In Financial AdvisorsRegion New York City regional results
What are the best financial advisors in New York City?
AI Visibility Ranking
Brands ordered by GenRank score for this question.
DirectionalQuestion-level figures rest on at most 5 answers per brand, so treat them as direction, not a verdict; the category ranking is the number to judge by. Scores are for the week of 2026-11-08.
| Rank | Brand | Named by | Score |
|---|---|---|---|
| 1 | Wealthspire Advisors | 3/5 | 29.4 |
| 2 | Wharton Wealth Planning | 2/5 | 21.7 |
| 3 | Cerity Partners | 2/5 | 20.6 |
| 4 | Taher Financial Planning | 1/5 | 20.0 |
| 5 | Next Capital Management | 2/5 | 16.7 |
| 6 | Grand Central Financial Planning | 1/5 | 15.4 |
| 7 | SEC's Investment Adviser Public Disclosure site | 2/5 | 15.1 |
| 8 | FINRA BrokerCheck | 2/5 | 15.0 |
| 9 | Lyon Polk | 1/5 | 15.0 |
| 10 | Flores Wealth Planning | 2/5 | 13.8 |
Sources these answers cited
The sites each surface's answer cited this week. The logos are the surfaces that cited the site.
| Source | Cited by |
|---|---|
| smartasset.comTop 10 Financial Advisors in New York, NY |    3 surfaces |
| barrons.com2026 Top 1500 U. S. Financial Advisors Ranked in New York |  2 surfaces |
| expertise.com16 Best New York, NY Financial Advisors | 2 surfaces |
| nerdwallet.comBest Financial Advisors in New York City | 2 surfaces |
| unbiased.comTop 10 Financial Advisors in New York City - unbiased.com | 2 surfaces |
| whartonwealthplanning.comFee-Only Financial Planner New York City | 2 surfaces |
| advisor.guideBest Financial Advisors in New York, NY (2026) | Advisor.Guide | 1 surfaces |
| advisorsearch.orgBest Financial Advisor Firms New York 2026 - investor.com | 1 surfaces |
| directory.garrettplanningnetwork.comNew York Financial Planners - Find New York Finance News, Reviews, ... | 1 surfaces |
| en.wikipedia.orgreference · Betterment (company) | 1 surfaces |
| feeonlynetwork.comFind Your New York, NY FEE-ONLY Financial Advisor at FeeOnlyNe... | 1 surfaces |
| floresfinancialplanning.comNYC Fee-Only Fiduciary Financial Planner | 1 surfaces |
10 more
Rank trend
Rank trends are drawn once two weekly editions under the same methodology exist. Only the first edition is in so far.