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Financial Advisors in Monsey, NY: 2026 rankings

513 financial advisors ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Monsey: Anthony Siciliano: Primerica - Financial Services, RFA Score 74/100; 5.0★ from 151 Google reviews; open Saturdays until 1 PM.

  2. 11

    Most-reviewed: Kapitus, 904 Google reviews at 4.5★, the most of 513 ranked; ranked #11.

Rankings can't be bought. Financial advisors can't pay to change their rank or score. How we rank

513 Monsey financial advisors are ranked here by RFA Score, from eight published factors. 154 open Saturdays and 31 open Sundays, based on posted hours. The median Google rating is 4.6★ across 513 rated firms.

Top 10 financial advisors in Monsey at a glance

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Top 10 financial advisors in Monsey at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Anthony Siciliano: Primerica - Financial Services745.0★ (151)Mahwah, 4 mi awaySatTop score
2The DeMinno CPA Firm, PC734.9★ (202)New City, 6 mi awaySat · Sun · Evenings—
3E&Q Tax Accounting & Business Solutions724.8★ (396)Hackensack, 15 mi away——
4B & R Accountants CPA715.0★ (289)New York City, 21 mi awaySat—
5J G TAX & PROFESSIONAL SERVICES, INC714.9★ (337)Baychester, 20 mi away——
6Carson Wealth, LLC715.0★ (107)Franklin Lakes, 9 mi away——
7Creditors Relief LLC714.6★ (554)Englewood, 18 mi away——
8Business Debt Adjusters704.8★ (259)Englewood, 18 mi away——
9Scott M Aber CPA PC704.9★ (66)New City, 4 mi away——
10Ridgewood Savings Bank704.9★ (199)Wakefield, 19 mi awaySat · Evenings—

All 513 financial advisors in Monsey, in rank order

Ordered by RFA Score, a 0–100 score from eight published factors. Paid placement never changes the order.

Ranked by RFA Score from public data such as Google reviews, not by investment performance; sponsored listings are paid, shown separately and never change rank.

Scores below: based on 6 of 8 factors; registration and recency not yet collected. Hatched segments mark factors we don't have yet.

  4. #4 B & R Accountants CPA

    Based in New York City, 21 mi away

    71/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 5.0★ from 289 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 289 Google reviews
    Hours
    Mon–Sat 10:30 AM–6 PM · Sun closed
    Address
    1660 Amsterdam Ave, New York, NY 10031
    View profile for B & R Accountants CPA(212) 234-3694

  6. #6 Carson Wealth, LLC

    Based in Franklin Lakes, 9 mi away

    71/100RFA Score

    Ranked #6 because of its Google rating and specialty focus: 5.0★ from 107 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 107 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    795 Franklin Ave Building C, Suite 202, Franklin Lakes, NJ 07417
    View profile for Carson Wealth, LLC(201) 891-1130

  7. #7 Creditors Relief LLC

    Based in Englewood, 18 mi away

    71/100RFA Score

    Ranked #7 because of its Google rating and specialty focus: 4.6★ from 554 Google reviews, listed on Google as “Financial consultant”.

    • 4.6★ from 554 Google reviews
    Hours
    Mon–Thu 9 AM–6 PM · Fri 9 AM–3 PM · Sat–Sun closed
    Address
    333 Sylvan Ave #105, Englewood Cliffs, NJ 07632
    View profile for Creditors Relief LLC(877) 312-6478

  8. #8 Business Debt Adjusters

    Based in Englewood, 18 mi away

    70/100RFA Score

    Ranked #8 because of its Google rating and specialty focus: 4.8★ from 259 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 259 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    120 Sylvan Ave #302, Englewood Cliffs, NJ 07632
    View profile for Business Debt Adjusters(877) 817-0404

  9. #9 Scott M Aber CPA PC

    Based in New City, 4 mi away

    70/100RFA Score

    Ranked #9 because of its Google rating and specialty focus: 4.9★ from 66 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 66 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    10 Esquire Rd #1, New City, NY 10956
    View profile for Scott M Aber CPA PC(845) 215-5969

  10. #10 Ridgewood Savings Bank

    Based in Wakefield, 19 mi away

    70/100RFA Score

    Ranked #10 because of its Google rating and specialty focus: 4.9★ from 199 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 199 Google reviews
    Hours
    Mon–Tue 8:30 AM–5 PM · Wed closed · Thu 8:30 AM–7 PM · Fri 8:30 AM–5 PM · Sat 8:30 AM–2 PM · Sun closed
    Address
    3951 White Plains Rd, Bronx, NY 10466
    View profile for Ridgewood Savings Bank(718) 882-0440

  11. #11 Kapitus

    Based in New York City, 25 mi away

    69/100RFA Score

    Ranked #11 because of its Google rating and specialty focus: 4.5★ from 904 Google reviews, listed on Google as “Financial planner”.

    • 4.5★ from 904 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    120 W 45th St, New York, NY 10036
    View profile for Kapitus(800) 780-7133

  16. #16 Tauber Solutions

    Based in Suffern, 2 mi away

    68/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 4.9★ from 30 Google reviews, listed on Google as “Financial consultant”.

    • 4.9★ from 30 Google reviews
    Hours
    Mon–Thu 10 AM–10 PM · Fri 10 AM–12 PM · Sat closed · Sun 10 AM–10 PM
    Address
    67 N Airmont Rd, Suffern, NY 10901
    View profile for Tauber Solutions(845) 322-6500

  17. #17 The CMoore Group

    Based in Clifton, 17 mi away

    68/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 79 Google reviews, listed on Google as “Financial consultant”.

    • 5.0★ from 79 Google reviews
    Hours
    Mon–Fri 9 AM–6 PM · Sat–Sun closed
    Address
    570 Clifton Ave, Clifton, NJ 07011
    View profile for The CMoore Group(201) 905-0056

  20. #20 Boyer 2 Accountants Inc.

    Based in White Plains, 15 mi away

    68/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 65 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 65 Google reviews
    Hours
    Mon–Tue 8:30 AM–5:30 PM · Wed closed · Thu 8:30 AM–5:30 PM · Fri 8:30 AM–4 PM · Sat–Sun closed
    Address
    399 Knollwood Rd Ext Ste 116, White Plains, NY 10603
    View profile for Boyer 2 Accountants Inc.(914) 693-6022

  22. #22 Mahoney Asset Management

    Based in Mahwah, 4 mi away

    67/100RFA Score

    Ranked #22 because of its Google rating and specialty focus: 5.0★ from 25 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 25 Google reviews
    Hours
    Mon–Thu 9 AM–5 PM · Fri 9 AM–4 PM · Sat–Sun closed
    Address
    135 Chestnut Ridge Rd Ste 200, Montvale, NJ 07645
    View profile for Mahoney Asset Management(845) 371-0101

  24. #24 Credit City

    Based in New York City, 19 mi away

    67/100RFA Score

    Ranked #24 because of its Google rating and specialty focus: 4.8★ from 98 Google reviews, listed on Google as “Financial consultant”.

    • 4.8★ from 98 Google reviews
    Hours
    Mon–Thu 10 AM–5:30 PM · Fri 10 AM–5 PM · Sat–Sun closed
    Address
    4211 Broadway #110B, New York, NY 10033
    View profile for Credit City(800) 557-4909

Financial advisors ranked #26 to #50

#1 to #25 are shown in full above. Here are #26 to #50, in RFA Score order; each links to its profile. We publish the top 50 of 513 ranked financial advisors here; the rest are on their profiles.

financial advisors in Monsey, ranks 26 to 50
RankBusinessRFA ScoreGoogle ratingDistance
26Wealth Master Group, Inc.665.0★ (45)14 mi
27Diamond Outsourcing LLC664.9★ (74)20 mi
28Mid-Hudson Valley Federal Credit Union664.7★ (65)15 mi
29Apple Bank663.9★ (41)In Monsey
30Bank of America Financial Center664.3★ (259)22 mi
31SMB Compass664.9★ (73)21 mi
32Apple Bank664.6★ (27)5 mi
33Vitruvio Capital LLC664.9★ (29)9 mi
34Garantice su Futuro664.5★ (170)23 mi
35TAXKING664.9★ (72)22 mi
36Bank of America Financial Center664.3★ (152)18 mi
37Luis E Zuniga: Primerica - Financial Services665.0★ (35)14 mi
38Austro Financial Services Inc664.7★ (37)11 mi
39Finest Financial Group654.7★ (19)4 mi
40Mervyn Boone Jr: Primerica - Financial Services654.8★ (52)17 mi
41IPX1031: John Lee, Esq.655.0★ (35)15 mi
42Steve Bermack - Edelman Financial Engines655.0★ (25)10 mi
43Lewie Soaivan: Primerica - Financial Services655.0★ (28)12 mi
44D.R. Martin and Associates: Daniel R. Martin, CFP655.0★ (23)9 mi
45Raffer Wealth Management655.0★ (28)12 mi
46Anthony Pinto: Primerica - Financial Services655.0★ (48)20 mi
47Hector Villalona: Primerica - Financial Services655.0★ (26)12 mi
48G&R Financial Solutions655.0★ (47)20 mi
49Bank of America Financial Center654.4★ (162)24 mi
50CPC Wealth Management655.0★ (30)15 mi

Also serving Monsey

20 more financial advisors within 25 mi that we can't rank yet: too few reviews, or a specialty we couldn't confirm. Listed A to Z.

Unranked financial advisors serving Monsey
BusinessGoogle ratingDistance
Bernath & Rosenberg, P.C.5.0★ (2)In Monsey
Best Accountants of RocklandIn Monsey
Best Payment SolutionIn Monsey
Eastern Planning Inc.5.0★ (2)4 mi
Edward Jones - Financial Advisor: Asher LasterIn Monsey
Edward Jones - Financial Advisor: David S Laster, CFA®In Monsey
Edward Jones - Financial Advisor: Jeff AstorIn Monsey
Fidelity Investments5.0★ (2)3 mi
FundryIn Monsey
Integrated Financial ConsultingIn Monsey
JP ManagementIn Monsey
Kolinsky Wealth Management5.0★ (2)4 mi
LPL Financial3.0★ (2)5 mi
Merrill Lynch Financial Advisor Daniel Mahoney3.0★ (2)5 mi
Midland PropertiesIn Monsey
Payroll, Bookkeeping And Consulting Services | YBO - Your Back Office5.0★ (2)2 mi
Propel MCAIn Monsey
Ramapo Wealth Advisors5.0★ (2)4 mi
Rushmore SolutionsIn Monsey
Wells Fargo Advisors5.0★ (2)In Monsey

How we ranked Monsey financial advisors

We scored 513 Monsey financial advisors on eight factors, weighted as shown. A firm is ranked when its specialty is confirmed and it has 3 or more Google reviews or a claimed profile. A firm with no Google reviews scores zero on rating, review volume and recency. Other unknown factors are left out, not counted as zero. Scores last refreshed November 9, 2026.

Paid placement never changes a rank or score. Sponsored businesses are paid, labelled, limited to 3 and shown above the ranking, outside it.

Read the full method: formula, sources and exclusions

RFA Score factors and weights
FactorWeightComputed fromIn Monsey data
Reputation30%Google star rating, adjusted for how many reviews back it (client experience, not investment results)Measured
Registration20%Active SEC, state or Canadian securities registration matched in public records (not yet measured)Not yet collected
Review volume10%Number of Google reviews, compared with the most-reviewed firm on the listMeasured
Recency5%Share of reviews from the last 12 monthsNot yet collected
Specialty focus15%How clearly the firm offers this specialty (its Google category and name)Measured
Proximity5%Based in the city scores highest, less the farther away it isMeasured
Claimed profile10%The firm has claimed its Ranked Financial Advisors profile (free or paid earn the same)Measured
Partnered5%The firm links to Ranked Financial Advisors from its own website with our badge, checked periodicallyMeasured

How to choose a financial advisor

  1. Confirm the financial advisor and the firm are registered: Investor.gov and FINRA BrokerCheck in the US, the CSA National Registration Search in Canada. Read any disclosure events.
  2. Ask whether they act as a fiduciary on your account at all times, and get the answer in writing.
  3. Ask how they are paid: a percentage of assets, flat or hourly fees, a retainer, commissions, or a mix. Each creates different conflicts of interest.
  4. Read the firm’s Form CRS and Form ADV Part 2A brochure (fees, services, conflicts, disciplinary history) before you sign.
  5. Check designations with the body that grants them, such as the CFP Board for CFP® professionals.
  6. Ask about account minimums and who holds your money: your assets should sit with an independent custodian in your name.
  7. Compare at least two or three firms, and be wary of anyone who promises returns or pushes you to decide quickly.

Questions to ask a financial advisor

  • Are you a fiduciary for all of the advice you give me, and will you put that in writing?
  • How are you paid, in total dollars per year for an account like mine? Do you earn commissions or other payments from product providers?
  • Which registrations and designations do you hold, and where can I verify them?
  • Who will hold my assets, and how will I see statements directly from that custodian?
  • What services are included in your fee, and what would cost extra with you as my financial advisor?
  • Do you have a minimum account size or minimum fee?
  • Have you or your firm had any complaints or disciplinary actions? Where would I see them?
  • How often will we meet, and who will I work with day to day?
  • What happens to my plan or accounts if you retire or leave the firm?

Terms explained

Fiduciary
Someone legally required to act in a client’s interest. In the US, registered investment advisers owe their clients a fiduciary duty of care and loyalty under the Investment Advisers Act of 1940.
Registered investment adviser (RIA)
A firm registered with the SEC or a state securities regulator to give investment advice for pay. Most firms managing $100 million or more register with the SEC; smaller firms usually register with their state.
Investment adviser representative (IAR)
A person who gives advice on behalf of a registered investment adviser, usually registered with the states where they work.
Broker-dealer
A firm that buys and sells securities for customers. US broker-dealers are members of FINRA; their registered representatives typically earn commissions.
Regulation Best Interest (Reg BI)
The SEC rule, in force since June 30, 2020, requiring broker-dealers to act in a retail customer’s best interest when recommending a security or account type.
Form ADV
The registration form every investment adviser files. Part 1 holds facts about the firm; Part 2A, the brochure, describes services, fees, conflicts of interest and disciplinary history in plain English.
Form CRS
A short relationship summary that advisers and broker-dealers give retail investors, covering services, fees, conflicts, standard of conduct and disciplinary history.
CRD number
The Central Registration Depository number FINRA and the SEC assign to each firm and registered person; use it to look them up on Investor.gov or BrokerCheck.
Assets under management (AUM) fee
A yearly fee set as a percentage of the money an advisor manages for you. Advisor surveys have put the median around 1% on accounts up to $1 million, lower on larger accounts.
Fee-only
An advisor paid only by clients, with no commissions or other payments from product providers.
Fee-based
An advisor who charges client fees and may also earn commissions on some products. It is not the same as fee-only.
CFP® professional
A person certified by the CFP Board after meeting education, exam, experience and ethics requirements. The CFP Board requires them to act as a fiduciary when giving financial advice.

Financial advisors in Monsey: frequently asked questions

Which financial advisor has the highest RFA Score in Monsey?

By RFA Score, the highest-ranked financial advisor in Monsey, NY is Anthony Siciliano: Primerica - Financial Services with an RFA Score of 74/100. It has 5.0★ from 151 Google reviews. It is open Saturdays until 1 PM. The DeMinno CPA Firm, PC (#2) and E&Q Tax Accounting & Business Solutions (#3) follow. We ranked 513 financial advisors on eight factors, last updated November 9, 2026.

How many financial advisors are there in Monsey?

RankedFinancialAdvisors ranks 513 financial advisors serving Monsey, NY. 1 of them is based in Monsey; the rest serve it from nearby towns. Another 20 within 25 mi are listed but not ranked yet. Counts are as of November 2026.

Which financial advisors in Monsey work on weekends?

154 of 513 ranked financial advisors post Saturday hours and 31 post Sunday hours. The highest-ranked open Saturdays are Anthony Siciliano: Primerica - Financial Services (#1), The DeMinno CPA Firm, PC (#2) and B & R Accountants CPA (#4). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Monsey financial advisors have?

The median Google rating among 513 rated financial advisors in Monsey is 4.6★, with a median of 13 reviews. Kapitus has the most, 904 reviews, and ranks #11. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank financial advisors?

Each financial advisor gets a 0–100 RFA Score from eight published factors, led by reputation (30%), specialty focus (15%), review volume (10%) and claimed profile (10%). A firm with no Google reviews scores zero on rating, review volume and recency; other factors we cannot measure are left out. Only firms with a confirmed specialty and 3 or more reviews, or a claimed profile, are ranked.

Do financial advisors outside Monsey count in this ranking?

Yes, if they are within 25 mi of the Monsey city center, our service radius for financial advisors. Each listing shows where the firm is based and how far away it is. Proximity is 5% of the RFA Score, so a nearby firm gets a small edge.

Can financial advisors pay to rank higher on RankedFinancialAdvisors?

No. The RFA Score never reads payment status, and this ranking has 0 paid placements. Up to 3 Featured firms may appear above the list, labelled Sponsored and showing their honest rank.

What does a financial advisor do?

Financial advisors help clients plan and manage their money, from budgeting and saving to investing, retirement and estate questions. In the US they work as registered investment adviser representatives, as broker-dealer representatives, or both.

How are financial advisors in Monsey ranked?

By RFA Score: public signals such as the Google rating and review count, how clearly the firm offers financial advice and how close it is. Paid placements never change the order, and the score does not measure investment performance.

How do I check a financial advisor’s registration and record?

Search the person and the firm on Investor.gov (the SEC’s adviser search) and on FINRA BrokerCheck. A firm’s Form ADV and any disciplinary history are public there.

Is every financial advisor in Monsey a fiduciary?

Not necessarily. Investment adviser representatives owe a fiduciary duty on advisory accounts; broker-dealer representatives follow Regulation Best Interest when they recommend a security. Ask which applies to your account and read the firm’s Form CRS.

How much do financial advisors charge?

Fees depend on the firm and the service: a percentage of assets managed each year, a flat or hourly planning fee, a retainer, or commissions. Ask for the fee schedule in writing and read the firm’s Form ADV Part 2A brochure or, in Canada, its relationship disclosure.

Update log for Monsey

  1. November 2026: RFA Scores recalculated for 513 financial advisors serving Monsey.
  2. November 2026: 7 duplicate listings merged.

More financial advisors and Monsey pages