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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 Newburgh, NY

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

The short answer

41 registered advisors work in Newburgh; the most are at Focused Wealth Management, Inc. (10). 3 list the CFP designation and 37 are also registered broker representatives.

Firms with the most advisors in Newburgh

FirmAdvisors in Newburgh
Focused Wealth Management, Inc.10
Concurrent Investment Advisors, LLC news4
Eagle Strategies LLC3
Edward Jones news3
MML Investors Services, LLC3
Pfs Investments Inc.3
Wells Fargo Advisors Financial Network, LLC news3
LPL Financial LLC news2
Voya Financial Advisors, Inc.2
Allstate Financial Advisors, LLC1
J.P. Morgan Securities LLC news1
Kestra Advisory Services, LLC news1
Merrill Lynch, Pierce, Fenner & Smith Incorporated news1
Osaic Wealth, Inc. news1
Rockefeller Capital Management news1
Rockefeller Financial LLC news1
Trunorth Financial LLC1
World Investment Advisors, LLC1

Advisors in Newburgh, A to Z

CFP advisors in Newburgh →

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 Newburgh, NY?

41 investment adviser representatives are registered at firm offices in Newburgh, New York, according to the SEC's Investment Adviser Public Disclosure records. 37 of them are also registered as broker representatives, and 3 list the CFP designation.

Which firm has the most financial advisors in Newburgh?

Focused Wealth Management, Inc., with 10 registered advisors in Newburgh, followed by Concurrent Investment Advisors, LLC with 4.

How do I check a financial advisor in Newburgh?

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.