Company lists · Data refreshed November 2026

Top 23 Fee-based advisors based in New York, United States

Name: Fee-based advisors based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Nov 6, 2026 222 companies tracked

RevenueBase identified 222 company matches for fee-based advisors associated with New York, United States as of November 2026 and tracks 6,355 professional contacts across them, including 2,769 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers company matches for fee-based advisors associated with New York, United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 6, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 RevenueBase SmartSearch · Exact Recorded Nov 6, 2026 How this list was built

222Companies

6,355Contacts tracked

2,769Verified emails

Explore this list → Free signup · no credit card · 500 free credits

The 23 largest fee-based advisors based in New York, United States

Ranked by team size

Top 23 of 222 company matches for fee-based advisors based in New York, United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 6, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Cerity Partners	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1,001-5,000	1,745 contacts →
	Exact match “Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
2	National Financial Network	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	201-500	264 contacts →
	Exact match “National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
3	Silvercrest Asset Management	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	51-200	173 contacts →
	Exact match “Silvercrest Asset Management Group is an independent registered investment advisor which provides asset management and family office services to families and select institutional…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
4	Flourish	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	51-200	134 contacts →
	Exact match “The Flourish platform helps RIAs (Registered Investment Advisors) grow by evolving from holistic advice to holistic implementation.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
5	Gilder Gagnon Howe & Co. LLC	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	51-200	118 contacts →
	Exact match “We are a registered broker dealer, and a registered investment advisor.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
6	Spartan Capital Securities, LLC	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	51-200	96 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
7	Ingalls & Snyder	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	51-200	80 contacts →
	Exact match “Founded in 1924, Ingalls & Snyder is an independent registered investment advisor providing custom portfolio management for high-net worth individuals, families and businesses.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
8	Altfest Personal Wealth Management	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	11-50	70 contacts →
	Exact match “Altfest Personal Wealth Management offers a comprehensive, truly objective approach to wealth management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
9	Ellevest	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	11-50	64 contacts →
	Exact match “Founded in 2014, Ellevest is a financial services company dedicated to closing the gender wealth gap.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
10	Joel Isaacson & Co., LLC	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	51-200	54 contacts →
	Exact match “Joel Isaacson & Co.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
11	Massmutual Metro NEW York	Exact match	New York, United StatesHQ recorded Nov 6, 2026	51-200	53 contacts →
	Exact match “At MassMutual Metro New York, we offer a straightforward approach to building financial strategies focused on you, your schedule, your circumstances and your objectives.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
12	Pioneer Financial	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	11-50	51 contacts →
	Exact match “Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
13	Stirlingshire	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	51-200	51 contacts →
	Exact match “Stirlingshire's mission is to structurally change the financial services model to be Better for Clients, Better for Advisors.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
14	Capital Management Group	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	11-50	42 contacts →
	Exact match “We are an experienced group of professionals who have helped serve the financial needs of our clients since 1992.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
15	Cannell & Spears	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	11-50	32 contacts →
	Exact match “Cannell & Spears was formed on January 1, 2024 through the combination of Cannell & Co.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
16	Next Capital Management LLC	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	11-50	31 contacts →
	Exact match “Next Capital Management is an independent, SEC Registered Investment Adviser that was founded in 1998 by Andrew Hart.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
17	Prosperian Wealth Management	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	11-50	28 contacts →
	Exact match “We provide individuals and families with thoughtful, smart and rigorous financial services and wealth management.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
18	Bridgewater Advisors INC	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	11-50	24 contacts →
	Exact match Recorded description not available. Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
19	Tempus Financial Group, LLC	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	11-50	23 contacts →
	Exact match “Our mission is to help provide financial freedom to every client.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
20	Payne Capital Management	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	11-50	20 contacts →
	Exact match “Payne Capital Management provides fee-based financial management services for high-wealth clients.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
21	Grandfield & Dodd, LLC	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	11-50	19 contacts →
	Exact match “Grandfield & Dodd is an independently owned firm which provides customized investment counsel services to individuals, families and trusts.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
22	Drucker Wealth	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	1-10	18 contacts →
	Exact match “At Drucker Wealth we approach things a little differently.” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase
23	Financial GYM Advisors	Exact match	New York, NY, United StatesHQ recorded Nov 6, 2026	11-50	18 contacts →
	Exact match “Financial Gym Advisors (FGA) is a full-service financial planning and advisory firm dedicated to providing personalized, expert guidance to help people achieve lasting financial…” Recorded in the RevenueBase company graph · Nov 6, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “fee-based advisors”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 23 of 222 fee-based advisors based in New York, United States

See the full list, filter by size, metro and specialty, and access 2,769 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Fee-based advisors based in New York, United States at a glance

As of Nov 6, 2026

43.6%Verified-email coverage

28.6Average contacts per company

1-10Median size (employees)

Nov 6, 2026Page data refreshed

Companies by employee count

1-10

138

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 222 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Company records associated with New York, United States whose business descriptions match “fee-based advisors” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 2,769 professional contacts with verified work emails across the full matched dataset. 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 November 6, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Fee-based advisors by metro in the United States

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “fee-based advisors”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many fee-based advisors are there based in New York, United States?

RevenueBase identified 222 company matches for fee-based advisors associated with New York, United States as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Cerity Partners tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city in the United States has the most fee-based advisors?

New York leads the United States with 222 company records, followed by Houston (167) and Atlanta (156).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 2,769 professional contacts with verified work emails tracked across these 222 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 6, 2026.

Ready to reach these companies? Verified emails and direct dials for all 222 fee-based advisors based in New York, United States. Start with a free account, no credit card.

Download this list →

Related lists

Fee-based advisors by geography

Browse the directory

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 SmartSearch, 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.