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Wealth Managers in Brooklyn Heights, NY: 2026 rankings

169 wealth managers ranked by RFA ScoreUpdated 0 paid placements in this rankingHow we rank →

The short answer

  1. 1

    Highest RFA Score in Brooklyn Heights: Midas Wealth - Private Client Group, RFA Score 73/100; 5.0★ from 99 Google reviews.

  2. 8

    Most-reviewed: Shorepoint Wealth Management, 131 Google reviews at 5.0★, the most of 169 ranked; ranked #8.

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

169 Brooklyn Heights wealth managers are ranked here by RFA Score, from eight published factors. 19 open Saturdays and 8 open Sundays, based on posted hours. The median Google rating is 5.0★ across 169 rated firms.

Most of this list also appears on the Wealth managers in New York City ranking. See Wealth managers in New York City

Top 10 wealth managers in Brooklyn Heights 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 wealth managers in Brooklyn Heights at a glance
RankBusinessRFA ScoreGoogle ratingBased inHoursNotable for
1Midas Wealth - Private Client Group735.0★ (99)New York City, 1 mi away—Top score
2Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor714.9★ (85)New York City, 4 mi awaySat · Evenings—
3Drucker Wealth Management714.9★ (85)New York City, 4 mi away——
4Wealthspire704.9★ (64)New York City, 4 mi away——
5Breakaway Wealth Management705.0★ (44)Hoboken, 3 mi away——
6Dennis Surmanek - Surmanek Wealth Management, Wells Fargo Advisors695.0★ (56)Staten Island, 13 mi away——
7Carson Wealth, LLC695.0★ (107)Franklin Lakes, 25 mi away——
8Shorepoint Wealth Management695.0★ (131)Freehold, 30 mi away—Most reviews
9SouthHampton Wealth Management685.0★ (27)Brooklyn, 6 mi away——
10Wealth Master Group, Inc.685.0★ (45)Hackensack, 15 mi away——

All 169 wealth managers in Brooklyn Heights, 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.

  2. #2 Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor

    Based in New York City, 4 mi away

    71/100RFA Score

    Ranked #2 because of its Google rating and specialty focus: 4.9★ from 85 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 85 Google reviews
    Hours
    Mon–Fri 7 AM–7 PM · Sat 9 AM–12 PM · Sun closed
    Address
    450 Lexington Ave 4th fl, New York, NY 10017
    View profile for Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor(646) 640-6337

  4. #4 Wealthspire

    Based in New York City, 4 mi away

    70/100RFA Score

    Ranked #4 because of its Google rating and specialty focus: 4.9★ from 64 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 64 Google reviews
    Hours
    Mon–Fri 8 AM–5 PM · Sat–Sun closed
    Address
    521 5th Ave 15th Floor, New York, NY 10175
    View profile for Wealthspire(800) 994-3766

  7. #7 Carson Wealth, LLC

    Based in Franklin Lakes, 25 mi away

    69/100RFA Score

    Ranked #7 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

  12. #12 Parion Wealth

    Based in Weehawken, 1 mi away

    68/100RFA Score

    Ranked #12 because of its Google rating and specialty focus: 5.0★ from 20 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 20 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    View profile for Parion Wealth(212) 466-6379

  14. #14 Falbo Wealth Management

    Based in New Providence, 22 mi away

    67/100RFA Score

    Ranked #14 because of its Google rating and specialty focus: 5.0★ from 54 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 54 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    70 Floral Ave, New Providence, NJ 07974
    View profile for Falbo Wealth Management(908) 490-1190

  16. #16 NerdWallet Wealth Partners

    Based in New York City, 1 mi away

    67/100RFA Score

    Ranked #16 because of its Google rating and specialty focus: 5.0★ from 17 Google reviews, listed on Google as “Financial advisor”.

    • 5.0★ from 17 Google reviews
    Hours
    Mon–Fri 8 AM–6 PM · Sat–Sun closed
    Address
    123 William St Fl 21, New York, NY 10038
    View profile for NerdWallet Wealth Partners

  17. #17 Granite Wealth Partners

    Based in Hopatcong Hills, 29 mi away

    67/100RFA Score

    Ranked #17 because of its Google rating and specialty focus: 5.0★ from 75 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 75 Google reviews
    Hours
    Mon–Fri 9:30 AM–5 PM · Sat–Sun closed
    Address
    124 E Main St Apt 101, Denville, NJ 07834
    View profile for Granite Wealth Partners(973) 625-1112

  19. #19 The WealthPlan LLC

    Based in Great Neck, 15 mi away

    67/100RFA Score

    Ranked #19 because of its Google rating and specialty focus: 5.0★ from 34 Google reviews, listed on Google as “Financial planner”.

    • 5.0★ from 34 Google reviews
    Hours
    Mon–Thu 9 AM–6 PM · Fri 9 AM–5 PM · Sat–Sun closed
    Address
    60 Cutter Mill Rd Ste 100-G, Great Neck, NY 11021
    View profile for The WealthPlan LLC(516) 400-7111

  20. #20 Opal Wealth Advisors

    Based in Jericho, 24 mi away

    67/100RFA Score

    Ranked #20 because of its Google rating and specialty focus: 5.0★ from 53 Google reviews, listed on Google as “Investment service”.

    • 5.0★ from 53 Google reviews
    Hours
    Mon–Fri 8:30 AM–5 PM · Sat–Sun closed
    Address
    2 Jericho Plaza #208, Jericho, NY 11753
    View profile for Opal Wealth Advisors(516) 388-7980

  23. #23 MYRA Wealth

    Based in New York City, 5 mi away

    67/100RFA Score

    Ranked #23 because of its Google rating and specialty focus: 4.9★ from 18 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 18 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    750 Lexington Ave 9th floor, New York, NY 10022
    View profile for MYRA Wealth(805) 380-6972

  25. #25 Beneficial Wealth

    Based in Berkeley Heights, 22 mi away

    66/100RFA Score

    Ranked #25 because of its Google rating and specialty focus: 4.9★ from 41 Google reviews, listed on Google as “Financial planner”.

    • 4.9★ from 41 Google reviews
    Hours
    Mon–Fri 9 AM–5 PM · Sat–Sun closed
    Address
    200 Connell Dr Ste 1000, Berkeley Heights, NJ 07922
    View profile for Beneficial Wealth(908) 254-2779

How we ranked Brooklyn Heights wealth managers

We scored 169 Brooklyn Heights wealth managers 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 Brooklyn Heights 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 wealth manager

  1. Confirm the wealth manager 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 wealth manager

  • 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 wealth manager?
  • 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.

Wealth managers in Brooklyn Heights: frequently asked questions

Which wealth manager has the highest RFA Score in Brooklyn Heights?

By RFA Score, the highest-ranked wealth manager in Brooklyn Heights, NY is Midas Wealth - Private Client Group with an RFA Score of 73/100. It has 5.0★ from 99 Google reviews. Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor (#2) and Drucker Wealth Management (#3) follow. We ranked 169 wealth managers on eight factors, last updated November 9, 2026.

How many wealth managers are there in Brooklyn Heights?

RankedFinancialAdvisors ranks 169 wealth managers serving Brooklyn Heights, NY. Counts are as of November 2026.

Which wealth managers in Brooklyn Heights work on weekends?

19 of 169 ranked wealth managers post Saturday hours and 8 post Sunday hours. The highest-ranked open Saturdays are Pope Wealth Planning | Certified Financial Planner™ | Financial Advisor (#2), Legacy Wealth Advisors - Financial Planning (#15) and Tony Gomez CFP® - AMG Wealth Management - Northwestern Mutual (#21). Many advisors meet by appointment, including evenings or by video, outside their posted office hours.

What Google rating do Brooklyn Heights wealth managers have?

The median Google rating among 169 rated wealth managers in Brooklyn Heights is 5.0★, with a median of 8 reviews. Shorepoint Wealth Management has the most, 131 reviews, and ranks #8. We adjust ratings for review count, so a few five-star reviews cannot top the list.

How does RankedFinancialAdvisors rank wealth managers?

Each wealth manager 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 wealth managers outside Brooklyn Heights count in this ranking?

Yes, if they are within 40 mi of the Brooklyn Heights city center, our service radius for wealth managers. 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 wealth managers 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 wealth manager do?

Wealth managers combine investment management with planning, tax and estate coordination, usually for households with larger portfolios. Most charge a yearly percentage of the assets they manage and many set an account minimum.

How are wealth managers in Brooklyn Heights ranked?

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

How do I check a wealth manager’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 wealth manager in Brooklyn Heights 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 wealth managers 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 Brooklyn Heights

  1. November 2026: RFA Scores recalculated for 169 wealth managers serving Brooklyn Heights.
  2. November 2026: 9 duplicate listings merged.

More wealth managers and Brooklyn Heights pages