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 10023 ยท Registered investment adviser ยท $2.8B AUM
CRD 154057 ยท verify at the regulator
RIA firm ยท New York, NY 10023 ยท Registered investment adviser ยท $134M AUM
CRD 160538 ยท verify at the regulator
RIA firm ยท New York, NY 10023 ยท Registered investment adviser ยท $19.2B AUM
CRD 163776 ยท verify at the regulator
RIA firm ยท New York, NY 10023 ยท Registered investment adviser ยท $410M AUM
CRD 166616 ยท verify at the regulator
RIA firm ยท New York, NY 10023 ยท Registered investment adviser ยท $1.0B AUM
CRD 167609 ยท verify at the regulator
RIA firm ยท New York, NY 10023 ยท Registered investment adviser ยท $28.2B AUM
CRD 171026 ยท verify at the regulator
RIA firm ยท New York, NY 10023 ยท Registered investment adviser ยท $296M AUM
CRD 285765 ยท verify at the regulator
RIA firm ยท New York, NY 10023 ยท Registered investment adviser ยท $878M AUM
CRD 291768 ยท verify at the regulator
RIA firm ยท New York, NY 10023 ยท Registered investment adviser ยท $4.8B AUM
CRD 292430 ยท verify at the regulator
RIA firm ยท New York, NY 10023 ยท Registered investment adviser ยท $25.7B AUM
CRD 304443 ยท verify at the regulator
RIA firm ยท New York, NY 10023 ยท Registered investment adviser ยท $101M AUM
CRD 309110 ยท verify at the regulator
RIA firm ยท New York, NY 10023 ยท Registered investment adviser
CRD 328073 ยท verify at the regulator
RIA firm ยท New York, NY 10023 ยท Registered investment adviser
CRD 332587 ยท verify at the regulator
RIA firm ยท New York, NY 10023 ยท Registered investment adviser ยท $82M AUM
CRD 337603 ยท verify at the regulator
Advisor ยท Merrill (Bank of America) ยท New York, NY 10019 ยท Wealth management for Manhattan clients
RIA firm ยท New York, NY 10019 ยท Registered investment adviser
CRD 2525 ยท verify at the regulator
RIA firm ยท New York, NY 10019 ยท Registered investment adviser
CRD 4297 ยท verify at the regulator
RIA firm ยท New York, NY 10019 ยท Registered investment adviser
CRD 7897 ยท verify at the regulator
RIA firm ยท New York, NY 10019 ยท Registered investment adviser ยท $93M AUM
CRD 15168 ยท verify at the regulator
RIA firm ยท New York, NY 10019 ยท Registered investment adviser ยท $530M AUM
CRD 103727 ยท verify at the regulator
RIA firm ยท New York, NY 10019 ยท Registered investment adviser ยท $5.6B AUM
CRD 104947 ยท verify at the regulator
RIA firm ยท New York, NY 10019 ยท Registered investment adviser ยท $48.4B AUM
CRD 105455 ยท verify at the regulator
RIA firm ยท New York, NY 10019 ยท Registered investment adviser ยท $10.2B AUM
CRD 105690 ยท verify at the regulator
RIA firm ยท New York, NY 10019 ยท Registered investment adviser ยท $15.3B AUM
CRD 106332 ยท verify at the regulator
Insurance ยท New York, NY 10023 ยท Co-op, condo, homeowners and personal lines across NYC
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 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 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 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 Allstate ยท Franklin Lakes, NJ 07417 ยท Home, auto, life in Franklin Lakes
Insurance ยท Farmers ยท Franklin Lakes, NJ 07417 ยท Home, auto, life in Franklin Lakes
Insurance ยท Allstate ยท Summit, NJ ยท Home, auto, life in Summit
Verified advisors and insurance agents in the places closest to New York, NY.
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.