Financial Advisors in New York: Ranked Lists by City (2026)
307 cities with a ranked listUpdated 0 paid placements in any rankingHow we rank →
We rank financial advisors in 307 New York cities, 216,421 city rankings in all. The largest lists are Hunts Point (1,304), Gramercy Park (1,302) and Hell's Kitchen (1,301).
Financial advisors by city in New York
Every New York city with a ranked list of financial advisors, largest first. Each list ranks firms within 25 mi of the city.
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.
Highest RFA Scores among New York financial advisors
Each score is computed within its own city list, so use the city pages to compare businesses. Shown for orientation, not as a state ranking.
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.
| # | Firm | RFA Score | City list | Google rating |
|---|---|---|---|---|
| 1 | Island Federal Credit Union | 79 | #1 in Riverhead | 5.0★ (203) |
| 2 | Marshall + Sterling Insurance | 78 | #1 in Poughkeepsie | 4.9★ (196) |
| 3 | Shore Funding Solutions | 78 | #1 in Melville | 4.8★ (1,954) |
| 4 | Lake Road Advisors | 78 | #1 in Corning | 5.0★ (43) |
| 5 | Bayview Financial Group | 78 | #1 in Jamestown | 4.9★ (28) |
| 6 | Colonial Transfer, LLC | 77 | #1 in Saratoga Springs | 4.7★ (747) |
| 7 | Greenbush Financial Group | 77 | #1 in Albany | 5.0★ (161) |
| 8 | Alex Neri, CERTIFIED FINANCIAL PLANNER | 77 | #1 in Brighton | 5.0★ (71) |
| 9 | CG Capital | 77 | #1 in Utica | 5.0★ (42) |
| 10 | The Financial Guys | 77 | #1 in Amherst | 4.8★ (233) |