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Find a financial advisor near New York, NY

Zoe Financial offers a long list of properly vetted advisors who are legally required to maintain fiduciary obligations that put your best interests first. Compare and filter through our list of certified “FeaturedAdvisors” that are available to connect with you today.

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Answer a few quick questions to unlock our full list of certified advisors. Below is a subset of advisors in your area. Zoe has reviewed over 20,000 advisors across the United States to find a list of trusted advisors for you to work with.
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Featured advisors
11 agents found - Take our quiz to see our full list of certified advisors in your area.
Richard Jakotowicz, CFP®, CFA®, MSF

Richard Jakotowicz, CFP®, CFA®, MSF

Benchmark Financial

Expertise
Investment Management
AUM
$74M
Experience
20 years
Pricing
AUM
Ryan Sterling, CFA

Ryan Sterling, CFA

Future You Wealth

Expertise
Investment Management
AUM
$101M
Experience
17 years
Pricing
AUM
Jared Paul, CFP®, CIMA, CEPA

Jared Paul, CFP®, CIMA, CEPA

Capable Wealth

Expertise
Investment Management
AUM
$11M
Experience
25 years
Pricing
AUM
David LaRocca, CFP®, JD

David LaRocca, CFP®, JD

Creative Planning

Expertise
Investment Management
AUM
$175B
Experience
11 years
Pricing
AUM
Matthew McKee, MBA, CFA, CFP®

Matthew McKee, MBA, CFA, CFP®

Target Rock Wealth Management

Expertise
Investment Management
AUM
$45M
Experience
20 years
Pricing
AUM
Johnathan Komich, CFA

Johnathan Komich, CFA

Komich Capital Advisors

Expertise
Investment Management
AUM
$14M
Experience
13 years
Pricing
AUM, Flat-Fee Retainer
Marcus Magyar, CFP®

Marcus Magyar, CFP®

CAPTRUST

Expertise
Investment Management
AUM
$852B
Experience
14 years
Pricing
AUM, Flat-Fee Retainer
Larry Manley, CFA®

Larry Manley, CFA®

Manley Capital Management

Expertise
Investment Management
AUM
$24M
Experience
25 years
Pricing
AUM
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