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4.5+ Stars · Brooklyn
Highly Rated Financial Advisors in Brooklyn, NY
Only the best make this list. These financial advisors in Brooklyn have earned 4.5+ star ratings from real customers — consistently.
As of July 2026, RatingsNearMe ranks 20 financial advisors in Brooklyn, NY by the RNM Score — a 0–100 rating built from Google ratings, review volume, sentiment, and profile completeness. The top-ranked is Midas Wealth - Private Client Group with a 5.0-star rating from 83 Google reviews and an RNM Score of 82/100. Also in the top tier: Unique Financial Advisors & Tax Consultants and Francis Financial, Inc.. The average rating across all listed financial advisors in Brooklyn is 4.7 stars from 354 reviews per business on average.
Financial advisors in Brooklyn typically charge 0.5–1.5% of assets under management annually, or $200–$500/hr fee-only.
Rankings updated July 4, 2026 · RNM Score = ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · Not paid placement.
Local Market Snapshot
20
Businesses listed
4.7★
Avg rating
354
Avg reviews
Jul 4, 2026
Last updated
Top Rated Financial Advisors
Exceptional 5.0-star rating from 83 Google reviews in New York, NY.
One Battery Park Plaza, Battery Pl Flr 33, #3350, New York, NY 10004, USARated 5.0 stars across a small number of Google reviews in New York.
26 Broadway f8, New York, NY 10004, USATop-rated New York financial advisor with 37 perfect 5.0-star Google reviews.
39 Broadway Suite 1730, New York, NY 10006, USAFinancial Advisors Rankings in Brooklyn, NY
| # | Business | Rating | Reviews |
|---|---|---|---|
| #1 | Midas Wealth - Private Client GroupOne Battery Park Plaza, Battery Pl Flr 33, #3350, New York, NY 10004, USA | 5.0★ | 83 |
| #2 | Unique Financial Advisors & Tax Consultants26 Broadway f8, New York, NY 10004, USA | 5.0★ | 2 |
| #3 | Francis Financial, Inc.39 Broadway Suite 1730, New York, NY 10006, USA | 5.0★ | 37 |
| #4 | Goldman Sachs30 Hudson St, Jersey City, NJ 07302, USA | 4.3★ | 45 |
| #5 | Astra Wealth Partners101 Hudson St #2100, Jersey City, NJ 07302, USA | 5.0★ | 1 |
| #6 | Merrill Lynch Wealth Management101 Hudson St 6th Floor, Jersey City, NJ 07302, USA | 3.3★ | 7 |
| #7 | Elite Financial Boutique LLC101 Hudson St 21st fl, Jersey City, NJ 07302, USA | 5.0★ | 13 |
| #8 | Taurus Financial1 Evertrust Plaza Suite 305, Jersey City, NJ 07302, USA | 4.5★ | 24 |
| #9 | Legacy Care Wealth201 Montgomery St #2022, Jersey City, NJ 07302, USA | 4.5★ | 8 |
| #10 | Christopher Street Financial475 Park Ave S #2100, New York, NY 10016, USA | 5.0★ | 1 |
Ranked by verified ratings & review volume · Data from Google Business listings · Updated July 2026
All Financial Advisors in Brooklyn
Trusted by clients with a solid 4.3-star rating from 45 reviews.
30 Hudson St, Jersey City, NJ 07302, USA
Rated 5.0 stars from a small number of Google reviews.
101 Hudson St #2100, Jersey City, NJ 07302, USA
A local financial advisor with a mixed 3.3-star rating from 7 Google reviews.
101 Hudson St 6th Floor, Jersey City, NJ 07302, USA
5.0 stars from 13 reviews, reflecting exceptional client satisfaction.
101 Hudson St 21st fl, Jersey City, NJ 07302, USA
Trusted 4.5-star financial advisor in Jersey City with dozens of positive reviews.
1 Evertrust Plaza Suite 305, Jersey City, NJ 07302, USA
Trusted Jersey City financial advisor with 4.5 stars from 8 client reviews.
201 Montgomery St #2022, Jersey City, NJ 07302, USA
Exceptional 5.0-star rating from a handful of Google reviews.
475 Park Ave S #2100, New York, NY 10016, USA
5.0 stars from 7 reviews, perfect record for a Jersey City financial advisor.
95 Christopher Columbus Dr 16th floor, Jersey City, NJ 07302, USA
This financial advisor in Jersey City has no customer reviews yet.
International Financial Center, 95 Christopher Columbus Dr 16th floor, Jersey City, NJ 07302, USA
Trusted by clients with a solid 4.0-star rating from 34 reviews.
1 Pershing Plz, Jersey City, NJ 07302, USA
4.9-star rating from 85 Google reviews reflects exceptional client satisfaction.
2 Park Ave 20th floor, New York, NY 10016, USA
4.9 stars from 8 reviews, reflecting strong client satisfaction in Jersey City.
International Financial Center, 95 Christopher Columbus Dr, Jersey City, NJ 07302, USA
Consistently rated 4.0 stars across 8 Google reviews, a trusted local option.
111 Town Square Pl Suite 500, Jersey City, NJ 07310, USA
5.0-star rated financial advisor with glowing feedback from multiple local clients.
155 2nd St Suite 206, Jersey City, NJ 07302, USA
Exceptional 5.0-star rating based on one Google review.
136 Madison Ave, New York, NY 10016, USA
Trusted by thousands, this Jersey City advisor holds an exceptional 4.9-star rating.
111 Town Square Pl Suite 1203, Jersey City, NJ 07310, USA
Rated 5.0 stars from 22 reviews, this New York financial advisor earns exceptional client trust.
675 3rd Ave #900, New York, NY 10017, USA
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Financial Advisors in Brooklyn, NY — Compared
| # | Business | RNM Score | Rating | Reviews |
|---|---|---|---|---|
| 1 | Midas Wealth - Private Client Group | 82/100 | 5.0 ★ | 83 |
| 2 | Unique Financial Advisors & Tax Consultants | 64/100 | 5.0 ★ | 2 |
| 3 | Francis Financial, Inc. | 78/100 | 5.0 ★ | 37 |
| 4 | Goldman Sachs | 67/100 | 4.3 ★ | 45 |
| 5 | Astra Wealth Partners | 62/100 | 5.0 ★ | 1 |
| 6 | Merrill Lynch Wealth Management | 41/100 | 3.3 ★ | 7 |
| 7 | Elite Financial Boutique LLC | 73/100 | 5.0 ★ | 13 |
| 8 | Taurus Financial | 67/100 | 4.5 ★ | 24 |
| 9 | Legacy Care Wealth | 62/100 | 4.5 ★ | 8 |
| 10 | Christopher Street Financial | 62/100 | 5.0 ★ | 1 |
Ranked by RatingsNearMe Score · ratings (35%), review volume (30%), sentiment (20%), completeness (10%), availability (5%) · July 2026
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Frequently Asked Questions — Financial Advisors in Brooklyn
What is a fiduciary financial advisor and why does it matter in Brooklyn?
A fiduciary is legally required to act in your interest at all times. Non-fiduciary advisors (like some broker-dealers) only need to recommend "suitable" products, which may earn them higher commissions. Before hiring any financial advisor in Brooklyn, ask directly: "Are you a fiduciary 100% of the time?" If they hesitate, keep looking.
How do I verify a financial advisor is registered and legitimate?
Use FINRA BrokerCheck (finra.org/brokercheck) to verify licenses and check for complaints or disciplinary actions. For Registered Investment Advisors, search SEC's IAPD at adviserinfo.sec.gov. CFP credentials can be verified at cfp.net/verify. These are free public tools — always check before handing over your finances.
How do financial advisors charge for their services in Brooklyn?
Three main structures: (1) Fee-only — flat fee, hourly ($200–$500/hr), or a percentage of assets under management (typically 0.5–1.5% annually) with no commissions; (2) Fee-based — advisory fee plus commissions on products they sell; (3) Commission-only — free to meet, they earn commissions on products. Fee-only is the most transparent and avoids conflicts of interest.
What credentials should I look for in a financial advisor?
CFP (Certified Financial Planner) is the gold standard for comprehensive financial planning. CFA (Chartered Financial Analyst) is strongest for investment management. CPWA, ChFC, and RICP are recognized specializations. Avoid "advisor" titles without credentials — the term is unregulated. Verify any credential directly with the issuing organization.
How are the financial advisors on this page ranked?
Rankings use a transparent algorithm: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Featured Partner listings have paid for enhanced visibility but must still earn their position through real customer reviews — sponsored listings are clearly labeled.
Financial Advisors in Nearby Cities
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How Rankings Work on This Page
Every financial advisors on RatingsNearMe is scored transparently: star rating (35%), review volume (30%), customer sentiment (20%), profile completeness (10%), and availability (5%). Businesses labeled exclusive or premium are Featured Partners — they have paid for enhanced visibility but must still rank through real customer reviews. We cap sponsored boosts so bad businesses can never buy the top spot.
Editorial notice: Ratings are based on publicly available data from Google Business listings. Consumers should independently verify licensing, insurance, and credentials before hiring any service provider. Last updated: July 4, 2026.
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