Tuesday, October 27, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
IN Advisor optimism on organic growth clashes with reality: SEIWM Echelon: PE-Backed Buyers' Deal Volume Dips as RIA M&A Stays StrongFP Why upcoming IRS rollover guidance is likely to disappoint advisorsWM Anthropic Expands Claude Advisor ToolWM Jump Expands Claude Integration With New Advisor SkillsWM $1.1B Georgia Team Leaves Raymond James for IndependenceIN Jailed Florida broker, facing sexual battery charge, ghosts FINRAWM Why Access, Not Appetite, Is Holding Advisors Back in AlternativesIN Schwab IMPACT 2026 set to kick off in BostonWM 12 Investment Must Reads for This Week (Oct. 27, 2026)

Financial ADVSR advisor directory · SEC adviser records

Willow Wealth financial advisors in New York

Every SEC-registered investment adviser representative at a Willow Wealth office in New York, by city and A to Z.

The short answer

3 registered advisors work at Willow Wealth in New York, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in New York (3). 0 list the CFP designation and 3 are also registered broker representatives.

Willow Wealth advisors by city in New York

Every firm in New York →

New York 3

Willow Wealth advisors in New York, A to Z

Search by name →

Willow Wealth advisors in every state →Willow Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Willow Wealth financial advisors are in New York?

3 investment adviser representatives are registered at Willow Wealth offices in New York, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Where in New York does Willow Wealth have the most advisors?

New York, with 3. Willow Wealth has advisors in 1 city in New York.

How do I check a Willow Wealth advisor in New York?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Willow Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.