Personalized Advice For Portfolio Size of 100k And Above
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Find Top Financial Advisors in Staten Island, New York
Staten Island is one of the 5 boroughs of the state of New York. Even though the cost of living in Staten Island is not as high as New York City, it is still 22% higher than the national average. Finding the right financial advisor for your needs may be quite daunting, as there are over 3500 advisors in and around the island. Staten Island itself has over 190 advisors. You'll want an experienced financial advisor, licensed in the state of New York with the knowledge of specific tax implications on investments etc. and that's where WiserAdvisor may be able to help.
We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards. You need a financial advisor who will understand your specific financial situation, and has the relevant financial qualifications in Staten Island, New York.
How To Find Trusted Financial Advisors in Staten Island, New York
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
Qualified Financial Advisors in Staten Island, New York
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
Edelman Financial Engines, LLC340 Madison AvenueNew York, NY 10173 1130 RXR PlazaUniondale, NY 11556 100 Front StreetWest Conshohocken, PA 19428 | N/A | $270,770,414,647 | Not Specified | Fee-Only |
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Information on Qualified Financial Advisors in Staten Island, New York

1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.
WiserAdvisor Reviews
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