Find Help · New York
Verified financial advisors in
New York.
Financial Advisors serving New York. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.
Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.
What New York law says before a provider can do anything
Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.
Verified in New York so far: 570 financial advisors, 4 funeral homes, 4 hospice & palliative care, 2 grief counselors.
Every figure here comes from MORTL's New York guide, which cites the statute or the state agency behind it. Read the New York guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.
If someone has already died, what to do first in New York is the order to work in. It's free and it always will be.
10x Capital Partners
New York alternative asset management firm offering venture capital, private equity, private credit, treasury management, and capital markets services, including digital assets and infrastructure investment strategies, in the New York City area.
13d Management LLC
New York financial advisor offering event-driven investment strategy focused on activist situations globally in the New York area.
1ws Capital Advisors, LLC
New York capital advisory firm offering structured credit investment strategies and a credit income fund in the New York area.
20 Gates Management LLC
New York institutional investment management firm offering fixed income strategies and asset management solutions in the New York area.
747 Capital, LLC
New York private equity firm offering pooled small-cap buyout fund investments, co-investments, and secondary transactions structured within a single fund vehicle in the New York area.
A.G.P. Asset Management LLC
New York financial advisory firm offering wealth management, investment advisory, fixed income, retail brokerage, and insurance services, including investment banking and capital markets services, in the New York City area.
Abbondandolo Wealth Management Corp
New York financial advisory firm offering retirement planning, tax planning, asset management, and planning for business owners in the Glen Cove area.
Abbott Capital Management LLC
New York private equity and venture capital investment firm offering primaries, secondaries, and co-investment strategies, including ESG and responsible investing solutions, in the New York area.
Abernathy Group II LLC
New York family office offering wealth preservation, asset growth, inheritance planning, and concierge medical network services, including fiduciary advocacy for families, in the New York area.
Acore Capital, Lp
New York commercial real estate debt investment firm offering financing, institutional investor relations, wealth advisor, and asset management contacts in the New York City area.
Adalta Capital Management LLC
New York investment management firm offering customized investment management services in the New York area.
Addigence Corporation
New York investment adviser offering portfolio construction, risk management, allocation performance monitoring, and securities brokerage and custody tools for portfolio managers, qualified clients, and institutional investors in the New York City area.
Adirondack Capital Advisors, LLC
New York financial advisory firm offering retirement planning, investment management, and retirement plan consulting for employers in the Syracuse area.
Adirondack Research & Management Inc.
New York investment management firm offering a small-cap mutual fund, fund performance information, and shareholder services in the Guilderland area.
Adler Asset Management, LLC
New York investment adviser offering focused-value fund management for the Adler Value Fund in the New York area.
Advanced Portfolio Management, LLC
New York financial advisory firm offering institutional services, social investment solutions, and investment philosophy insights in the New York City area.
Advent Capital Management, LLC
New York investment management firm offering traditional and alternative convertible bond strategies, closed-end fund, and exchange traded fund investment offerings, including balanced, defensive, and high yield convertible strategies, in the New York area.
Advice And Planning Services
New York financial advisory firm offering financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars/workshops in the New York City area.
Aetos Alternatives Management
New York investment management firm offering outsourced CIO, co-investment, customized, and registered commingled fund solutions in the New York area.
Aetos Capital Management Lp
New York investment management firm offering climate change and credit strategies in the New York area.
Ag Dillon Asset Management Lp
New York venture capital asset manager offering pre-IPO stock fund investing, custom fund construction for financial advisors, and investment committee and portfolio allocation support in the New York area.
Albanyadvisor Group LLC
New York financial advisory firm offering financial planning, risk management, investment management, and retirement plan services, including offerings for small businesses and individuals, in the Albany area.
Alesco Advisors, LLC, An Esl Company
New York financial advisory firm offering wealth management, investment planning, outsourced chief investment officer services, and retirement plan consulting for institutions, families, and individuals in the Pittsford area.
Alkeon Capital Management, LLC
New York investment management firm offering venture capital portfolio investing in private companies across multiple stages and industries in the New York area.
Ally Bridge Group (Pe) LLC
New York healthcare investment management firm offering private equity and public equity strategies focused on life science investments in the New York area.
Alphyn Capital Management LLC
New York investment management firm offering separately managed accounts and portfolio management for founders after a liquidity event, including planning coordination with clients' CPAs and estate attorneys, in the Hicksville area.
Alpine Saxon Woods
New York asset management firm offering traditional strategies and alternative investments in the Purchase area.
Alpine Woods Capital Investors, LLC
New York asset management firm offering traditional strategies and alternative investments for investment advisors, institutions, and foundations in the Purchase area.
Altra Venture Partners LLC
New York venture capital investment firm offering secondary transactions, LP buyouts, growth equity, and pre-IPO investment opportunities in the New York area.
Altum Capital Management, LLC
New York structured credit investment firm offering CLO investing and portfolio management services for institutional investors in the New York area.
About This Directory
How provider listings work.
Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.
A listing isn’t a recommendation, endorsement, guarantee, or referral.
MORTL checks a license only for estate attorneys: a lawyer the firm names has to show as active on the state’s official lawyer lookup before the listing goes up. MORTL doesn’t verify any provider’s disciplinary history, availability, or quality of service. Provider information can change after a listing is added.
Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.
Know Someone Good?
Suggest a provider.
Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.
Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.
Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.
For Providers
Get listed. Free.
MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.
A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.
Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.
A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.
Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →
Don't see your state?
We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.
Financial Advisors by state
Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- Washington, DC
- West Virginia
- Wisconsin
- Wyoming
Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →