The Top 10 Financial Planners Providers in NYC

Cerity Partners, a top-tier independent wealth management firm based in New York City, offers custom, comprehensive financial solutions for individuals, families, corporations, and nonprofits. With a holistic approach, the firm addresses complex financial issues by integrating planning, tax, investment, and retirement strategies. They place a significant emphasis on serving high-net-worth individuals and their families, providing unique solutions to grow, protect, and preserve wealth across generations. The firm is also active in strategic mergers, notably with SOL Capital Management and Austin Private Wealth, to enhance their investment and advisory capabilities. Cerity Partners stands out for their commitment to transparency and trust, delivering objective advice tailored to clients' unique financial goals.

Founded in 1995, Wealthspire is a New York-based powerhouse in the financial planning industry, managing an impressive $580 billion in assets. They cater to a wide variety of clients - from individuals and families to business owners and charitable investors. Notably, Wealthspire exhibits a deep commitment to personalized service, as seen in their comprehensive, goal-oriented approach. Their strong internal team of experts continually strives to provide optimal investment solutions. Furthermore, their dedication to diversity and inclusion is commendable, illustrated by their CFP(R) Certification Diversity Scholarship initiative. With a robust offering of services, including retirement advisory and family office services, Wealthspire stands as a reliable choice for financial planning in NYC.

First Manhattan is a distinguished investment advisory and wealth planning firm located in the heart of New York City. They place great emphasis on transparency, personalized client attention, and top-tier research. Clients can expect a tailored experience, with the firm's independent research forming the bedrock of their investment decision-making process. The firm's stability is a testament to their long-term investment approach, having navigated through six decades of fluctuating markets and changing economic landscapes. With a broad range of services including separately managed portfolios and comprehensive wealth planning, First Manhattan positions itself as a trusted partner, committed to helping clients secure their financial future and leave a lasting legacy.

BBR Partners, a boutique wealth management firm based in NYC, offers an array of services, including investment management, wealth advisory, and portfolio administration. Focusing on a select group of wealthy families, the firm employs a personalized and holistic approach, demonstrating a keen understanding of the unique dynamics of family wealth. Their high staff-to-client ratio is indicative of their commitment to providing meticulous, bespoke advice and their relentless attention to clients' needs. Celebrating a quarter-century in business, BBR underscores their independence and commitment to delivering thoughtful, objective advice. With a culture that rewards collaboration and eschews ego, BBR Partners is a standout in the financial landscape of New York City.

Silvercrest Asset Management Group, nestled in the heart of New York City, is the epitome of a premier investment advisory firm. With an impressive 23-year track record and a remarkable client retention rate of 98%, the firm stands firm in its commitment to excellence. The company boasts a robust $37.6 billion in assets under management, showcasing their financial prowess and expansive reach. From affluent individuals to institutional investors and non-profit organizations, Silvercrest caters to a broad spectrum of clients, focusing on personalized advice and portfolio construction. Their unique approach, coupled with an open communication policy, engenders trust, making them a beacon for those seeking astute financial planning.

Altfest Personal Wealth Management, a renowned NYC-based firm, provides a comprehensive and bespoke approach to financial planning and investment management. With over four decades of experience, this fiduciary advisor has consistently been recognized by publications such as Barron's, Financial Times, and Bloomberg for its expertise and innovative strategies. Altfest caters to a wide range of clients, including professionals, business owners, and retirees, offering personalized services that address their unique financial needs. The firm's commitment to its client-centered approach is evident in its consistent recognition as one of the best places to work in NYC. Whether you're a physician, a pre-retiree, or an emerging professional, Altfest is equipped to navigate you through the complexities of wealth management.

Park Avenue Financial Advisors is a boutique wealth management and financial consulting firm based in New York City. With an emphasis on personalized service and individual attention, the firm distinguishes itself from larger establishments by building meaningful relationships with its clients. It offers a wide array of services including asset management, financial planning, and customized consultations to assist clients in protecting and growing their wealth. The firm's seasoned professionals, Randy and Alix, bring significant industry experience and a client-centric approach. Notably, the firm also embraces socially responsible investing, indicating an awareness of modern investor preferences. Despite its luxury Madison Avenue location, Park Avenue Financial Advisors positions itself as a 'get-rich-slow' business, signaling a conservative, long-term approach to wealth building.

Flores Wealth Planning, overseen by the adept Arthur Flores, is a forward-thinking financial planning service based in New York City. With a fee-only structure, the company prides itself on delivering unbiased financial advice devoid of commission-driven incentives. Its ethos of transparency and fiduciary responsibility, backed by over two decades of industry experience, sets a high bar for client-centered planning. The firm's digital-first approach, flexible meeting schedules, and a strong commitment to holistic financial planning, distinguish it in the competitive NYC landscape. Remarkably, Flores Wealth Planning manages to blend modern, accessible service with an unswerving commitment to each client's unique financial goals and needs.

Seasons of Advice, a New York City-based financial planning firm, stands out for its unique approach to wealth management, focusing on clients' individual financial goals and personal values. As fiduciaries, their commitment to prioritizing clients' interests is evident, offering a range of personalized services from investment management to insurance consulting. Their distinct, systematic approach aligns financial advice and strategic planning with the natural flow of clients' lives, a method that seems to resonate with their clientele. Testimonials highlight the firm's dedication, expertise, and attentiveness, with many clients praising the long-term, relationship-focused nature of their services. With a holistic approach to financial planning, Seasons of Advice appears to be a solid choice for those seeking personalized, values-aligned financial guidance.

Zoe, a New York-based financial platform, stands at the forefront of modern wealth management with its innovative, unified platform. By fostering a seamless experience for both advisors and clients, Zoe's platform enables smarter financial decisions and superior outcomes. The company's dedication to the future of wealth management is evident in its partnerships with independent fiduciary advisors, emphasizing honest and personalized financial guidance. Unique features like direct indexing and intelligent tax management, once the arsenal of institutional investors, are now made accessible to Zoe's clientele, promising efficiency and precision. Moreover, Zoe's commitment to a human experience is reflected in its robust customer support, earning accolades from its diverse client base.