Financial Advisors in New York City

If you're looking for a boutique advisor service in New York, Opal Wealth Advisors is a financial advisor company founded in 2019 and headquartered there. They specialize in retirement planning, estate management, risk assessment, tax optimization, strategic asset allocation, portfolio management, and investment diversification. Their client-centered approach and commitment to transparency ensure personalized financial solutions for individuals and families, helping them achieve their unique financial goals with integrity and professionalism.

We chose Ritholtz Wealth Management as a top advisor in New York because they specialize in wealth management, behavioral investment counseling, holistic financial planning, portfolio construction, risk management, market-driven investment, and client education. Founded in 2013, their streamlined investment approach focuses on globally diversified, low-cost portfolios, strategic risk management, and rational investment decisions. Ritholtz is committed to helping clients navigate the complexities of wealth management and make informed decisions for their financial futures.

Eagle Strategies is one of the best financial advisors in New York because they specialize in financial planning and charitable investing, offering a wide range of financial solutions including investment advisory programs and brokerage services. Founded in 1994, their investment professionals work closely with clients to construct tailored strategies that adapt to changing circumstances, providing extensive resources to meet their diverse financial needs.

Brooklyn Fi is one of the top financial advisory firms in New York City because of its commitment to building strong client relationships. Founded in 2017 and headquartered in Brooklyn, they specialize in personalized and comprehensive financial planning services, offering investment strategies, tax planning, outsourced accounting, and overall financial planning to help individuals and businesses achieve their financial goals. What sets Brooklyn Fi apart is its expertise in managing modern financial challenges, and utilization of technology for a seamless and effective client experience.

Anglia Advisors is a New York-based registered investment advisor (RIA) founded in 2016 that offers fiduciary fee-only personal finance consulting services. They stand out by providing flexible hourly, fee-only consulting services and asset management options, focusing on tailoring savings and investment portfolios to align with clients' aspirations. They specialize in services such as per-hour financial planning, single sessions, portfolio management, divorce guidance, foreign national consultation, estate planning, and personal finance education.

Fruitful is a trailblazing financial advisor company founded in 2021 and headquartered in New York. They specialize in financial wellness, providing personalized investment management and high-yield savings accounts with a remarkable 5.00% APY. With a commitment to empowering individuals on their financial journeys, Fruitful offers innovative solutions and cutting-edge technology to help clients achieve lasting financial success.