Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in New York
Every SEC-registered financial advisor in New York who lists the Certified Financial Planner designation, by city.
2,978 CFP professionals work in New York; the most are in New York (985).
Cities in New York with CFP professionals
Every advisor in New York →New York 985Rochester 131Melville 110Garden City 65Pittsford 61Williamsville 61Buffalo 56Albany 52Brooklyn 52Hauppauge 51Syracuse 46White Plains 40Tarrytown 39Latham 33Purchase 33Saratoga Springs 31Jericho 28New York City 28Staten Island 25Woodbury 25Amherst 24Fairport 24Rye Brook 22Orchard Park 21Elmsford 20Clifton Park 15Corning 15Poughkeepsie 15East Syracuse 14Huntington 13Ithaca 13Chappaqua 12Getzville 12Harrison 12Malta 12Plainview 12Smithtown 12Utica 12Victor 12Bohemia 11Rhinebeck 11Valhalla 11Great Neck 10Horseheads 9Olean 9Scarsdale 9Troy 9Uniondale 9Goshen 8Massapequa 8New Hartford 8Riverhead 8Binghamton 7Bronxville 7East Hills 7Kingston 7Lake Grove 7Penfield 7Port Washington 7Roslyn 7Schenectady 7West Seneca 7Westbury 7Hamburg 6Manhasset 6New City 6Ballston Spa 5Clarence 5Cohoes 5East Amherst 5Farmingdale 5Flushing 5Glen Head 5Liverpool 5Mamaroneck 5Manlius 5Mineola 5New Rochelle 5Plattsburgh 5Port Jefferson 5Rockville Centre 5Rye 5Syosset 5Warwick 5Babylon 4Ballston Lake 4Canandaigua 4Clinton 4Depew 4East Aurora 4East Hampton 4Fishkill 4Islandia 4Katonah 4Lake Success 4Lockport 4Northport 4Nyack 4Pearl River 4Queensbury 4Saugerties 4Southampton 4Vestal 4Wappingers Falls 4Webster 4Armonk 3Astoria 3Baldwinsville 3Bayside 3Beacon 3Brewster 3Bronx 3Cobleskill 3Deer Park 3East Setauket 3Endicott 3Farmingville 3Glen Cove 3Glens Falls 3Hopewell Junction 3Huntington Station 3Lake Placid 3Lancaster 3Lindenhurst 3Mount Kisco 3Newburgh 3North Bellmore 3Ny 3Oneonta 3Ossining 3Rome 3Selkirk 3Suffern 3Valley Stream 3Wantagh 3West Harrison 3Yonkers 3
218 smaller places with one or two CFP professionals are in the advisor search.
CFP advisors in other states
CaliforniaTexasFloridaPennsylvaniaIllinoisOhioMassachusettsMichiganColoradoNew JerseyGeorgiaVirginiaNorth CarolinaWashingtonMinnesotaArizonaConnecticutTennesseeWisconsinMarylandMissouriOregonIndianaUtahKansasSouth CarolinaIowaKentuckyOklahomaLouisianaNew HampshireAlabamaNebraskaNevadaArkansasIdahoRhode IslandVermontMississippiMaineDelawareMontanaNew MexicoWyomingHawaiiDistrict of ColumbiaSouth DakotaWest VirginiaNorth DakotaAlaska
Questions
How many CFP financial advisors are in New York?
2,978 SEC-registered investment adviser representatives in New York list the CFP designation; the most work in New York (985).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.