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Financial Planners in New York: Ranked Lists by City (2026)

304 cities with a ranked listUpdated 0 paid placements in any rankingHow we rank →

We rank financial planners in 304 New York cities, 133,301 city rankings in all. The largest lists are East Village (805), Gramercy Park (805) and Hell's Kitchen (801).

Financial planners by city in New York

Every New York city with a ranked list of financial planners, 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.

Financial planners ranked by city in New York
CityRankedRanked #1Its RFA Score
Financial planners in East Village805PREMIÉR ACCOUNTING, TAX & BUSINESS76
Financial planners in Gramercy Park805PREMIÉR ACCOUNTING, TAX & BUSINESS75
Financial planners in Hell's Kitchen801Kapitus76
Financial planners in Manhattan800B & R Accountants CPA76
Financial planners in Park Slope799PREMIÉR ACCOUNTING, TAX & BUSINESS76
Financial planners in Brooklyn Heights798PREMIÉR ACCOUNTING, TAX & BUSINESS76
Financial planners in Financial District797PREMIÉR ACCOUNTING, TAX & BUSINESS76
Financial planners in Kensington796PREMIÉR ACCOUNTING, TAX & BUSINESS75
Financial planners in Borough Park795PREMIÉR ACCOUNTING, TAX & BUSINESS75
Financial planners in Chinatown795PREMIÉR ACCOUNTING, TAX & BUSINESS76
Financial planners in Sunset Park794PREMIÉR ACCOUNTING, TAX & BUSINESS75
Financial planners in New York City793B & R Accountants CPA76
Financial planners in Flatbush792PREMIÉR ACCOUNTING, TAX & BUSINESS76
Financial planners in Brooklyn791PREMIÉR ACCOUNTING, TAX & BUSINESS76
Financial planners in Hunts Point789B & R Accountants CPA74
Financial planners in Long Island City788PREMIÉR ACCOUNTING, TAX & BUSINESS75
Financial planners in East Flatbush787PREMIÉR ACCOUNTING, TAX & BUSINESS76
Financial planners in Fort Hamilton787PREMIÉR ACCOUNTING, TAX & BUSINESS75
Financial planners in Dyker Heights786PREMIÉR ACCOUNTING, TAX & BUSINESS75
Financial planners in Morningside Heights786B & R Accountants CPA76
Financial planners in Bath Beach785PREMIÉR ACCOUNTING, TAX & BUSINESS75
Financial planners in Mariners Harbor785PREMIÉR ACCOUNTING, TAX & BUSINESS73
Financial planners in Port Richmond785PREMIÉR ACCOUNTING, TAX & BUSINESS74
Financial planners in Sunnyside785PREMIÉR ACCOUNTING, TAX & BUSINESS76
Financial planners in Williamsburg785PREMIÉR ACCOUNTING, TAX & BUSINESS76
Financial planners in Bensonhurst784PREMIÉR ACCOUNTING, TAX & BUSINESS75
Financial planners in Graniteville784PREMIÉR ACCOUNTING, TAX & BUSINESS73
Financial planners in Harlem784B & R Accountants CPA76
Financial planners in Greenpoint783PREMIÉR ACCOUNTING, TAX & BUSINESS76
Financial planners in Melrose783B & R Accountants CPA76
Financial planners in The Bronx783J G TAX & PROFESSIONAL SERVICES, INC75
Financial planners in Parkchester781J G TAX & PROFESSIONAL SERVICES, INC75
Financial planners in Van Nest781J G TAX & PROFESSIONAL SERVICES, INC75
Financial planners in Washington Heights781B & R Accountants CPA76
Financial planners in East Harlem780B & R Accountants CPA76
Financial planners in Morris Heights780B & R Accountants CPA76
Financial planners in Astoria779B & R Accountants CPA75
Financial planners in Emerson Hill778PREMIÉR ACCOUNTING, TAX & BUSINESS74
Financial planners in Morrisania778B & R Accountants CPA76
Financial planners in Mott Haven778B & R Accountants CPA76
Financial planners in Brownsville777PREMIÉR ACCOUNTING, TAX & BUSINESS76
Financial planners in Unionport775J G TAX & PROFESSIONAL SERVICES, INC74
Financial planners in College Point774B & R Accountants CPA74
Financial planners in Middle Village773PREMIÉR ACCOUNTING, TAX & BUSINESS74
Financial planners in Morris Park773J G TAX & PROFESSIONAL SERVICES, INC75
Financial planners in Arrochar771PREMIÉR ACCOUNTING, TAX & BUSINESS74
Financial planners in Inwood771B & R Accountants CPA75
Financial planners in Maspeth770PREMIÉR ACCOUNTING, TAX & BUSINESS76
Financial planners in Woodside770PREMIÉR ACCOUNTING, TAX & BUSINESS75
Financial planners in East Tremont769J G TAX & PROFESSIONAL SERVICES, INC76
Financial planners in Tremont769B & R Accountants CPA76
Financial planners in Jackson Heights768B & R Accountants CPA74
Financial planners in East Elmhurst767B & R Accountants CPA74
Financial planners in University Heights766J G TAX & PROFESSIONAL SERVICES, INC76
Financial planners in Gravesend765PREMIÉR ACCOUNTING, TAX & BUSINESS75
Financial planners in Glendale764PREMIÉR ACCOUNTING, TAX & BUSINESS75
Financial planners in Baychester763J G TAX & PROFESSIONAL SERVICES, INC75
Financial planners in Bushwick763PREMIÉR ACCOUNTING, TAX & BUSINESS76
Financial planners in Fordham763J G TAX & PROFESSIONAL SERVICES, INC76
Financial planners in Ridgewood763PREMIÉR ACCOUNTING, TAX & BUSINESS76
Financial planners in Corona762PREMIÉR ACCOUNTING, TAX & BUSINESS74
Financial planners in Cypress Hills762PREMIÉR ACCOUNTING, TAX & BUSINESS75
Financial planners in Throgs Neck760J G TAX & PROFESSIONAL SERVICES, INC74
Financial planners in Elmhurst759PREMIÉR ACCOUNTING, TAX & BUSINESS74
Financial planners in Flatlands758PREMIÉR ACCOUNTING, TAX & BUSINESS75
Financial planners in Kings Bridge757J G TAX & PROFESSIONAL SERVICES, INC75
Financial planners in Wakefield757J G TAX & PROFESSIONAL SERVICES, INC74
Financial planners in Spuyten Duyvil756J G TAX & PROFESSIONAL SERVICES, INC75
Financial planners in New Springville754Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®73
Financial planners in Whitestone754J G TAX & PROFESSIONAL SERVICES, INC74
Financial planners in Canarsie753PREMIÉR ACCOUNTING, TAX & BUSINESS75
Financial planners in Rego Park752Aspire Tax74
Financial planners in Coney Island748PREMIÉR ACCOUNTING, TAX & BUSINESS74
Financial planners in East New York748PREMIÉR ACCOUNTING, TAX & BUSINESS75
Financial planners in Forest Hills748Aspire Tax74
Financial planners in Mount Vernon746J G TAX & PROFESSIONAL SERVICES, INC74
Financial planners in Brighton Beach742PREMIÉR ACCOUNTING, TAX & BUSINESS74
Financial planners in Sheepshead Bay741PREMIÉR ACCOUNTING, TAX & BUSINESS74
Financial planners in Bergen Beach740PREMIÉR ACCOUNTING, TAX & BUSINESS75
Financial planners in Oakwood736PREMIÉR ACCOUNTING, TAX & BUSINESS73
Financial planners in Kew Gardens733Aspire Tax74
Financial planners in Richmond Hill731Aspire Tax74
Financial planners in Woodhaven731Aspire Tax74
Financial planners in Bayside730Davidov Law Group74
Financial planners in Kew Gardens Hills730Aspire Tax74
Financial planners in New Rochelle730J G TAX & PROFESSIONAL SERVICES, INC74
Financial planners in Howard Beach728Aspire Tax74
Financial planners in Briarwood726Aspire Tax74
Financial planners in Fresh Meadows726Davidov Law Group74
Financial planners in Staten Island726GRANTvest Financial Group73
Financial planners in Queens723Aspire Tax74
Financial planners in Ozone Park722Aspire Tax74
Financial planners in Yonkers721J G TAX & PROFESSIONAL SERVICES, INC75
Financial planners in Douglaston716Davidov Law Group74
Financial planners in Wykagyl714J G TAX & PROFESSIONAL SERVICES, INC73
Financial planners in Hillside713Aspire Tax74
Financial planners in Jamaica713Aspire Tax74
Financial planners in Great Neck710Davidov Law Group74
Financial planners in Port Washington709Shore Funding Solutions74
Financial planners in Great Kills706GRANTvest Financial Group73
Financial planners in Terrace Heights703Davidov Law Group74
Financial planners in Hollis701Davidov Law Group74
Financial planners in Eltingville699GRANTvest Financial Group73
Financial planners in Little Neck697Davidov Law Group74
Financial planners in Queens Village695Davidov Law Group74
Financial planners in Eastchester693J G TAX & PROFESSIONAL SERVICES, INC73
Financial planners in Rossville693Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®74
Financial planners in Seaside684PREMIÉR ACCOUNTING, TAX & BUSINESS74
Financial planners in Woodrow683Jonathan Barrett CFP®, CLU®, ChFC®, RICP®, RPS®74
Financial planners in North New Hyde Park680Davidov Law Group75
Financial planners in Floral Park679Davidov Law Group75
Financial planners in Cambria Heights669Davidov Law Group74
Financial planners in Glen Cove668Shore Funding Solutions75
Financial planners in Arverne663Davidov Law Group72
Financial planners in Mineola663Davidov Law Group76
Financial planners in Springfield Gardens662Davidov Law Group74
Financial planners in Mamaroneck659Shore Funding Solutions73
Financial planners in Elmont658Davidov Law Group75
Financial planners in Laurelton652Davidov Law Group74
Financial planners in Franklin Square648Davidov Law Group75
Financial planners in Westbury647Shore Funding Solutions76
Financial planners in Garden City645Davidov Law Group76
Financial planners in Far Rockaway642Davidov Law Group73
Financial planners in New Cassel642Shore Funding Solutions76
Financial planners in Harrison641Shore Funding Solutions73
Financial planners in North Valley Stream641Davidov Law Group75
Financial planners in Rosedale641Davidov Law Group74
Financial planners in West Hempstead640Davidov Law Group75
Financial planners in Hempstead636Davidov Law Group75
Financial planners in Valley Stream634Davidov Law Group74
Financial planners in Uniondale629Shore Funding Solutions75
Financial planners in Salisbury628Shore Funding Solutions76
Financial planners in Woodmere619Davidov Law Group74
Financial planners in East Meadow617Shore Funding Solutions76
Financial planners in Scarsdale617J G TAX & PROFESSIONAL SERVICES, INC73
Financial planners in Lynbrook611Davidov Law Group74
Financial planners in North Merrick607Shore Funding Solutions76
Financial planners in Rockville Centre606Davidov Law Group75
Financial planners in Roosevelt606Shore Funding Solutions75
Financial planners in Baldwin599Shore Funding Solutions75
Financial planners in Dobbs Ferry597J G TAX & PROFESSIONAL SERVICES, INC73
Financial planners in Oceanside597Shore Funding Solutions74
Financial planners in Freeport589Shore Funding Solutions75
Financial planners in Rye579Shore Funding Solutions73
Financial planners in Jericho573Shore Funding Solutions77
Financial planners in Greenburgh571J G TAX & PROFESSIONAL SERVICES, INC73
Financial planners in Long Beach569Shore Funding Solutions73
Financial planners in Merrick559Shore Funding Solutions75
Financial planners in Hicksville554Shore Funding Solutions77
Financial planners in North Bellmore553Shore Funding Solutions76
Financial planners in Port Chester527Shore Funding Solutions73
Financial planners in Levittown523Shore Funding Solutions77
Financial planners in Bellmore521Shore Funding Solutions76
Financial planners in White Plains521J G TAX & PROFESSIONAL SERVICES, INC73
Financial planners in Pearl River504E&Q Tax Accounting & Business Solutions73
Financial planners in North Wantagh444Shore Funding Solutions76
Financial planners in Wantagh439Shore Funding Solutions76
Financial planners in Tarrytown427The DeMinno CPA Firm, PC72
Financial planners in Syosset419Shore Funding Solutions77
Financial planners in Nanuet413The DeMinno CPA Firm, PC73
Financial planners in Sleepy Hollow405The DeMinno CPA Firm, PC72
Financial planners in Bethpage389Shore Funding Solutions77
Financial planners in Plainview371Shore Funding Solutions78
Financial planners in Huntington354Shore Funding Solutions77
Financial planners in Huntington Station342Shore Funding Solutions77
Financial planners in Melville336Shore Funding Solutions78
Financial planners in Seaford332Shore Funding Solutions76
Financial planners in North Massapequa325Shore Funding Solutions77
Financial planners in Spring Valley325The DeMinno CPA Firm, PC73
Financial planners in South Farmingdale322Shore Funding Solutions77
Financial planners in Monsey321The DeMinno CPA Firm, PC73
Financial planners in Massapequa312Shore Funding Solutions76
Financial planners in Greenlawn302Shore Funding Solutions76
Financial planners in Massapequa Park296Shore Funding Solutions77
Financial planners in North Amityville293Shore Funding Solutions77
Financial planners in East Massapequa282Shore Funding Solutions76
Financial planners in Dix Hills280Shore Funding Solutions77
Financial planners in Elwood280Shore Funding Solutions77
Financial planners in East Northport275Shore Funding Solutions76
Financial planners in Fort Salonga273Shore Funding Solutions75
Financial planners in Suffern273Anthony Siciliano: Primerica - Financial Services75
Financial planners in Wyandanch269Shore Funding Solutions77
Financial planners in North Lindenhurst268Shore Funding Solutions77
Financial planners in Copiague256Shore Funding Solutions77
Financial planners in Commack255Shore Funding Solutions76
Financial planners in Deer Park252Shore Funding Solutions77
Financial planners in New City251The DeMinno CPA Firm, PC76
Financial planners in West Babylon248Shore Funding Solutions77
Financial planners in Kings Park247Shore Funding Solutions75
Financial planners in Lindenhurst246Shore Funding Solutions77
Financial planners in North Babylon233Shore Funding Solutions77
Financial planners in Babylon230Shore Funding Solutions76
Financial planners in Ossining230The DeMinno CPA Firm, PC74
Financial planners in Smithtown227Shore Funding Solutions75
Financial planners in Brentwood226Shore Funding Solutions76
Financial planners in North Castle224J G TAX & PROFESSIONAL SERVICES, INC73
Financial planners in West Islip224Shore Funding Solutions76
Financial planners in Hauppauge220Shore Funding Solutions75
Financial planners in North Bay Shore215Shore Funding Solutions76
Financial planners in Stony Brook211Shore Funding Solutions74
Financial planners in Bay Shore208Shore Funding Solutions76
Financial planners in Haverstraw207The DeMinno CPA Firm, PC76
Financial planners in Saint James206Shore Funding Solutions74
Financial planners in Central Islip205Shore Funding Solutions75
Financial planners in East Setauket203Shore Funding Solutions73
Financial planners in Setauket-East Setauket203Shore Funding Solutions73
Financial planners in Nesconset202Shore Funding Solutions74
Financial planners in Islip194Shore Funding Solutions75
Financial planners in East Islip189Shore Funding Solutions75
Financial planners in West Haverstraw183The DeMinno CPA Firm, PC76
Financial planners in Lake Ronkonkoma181Shore Funding Solutions74
Financial planners in Terryville176Shore Funding Solutions73
Financial planners in Lake Grove169Shore Funding Solutions74
Financial planners in Mount Kisco169The DeMinno CPA Firm, PC73
Financial planners in Mount Sinai169Shore Funding Solutions72
Financial planners in Centereach166Shore Funding Solutions74
Financial planners in Bohemia162Shore Funding Solutions74
Financial planners in Stony Point160The DeMinno CPA Firm, PC75
Financial planners in Ronkonkoma157Shore Funding Solutions74
Financial planners in Miller Place153Bankers Life74
Financial planners in Selden153Shore Funding Solutions73
Financial planners in Sayville148Shore Funding Solutions74
Financial planners in Holbrook147Shore Funding Solutions74
Financial planners in Coram145Shore Funding Solutions72
Financial planners in Farmingville136Shore Funding Solutions73
Financial planners in Holtsville133Shore Funding Solutions73
Financial planners in Rocky Point133Bankers Life74
Financial planners in Grand Island132The Financial Guys73
Financial planners in North Tonawanda132The Financial Guys74
Financial planners in Tonawanda132The Financial Guys74
Financial planners in Patchogue130Shore Funding Solutions73
Financial planners in Medford129Shore Funding Solutions73
Financial planners in East Patchogue128Shore Funding Solutions73
Financial planners in Kenmore127The Financial Guys74
Financial planners in Niagara Falls127The Verge Insurance Group74
Financial planners in Peekskill116The DeMinno CPA Firm, PC76
Financial planners in Jefferson Valley-Yorktown111Bankers Life75
Financial planners in Buffalo109The Financial Guys74
Financial planners in Amherst108The Financial Guys77
Financial planners in Eggertsville108The Financial Guys76
Financial planners in Middle Island106Island Federal Credit Union73
Financial planners in North Bellport104Shore Funding Solutions72
Financial planners in Lackawanna95The Financial Guys74
Financial planners in West Seneca94The Financial Guys75
Financial planners in Ridge93Island Federal Credit Union74
Financial planners in Cheektowaga92The Financial Guys76
Financial planners in Lockport86The Financial Guys73
Financial planners in Depew85The Financial Guys76
Financial planners in Lancaster81The Financial Guys76
Financial planners in Shirley78Island Federal Credit Union75
Financial planners in Mastic Beach74Island Federal Credit Union75
Financial planners in Brighton73Alex Neri, CERTIFIED FINANCIAL PLANNER77
Financial planners in Gates-North Gates73Iconoclastic Capital Management75
Financial planners in Greece73Iconoclastic Capital Management75
Financial planners in Irondequoit73Iconoclastic Capital Management76
Financial planners in Rochester73Iconoclastic Capital Management77
Financial planners in Mastic72Island Federal Credit Union76
Financial planners in Manorville68Island Federal Credit Union77
Financial planners in Woodbury65The DeMinno CPA Firm, PC74
Financial planners in Rotterdam61Greenbush Financial Group73
Financial planners in Schenectady61Greenbush Financial Group73
Financial planners in Cohoes60Greenbush Financial Group74
Financial planners in Latham60Greenbush Financial Group75
Financial planners in Canandaigua59Alex Neri, CERTIFIED FINANCIAL PLANNER73
Financial planners in Troy59Greenbush Financial Group76
Financial planners in Watervliet59Greenbush Financial Group76
Financial planners in Kiryas Joel58The DeMinno CPA Firm, PC74
Financial planners in Albany52Greenbush Financial Group77
Financial planners in Roessleville52Greenbush Financial Group77
Financial planners in West Albany52Greenbush Financial Group76
Financial planners in Beacon51Marshall + Sterling Insurance75
Financial planners in Saratoga Springs51Colonial Transfer, LLC77
Financial planners in Newburgh50Marshall + Sterling Insurance74
Financial planners in Amsterdam43Colonial Transfer, LLC71
Financial planners in Riverhead35Island Federal Credit Union79
Financial planners in Fairmount31Excelsior Wealth Partners | Investment Advisors, Financial Planners75
Financial planners in Poughkeepsie31Marshall + Sterling Insurance78
Financial planners in Syracuse31Excelsior Wealth Partners | Investment Advisors, Financial Planners76
Financial planners in Wawarsing30Marshall + Sterling Insurance72
Financial planners in Fulton25Excelsior Wealth Partners | Investment Advisors, Financial Planners69
Financial planners in Auburn22Excelsior Wealth Partners | Investment Advisors, Financial Planners69
Financial planners in Kingston22Mid-Hudson Valley Federal Credit Union76
Financial planners in Oneida21CG Capital73
Financial planners in Glens Falls19Colonial Transfer, LLC73
Financial planners in Middletown19Mid-Hudson Valley Federal Credit Union71
Financial planners in Queensbury17Colonial Transfer, LLC72
Financial planners in Binghamton16Tioga State Bank74
Financial planners in Endicott16Tioga State Bank74
Financial planners in Endwell16Tioga State Bank74
Financial planners in Johnson City16Tioga State Bank74
Financial planners in Plattsburgh16Burlington Tax & Business Services72
Financial planners in Rome13CG Capital73
Financial planners in Utica13CG Capital77
Financial planners in Hampton Bays11Island Federal Credit Union77
Financial planners in Ogdensburg11Co-operators - Brent Scott Insurance Services Inc70
Financial planners in Cortland10NBT Bank75
Financial planners in Ithaca10Bowers Accountants & Advisors75
Financial planners in Batavia8Bank of America (with Drive-thru ATM)71
Financial planners in Jamestown8Bayview Financial Group78
Financial planners in Massena8Co-operators - Bill McGimpsey Insurance Inc60
Financial planners in Fallsburg7Mid-Hudson Valley Federal Credit Union65
Financial planners in Fredonia7Andersen Cuddihy Inc.75
Financial planners in Watertown7Stickel Financial Services74
Financial planners in Fort Drum6First Command Financial Advisor - Jay Ringenbach69

Highest RFA Scores among New York financial planners

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.

Highest RFA Scores among New York financial planners
#FirmRFA ScoreCity listGoogle rating
1Island Federal Credit Union79#1 in Riverhead5.0★ (203)
2Marshall + Sterling Insurance78#1 in Poughkeepsie4.9★ (196)
3Shore Funding Solutions78#1 in Melville4.8★ (1,954)
4Bayview Financial Group78#1 in Jamestown4.9★ (28)
5Colonial Transfer, LLC77#1 in Saratoga Springs4.7★ (747)
6Greenbush Financial Group77#1 in Albany5.0★ (161)
7CG Capital77#1 in Utica5.0★ (42)
8Alex Neri, CERTIFIED FINANCIAL PLANNER77#1 in Brighton5.0★ (71)
9The Financial Guys77#1 in Amherst4.8★ (233)
10Iconoclastic Capital Management77#1 in Rochester5.0★ (65)

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