Falists

New York · 62 advisers

Financial Advisors in Brooklyn, New York

Looking for a financial advisor in Brooklyn, New York? Falists indexes 62 SEC-registered and state-registered investment advisers in Brooklyn — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 50 firms list a website you can visit directly. Firms in this directory manage up to $3.84B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

62

With website

50

Largest AUM

$3.84B

Financial planning

19

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth36Planning19Trusts23Retirement12Institutional11

Top advisors in Brooklyn

Ranked by AUM · Fees, team & specialties at a glance

View all 62 →

BROOKLYN FI, LLC

Brooklyn, NY

AUM

$563.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

10 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

(332) 296-1660

Full profileVisit site →
View all 62 advisors in Brooklyn

More cities in New York

New York (2,642)Rochester (47)White Plains (43)Buffalo (33)Pittsford (31)Melville (30)Albany (26)Garden City (26)Rye Brook (20)Williamsville (18)New York City (17)Purchase (17)

Common questions

How many financial advisors are in Brooklyn, New York?
62 registered investment advisers are listed in our Brooklyn directory, sourced from public SEC filings.
What types of advisors are in Brooklyn?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Brooklyn?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.