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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in New Paltz, NY

Every SEC-registered investment adviser representative at a firm office in New Paltz, with the firms that employ the most of them.

18 registered advisors work in New Paltz; the most are at Beyond Wealth Management Group, LLC (4). 2 list the CFP designation and 13 are also registered broker representatives.

Firms with the most advisors in New Paltz

FirmAdvisors in New Paltz
Beyond Wealth Management Group, LLC4
LPL Financial LLC news4
Cetera Investment Advisers LLC news3
The Ameriflex Group2
&Partners news1
Edward Jones news1
Huguenot Financial Planning1
J.P. Morgan Securities LLC news1
Wells Fargo Advisors Financial Network, LLC news1

Advisors in New Paltz, A to Z

CFP advisors in New Paltz →

Other cities in New York

All of New York →

New York 15,109Melville 1,194Rochester 906Garden City 754Purchase 718Brooklyn 572Williamsville 461Syracuse 406Albany 390Buffalo 347Pittsford 341Hauppauge 322White Plains 300Cohoes 264Saratoga Springs 242Jericho 237Staten Island 234Latham 228Woodbury 223Amherst 217New York City 195Tarrytown 150Poughkeepsie 128Great Neck 124

Questions

How many financial advisors are in New Paltz, NY?

18 investment adviser representatives are registered at firm offices in New Paltz, New York, according to the SEC's Investment Adviser Public Disclosure records. 13 of them are also registered as broker representatives, and 2 list the CFP designation.

Which firm has the most financial advisors in New Paltz?

Beyond Wealth Management Group, LLC, with 4 registered advisors in New Paltz, followed by LPL Financial LLC with 4.

How do I check a financial advisor in New Paltz?

Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.