Selecting the right financial advisor in New York City carries significant weight, given the city’s fast-paced economy and concentration of complex financial needs.
Individuals, families, and business owners alike often seek professional guidance to navigate investments, long-term planning, taxes, and life transitions with confidence.
Yet the abundance of firms across the five boroughs can make it difficult to distinguish true expertise from general offerings.
This introduction highlights five standout advisory firms that demonstrate proven skill, transparent practices, and a client-centered approach.
Each combines technical proficiency with personalized service, helping New Yorkers make informed decisions and build financial strategies aligned with their goals and circumstances.
1. Curtis Pope, CFP | Certified Financial Planner | Financial Advisor
Curtis Pope, CFP, is an independent, fee-only fiduciary financial advisor committed to helping individuals make smart, informed financial decisions.
As a Certified Financial Planner and Certified Financial Therapist-I professional, he integrates comprehensive financial planning with wealth management, tax strategy, retirement planning, and equity compensation guidance.
Through Pope Wealth Planning, based in New York City and serving clients nationwide, he supports high-income professionals, business owners, and those nearing retirement.
Drawing on experience at Citi, Morgan Stanley, and Wealthsimple, he leverages technology and a client-first approach to help people clarify goals and build lasting financial wellness.
Phone: (646) 640-6337
Address: 450 Lexington Ave 4th fl, New York, NY 10017
Website: https://www.financialadvisor.nyc
2. Sarsi, LLC
Sarsi, LLC is a fee-only financial planning firm based in New York, NY, and West New York, NJ, serving clients locally and around the world.
The firm delivers comprehensive, objective guidance designed to help individuals organize, grow, and safeguard their assets through every stage of life.
As an independent fiduciary, Sarsi accepts no commissions and is legally bound to provide unbiased, trustworthy advice.
The team focuses on clarifying financial complexities and implementing strategies with precision and reliability, ensuring that clients gain confidence and structure in their long-term financial decisions.
Phone: (212) 634-4454
Address: 420 Lexington Ave #300, New York, NY 10170
Website: http://www.sarsillc.com
3. Wealthspire Advisors
Wealthspire Advisors operates as an independent registered investment advisor, serving clients through more than 20 offices nationwide.
The firm is guided by a fiduciary duty and a commitment to integrating every facet of a client’s financial life. By emphasizing collaboration and tailored strategy design, Wealthspire Advisors works to optimize financial outcomes while supporting long-term personal and professional goals.
Acting simultaneously as wealth manager, investment advisor, and consultant, the organization provides continuity and partnership throughout a client’s financial journey.
Its approach is rooted in building confidence, offering informed guidance, and helping individuals and families pursue a secure and meaningful financial future.
Phone: (800) 994-3766
Address: 521 5th Ave 15th Floor, New York, NY 10175
Website: http://www.wealthspire.com
4. Drucker Wealth Management
Drucker Wealth Management positions itself as a planning-first financial firm that prioritizes clarity and long-term strategy over product sales.
As a third-generation practice, it focuses on helping clients build, protect, and sustain wealth through holistic financial planning and disciplined investment management.
The firm serves high-earning professionals, pre-retirees, and individuals at all stages who want expert guidance in aligning their financial decisions.
Its team of Certified Financial Professionals works collaboratively to connect the many moving parts of each client’s financial life.
Although headquartered in New York City, Drucker Wealth operates a fully virtual planning model to support clients nationwide.
Phone: (212) 681-0460
Address: 2 Park Ave 20th floor, New York, NY 10016
Website: http://www.druckerwealth.com
5. Francis Financial, Inc.
Francis Financial, Inc. is presented as a boutique, fee-only wealth management firm that prioritizes comprehensive guidance for women experiencing major life transitions, including divorce, widowhood, or sudden financial change.
The firm positions itself as an advocate for clarity and confidence, offering independent advice rooted in transparency and personalized attention.
Established with an intent to rethink traditional financial services, Francis Financial emphasizes an individualized client experience.
Its Google reviews, submitted voluntarily and without compensation, reflect feedback from clients with no noted conflicts of interest.
All clients were invited to provide ratings via email, reinforcing the firm’s commitment to openness and authenticity.
Phone: (212) 374-9008
Address: 39 Broadway Suite 1730, New York, NY 10006
Website: https://francisfinancial.com
