24 financial advisors & firms and 24 insurance agents verified near New York, NY โ every one cited to the regulator, claimable and removable by the person named.
RIA firm ยท New York, NY 10021 ยท Registered investment adviser ยท $6.3B AUM
CRD 157511 ยท verify at the regulator
RIA firm ยท New York, NY 10021 ยท Registered investment adviser ยท $401M AUM
CRD 337781 ยท verify at the regulator
Advisor ยท Morgan Stanley ยท New York, NY ยท Alternative investments; 75+ years combined experience
Advisor ยท Morgan Stanley ยท New York, NY ยท Wealth building, asset preservation, tax management, legacy planning
Advisor ยท Morgan Stanley ยท New York, NY ยท UHNW private wealth management; Sag Harbor/Southampton-resident advisors
Advisor ยท UBS ยท New York, NY ยท Wealth management for HNW individuals and families
Advisor ยท UBS ยท New York, NY ยท Team-based UHNW wealth management
Advisor ยท J.P. Morgan ยท New York, NY ยท Private wealth management for HNW families (Park Avenue)
Advisor ยท J.P. Morgan ยท New York, NY ยท Wealth advisory: banking, lending, trust & estate planning
Advisor ยท J.P. Morgan ยท New York, NY ยท Goals-based wealth management
Advisor ยท J.P. Morgan ยท New York, NY ยท Wealth planning and investment management (277 Park Ave)
RIA firm ยท New York, NY 10075 ยท Registered investment adviser ยท $200M AUM
CRD 172791 ยท verify at the regulator
RIA firm ยท New York, NY 10065 ยท Registered investment adviser ยท $1.1B AUM
CRD 105691 ยท verify at the regulator
RIA firm ยท New York, NY 10055 ยท Registered investment adviser ยท $214.8B AUM
CRD 107959 ยท verify at the regulator
RIA firm ยท New York, NY 10055 ยท Registered investment adviser ยท $36.5B AUM
CRD 109688 ยท verify at the regulator
RIA firm ยท New York, NY 10065 ยท Registered investment adviser ยท $1.8B AUM
CRD 129789 ยท verify at the regulator
RIA firm ยท New York, NY 10055 ยท Registered investment adviser ยท $125.3B AUM
CRD 133536 ยท verify at the regulator
RIA firm ยท New York, NY 10065 ยท Registered investment adviser ยท $6.3B AUM
CRD 145103 ยท verify at the regulator
RIA firm ยท New York, NY 10055 ยท Registered investment adviser ยท $15.5B AUM
CRD 148399 ยท verify at the regulator
RIA firm ยท New York, NY 10065 ยท Registered investment adviser ยท $254M AUM
CRD 157307 ยท verify at the regulator
RIA firm ยท New York, NY 10065 ยท Registered investment adviser ยท $30M AUM
CRD 157569 ยท verify at the regulator
RIA firm ยท New York, NY 10065 ยท Registered investment adviser ยท $464M AUM
CRD 157587 ยท verify at the regulator
RIA firm ยท New York, NY 10065 ยท Registered investment adviser ยท $4.6B AUM
CRD 158197 ยท verify at the regulator
RIA firm ยท New York, NY 10065 ยท Registered investment adviser ยท $1.0B AUM
CRD 163081 ยท verify at the regulator
Insurance ยท New York, NY ยท Co-op, condo & apartment insurance; pre-war and luxury high-rise units
Insurance ยท New York, NY ยท Brownstone, row house, co-op & condominium building insurance
Insurance ยท New York, NY ยท HNW personal lines: high-value home, fine art & jewelry collections, umbrella
Insurance ยท State Farm ยท New York, NY ยท Auto, homeowners, renters & life for the Upper East Side
Insurance ยท State Farm ยท New York, NY ยท Auto, home & life insurance in Manhattan
Insurance ยท State Farm ยท New York, NY ยท Auto, home, renters & life insurance in Manhattan
Insurance ยท Allstate ยท New York, NY ยท Auto & home insurance for Manhattan, Brooklyn and Westchester
Insurance ยท New York, NY 10023 ยท Co-op, condo, homeowners and personal lines across NYC
Insurance ยท Hoboken, NJ ยท NYC co-ops, condos and high-value homes
Insurance ยท State Farm ยท Ridgewood, NJ 07450 ยท Home, auto, life in Ridgewood
Insurance ยท State Farm ยท Ridgewood, NJ 07450 ยท Home, auto, life in Ridgewood
Insurance ยท Allstate ยท Ridgewood, NJ ยท Home, auto, life in Ridgewood
Insurance ยท Allstate ยท Ridgewood, NJ 07450 ยท Home, auto, life in Ridgewood
Insurance ยท Allstate ยท Ridgewood, NJ ยท Home, auto, life in Ridgewood
Insurance ยท Scarsdale, NY 10583 ยท Home, auto, flood, valuable items, HNW insurance for Westchester
Insurance ยท Scarsdale, NY 10583 ยท Home, auto, business & renters insurance in Scarsdale
Insurance ยท Scarsdale, NY 10583 ยท Personal insurance for Westchester homeowners
Insurance ยท Scarsdale, NY 10583 ยท Personal and commercial lines throughout New York
Insurance ยท Allstate ยท Scarsdale, NY 10583 ยท Auto & home insurance in Scarsdale
Insurance ยท State Farm ยท Millburn, NJ 07041 ยท Home, auto, life in Millburn
Insurance ยท Allstate ยท Millburn, NJ 07041 ยท Home, auto, life in Millburn
Insurance ยท White Plains, NY ยท Personal & commercial insurance across NY, NJ and CT
Insurance ยท State Farm ยท White Plains, NY ยท Auto, home & life for central Westchester (Scarsdale/Bronxville corridor)
Insurance ยท Allstate ยท Franklin Lakes, NJ 07417 ยท Home, auto, life in Franklin Lakes
A consent-first directory, growing market by market. Firm-level investment-adviser facts come from the SEC's public-domain Form ADV data, attributed and dated; every other profession is listed only by the professional's own consented claim, verified against the authoritative regulator at claim time. We never bulk-copy or republish restricted records (NIPR, FINRA BrokerCheck, CFP Board, NASBA, or state bars), and we honor removal on request. This is a directory, not advice, endorsement, or a guarantee of any professional's current standing โ always confirm licensure directly with the regulator.