Top Financial Advisors in Brooklyn, New York
Finding the right financial advisor in Brooklyn is a difficult thing to do. Not only are there seemingly endless advisors to choose from, but it is challenging to evaluate whether any given advisor has the right experience and specializations to match your unique needs. AdvisorCheck is here to help. Our comprehensive database of financial advisors in the US, including the best financial advisors in Brooklyn, combined with our one-of-a-kind tool kit allows you to find, evaluate, and monitor financial advisors better than ever before.
To start, here are some of the top financial advisor firms in Brooklyn, NY.
Find the Best Financial Advisor Firms in Brooklyn:
MARIDEA WEALTH MANAGEMENT
CRD#: 325523
Address: 25 Kent Avenue Suite 401, Brooklyn, NY 11249
Clients: 457
Average Clients per Advisor: 30
AUM: $ 469M
EQUINUM, LLC
CRD#: 304350
Address: 3611 14th Avenue, Suite 221, Brooklyn, NY 11218
Clients: 70
Average Clients per Advisor: 11
AUM: $ 397M
BROOKLYN FI, LLC
CRD#: 292115
Address: 33 Nassau Ave, Brooklyn, NY 11222
Clients: 207
Average Clients per Advisor: 18
AUM: $ 341M
BREWSTER FINANCIAL PLANNING LLC
CRD#: 125291
Address: 641 President Street Suite 106, Brooklyn, NY 11215
Clients: 15
Average Clients per Advisor: 5
AUM: $ 205M
EAGLE WEALTH ADVISORS
CRD#: 299219
Address: Brooklyn, NY
Clients: 136
Average Clients per Advisor: 45
AUM: $ 138M
MINKO WEALTH
CRD#: 170886
Address: Brooklyn, NY
Clients: 85
Average Clients per Advisor: 28
AUM: $ 117M
How We Chose the Top Financial Advisors in Brooklyn, New York
To create this list of top financial advisor firms in Brooklyn, we started by identifying SEC-registered firms with at least $100 million in assets under management (AUM). We included firms that employ professionals registered to provide investment advisory services, either solely as investment adviser representatives (IARs) or as both IARs and registered brokers. Dually registered advisors can offer investment advice and also help clients buy or sell securities like stocks and mutual funds. From there, we ranked the remaining firms based on several key factors, giving higher rankings to those with greater total AUM and to those that primarily serve individual clients rather than institutional investors. This approach helps ensure you're choosing from among the best financial advisors Brooklyn has to offer.
Search Financial Advisors in Brooklyn, New York
John F Erdmann
Registered Affiliation(s):MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Elizabeth Katz Miller
Registered Affiliation(s):SUMMIT PLACE FINANCIAL ADVISORS, LLC
Shawn Andrew Rubin
Registered Affiliation(s):MORGAN STANLEY
Daniel John Harper
Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC
Susy Li Young Chang
Registered Affiliation(s):MML INVESTORS SERVICES, LLC
Walter Corea
Registered Affiliation(s):RBC CAPITAL MARKETS, LLC
Disclaimers
AdvisorCheck is an independent third party. The information on this page was compiled by AdvisorCheck from publicly available sources. Neither the listed firms nor financial advisors contributed to or influenced the creation of this content. Additionally, AdvisorCheck was not compensated in any way for producing or publishing this information. Terms like "top," "best," or "leading" are used for editorial purposes only and do not represent a formal ranking or endorsement. These descriptions are subjective, may reflect publicly available data, opinions, or third-party sources, and should not be construed as guarantees of future performance or results.
Subscribe to our newsletter
Get the latest on finding, evaluating, and working with financial advisors; delivered right to your inbox.
