Company lists · Data refreshed September 2026

Top 25 Independent financial advisors based in New York, United States

Name: Independent financial 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 Sep 20, 2026 350 companies tracked

RevenueBase identified 350 independent financial advisors headquartered in New York, United States as of September 2026 and tracks 42,552 professional contacts across them, including 17,200 with verified work emails. New York is the largest hub.

This list covers independent financial advisors 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 20, 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 20, 2026 86% judged on-target in blind review

350Companies

42,552Contacts tracked

17,200Verified emails

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The 25 largest independent financial advisors based in New York, United States

Ranked by team size

Top 25 of 350 independent financial advisors based in New York, United States, ranked by team size, largest first. Data refreshed Sep 20, 2026. RevenueBase Smart Search rates how each company's information relates to independent financial advisors: 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	Merrill Lynch	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	10001+	32,808 contacts →
	Indirect evidence “Founded in 1914, Merrill is one of the largest wealth management businesses in the world.” Source: RevenueBase Database · checked Sep 20, 2026
2	Cerity Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 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 20, 2026
3	Bernstein Private Wealth Management	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 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 20, 2026
4	Wealthspire Advisors	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	437 contacts →
	Strong evidence “Wealthspire Advisors is a New York City-based, independent registered investment advisory firm with 350+ associates in over 20 locations across the country.” Source: RevenueBase Database · checked Sep 20, 2026
5	Alex. Brown	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	501-1,000	330 contacts →
	Indirect evidence “Alex.” Source: RevenueBase Database · checked Sep 20, 2026
6	Lenox Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 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 20, 2026
7	Strategies For Wealth	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 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 20, 2026
8	National Financial Network	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	247 contacts →
	Strong evidence “National Financial Network (NFN) is an independent financial services firm headquartered in the New York metropolitan area.” Source: RevenueBase Database · checked Sep 20, 2026
9	BBR Partners	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	242 contacts →
	Partial evidence “BBR Partners is an independent boutique wealth management firm.” Source: RevenueBase Database · checked Sep 20, 2026
10	Park Avenue Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1,001-5,000	194 contacts →
	Indirect evidence “Park Avenue® Wealth Management has evolved into a modern wealth management company delivering holistic solutions across investing, planning, and protection.” Source: RevenueBase Database · checked Sep 20, 2026
11	City National Rochdale	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	201-500	182 contacts →
	Indirect evidence “City National Rochdale is an investment management firm specializing in intelligently personalized portfolio management for high-net-worth individuals, families, and foundations.” Source: RevenueBase Database · checked Sep 20, 2026
12	First Manhattan	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 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 20, 2026
13	Silvercrest Asset Management	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	166 contacts →
	Strong 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 20, 2026
14	National Securities Corporation	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	501-1,000	149 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 20, 2026
15	Forte Capital Group	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	142 contacts →
	Partial evidence “At Forte Capital Group, independence allows for expansive investment opportunities.” Source: RevenueBase Database · checked Sep 20, 2026
16	Snowden Lane Partners	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	141 contacts →
	Strong evidence “Snowden Lane Partners is an independent wealth advisory firm.” Source: RevenueBase Database · checked Sep 20, 2026
17	Fortis LUX Financial	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	136 contacts →
	Indirect evidence “Creative thinking is both an art and a science.” Source: RevenueBase Database · checked Sep 20, 2026
18	Gilder Gagnon Howe & Co. LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	116 contacts →
	Partial evidence “We are a registered broker dealer, and a registered investment advisor.” Source: RevenueBase Database · checked Sep 20, 2026
19	Wealth Advisory Group LLC	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	106 contacts →
	Strong evidence “Wealth Advisory Group has been empowering people with sound financial strategies since 1933.” Source: RevenueBase Database · checked Sep 20, 2026
20	Wealthbridge Financial Group	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	95 contacts →
	Partial evidence “At WealthBridge Financial Group, we help clients in all 50 states create, protect, and grow wealth through keen listening, creative strategy, and purpose driven #FinancialPlanning.” Source: RevenueBase Database · checked Sep 20, 2026
21	Spartan Capital Securities, LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 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 20, 2026
22	Tocqueville Asset Management	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	91 contacts →
	Partial evidence “Tocqueville Asset Management is an independent, employee-owned wealth management firm founded in 1985, with offices in New York City and Vero Beach, Florida.” Source: RevenueBase Database · checked Sep 20, 2026
23	Offit Capital	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	79 contacts →
	Partial evidence “Delivering customized investment management services to help wealthy individuals, families, endowments and foundations meet their long-term financial objectives.” Source: RevenueBase Database · checked Sep 20, 2026
24	Ellevest	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	77 contacts →
	Partial evidence “Founded in 2014, Ellevest is a financial services company dedicated to closing the gender wealth gap.” Source: RevenueBase Database · checked Sep 20, 2026
25	Ingalls & Snyder	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	68 contacts →
	Strong 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 20, 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: independent financial advisors. 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 independent financial advisors.
Partial evidence: Its own public description names part of independent financial advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name independent financial advisors. 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 350 independent financial advisors based in New York, United States

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Independent financial advisors based in New York, United States at a glance

As of Sep 20, 2026

40.4%Verified-email coverage

121.6Average contacts per company

1-10Median size (employees)

100.0%Largest-city concentration · New York

Sep 20, 2026Page data refreshed

Companies by employee count

1-10

202

11-50

100

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

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 350 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 independent financial advisors, 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 “independent financial advisors”. 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 independent financial advisors), 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 independent financial advisors, 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, 17,200 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 20, 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.

Independent financial advisors 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 independent financial advisors, 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 independent financial advisors are there based in New York, United States?

RevenueBase identified 350 independent financial advisors 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?

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

Which city has the most independent financial advisors?

New York leads with 350 headquartered companies, followed by Atlanta (237) and Houston (232).

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 17,200 verified decision-maker contacts tracked across these 350 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 20, 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.