Top 10 Financial advisor New York City - 2026 Shortlist

01Michael Cooper, Private Wealth Advisor in New York, NY Skip to main content An Ameriprise Private Wealth Advisor Michael Cooper MBA, CFP®, CPA, PFS --- Private Wealth Advisor Certified Public Accountant Siena Wealth Advisory Group A private wealth advisory practice of Ameriprise Financial Servi… ➡️

02John Ross, Private Wealth Advisor in Staten Island, NY Skip to main content John Ross CFP®, ChFC®, APMA®, LUTCF® --- Private Wealth Advisor Chief Executive Officer of A private wealth advisory practice of Ameriprise Financial Services, LLC - Visit John Ross's Facebook page - Visit John Ross's L… ➡️

03Rachael A. Christiano (Rohrig) | New York, NY | Morgan Stanley Wealth Management Rachael A. Christiano (Rohrig), CFP® Vice President, Wealth Management, Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Portfolio Management Director, Financial Planning Specialist Direct: … ➡️

04Jesse Friedman | Graystone Consulting New York, NY | Graystone Consulting Jesse Friedman, CFP®, CRPS® Executive Director, Wealth Management, Financial Advisor Direct: (212) 296-1030(212) 296-1030 Contact Me Jesse Friedman, CFP®, CRPS® is a Senior Vice Pre… ➡️

05Helen Truax | New York, NY | Morgan Stanley Wealth Management Helen Truax Senior Vice President, Wealth Management, Financial Advisor, Family Wealth Director Direct: (212) 692-2840(212) 692-2840 Toll-Free: (800) 627-0608(800) 627-0608 Contact Me My Mis… ➡️

06Financial Advisor in NYC | United FPG NYC Metro · Manhattan & Long Island Offices Fee-Only Financial Advisor in New York City United Financial Planning Group brings financial planning, investment management, tax planning, and tax preparation together under one roof… ➡️

07Mark Gonzalez and tags on every page of your site. --Mark Gonzalez | New York, NY | Morgan Stanley Private Wealth Management Morgan Stanley Private Wealth Management Mark Gonzalez, CEPA® Managing Director, Private Wealth Management, Private Wealth Adviso… ➡️

08Chris Chung , CFP®, CIMA®, CRPC®, CEPA® Chris Chung | New York, NY | Morgan Stanley Wealth Management[Skip to content]( first-anchor) [](https://www.morganstanley.com) [Return to Nav]( skip-nav) ![59910330](https:… ➡️

09Kevin Quinn CFP, APMA in New York, NY Skip to main content Advisor profile --- What you can expect when you work with me The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected. When you work with me, you receive: - 1:1 fi… ➡️

10Matt Howard , CEPA® and tags on every page of your site. --Matt Howard | New York, NY | Morgan Stanley Wealth Management Matt Howard, CEPA® Financial Advisor, Financial Planning Specialist Direct: (212) 603-6257(212) 603-6257 Contact Me My Mission Statement I’… ➡️