# Independent RIAs with the most CFP professionals in New York

As of October 2, 2026, Cerity Partners LLC ranked #1 in New York in AdvisorIQ's ranking of independent RIAs with the most CFP professionals, with 312.

As of: 2026-10-02
Address: https://advisoriq.com/ria/rankings/most-cfp-professionals/new-york/

## Facts

- ranking: Independent RIAs with the most CFP professionals
- how_it_is_computed: Firms ranked by the number of people with a current investment adviser representative registration at the firm whose IAPD record lists the Certified Financial Planner designation, from the SEC's IAPD individual file of October 7, 2026. Only designations the SEC records in IAPD are counted. SEC-registered and state-registered firms are both ranked. Independent wealth management RIAs are ranked: firms whose individual and high net worth clients hold at least half of their regulatory assets and that offer financial planning or portfolio management for individuals, leaving out broker-dealers, banks and their advisory arms. The all wealth firms view ranks the same way with those broker-dealer affiliated firms added. Asset managers, private fund managers, pension consultants and platform managers are never ranked (see the methodology). State lists use each firm's main office state, or its registration state when the main office is not public. The US list leaves out firms whose main office is outside the United States. Equal values share a rank and are listed by CRD number.
- unit: count
- scope: New York
- firms_listed: 164
- rows: rank: 1, crd: 151559, firm: Cerity Partners LLC, city: New York, state: NY, value: 312, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151559/; rank: 2, crd: 106181, firm: Wealthspire Advisors, city: New York, state: NY, value: 102, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106181/; rank: 3, crd: 318493, firm: Savvy, city: New York, state: NY, value: 86, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/318493/; rank: 4, crd: 133535, firm: Arax Advisory Partners, city: New York, state: NY, value: 39, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/133535/; rank: 5, crd: 171787, firm: Compound Planning, Inc., city: New York, state: NY, value: 35, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171787/; rank: 6, crd: 168652, firm: Ritholtz Wealth Management, city: New York, state: NY, value: 28, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168652/; rank: 7, crd: 316434, firm: Domain Money Advisors, LLC, city: New York, state: NY, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316434/; rank: 7, crd: 322603, firm: Fruitful, city: New York, state: NY, value: 17, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/322603/; rank: 9, crd: 110130, firm: Altfest Personal Wealth Management, city: New York, state: NY, value: 15, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110130/; rank: 10, crd: 152450, firm: Joel Isaacson & Co., LLC, city: New York, state: NY, value: 14, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152450/; rank: 11, crd: 105361, firm: John G. Ullman & Associates, Inc, city: Horseheads, state: NY, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105361/; rank: 11, crd: 325281, firm: First Manhattan Co. LLC, city: New York, state: NY, value: 12, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325281/; rank: 13, crd: 153872, firm: WNY Asset Management, LLC, city: Williamsville, state: NY, value: 11, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153872/; rank: 14, crd: 109677, firm: Strategic Financial Services, city: Utica, state: NY, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109677/; rank: 14, crd: 109826, firm: Bridgewater Advisors Inc., city: New York, state: NY, value: 10, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109826/; rank: 16, crd: 111824, firm: Bouchey Financial Group, Ltd., city: Troy, state: NY, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/111824/; rank: 16, crd: 128067, firm: Francis Financial, city: New York, state: NY, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128067/; rank: 16, crd: 292115, firm: Brooklyn FI, LLC, city: Brooklyn, state: NY, value: 9, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/292115/; rank: 19, crd: 110641, firm: Level Financial Advisors, Inc., city: East Amherst, state: NY, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110641/; rank: 19, crd: 149117, firm: Betterment, city: New York, state: NY, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149117/; rank: 19, crd: 164395, firm: The Pinnacle Financial Group, city: Rockville Centre, state: NY, value: 8, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164395/; rank: 22, crd: 109688, firm: BBR Partners, LLC, city: New York, state: NY, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109688/; rank: 22, crd: 115754, firm: Rockbridge Investment Management, LLC, city: Syracuse, state: NY, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/115754/; rank: 22, crd: 118910, firm: Sanderson Wealth Management, LLC, city: Buffalo, state: NY, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118910/; rank: 22, crd: 119442, firm: Waterford Advisors, LLC, city: Orchard Park, state: NY, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/119442/; rank: 22, crd: 158964, firm: Novem Group, city: Rochester, state: NY, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158964/; rank: 22, crd: 175476, firm: Ellevest, city: New York, state: NY, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/175476/; rank: 22, crd: 325523, firm: Maridea Wealth Management, city: Brooklyn, state: NY, value: 7, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/325523/; rank: 29, crd: 140452, firm: J.J. Burns & Company, city: Melville, state: NY, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/140452/; rank: 29, crd: 305052, firm: The Wealth Alliance, LLC, city: Melville, state: NY, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/305052/; rank: 29, crd: 328064, firm: Legacy Edge Advisors, city: Syosset, state: NY, value: 6, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/328064/; rank: 32, crd: 3403, firm: Shufro, Rose & Co., LLC, city: New York, state: NY, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/3403/; rank: 32, crd: 106440, firm: Tsa Management Inc, city: Glen Head, state: NY, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106440/; rank: 32, crd: 126524, firm: Frisch Financial Group, Inc., city: Melville, state: NY, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126524/; rank: 32, crd: 142214, firm: Samalin Wealth, city: Chappaqua, state: NY, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142214/; rank: 32, crd: 281503, firm: Flower City Capital LLC, city: Pittsford, state: NY, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281503/; rank: 32, crd: 289423, firm: Magnus Financial Group LLC, city: New York, state: NY, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289423/; rank: 32, crd: 289759, firm: Opal Wealth Advisors, LLC, city: Jericho, state: NY, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289759/; rank: 32, crd: 317528, firm: Citrin Cooperman Wealth Management, LLC, city: New York, state: NY, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/317528/; rank: 32, crd: 327022, firm: Kickstand Wealth Advisors, city: Pittsford, state: NY, value: 5, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/327022/; rank: 41, crd: 104627, firm: Howe and Rusling, Inc., city: Rochester, state: NY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104627/; rank: 41, crd: 107434, firm: United Asset Strategies Inc., city: Garden City, state: NY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107434/; rank: 41, crd: 109379, firm: Landmark Wealth Management, city: Getzville, state: NY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109379/; rank: 41, crd: 110584, firm: East End Financial Group, Inc., city: Riverhead, state: NY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110584/; rank: 41, crd: 124261, firm: Heller Wealth Management, city: Melville, state: NY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124261/; rank: 41, crd: 142870, firm: Passive Capital Management, LLC, city: Syracuse, state: NY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142870/; rank: 41, crd: 145355, firm: Cornell Pochily Investment Advisors, Inc., city: Ithaca, state: NY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/145355/; rank: 41, crd: 147092, firm: Seacrest Wealth Management, LLC, city: Purchase, state: NY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147092/; rank: 41, crd: 149843, firm: United Financial Planning Group LLC, city: Hauppauge, state: NY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/149843/; rank: 41, crd: 152689, firm: Flynn Zito Capital Management, LLC, city: Garden City, state: NY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152689/; rank: 41, crd: 161648, firm: Reagan Companies Asset Management, Inc, city: Syracuse, state: NY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/161648/; rank: 41, crd: 166538, firm: Total Alignment Wealth Advisors, LLC, city: New York, state: NY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166538/; rank: 41, crd: 170884, firm: Dutch Asset Corporation, city: Selkirk, state: NY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/170884/; rank: 41, crd: 220519, firm: Summit Trail Advisors, LLC, city: New York, state: NY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/220519/; rank: 41, crd: 282563, firm: Douglas C. Lane & Associates, city: New York, state: NY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282563/; rank: 41, crd: 288256, firm: Compass Advisors, city: Melville, state: NY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288256/; rank: 41, crd: 289764, firm: Sgroi Wealth Advisory Group LLC, city: West Seneca, state: NY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289764/; rank: 41, crd: 310448, firm: Seasons of Advice Wealth Management, city: New York, state: NY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310448/; rank: 41, crd: 337328, firm: Nerdwallet Wealth Partners, LLC, city: New York, state: NY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337328/; rank: 41, crd: 341095, firm: Blue Horizon Equity, Inc., city: Pittsford, state: NY, value: 4, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/341095/; rank: 61, crd: 104645, firm: R.W. Roge & Company, Inc, city: Bohemia, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/104645/; rank: 61, crd: 106643, firm: Financial Asset Management Corp, city: Chappaqua, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/106643/; rank: 61, crd: 118130, firm: Main Street Financial, city: Purchase, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118130/; rank: 61, crd: 118333, firm: Silvercrest Asset Management Group LLC, city: New York, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118333/; rank: 61, crd: 118945, firm: Canty Wealth Management, city: Ballston Spa, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118945/; rank: 61, crd: 118999, firm: The Bendix Financial Group, Inc., city: Garden City, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118999/; rank: 61, crd: 123961, firm: Taconic Advisors, city: Saugerties, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/123961/; rank: 61, crd: 125580, firm: Professional Financial, city: Pittsford, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125580/; rank: 61, crd: 125618, firm: Klingman and Associates, LLC, city: New York, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125618/; rank: 61, crd: 125878, firm: Nestegg Advisors, Inc., city: Hauppauge, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125878/; rank: 61, crd: 129800, firm: Sandhill Investment Management, city: Buffalo, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/129800/; rank: 61, crd: 141359, firm: Merit Financial Partners LLC, city: Maspeth, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/141359/; rank: 61, crd: 143519, firm: Satovsky Asset Management LLC, city: New York, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/143519/; rank: 61, crd: 151237, firm: Minichmacgregor Wealth Management, LLC, city: Saratoga Springs, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/151237/; rank: 61, crd: 152824, firm: Seneca Financial Advisors LLC, city: Rochester, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152824/; rank: 61, crd: 158693, firm: Landmark Wealth Management, LLC, city: Melville, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158693/; rank: 61, crd: 160052, firm: Prentice Wealth Management LLC, city: Rochester, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/160052/; rank: 61, crd: 165504, firm: Arcadia Wealth Management, city: Smithtown, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/165504/; rank: 61, crd: 168463, firm: Quint Investments and Insurance, city: Wappingers Falls, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/168463/; rank: 61, crd: 171466, firm: Note Advisors, LLC, city: Buffalo, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/171466/; rank: 61, crd: 173728, firm: Upstart Wealth Management, LLC, city: New York, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/173728/; rank: 61, crd: 282447, firm: Cultivating Wealth, city: Montauk, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282447/; rank: 61, crd: 284120, firm: Rooted Planning Group, city: Corning, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284120/; rank: 61, crd: 286338, firm: O'Keefe Stevens Advisory, Inc., city: Rochester, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/286338/; rank: 61, crd: 287525, firm: Avestar Capital, LLC, city: New York, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287525/; rank: 61, crd: 289541, firm: High Probability Advisors, LLC, city: Pittsford, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/289541/; rank: 61, crd: 300559, firm: Sincerus Advisory, city: New York, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/300559/; rank: 61, crd: 307472, firm: Retirable, city: New York, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/307472/; rank: 61, crd: 311171, firm: Navis Wealth Advisors LLC, city: Rye Brook, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/311171/; rank: 61, crd: 316226, firm: Albanyadvisor Group LLC, city: Albany, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316226/; rank: 61, crd: 330356, firm: Kilter Group, city: Rhinebeck, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/330356/; rank: 61, crd: 339113, firm: Imperity Wealth Alliance LLC, city: Melville, state: NY, value: 3, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/339113/; rank: 93, crd: 105707, firm: Ogorek Wealth Management, LLC, city: Williamsville, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/105707/; rank: 93, crd: 107755, firm: Financial Decisions, LLC, city: New York, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107755/; rank: 93, crd: 107835, firm: J.W.Burns & Company, Inc., city: Dewitt, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/107835/; rank: 93, crd: 109671, firm: Miller, Gesko & Company Inc., city: Buffalo, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/109671/; rank: 93, crd: 110434, firm: Excomp Asset Management Ltd, city: Melville, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110434/; rank: 93, crd: 110818, firm: Circle Advisers Inc, city: New York, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/110818/; rank: 93, crd: 114046, firm: HFH Planning Inc., city: New York, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/114046/; rank: 93, crd: 117307, firm: Whitney & Company, city: Rochester, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117307/; rank: 93, crd: 117833, firm: D'Arcangelo Financial Advisors, LLC, city: Poughkeepsie, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/117833/; rank: 93, crd: 118315, firm: Burns Matteson Capital Management, LLC, city: Corning, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118315/; rank: 93, crd: 118728, firm: Progressive Financial Planning Services Inc., city: Melville, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/118728/; rank: 93, crd: 124722, firm: Kutz and Company Inc., city: Great Neck, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/124722/; rank: 93, crd: 125291, firm: Brewster Financial Planning LLC, city: Brooklyn, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125291/; rank: 93, crd: 125500, firm: Greenbush Financial Group, LLC, city: Albany, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125500/; rank: 93, crd: 125537, firm: Financial Advisor Network, Inc., city: Farmingdale, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125537/; rank: 93, crd: 125689, firm: Capital Financial Advisors of New York, LLC, city: Clifton Park, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125689/; rank: 93, crd: 125729, firm: New Horizon Financial Strategies, LLC, city: Ithaca, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125729/; rank: 93, crd: 125889, firm: MSM Financial Strategies, city: Manhasset, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/125889/; rank: 93, crd: 126340, firm: Capital Preservation Partners, Inc., city: Bronxville, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/126340/; rank: 93, crd: 127216, firm: Infiniti Wealth Management, city: Brewster, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/127216/; rank: 93, crd: 128723, firm: Tortoise Investment Management, LLC, city: White Plains, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/128723/; rank: 93, crd: 130051, firm: Hurley Capital, LLC, city: New York, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/130051/; rank: 93, crd: 142714, firm: Luther Forest Wealth Advisors, L.L.C., city: Malta, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/142714/; rank: 93, crd: 147052, firm: Private Client Asset Management, Inc., city: Massapequa, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147052/; rank: 93, crd: 147119, firm: Payne Capital Management, LLC, city: New York, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/147119/; rank: 93, crd: 152968, firm: G-Squared Advisory LLC, city: Mamaroneck, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/152968/; rank: 93, crd: 153570, firm: Blank Equity Management LLC, city: Port Washington, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153570/; rank: 93, crd: 153591, firm: Allsquare Wealth Management, LLC, city: Albany, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/153591/; rank: 93, crd: 158463, firm: Mussett Wealth Management, LLC, city: Rensselaer, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/158463/; rank: 93, crd: 159550, firm: King Wealth Management Group, LLC, city: Saratoga Springs, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/159550/; rank: 93, crd: 164370, firm: Lowell Road Asset Management, Inc., city: Manhasset, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164370/; rank: 93, crd: 164704, firm: Value Investment Professionals, LLC, city: New York, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/164704/; rank: 93, crd: 166696, firm: Longwave Financial LLC, city: New York, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/166696/; rank: 93, crd: 167055, firm: Northlanding Financial Partners, LLC, city: Rochester, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167055/; rank: 93, crd: 167072, firm: Stash Wealth, LLC, city: New York, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/167072/; rank: 93, crd: 174845, firm: Emergent Wealth Advisors, LLC, city: Williamsville, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/174845/; rank: 93, crd: 181512, firm: BCK Partners, Inc., city: Corning, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/181512/; rank: 93, crd: 277161, firm: Murphy Wealth Management Group, city: Fishkill, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/277161/; rank: 93, crd: 281122, firm: Simmons Capital Group, city: Halfmoon, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281122/; rank: 93, crd: 281657, firm: Lake Road Advisors, LLC, city: Corning, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/281657/; rank: 93, crd: 282588, firm: Ford Financial Solutions, LLC, city: New York, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282588/; rank: 93, crd: 282723, firm: Minerva Wealth Advisory, city: New York, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/282723/; rank: 93, crd: 284429, firm: BPC Advisors LLC, city: East Syracuse, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284429/; rank: 93, crd: 284461, firm: Great Path Planning, city: Goshen, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/284461/; rank: 93, crd: 287476, firm: Thinking Big Financial, city: Brooklyn, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/287476/; rank: 93, crd: 288526, firm: Lionshead Wealth Management, LLC, city: New York, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/288526/; rank: 93, crd: 290111, firm: Titan, city: New York, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/290111/; rank: 93, crd: 291459, firm: Blackdiamond Wealth Management, LLC, city: New York, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/291459/; rank: 93, crd: 298004, firm: Garrison Murphy Wealth Management, LLC, city: East Aurora, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/298004/; rank: 93, crd: 299357, firm: RE-Envision Wealth, city: New York, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/299357/; rank: 93, crd: 301066, firm: Bone Fide Wealth, city: New York, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301066/; rank: 93, crd: 301925, firm: Williams Jones Wealth Management, LLC, city: New York, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/301925/; rank: 93, crd: 306548, firm: Palumbo Wealth Management LLC, city: Great Neck, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/306548/; rank: 93, crd: 308203, firm: Quent Capital, LLC, city: New York, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/308203/; rank: 93, crd: 309760, firm: Rise Advisors, LLC, city: Rochester, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/309760/; rank: 93, crd: 310132, firm: Iconoclastic Capital Management LLC, city: Rochester, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/310132/; rank: 93, crd: 312279, firm: Target Rock Wealth Management, LLC, city: New York, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/312279/; rank: 93, crd: 316069, firm: Chemistry Wealth Management LLC, city: New York, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/316069/; rank: 93, crd: 319411, firm: Rialto Wealth Management, city: Syracuse, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/319411/; rank: 93, crd: 321846, firm: Steward Advisors Group, LLC, city: Halfmoon, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/321846/; rank: 93, crd: 331228, firm: Zero Day Capital Enterprises LLC, city: West Point, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/331228/; rank: 93, crd: 332035, firm: Bentham Wealth Advisors, city: Williamsville, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332035/; rank: 93, crd: 332918, firm: Holistic Wealth Advisors, city: Clifton Park, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/332918/; rank: 93, crd: 333038, firm: Matauro, LLC, city: New York, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/333038/; rank: 93, crd: 337489, firm: Countryside Financial LLC, city: Williamsville, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337489/; rank: 93, crd: 337579, firm: Avrio Wealth LLC, city: New York, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337579/; rank: 93, crd: 337588, firm: Collaborative Capital Advisors LLC, city: New York, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/337588/; rank: 93, crd: 340003, firm: Prism Planning and Solutions Group, city: White Plains, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340003/; rank: 93, crd: 340266, firm: Tailored Wealth Solutions, city: Saratoga Springs, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/340266/; rank: 93, crd: 342387, firm: Youya Wealth, city: Dix Hills, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/342387/; rank: 93, crd: 343369, firm: Ingalls Investment Management, LLC, city: New York, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343369/; rank: 93, crd: 343698, firm: Savlan Wealth Partners, city: New City, state: NY, value: 2, base_value: not stated, succeeded_to_another_advisers_business: false, url: https://advisoriq.com/ria/firms/343698/

## Notes

- Firms marked as successors reported on Form ADV Item 4 that they succeeded to another adviser's business; their growth is shown as reported.
- Each ranking lists at most the top 100 firms.

## Sources

- SEC, Information About Registered Investment Advisers (ia100226.zip), checked 2026-10-07: https://www.sec.gov/files/investment/data/other/information-about-registered-investment-advisers-exempt-reporting-advisers/ia100226.zip
- IAPD compilation reports (IA_FIRM_STATE_Feed_10_07_2026.xml.gz), checked 2026-10-07: https://adviserinfo.sec.gov/compilation

## Related

- [Independent RIAs with the most CFP professionals, nationally](https://advisoriq.com/ria/rankings/most-cfp-professionals/)
- [RIA market data for New York](https://advisoriq.com/ria/states/new-york/)
- [All RIA rankings](https://advisoriq.com/ria/rankings/)
- [How the directory is built](https://advisoriq.com/ria/methodology/)

## Cite as

AdvisorIQ, as of 2026-10-02. https://advisoriq.com/ria/rankings/most-cfp-professionals/new-york/

License: https://advisoriq.com/license/