Financial advisors in Jefferson Valley-Yorktown, NY: 2026 report
458 ranked entriesUpdated 5 trade lists
The 5 specialty lists for Jefferson Valley-Yorktown, NY hold 458 ranked entries. Financial advisors have the most, with 193.
Key numbers for Jefferson Valley-Yorktown
Shares use ranked businesses as their base. A firm in two specialty lists counts in both.
458
ranked entries by RFA Score, in 5 specialty lists
4,755
specialty listings serving the city; a firm counts once per specialty
4.9
median of the specialties’ median Google ratings
Advisor specialties in Jefferson Valley-Yorktown, by ranked firms
| Specialty | Ranked | Serving the city | Median rating | Median reviews |
|---|---|---|---|---|
| Financial advisors | 193 | 1,769 | 4.9 | 9 |
| Financial planners | 111 | 1,136 | 4.7 | 12 |
| Wealth managers | 74 | 863 | 5.0 | 9 |
| Investment advisors | 67 | 863 | 4.7 | 10 |
| Stockbrokers | 13 | 124 | 5.0 | 5 |
Method and basis
- Serving counts are active, de-duplicated firms within each specialty’s service radius of Jefferson Valley-Yorktown, as of November 9, 2026.
- Ranked firms have a confident specialty match and 3 or more Google reviews, or a claimed profile.
- Median rating, median reviews and the shares are measured over ranked businesses.
- Figures are recalculated with each weekly data update. This page shows the latest figures for the year in its title.
Cite this report: RankedFinancialAdvisors, “Financial Advisors in Jefferson Valley-Yorktown, NY: 2026 Report”, https://www.rankedfinancialadvisors.com/reports/jefferson-valley-yorktown-ny-financial-advisors-2026, data as of November 9, 2026.
Data is free to reuse with a link to this page. Read how we rank.