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NerdWallet Wealth PartnersFinancial advisor in New York City, NY

NerdWallet Wealth Partners is a financial advisor at 123 William St Fl 21, New York, NY 10038, ranked #20 of 168 wealth managers in New York City and rated 5.0 from 17 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

New York City, NYUpdated 0 paid placements in any rankingHow we rank

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Key facts

Key facts about NerdWallet Wealth Partners
Address123 William St Fl 21, New York, NY 10038, New York City, NYGet directions
Websitenerdwalletwealthpartners.com
HoursMonday to Friday: 8 AM – 6 PM
Google rating5.0 from 17 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves New York City and 11 towns within 25 miles: Financial District, Chinatown, Brooklyn Heights, East Village, Gramercy Park, Williamsburg, Park Slope, Greenpoint, Long Island City, Hell's Kitchen and Sunnyside.

Based in New York City, NYView on map

Opening hours

Opening hours for NerdWallet Wealth Partners
DayHours
Monday8 AM – 6 PM
Tuesday8 AM – 6 PM
Wednesday8 AM – 6 PM
Thursday8 AM – 6 PM
Friday8 AM – 6 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about NerdWallet Wealth Partners

How is NerdWallet Wealth Partners ranked in New York City?

NerdWallet Wealth Partners is ranked #20 of 168 wealth managers in New York City by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are NerdWallet Wealth Partners’ hours?

NerdWallet Wealth Partners is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 6 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does NerdWallet Wealth Partners serve?

Serves New York City and 11 towns within 25 miles: Financial District, Chinatown, Brooklyn Heights, East Village, Gramercy Park, Williamsburg, Park Slope, Greenpoint, Long Island City, Hell's Kitchen and Sunnyside. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about NerdWallet Wealth Partners?

NerdWallet Wealth Partners has a rating of 5.0 from 17 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact NerdWallet Wealth Partners?

The business is at 123 William St Fl 21, New York, NY 10038, New York City, NY. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

NerdWallet Wealth Partners compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
NerdWallet Wealth Partners (this business)—655.0 (17)NoNo
Parion Wealth#18655.0 (20)NoNo1.7 mi
Opal Wealth Advisors#19655.0 (53)NoNo24.5 mi
The WealthPlan LLC#21655.0 (34)NoNo15.4 mi

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