New York, NY has 384 financial planner businesses. The average customer rating is 4.2 out of 5 stars. The top-rated business is Kristen S. Han, CPA, CFP with 5.0 stars and 20 reviews. 83% have websites, 24% list phone numbers, 43% provide email contacts.
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Everything you need to know about this market at a glance
384
in this area
4.2
Typical: 5.0 stars
3
per business (319 reviewed)
4 months
New MarketWhat contact info is available for these businesses
A reasonable number of businesses have websites and emails available.
How customers rate these businesses and who gets the most attention
This shows what percentage of businesses fall into each rating range. Green means highly rated, red means below average.
Just a few popular businesses get most of the customer attention. Many others are barely visible online.
Highest Rated Business
Kristen S. Han, CPA, CFP
There's a big gap between the best and worst businesses. Some are outstanding, but others have poor ratings - choose carefully.
How competitive is this market and who controls it
100% = completely spread out, no one dominates. 0% = one business controls everything.
One business has a slight edge but doesn't dominate. The top position is still up for grabs.
A healthy mix of established businesses and newer ones still building their reputation. The market is active and evolving.
How old are these businesses and is the market growing?
Average time since businesses were listed
Most businesses here are relatively new. This is an emerging market with lots of fresh competition.
New businesses in the last 90 days
New businesses are opening at a healthy pace. There's clear demand attracting new entrepreneurs.
Where businesses are located and how complete the data is
Businesses are scattered across the entire area with no clear center. You may need to cover a wide territory.
How many businesses have complete info (name, phone, address, website, email).
Special characteristics that businesses in this market have self-reported
These are self-reported tags from business profiles. For example, "Wheelchair Accessible" means the business has marked itself as accessible. Use these to filter or target specific business types.
There are 384 financial planner serving New York, NY. The average rating is 4.2 stars based on 319 reviewed businesses. Reviewed businesses have an average of 3 reviews. 83% have websites and 43% list email contact and 24% have phone numbers. The highest-rated is Kristen S. Han, CPA, CFP with 5 stars from 20 reviews.
Ranked by customer rating and review volume. Data from verified public sources.
| Rank | Business Name | Rating | Reviews | Location | Profile |
|---|---|---|---|---|---|
| 1 | Kristen S. Han, CPA, CFP | 5.0 | 20 | New York, NY |
Browse 384 verified businesses with contact details
Showing 15 of 384 businesses
| Business | Location | Rating | Action |
|---|---|---|---|
450 Lexington Ave 4th fl, New York, NY, 10017 | 4.9(84) | View | |
1470 2nd Ave, New York, NY, 10075 | No reviews | View | |
7 World Trade Center, Greenwich St, NY, 10007 | No reviews | View | |
350 E 76th St, New York, NY, 10021 | 5.0(20) | View | |
200 Liberty St # 14, New York, NY, 10281 | No reviews | View | |
120 Broadway 29th floor, New York, NY, 10271 | No reviews | View | |
777 3rd Ave 20th Floor, New York, NY, 10017 | No reviews | View | |
2 Wall St 10th floor, New York, NY, 10005 | No reviews | View | |
258 Broadway, New York, NY, 10007 | No reviews | View | |
885 2nd Ave 42nd Floor, New York, NY, 10017 | 3.0(6) | View | |
1211 6th Ave Suite 3300, New York, NY, 10036 | No reviews | View | |
61 Broadway Suite 2770, New York, NY, 10006 | No reviews | View | |
80 Broad St # 1701, New York, NY, 10004 | 5.0(1) | View | |
1211 6th Ave Suite 3300, New York, NY, 10036 | No reviews | View | |
1211 6th Ave Suite 3300, New York, NY, 10036 | No reviews | View |
15 of 384 businesses
Comprehensive market data for financial planner businesses in New York, NY, based on 384 verified listings.
Common questions about financial planner in New York, NY, answered with real data.
Data reflects current listings on RangeLead and is updated regularly.
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| View |
| 2 | Beacon Pointe Advisors | 5.0 | 1 | New York, NY | View |
| 3 | Curtis Pope, CFP | Certified Financial Planner | Financial Advisor | 4.9 | 84 | New York, NY | View |
| 4 | Douglas C. Lane & Associates | 3.0 | 6 | New York, NY | View |
Access 384+ verified business contacts with phone numbers, emails, and complete company profiles.
The financial planner market in New York, NY consists of 384 businesses competing for local customers. This represents a moderately competitive market with enough providers to offer consumers meaningful choice while still allowing businesses to differentiate themselves.
Customer satisfaction among financial planner in New York, NY shows strong levels, with an average rating of 4.2 stars. About 76% of businesses maintain a 4-star or higher rating, indicating that most customers report positive experiences. However, 19% of businesses have ratings below 3 stars. The top 10% of businesses by review volume account for 62% of all reviews, indicating that customer engagement varies significantly across the market.
Digital adoption among financial planner in New York, NY varies significantly. With 83% of businesses maintaining websites, the market shows strong digital maturity. Most businesses recognize the importance of online presence for customer acquisition.
Reaching financial planner in New York, NY is possible through multiple channels. Phone numbers are available for 24% of businesses. Email outreach is viable with 43% email availability, though phone contact remains more universally accessible.
This market analysis is compiled from 384 verified financial planner business listings in New York, NY. Rankings are based on aggregated customer ratings and review volume from public review platforms. Contact information and digital presence data are verified through automated and manual checks. Data is updated regularly to reflect current market conditions. RangeLead does not endorse or recommend specific businesses; rankings reflect publicly available customer feedback.
