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Financial advisory firms
in New York.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

74,775 financial advisors2,474 advisory firms167 cities

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

2,474 advisory firmsCompare public facts. Verify experience directly.
74,775 financial advisors2,474 advisory firms167 cities

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

10 EAST PARTNERS LLCCRD 322360

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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10TH LANE PARTNERS, LPCRD 160822

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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10X CAPITAL PARTNERSCRD 332547

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Corporations or other businessesPooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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12 WEST CAPITAL MANAGEMENT LPCRD 160197

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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1230 ADVISORS, LLCCRD 312504

Advisory firm

Filed advisory firm office: Pound Ridge, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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13D MANAGEMENT LLCCRD 154009

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companiesPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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140 SUMMER PARTNERS LPCRD 308929

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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1505 CAPITAL LLCCRD 298880

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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16TH AMENDMENT ADVISORS LLCCRD 150575

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

High net worth individualsPooled investment vehicles (other than ICs)Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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1988 ASSET MANAGEMENT, LLCCRD 319422

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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1WS CAPITAL ADVISORS, LLCCRD 298723

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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20 GATES MANAGEMENT LLCCRD 155480

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Corporations or other businessesInsurance companiesOther investment advisersPooled investment vehicles (other than ICs)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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21SHARES US LLCCRD 328136

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Investment companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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2201 CAPITAL, LLCCRD 341112

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

High net worth individualsPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
22V ASSET MANAGEMENTCRD 323898

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Other investment advisersPooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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26NORTHCRD 322923

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Charitable organizationsCorporations or other businessesInsurance companiesPooled investment vehicles (other than ICs)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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26NORTH DIRECT LENDINGCRD 323152

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Business development companiesPortfolio management for investment companies (including mutual funds) and/or business development companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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2E CAPITAL PARTNERS LPCRD 334821

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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2XIDEASCRD 328190

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Pension and profit sharing plansPortfolio management for businesses or institutional clients (other than 3 and 4)Publication of periodicals or newsletters
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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325 CAPITALCRD 310762

Advisory firm

Filed advisory firm office: New York, NY

Filed firm type: Registered

Charitable organizationsPooled investment vehicles (other than ICs)Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
A MORE INFORMED FIRST CONVERSATION

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CONTEXT FOR YOUR NEXT DECISION

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GUIDE

How to choose a financial advisor

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Understand financial advisor fees

Make sense of compensation, total costs and written terms.

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Questions for your first advisor meeting

Bring consistent questions and leave with a clearer basis for comparison.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Check financial advisor credentials

Find the original public record and verify the advisor and firm separately.

Choosing an advisor · Preview guide · Named author and publication pendingRead more
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