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New YorkTopRated / Financial Advisors

Best financial advisors in New York

The highest rated financial advisors across New York, aggregated from every TopRated city directory in the state.

Rankings updated September 2026 from Google ratings and review volume - not paid placement

The full New York ranking

Top Independent
Francis Financial, Inc.
★★★★★ 5 · 51 Google reviews · Independent · Locally Owned
Same ranking, same score -- this is the highest-ranked independent, shown as a separate lens on the list below, not a different order.
1
Midas Wealth - Private Client Group
New York City · ★★★★★ 5 · 95 Google reviews
2
Francis Financial, Inc. Independent · Locally Owned
New York City · ★★★★★ 5 · 51 Google reviews
3
Ocean Wealth Group Independent · Locally Owned
Buffalo · ★★★★★ 5 · 33 Google reviews
4
Level Financial Advisors Independent · Locally Owned
Buffalo · ★★★★★ 5 · 30 Google reviews
5
Abaya Wealth Management LLC Independent · Locally Owned
Buffalo · ★★★★★ 5 · 29 Google reviews
6
Landmark Wealth Management, LLC. Independent · Locally Owned
New York City · ★★★★★ 5 · 24 Google reviews

How to pick well

Ask one question first: are you a fiduciary, and how are you paid? Fee-only fiduciaries answer in one sentence. Anyone who dances around commissions is telling you the answer anyway.

Looking for financial advisors near me in New York? Start from the city directory closest to you: New York City, Buffalo. Each one ranks the local companies and shows the service area, which matters more on this kind of work than a statewide average.

Financial Advisors in New York: common questions

Who are the best financial advisors in New York?

Based on Google ratings and review volume as of September 2026, the top rated financial advisors in New York are Midas Wealth - Private Client Group, Francis Financial, Inc., Ocean Wealth Group. See the live ranked list, ratings, and contact details on this page.

How do I find financial advisors near me in New York?

Every company ranked on this page serves New York and the surrounding area, including New York City, Buffalo. Open any listing for its address, phone number and service area, then call the two or three closest to you. Distance is worth checking yourself: the nearest financial advisor is not automatically the best one, so this page ranks on rating and review volume first and leaves proximity to you.

How do I choose a financial advisor in New York?

Ask one question first: are you a fiduciary, and how are you paid? Fee-only fiduciaries answer in one sentence. Anyone who dances around commissions is telling you the answer anyway.

Are you a top-rated New York pro?

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Prefer to talk? Call or text the Top Rated directory on (813) 454-0813. This is our number, not the number of any business listed here.