Investment Advisory Service in New York State

340 listings statewide

New York's Investment Advisory Service directory: 340 listings across 116 cities, updated as businesses claim and verify their information.

Johnson Illington Advisors

677 Broadway # 305
(518) 641-6860

Johnson Illington Advisors is listed as Investment Advisory Service in Albany

K & M Assoc

199 Milton Ave
(518) 885-5171

K & M Assoc is listed as Investment Advisory Service in Ballston Spa

K M Investment Svc Inc

1170 Pittsford Victor Rd Ste 270
(585) 381-5900

K M Investment Svc Inc is listed as Investment Advisory Service in Pittsford

Karpus Investment Management

183 Sullys Trl
(585) 586-4680

Karpus Investment Management is listed as Investment Advisory Service in Pittsford

Kerr Financial Group

168 Water St
(607) 231-6330

Kerr Financial Group is listed as Investment Advisory Service in Binghamton

Kling & Marsh Wealth Management

130 Allens Creek Rd
(585) 256-2320

Kling & Marsh Wealth Management is listed as Investment Advisory Service in Rochester

Knickerbocker Advisors Inc

PO Box 312
(518) 398-9000

Knickerbocker Advisors Inc is listed as Investment Advisory Service in Pine Plains

Kolber Elizabeth Invstmnt Sec

6245 Sheridan Dr # D
(716) 635-4327

Kolber Elizabeth Invstmnt Sec is listed as Investment Advisory Service in Buffalo

Kunker Associates

725 Meadowdale Rd
(518) 861-3692

Kunker Associates is listed as Investment Advisory Service in Altamont

L & M Financial Svc

3820 Sheridan Dr
(914) 665-7411

L & M Financial Svc is listed as Investment Advisory Service in Buffalo

Ledonne Advisory Services

200 Business Park Dr # 106
(914) 730-0196

Ledonne Advisory Services is listed as Investment Advisory Service in Armonk

Legacyquest Advisors

1400 Sweet Home Rd
(716) 200-4900

Legacyquest Advisors is listed as Investment Advisory Service in Buffalo

Leibungton Capital Management

120 E Seneca St
(315) 692-4936

Leibungton Capital Management is listed as Investment Advisory Service in Manlius

Lexin Capital

654 Madison Ave
(212) 750-3500

Lexin Capital is listed as Investment Advisory Service in New York

Lexington Capitol Assoc

240 North Ave
(914) 633-4100

Lexington Capitol Assoc is listed as Investment Advisory Service in New Rochelle

Liberty Funding Group

11 Middle Neck Rd
(516) 304-5408

Liberty Funding Group is listed as Investment Advisory Service in Great Neck

Liberty Investment Management

31 Buffalo St
(716) 646-6460

Liberty Investment Management is listed as Investment Advisory Service in Hamburg

Lincoln Financial Advisors

6900 Jericho Tpke # 101E
(516) 496-8200

Lincoln Financial Advisors is listed as Investment Advisory Service in Syosset

Available in These Cities

Buffalo (34) · Rochester (31) · Albany (21) · Syracuse (15) · New York (14) · Pittsford (14) · Great Neck (9) · Jericho (8) · Syosset (8) · Poughkeepsie (7) · Scarsdale (7) · Bronxville (6) · Ithaca (6) · Binghamton (5) · East Syracuse (5) · Elmira (5) · New Rochelle (5) · Clifton Park (4) · Roslyn (4) · Schenectady (4) · Wappingers Falls (4) · Williamsville (4) · Yonkers (4) · Canandaigua (3) · Mendon (3) · Pelham (3) · Port Washington (3) · Auburn (2) · Corning (2) · Fairport (2) · Goshen (2) · Jamestown (2) · Kingston (2) · Larchmont (2) · Le Roy (2) · Locust Valley (2) · Marcellus (2) · New Windsor (2) · Saratoga Springs (2) · Saugerties (2) and 76 more — use the listings above to find your city.

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Investment Advisory Service FAQs

Businesses listed under Investment Advisory Service on our site offer the range of services typically associated with that category — check each listing's description and contact details for what a specific provider offers.

Compare a few listings, check how long the business has been established, look at any available ratings and reviews, confirm the business is properly licensed if applicable, and get more than one quote before committing.

Requirements vary by profession and locality — ask the provider directly about relevant state or local licensing, insurance, and certifications, and verify with the applicable New York licensing authority where one exists.

Ask about pricing, availability, insurance/licensing, references or reviews, warranty or guarantee terms, and expected timelines before agreeing to any work.

Pricing varies widely by provider, job scope, and location — request quotes directly from a few listed businesses for an accurate, up-to-date estimate rather than relying on a single average figure.

Some businesses in this category may offer emergency or after-hours service — check individual listings or call ahead to confirm availability.

Be cautious of providers who demand full payment upfront, can't provide a physical address or license information on request, or pressure you into an immediate decision — see our Consumer Guide for a fuller checklist.
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Not sure how to choose? Read our Consumer Guide for tips on choosing and verifying a Investment Advisory Service provider.

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