Company lists · Data refreshed September 2026

Top 24 Low-cost investment advisors based in New York, United States

Name: Low-cost investment 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 93 companies tracked

RevenueBase identified 93 low-cost investment advisors headquartered in New York, United States as of September 2026 and tracks 1,694 professional contacts across them, including 261 with verified work emails. New York is the largest hub.

This list covers low-cost investment 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

93Companies

1,694Contacts tracked

261Verified emails

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The 24 largest low-cost investment advisors based in New York, United States

Ranked by team size

Top 24 of 93 low-cost investment 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 low-cost investment 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	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
2	Andrew Garrett, INC	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	51-200	42 contacts →
	Partial evidence “Our mission is to provide investment advice, exceptional service and an unbiased, independent perspective to help clients achieve their financial goals.” Source: RevenueBase Database · checked Sep 20, 2026
3	Cannell & Spears	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 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 20, 2026
4	Grandfield & Dodd, LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	18 contacts →
	Partial evidence “Grandfield & Dodd is an independently owned firm which provides customized investment counsel services to individuals, families and trusts.” Source: RevenueBase Database · checked Sep 20, 2026
5	Financial GYM Advisors	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	18 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 20, 2026
6	Ritholtz Wealth Management	Strong evidence	New York, United StatesHQ checked Sep 20, 2026	51-200	17 contacts →
	Strong evidence “Ritholtz Wealth Management is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients.” Source: RevenueBase Database · checked Sep 20, 2026
7	Senator Investment Group LP	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	17 contacts →
	Strong evidence “Senator Investment Group LP is an investment advisor based out of 124 E.” Source: RevenueBase Database · checked Sep 20, 2026
8	Drucker Wealth	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	12 contacts →
	Indirect evidence “At Drucker Wealth we approach things a little differently.” Source: RevenueBase Database · checked Sep 20, 2026
9	Seasons Of Advice Wealth Management	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	12 contacts →
	Partial evidence “We Help You Finance Your Life With decades of investment experience, we are smart and caring professionals with the insights and expertise to help you manage your entire financial…” Source: RevenueBase Database · checked Sep 20, 2026
10	Cordoba Advisory Partners LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	12 contacts →
	Partial evidence “Cordoba Advisory's financial strategies are designed according to each client's specific objectives to ensure a seamless, comprehensive approach to portfolio management and…” Source: RevenueBase Database · checked Sep 20, 2026
11	Family Management Corporation	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	11 contacts →
	Strong evidence “Family Management Corporation is a New York-based registered investment advisor serving high net worth individual investors, families, and not-for-profit organizations.” Source: RevenueBase Database · checked Sep 20, 2026
12	Momentum Advisors	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	11 contacts →
	Strong evidence “Momentum Advisors is a Securities and Exchange Commission (“SEC”) Registered Investment Advisor (RIA).” Source: RevenueBase Database · checked Sep 20, 2026
13	Rosefinch Investment Advisors, INC	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	10 contacts →
	Strong evidence “Rosefinch Investment Advisors is a fee-only, wealth management firm built for people whose financial lives cross borders, U.S.” Source: RevenueBase Database · checked Sep 20, 2026
14	Millennial Advisers, LLC	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	11-50	8 contacts →
	Strong evidence “We are an investment advisory firm offering a wide range of services to our clients.” Source: RevenueBase Database · checked Sep 20, 2026
15	Wealthion	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	7 contacts →
	Indirect evidence “We bring you the insights of the world’s top experts on money & the markets and then connect you with like-minded, independent, trustworthy professional financials who will create…” Source: RevenueBase Database · checked Sep 20, 2026
16	Peller And Company, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “At Peller and Company, it is our mission to simplify the worlds of tax planning, estate planning, and retirement planning for all of our clients and friends, by navigating the…” Source: RevenueBase Database · checked Sep 20, 2026
17	Edge Wealth Management	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “Edge Wealth Management, LLC ("Edge") was founded by Matt Weinberg and Doug Spitz in the fall of 2006.” Source: RevenueBase Database · checked Sep 20, 2026
18	Vital Planning Group	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Indirect evidence “Vital Planning Group is dedicated to providing thoughtful advice and innovative solutions in the key areas of financial management and wealth preservation.” Source: RevenueBase Database · checked Sep 20, 2026
19	M&a Wealth	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	5 contacts →
	Partial evidence “M&A Wealth is an investment firm with offices in NY, Houston, Miami and Los Angeles.” Source: RevenueBase Database · checked Sep 20, 2026
20	Sincerus Advisory, LLC	Strong evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Strong evidence “Sincerus Advisory is a NYC based financial planning and investment advisory firm.” Source: RevenueBase Database · checked Sep 20, 2026
21	Reshape Wealth	Partial evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Partial evidence “Reshape is an independent investment management and financial planning firm.” Source: RevenueBase Database · checked Sep 20, 2026
22	Kelleher Financial Advisors	Partial evidence	New York, United StatesHQ checked Sep 20, 2026	11-50	4 contacts →
	Partial evidence “Since 1995, Kelleher Financial Advisors has provided clients with thoughtful and personalized solutions in many areas of financial planning.” Source: RevenueBase Database · checked Sep 20, 2026
23	Next Pronto Capital Advisors	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “We provide transformative Financial Planning solutions to families and individuals.” Source: RevenueBase Database · checked Sep 20, 2026
24	Ford Financial Solutions, LLC	Indirect evidence	New York, NY, United StatesHQ checked Sep 20, 2026	1-10	4 contacts →
	Indirect evidence “We provide fee-only financial planning services to urban professionals through an affordable and easy to understand process.” 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: low-cost investment 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 low-cost investment advisors.
Partial evidence: Its own public description names part of low-cost investment advisors, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name low-cost investment 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 24 of 93 low-cost investment advisors based in New York, United States

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Low-cost investment advisors based in New York, United States at a glance

As of Sep 20, 2026

15.4%Verified-email coverage

18.2Average 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

11-50

51-200

201-500

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 93 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 low-cost investment 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 “low-cost investment 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 low-cost investment 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 low-cost investment 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, 261 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.

Low-cost investment 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 low-cost investment 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 low-cost investment advisors are there based in New York, United States?

RevenueBase identified 93 low-cost investment 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?

Fortis LUX Financial, headquartered in New York, tops this list with the largest team on record.

Which city has the most low-cost investment advisors?

New York leads with 93 headquartered companies, followed by Houston (72) and San Diego (65).

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 261 verified decision-maker contacts tracked across these 93 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.