Very High 138	3,440	25	55
Douglass Winthrop Advisors LLC	Very High 139	1,249	9	34
OneSeven	Very High 140	15,787	113	264
Advisor Resource Council	Very High 141	11,699	83	119
Independent Advisor Alliance, llc	Very High 144	42,227	294	294
Advisory Alpha, LLC	Very High 147	8,799	60	66
Timucúan Asset Management Inc.	Very High 148	591	4	10
Cannell & Spears LLC	Very High 150	2,394	16	40
United Capital Financial Advisors	Very High 151	24,837	165	289
Retirement Planners of America	Very High 152	5,625	37	126
NorthCoast Asset Management LLC	Very High 152	4,412	29	45
Compound Planning, Inc.	Very High 153	11,480	75	119
Madison Avenue Securities, LLC	Very High 155	14,084	91	125
1919 Investment Counsel, LLC	Very High 157	4,866	31	131
IHT Wealth Management LLC	Very High 158	25,096	159	179
Welch & Forbes LLC	Very High 161	643	4	55
Bison Wealth, LLC	Very High 162	8,569	53	78
Keating Financial Advisory Services	Very High 166	4,994	30	65
D.F. Dent and Company, Inc.	Very High 169	1,011	6	31
Gilder Gagnon Howe & Co. LLC	Very High 169	5,404	32	84
Wealthcare Capital Management LLC	Very High 171	5,638	33	54
Provenance Wealth advisors	Very High 171	3,085	18	52
Kornitzer Capital Management, Inc.	Very High 173	1,904	11	40
Trillium Asset Management	Very High 173	1,731	10	53
The Partners Wealth Management	Very High 180	5,925	33	34
Northeast Investment Management Inc	Very High 181	1,626	9	25
Sound Income Strategies, LLC	Very High 190	24,734	130	134
Courier Capital, LLC	Very High 190	2,094	11	26
Clinton Investment Management, LLC	Very High 190	2,095	11	14
The Fiduciary Alliance	Very High 194	8,744	45	76
O'Shaughnessy Asset Management, LLC	Very High 195	10,734	55	103
IPI Wealth Management, Inc.	Very High 199	13,138	66	67
Sage, Rutty & Co., Inc.	Very High 200	8,184	41	41
Great Valley Advisor Group, LLC	Very High 201	36,836	183	325
HBW Advisory Services LLC	Very High 203	13,779	68	72
Karpus Investment Management	Very High 207	1,653	8	38
KCM Investment Advisors	Very High 213	1,492	7	20
Genter Capital Management	Very High 214	4,069	19	63
Facet	Very High 215	13,331	62	168
Davidson Investment Advisors, Inc.	Very High 215	4,091	19	31
Axxcess Wealth Management, LLC	Very High 217	9,558	44	72
St. Germain Investment Management	Very High 223	6,461	29	42
Advance Capital Management Inc	Very High 228	7,287	32	62
Midwestern Securities Trading Company, LLC	Very High 230	11,709	51	105
Good Life Advisors, LLC	Very High 234	22,240	95	135
Accredited Investors Wealth Management	Very High 236	942	4	53
Trajan Wealth, L.L.C.	Very High 236	10,633	45	140
Evanson Asset Management, LLC	Very High 247	986	4	6
Gerber Kawasaki Wealth & Investment Management	Very High 255	9,425	37	59
GLOBALT Investments	Very High 255	3,062	12	18
H.M. Payson	Very High 264	3,961	15	34
North Star Asset Management Inc	Very High 265	3,442	13	19
Argent Capital Management LLC	Very High 268	1,071	4	23
Riverbridge	Very High 268	3,482	13	46
TruWealth Advisors, LLC	Very High 274	4,655	17	34
The Ascent Group, LLC	Very High 278	4,177	15	44
Missionsquare Retirement	Very High 279	40,526	145	553
Klingenstein Fields Advisors	Very High 309	1,237	4	39
Cardinal Point Wealth Management	Very High 311	2,175	7	56
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP	Very High 321	3,214	10	109
Advisors Capital Management, LLC	Very High 324	17,842	55	103
Ancora Private Wealth Advisors, LLC	Very High 340	4,414	13	53
Symmetry Partners	Very High 353	8,476	24	52
SpiderRock Advisors, LLC	Very High 358	4,300	12	61
Beacon Capital Management, Inc.	Very High 365	10,219	28	44
J. Safra Asset management Corporation	Very High 375	3,374	9	22
Asset Preservation Advisors, LLC	Very High 392	2,747	7	28
EFS Advisors	Very High 394	21,660	55	59
Marshfield Associates	Very High 395	3,946	10	27
Hamlin Capital Management, LLC	Very High 399	1,594	4	24
Equity Investment Corp	Very High 409	6,550	16	27
Dunham	Very High 426	12,774	30	43
VestGen Advisors, LLC	Very High 430	22,790	53	165
Howard Capital Management, Inc.	Very High 459	10,546	23	45
Lincoln Investment	Very High 462	138,132	299	1,238
Beck, Mack & Oliver LLC	Very High 504	1,512	3	24
Concentric	Very High 514	5,142	10	26
Congress Asset Management Company, LLP	Very High 535	8,019	15	79
Vontobel Swiss Financial Advisers	Very High 581	2,325	4	105
John Hancock Personal Financial Services, LLC	Very High 583	35,589	61	149
Madison Investment Advisors, LLC	Very High 608	14,602	24	92
Aptus Capital Advisors, LLC	Very High 705	12,693	18	40
ACR Alpine Capital Research, LLC	Very High 773	6,960	9	35
Chilton Investment Services, LLC	Very High 839	1,678	2	70
Evoke Advisors	Very High 874	874	1	96
Ally invest Advisors	Very High 914	83,199	91	91
Signature Investment Advisors, LLC	Very High 932	7,454	8	21
Gradient Investments, LLC	Very High 984	26,560	27	40

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Clients per advisor for Multi-team firms serving clients in New York