Company lists · Data refreshed September 2026

Top 25 Association financial advisory firms based in New York, United States

Name: Association financial advisory firms based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 19, 2026 307 companies tracked

RevenueBase identified 307 association financial advisory firms headquartered in New York, United States as of September 2026 and tracks 11,241 professional contacts across them, including 5,836 with verified work emails. New York is the largest hub.

This list covers association financial advisory firms headquartered in New York, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 19, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 19, 2026 86% judged on-target in blind review

307Companies

11,241Contacts tracked

5,836Verified emails

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The 25 largest association financial advisory firms based in New York, United States

Ranked by team size

Top 25 of 307 association financial advisory firms based in New York, United States, ranked by team size, largest first. Data refreshed Sep 19, 2026. RevenueBase Smart Search rates how each company's information relates to association financial advisory firms: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Equitable	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	5,001-10,000	3,090 contacts →
	Partial evidence “Equitable is one of America’s leading financial services companies.” Source: RevenueBase Database · checked Sep 19, 2026
2	Cerity Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	1,491 contacts →
	Partial evidence “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Source: RevenueBase Database · checked Sep 19, 2026
3	Perella Weinberg	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	501-1,000	883 contacts →
	Partial evidence “Perella Weinberg is a leading global independent financial services firm, founded in 2006 to address the need for experienced, trusted and unconflicted advice in the financial…” Source: RevenueBase Database · checked Sep 19, 2026
4	Bernstein Private Wealth Management	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	837 contacts →
	Partial evidence “We partner and serve as our clients’ financial confidante, using real-world experience and impactful insights to help them solve increasingly complex challenges that extend well…” Source: RevenueBase Database · checked Sep 19, 2026
5	Lenox Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	201-500	323 contacts →
	Partial evidence “Driven by the notion of what is best for you, we build custom solutions that integrate the financial needs of high net worth individuals, their families and corporate clients.” Source: RevenueBase Database · checked Sep 19, 2026
6	Strategies For Wealth	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	201-500	264 contacts →
	Partial evidence “Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area.” Source: RevenueBase Database · checked Sep 19, 2026
7	National Financial Network	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	201-500	247 contacts →
	Partial evidence “National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area.” Source: RevenueBase Database · checked Sep 19, 2026
8	Friedman LLP	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	1,001-5,000	203 contacts →
	Partial evidence “Effective September 1, 2022, Friedman LLP is now Marcum – creating one of the most innovative accounting and advisory firms in the U.S.” Source: RevenueBase Database · checked Sep 19, 2026
9	First Manhattan	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	173 contacts →
	Strong evidence “First Manhattan is a $36B+ AuM investment advisory firm that seeks to deliver strong financial returns, customized wealth planning advice, and personalized client service.” Source: RevenueBase Database · checked Sep 19, 2026
10	Silvercrest Asset Management	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	166 contacts →
	Partial evidence “Silvercrest Asset Management Group is an independent registered investment advisor which provides asset management and family office services to families and select institutional…” Source: RevenueBase Database · checked Sep 19, 2026
11	Fortis LUX Financial	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	136 contacts →
	Indirect evidence “Creative thinking is both an art and a science.” Source: RevenueBase Database · checked Sep 19, 2026
12	Flourish	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	120 contacts →
	Partial evidence “The Flourish platform helps RIAs (Registered Investment Advisors) grow by evolving from holistic advice to holistic implementation.” Source: RevenueBase Database · checked Sep 19, 2026
13	DFP Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	110 contacts →
	Partial evidence “For over 40 years, DFP Partners has been a committed ally to Broker-Dealers, Registered Investment Advisers, and other financial services firms looking for accounting and…” Source: RevenueBase Database · checked Sep 19, 2026
14	Segal Marco Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	93 contacts →
	Partial evidence “Segal Marco Advisors is one of the largest, SEC-registered, employee-owned investment consulting firms in the US, in business for more than 55 years.” Source: RevenueBase Database · checked Sep 19, 2026
15	Spartan Capital Securities, LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	93 contacts →
	Partial evidence “About Spartan Capital Securities LLC: Spartan Capital Securities, LLC (SCS) is a full-service, integrated financial services firm that provides sound investment guidance for high…” Source: RevenueBase Database · checked Sep 19, 2026
16	Ingalls & Snyder	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	68 contacts →
	Partial evidence “Founded in 1924, Ingalls & Snyder is an independent registered investment advisor providing custom portfolio management for high-net worth individuals, families and businesses.” Source: RevenueBase Database · checked Sep 19, 2026
17	American Business	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	48 contacts →
	Indirect evidence “Since 1967, accounting, investment, legal and risk management firms have counted on American Business for an array of best-in-class life insurance solutions: – Comprehensive life…” Source: RevenueBase Database · checked Sep 19, 2026
18	Money Management Institute	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	41 contacts →
	Partial evidence “Since 1997, the Money Management Institute (MMI) has served as the collective voice of the investment advisory solutions industry.” Source: RevenueBase Database · checked Sep 19, 2026
19	Northern Edge Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	40 contacts →
	Partial evidence “Across every industry and through the most challenging market conditions, we offer business owners superior financial advice on all aspects of selling a business.” Source: RevenueBase Database · checked Sep 19, 2026
20	Avestar Capital	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	39 contacts →
	Strong evidence “Avestar Capital is a modern, client-centric independent advisory firm that simplifies and integrates our clients’ financial and business lives by uniquely connecting human…” Source: RevenueBase Database · checked Sep 19, 2026
21	1847financial- NEW York, Ny, & Wakefield, MA	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	51-200	39 contacts →
	Partial evidence “We're part of an elite, unified national organization- 1847 Financial.” Source: RevenueBase Database · checked Sep 19, 2026
22	Gordon Dyal & Co. Advisory Group LP	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	39 contacts →
	Indirect evidence “Gordon Dyal & Co.” Source: RevenueBase Database · checked Sep 19, 2026
23	Cannell & Spears	Indirect evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	29 contacts →
	Indirect evidence “Cannell & Spears was formed on January 1, 2024 through the combination of Cannell & Co.” Source: RevenueBase Database · checked Sep 19, 2026
24	Brock Capital Group	Partial evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	28 contacts →
	Partial evidence “Brock Capital is an advisory firm that provides consulting services and, through its broker/dealer affiliate, raises capital for its clients.” Source: RevenueBase Database · checked Sep 19, 2026
25	FINNY	Strong evidence	New York, NY, United StatesHQ checked Sep 19, 2026	11-50	27 contacts →
	Strong evidence “Helping financial advisors grow their businesses.” Source: RevenueBase Database · checked Sep 19, 2026

RevenueBase Smart Search

RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: association financial advisory firms. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.

Strong evidence: The company's own public description of its business names association financial advisory firms.
Partial evidence: Its own public description names part of association financial advisory firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name association financial advisory firms. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.

RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.

Showing 25 of 307 association financial advisory firms based in New York, United States

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Association financial advisory firms based in New York, United States at a glance

As of Sep 19, 2026

51.9%Verified-email coverage

36.6Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · New York

Sep 19, 2026Page data refreshed

Companies by employee count

1-10

177

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 307 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among association financial advisory firms, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in New York, United States whose own description of what they do matches “association financial advisory firms”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search: RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names association financial advisory firms), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude: Companies whose own description does not clearly place them among association financial advisory firms, and records with no verified work email. Companies headquartered outside New York are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 5,836 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 19, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Association financial advisory firms by metro in the United States

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names association financial advisory firms, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

How many association financial advisory firms are there based in New York, United States?

RevenueBase identified 307 association financial advisory firms headquartered in New York, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Equitable, headquartered in New York, tops this list with the largest team on record.

Which city has the most association financial advisory firms?

New York leads with 307 headquartered companies, followed by Atlanta (196) and Houston (169).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 5,836 verified decision-maker contacts tracked across these 307 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 19, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.