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Selecting the right financial advisors in New York can play a crucial role in your wealth management and financial planning journey. If you’re looking for expert advice on investments, tax-efficient wealth preservation strategies, or retirement planning, these financial advisors in New York are worth considering for their personalized approach to securing your financial future.
Financial Advisors in New York to Consider
- Youthful Savings
- The Abernathy Group Family Office
- Aces Advisors
- Wealthstream Advisors
1. Youthful Savings
Youthful Savings is a financial education platform dedicated to empowering young individuals with the knowledge and tools to achieve financial independence. Through interactive learning experiences, investment opportunities, and entrepreneurial support, the organization fosters long-term wealth creation and economic growth for youth.
With a mission-driven approach, Youthful Savings provides personalized financial literacy programs, helping young minds develop strong money management skills and an entrepreneurial mindset.
📧 Contact: info@youthfulsavings.com
📞 Phone: 1-646-504-7160
📍 Address: 171 Attorney St, New York, NY 10001
🔗 Website: Youthful Savings
2. The Abernathy Group Family Office
The Abernathy Group II Family Office is a premier wealth management firm that specializes in Collaborative Investing®, an innovative approach that integrates expert client insights with strategic portfolio management.
Founded by Steven Abernathy, the firm has a proven track record of delivering superior investment results for professionals in healthcare and technology. Abernathy has been featured in Fortune, Forbes, Barron’s, and Money Magazine, and has appeared on CNN, Bloomberg, and CBS MarketWatch.
📞 Phone: 212-293-3499
📧 Email: dlemoine@abbygroup.com
📍 Address: 530 5th Avenue, 17th Floor, New York, NY 10036
🔗 Website: The Abernathy Group II Family Office
3. Aces Advisors
Aces Advisors is a Registered Investment Advisor (RIA) providing independent, comprehensive wealth management solutions. The firm takes a client-first approach, specializing in investment strategies, financial planning, and tax-efficient wealth preservation.
With a focus on personalized financial roadmaps, Aces Advisors helps clients minimize tax burdens and optimize portfolio performance. As a fee-based firm, they align their success with yours—earning only when your investments grow.
📞 Phone: 212-283-5082
📧 Contact: info@AcesAdv.com
📍 Address: 99 Wall St, New York, NY 10005
🔗 Website: Aces Advisors
4. Wealthstream Advisors
Wealthstream Advisors is an independent boutique wealth management firm dedicated to building meaningful relationships with a select group of clients. With a fiduciary duty to always act in your best interest, the firm provides unbiased, personalized financial planning and investment management.
Founded in 1996, Wealthstream’s team consists of Certified Financial Planners™ (CFP®), Certified Public Accountants (CPA), Chartered Financial Analysts® (CFA), and Personal Financial Specialists (PFS). Whether you need retirement planning, tax strategies, or estate management, Wealthstream delivers expert guidance tailored to your financial goals.
📞 Phone: 212-537-7800
📧 Contact: info@wealthstreamadvisors.com
📍 Address: 275 Madison Avenue, Suite 800, New York, NY 10016
🔗 Website: Wealthstream Advisors
5. 1919 Investment Counsel
1919 Investment Counsel is a boutique investment advisory firm offering personalized financial and portfolio management services to individuals, families, and institutions. Founded in 1919, the firm manages $23.9 billion in assets and has a team of seasoned advisors.
Headquartered in Baltimore, it operates offices across the U.S., providing tailored investment solutions.
📞 Phone: 1-866-566-0425
📧 Contact: mwidner@1919ic.com
📍 Address: 787 7th Ave #12, New York, NY 10019
🔗 Website: 1919 Investment Counsel
6. 4D Tax and Financial Planning LLC
4D Tax and Financial Planning, LLC is a full-service accounting firm licensed in New York, offering a blend of personal service and expertise. They provide a broad range of services for business owners, executives, and independent professionals, including small business services, financial planning, and tax services.
The firm prides itself on being affordable, experienced, and friendly, with a dedication to outstanding service.
📞 Phone: 1-917-755-0516
📧 Contact: jlee@4d-nyc.com
📍 Address: 14 Wall St #2050, New York, NY 10005
🔗 Website: 4D Tax and Financial Planning LLC
7. Advanced Financial Solutions Inc.
Michael Malloy Solutions, powered by Advanced Financial Solutions Inc. and EWP Financial, is an independent financial advisory firm with offices in New York, California, and London.
Founded by Michael Malloy, who holds the Chartered Life Underwriter (CLU) and Trust and Estate Practitioner (TEP) designations, the firm specializes in Private Placement Life Insurance (PPLI) to enhance privacy, asset protection, and tax efficiency for high-net-worth individuals and families.
Their goal is to maximize investment gains while minimizing global tax burdens, offering tailored solutions that align with clients’ unique financial objectives.
📞 Phone: 1-877-811-5846
📧 Contact: michael.malloy@michaelmalloy.solutions
📍 Address: 40 Wall St 28th floor, New York, NY 10005
🔗 Website: Advanced Financial Solutions Inc.
8. Affiliated Advisors
Affiliated Advisors is a network of independent financial advisors offering comprehensive business management, compliance, technology, marketing, and financial planning support. Founded in 1994 by President Rita Robbins, the firm empowers advisors to grow their practices within a collaborative community.
Managing Partners Trisha Qualy and Tom Rippberger lead initiatives in practice management and business development, respectively. The team also includes Director of Compliance Cindy Pollack, who brings over 35 years of industry experience.
📞 Phone: 1-212-695-5558
📧 Contact: rashida@affiliatedadvisors.com
📍 Address: 310 Riverside Dr Apt 1420, New York, NY 10025
🔗 Website: Affiliated Advisors
9. Aleksey Krylov
Tialma is a financial advisory firm based in New York, founded by Aleksey Krylov. The firm provides expert financial consulting services tailored to businesses and individuals, helping clients navigate complex financial landscapes with confidence.
Located in New York, NY, Tialma is known for its strategic approach and commitment to delivering personalized financial solutions. With a strong reputation for excellence, the firm has become a trusted partner for those seeking professional financial guidance. For more information or to schedule a consultation, visit tialma.com.
📞 Phone: –
📧 Contact: aleksey@tialma.com
📍 Address: 100 Church St Fl 8, New York, NY 10007
🔗 Website: Aleksey Krylov
10. Alex. Brown A Division of Raymond James
Alex.Brown, a division of Raymond James, is a premier financial services firm based in New York, NY. Specializing in wealth management and investment solutions, the firm provides personalized financial strategies for individuals, businesses, and institutions. With a strong reputation for expertise and client-focused service, Alex.Brown is committed to helping clients achieve their financial goals.
Located in the heart of Lower Manhattan, the firm operates with a team of experienced professionals dedicated to delivering tailored solutions. For more information or to schedule a consultation, visit alexbrownbranches.com/lower-manhattan.
📞 Phone: 1-212-915-0400
📧 Contact: ellen.lassman@alexbrown.com
📍 Address: 200 Liberty St 26th floor, New York, NY 10281
🔗 Website: Alex. Brown A Division of Raymond James
If you’re ready to take control of your financial future, consider connecting with one of these experienced financial advisors in New York today!
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