Here is a Top 10 list of Financial Advisors in the New York City Metro Area. There are thousands of world class FAs in New York City, but we can only highlight ten.
However, for a complete list of the 19,840 FAs in New York City, check out Dakota FAs. We have priced access to Dakota FAs at $995/yr/user, making it affordable for everyone.
Top 10 Financial Advisors in New York City
1. Polk Wealth Management Group MS PWM
The Polk Wealth Management Group is a Morgan Stanley Private Wealth Management team based in New York City, serving ultra-high-net-worth individuals, families, foundations, and businesses. Managing approximately $38.8 billion in assets, the team delivers a highly tailored, institutional-quality wealth management experience focused on preserving and enhancing financial and social capital.
See their full advisor profile inside Dakota FAs.
2. Park Avenue Institutional UBS
Park Avenue Institutional Consulting Group is a UBS team based at 299 Park Avenue in New York City, managing approximately $22.8 billion in assets. The group specializes in institutional consulting, delivering tailored investment and asset management solutions to a sophisticated client base.
See their full advisor profile inside Dakota FAs.
3. J2 Wealth UBS
J2 Wealth Management is a UBS team based at 299 Park Avenue in New York City, combining a boutique family office approach with the global resources of UBS to serve multi-generational families. Managing approximately $16 billion in assets, the firm emphasizes education, stewardship, and access to a robust alternative investment platform spanning private equity, hedge funds, and real assets across the U.S. and Europe.
See their full advisor profile inside Dakota FAs.
4. True North Partners UBS
True North Partners is a UBS team based at 1285 Avenue of the Americas in New York City, providing comprehensive wealth management and financial advisory services. Managing approximately $6.5 billion in assets, the firm operates with the institutional standards and global resources of UBS.
See their full advisor profile inside Dakota FAs.
5. Errico Partners UBS
Errico Partners is a UBS team based in Greenwich, Connecticut, serving the New York City metro area with more than 25 years of experience focused on market dynamics, risk management, and investment strategy. Managing approximately $5 billion in assets, the firm is known for its deep equity expertise and commitment to delivering clarity and long-term value for its clients.
See their full advisor profile inside Dakota FAs.
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6. The Halbfinger Group UBS
The Halbfinger Group is a UBS Private Wealth Management team based at 299 Park Avenue in New York City, combining boutique-level service with the global resources of UBS. Managing approximately $3.78 billion in assets, the team provides comprehensive financial planning and investment management with a focus on multigenerational client relationships.
See their full advisor profile inside Dakota FAs.
7. Vahab and Guthrie Group JP Morgan
Vahab and Guthrie Group is a J.P. Morgan Wealth Management team based at 1230 Avenue of the Americas in New York City, founded in 2021 by Andrew Vahab and David Guthrie following their transition from Citi. Managing approximately $3.3 billion in assets, the team delivers tailored wealth management solutions to a diverse client base.
See their full advisor profile inside Dakota FAs.
8. Bell Urban MS
Bell Urban Group is a Morgan Stanley Private Wealth Management team based at 1290 Avenue of the Americas in New York City, providing comprehensive wealth management for sophisticated, multigenerational clients. Managing approximately $2 billion in assets, the team combines a boutique advisory approach with the global resources of Morgan Stanley to address complex financial needs.
See their full advisor profile inside Dakota FAs.
9. Marc Karetsky MS
Marc Karetsky | Sylvia Gort is a Morgan Stanley Private Wealth Management team based at 1585 Broadway in New York City, serving clients across the metro area. Managing approximately $1.3 billion in assets, the team provides tailored wealth management solutions to meet the needs of its clientele.
See their full advisor profile inside Dakota FAs.
10. Nolan Group RBC
The Nolan Group is an RBC Wealth Management team based at 1211 Avenue of the Americas in New York City, serving clients across the metro area. Managing approximately $1.1 billion in assets, the team delivers comprehensive financial services tailored to a diverse client base.
See their full advisor profile inside Dakota FAs.
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