December 1, 2020

Best Financial Advisors in New York City • Benzinga

By haziqbinarif


New York has more financial advisor firms than any other city in the U.S. New Yorkers have the privilege of choosing among multiple firms that offer a wide range of services. With such selection, however, comes a rigorous vetting process. 

Finding the best financial advisor for your unique situation is among the most important financial decisions of your life and you don’t want to leave any stone unturned. Our team of researchers has narrowed down the list to the top advisors in NYC to help you make your decision.

Best Financial Advisors in New York City Near You:

Best for High-Net-Worth Individuals: Snowden Lane Partners

Snowden Capital Advisors (SCA), the parent to Snowden Lane Partners, is one of the top financial advisors for high-net-worth individuals, businesses and charities based in NYC. It typically requires clients to hold at least $100,000 worth of assets when they open an account. SCA provides a wealth of both financial advising and planning services, including stock portfolio management, investment consulting, estate planning and more. 

As an independent firm, SCA provides customized solutions for each individual investor without bias toward a certain product, fund or investment class. Though its services aren’t suitable for individuals with investment accounts worth less than $100,000, SCA provides a one-stop-shop for everything high net-worth individuals may need when it comes to managing their assets.

$1,919,765,827

  • A percentage of assets under management
  • Fixed fees (other than subscription fees)