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Find Retirement Advisors for Retirement Planning in Brooklyn, New York
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Finding the Best Retirement Planners in Brooklyn, New York
Last Updated - April 25, 2025Brooklyn has 19 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 17 non-vetted advisors in your local area. These retirement advisors in Brooklyn, New York have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Brooklyn, New York
VERIFIEDLouis Green
CFP®, CPWA®, CFA®
Savvy Advisors
Qualifications
CRD# 2790531
Firm CRD# 318493
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
VERIFIEDDan Brady
Savvy Advisors
Qualifications
CRD# 2172300
Firm CRD# 318493
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDPeter Levine
CFP®, CLU®, ChFC®
Ameriprise Financial Services, LLC
Qualifications
CRD# 4022345
Firm CRD# 6363
Series 7, 63
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 340 Madison Avenue,
New York, NY 10173 See Details - 900 South Avenue,
Suite 203,
Staten Island, NY 10314 See Details - 51 John F Kennedy Parkway,
Suite 270,
Short Hills, NJ 07078 See Details - 1130 RXR Plaza,
Suite 1130,
Uniondale, NY 11556 See Details - 328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details - 10 Bank Street,
Suite 1215,
White Plains, NY 10606 See Details
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDAltfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
Qualifications
Firm CRD# 110130
Series 65, 66
Minimum Assets Required
$1,000,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Based on Assets
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDFrank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee
VERIFIEDDoug Frew
CFP®, ChFC®, AWMA®
BroadFront Capital Management
Qualifications
CRD# 6030529
Firm CRD# 6413
Series 7, 63, 66
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDPeter Gellman
Palmerston Group Advisors, LLC
Qualifications
CRD# 4716523
Firm CRD# 128733
Series 66
Minimum Assets Required
$400,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDAnthony M. Errico
Port Capital Management
Qualifications
CRD# 5679112
Firm CRD# 330252
Series 7, 63, 65, 66
Minimum Assets Required
$500,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDJohn Traut
AWMA®
Lpl
Qualifications
CRD# 6676325
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$10,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDJim Kilcommons
CFP®
Princeton Global
Qualifications
CRD# 1340382
Firm CRD# 146644
Minimum Assets Required
$0
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts
Compensation/Fee
Fee-Based, Hourly, Based on Assets
VERIFIEDQualifications
Firm CRD# 288239
Series 7, 66
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Brooklyn, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 10 Grand Street, 21st Floor Brooklyn, NY, 11249 | $2,219,555,680 | 15 | 40 | A percentage of AUM, Performance Based |
| 2 | 10 Jay Street, Suite 6a Brooklyn, NY, 11201-1136 | $1,204,249,611 | 7 | 29 | A percentage of AUM, Performance Based |
| 3 | 55 Prospect Street, Suite 310 Brooklyn, NY, 11201 | $1,017,119,000 | 27 | 4 | A percentage of AUM, Performance Based |
| 4 | 3611 14th Avenue, Suite 221, Brooklyn, NY, 11218 | $349,729,972 | 137 | 6 | A percentage of AUM |
| 5 | 370 Jay Street, 7th Floor Brooklyn, NY, 11201 | $272,611,278 | 37 | 21 | A percentage of AUM, Fixed fees |
| 6 | 33 Nassau Ave, Brooklyn, NY, 11222 | $227,519,078 | 1177 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 641 President Street, Suite 106 Brooklyn, NY, 11215 | $175,897,203 | 597 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 45 Main Street,, Suite 411 Brooklyn, NY, 11201 | $160,920,023 | 3 | 3 | A percentage of AUM, Performance Based |
| 9 | 1018 8th Avenue, Brooklyn, NY, 11215 | $77,000,000 | 305 | 2 | A percentage of AUM, Hourly charges |
| 10 | 55 Prospect Street, Suite 310 Brooklyn, NY, 11201 | $66,747,718 | 2 | 3 | A percentage of AUM, Performance Based |
| 11 | 195 Montague Street, 14th Floor Brooklyn, NY, 11201 | $66,268,166 | 34 | 2 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 61 Greenpoint Avenue, Suite 628 Brooklyn, NY, 11222 | $63,987,515 | 2 | 3 | A percentage of AUM, Performance Based |
| 13 | 236 Livingston St, Suite 15g Brooklyn, NY, 11201 | $28,330,272 | 123 | 1 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 25 Kent Avenue, Suite 401 Brooklyn, NY, 11249 | $25,183,144 | 102 | 9 | A percentage of AUM, Hourly charges |
| 15 | 10 Grand Street, Floor 3 Brooklyn, NY, 11211 | $16,471,619 | 581 | 3 | Fixed fees |
Information on Top Retirement Planning firms in Brooklyn, New York
QualificationsFirm CRD# 309286
Assets Under Management $2,219,555,680
No. Of Clients15
Clients Per Financial Advisor0
LEFT LANE CAPITAL is a financial advisory firm situated in Brooklyn, New York. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 40 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 172534
Assets Under Management $1,204,249,611
No. Of Clients7
Clients Per Financial Advisor0
KORA MANAGEMENT LP is a financial advisory firm situated in Brooklyn, New York. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7 clients. The team consists of 29 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 306923
Assets Under Management $1,017,119,000
No. Of Clients27
Clients Per Financial Advisor7
VOLT INVESTMENT HOLDINGS LLC is a financial advisory firm situated in Brooklyn, New York. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 27 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 304350
Assets Under Management $349,729,972
No. Of Clients137
Clients Per Financial Advisor23
EQUINUM, LLC is a financial advisory firm situated in Brooklyn, New York. With a nearly $350M assets under management, the firm specializes in crafting personalized retirement planning solutions for 137 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 316475
Assets Under Management $272,611,278
No. Of Clients37
Clients Per Financial Advisor2
BROOKLYN INVESTMENT GROUP, LLC is a financial advisory firm situated in Brooklyn, New York. With a nearly $273M assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 clients. The team consists of 21 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 292115
Assets Under Management $227,519,078
No. Of Clients1177
Clients Per Financial Advisor118
BROOKLYN FI, LLC is a financial advisory firm situated in Brooklyn, New York. With a nearly $228M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1177 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 125291
Assets Under Management $175,897,203
No. Of Clients597
Clients Per Financial Advisor149
BREWSTER FINANCIAL PLANNING LLC is a financial advisory firm situated in Brooklyn, New York. With a nearly $176M assets under management, the firm specializes in crafting personalized retirement planning solutions for 597 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 287823
Assets Under Management $160,920,023
No. Of Clients3
Clients Per Financial Advisor1
GENERAL EQUITY HOLDINGS LP is a financial advisory firm situated in Brooklyn, New York. With a nearly $161M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 113666
Assets Under Management $77,000,000
No. Of Clients305
Clients Per Financial Advisor153
WALNUT INVESTMENT SERVICES LLC is a financial advisory firm situated in Brooklyn, New York. With a nearly $77M assets under management, the firm specializes in crafting personalized retirement planning solutions for 305 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 318517
Assets Under Management $66,747,718
No. Of Clients2
Clients Per Financial Advisor1
SQUARE WAVE CAPITAL is a financial advisory firm situated in Brooklyn, New York. With a nearly $67M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 307719
Assets Under Management $66,268,166
No. Of Clients34
Clients Per Financial Advisor17
YEARWOOD YOUNG ADVISORS is a financial advisory firm situated in Brooklyn, New York. With a nearly $66M assets under management, the firm specializes in crafting personalized retirement planning solutions for 34 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 332519
Assets Under Management $63,987,515
No. Of Clients2
Clients Per Financial Advisor1
BLEECKER STREET CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Brooklyn, New York. With a nearly $64M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 288987
Assets Under Management $28,330,272
No. Of Clients123
Clients Per Financial Advisor123
BOERUM HILL FINANCIAL ADVISORS LLC is a financial advisory firm situated in Brooklyn, New York. With a nearly $28M assets under management, the firm specializes in crafting personalized retirement planning solutions for 123 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 325523
Assets Under Management $25,183,144
No. Of Clients102
Clients Per Financial Advisor11
MARIDEA WEALTH MANAGEMENT is a financial advisory firm situated in Brooklyn, New York. With a nearly $25M assets under management, the firm specializes in crafting personalized retirement planning solutions for 102 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 323620
Assets Under Management $16,471,619
No. Of Clients581
Clients Per Financial Advisor194
CARRY ADVISORS LLC is a financial advisory firm situated in Brooklyn, New York. With a nearly $16M assets under management, the firm specializes in crafting personalized retirement planning solutions for 581 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
Retirement Planners Near You
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Looking for more choices? Use our free match service to compare retirement planners serving your area.