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  4. Financial Advisory

New Financial Advisory Businesses in Manhattan, NY

21 financial advisory businesses recently registered in Manhattan, New York.

Updated August 18, 2026 · Most recent business filing Jun 18, 2026

21
Total Filings
Jun 18, 2026
Most Recent
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About Financial Advisory Businesses in Manhattan

This page lists new financial advisory businesses registered in Manhattan, New York. We currently track 21, sourced directly from the New York Division of Corporations and refreshed daily as new financial advisory companies file.

Recent additions include Nexus Capital Advisory, MIII Advisors, and Inflection Point Advisory Group. The most recent financial advisory business filing was on Jun 18, 2026.

Each entry shows the filing date and, where we can verify it, the owner name and contact details. If you sell to financial advisory businesses in Manhattan, this is one of the freshest prospect lists in the market.

Frequently Asked Questions

How many new financial advisory businesses registered in Manhattan, NY recently?

10 new financial advisory businesses filed in Manhattan over the last 90 days. DayOneLead tracks 21 in total, refreshed daily from New York state filing records.

How do I get financial advisory leads in Manhattan?

Every new financial advisory business in Manhattan registers with the state before it shows up anywhere else, and those filings are public. DayOneLead detects them daily and adds a verified owner name, phone, email, and website status to each one, so you can reach new financial advisory businesses in their first week, before they appear in other directories.

How can I tell which Manhattan financial advisory records are truly new businesses?

A new filing is not always a new business. Some registrations are re-filings, name changes, or holding entities. DayOneLead cross-references filings against domain registration records and website status, so you can spot the ones behaving like genuinely new operations instead of paperwork changes.

How fresh is this list of Manhattan financial advisory records?

We refresh this page every day from the New York Division of Corporations. The most recent financial advisory business filing we recorded in Manhattan was on Jun 18, 2026.

All Filings

Nexus Capital Advisory

Jun 18, 2026
Financial AdvisoryVerifiedManhattan, NY

Nexus Capital Co., operating at 1175 Pittsford Victor Rd in Pittsford, NY, offers financial advisory services. The website describes them as 'Bridging the Gap Between You and Your Financial Success'.

MIII Advisors

Jun 16, 2026
Financial AdvisoryVerifiedManhattan, NY

The business is located at 25 Broad Street in New York, NY, matching the LLC filing address. The site includes services, about, and contact pages, indicating a professional advisory firm.

Inflection Point Advisory Group

Jun 13, 2026
Financial AdvisoryVerifiedManhattan, NY

Inflection Point Advisory Group, LLC provides financial advisory services including business strategy, investment standards, and family office advisory.

Empire Strategy & Advisory

Jun 8, 2026
Financial AdvisoryVerifiedManhattan, NY

EMPIRE STRATEGY & ADVISORY LLC appears to be a boutique advisory firm offering M&A, valuation, and exit planning services, based in Manhattan, New York.

Tcholakian Advisory

May 14, 2026
Financial AdvisoryVerifiedManhattan, NY

TCHOLAKIAN ADVISORY LLC appears to be the entity for David Tcholakian, a financial advisor operating in New York, NY. The LLC was formed recently with no EIN, and the principal address is on East 76th Street in Manhattan. Candidate websites show David Tcholakian listed on financial advisor registries and broker check, confirming his role as a financial advisor.

Nava Advisory

Apr 21, 2026
Financial AdvisoryVerifiedManhattan, NY

Nava Advisory LLC appears to be a financial advisory or consulting firm based in New York, as indicated by its website domain name and email address.

Greco Advisors

Apr 17, 2026
Financial AdvisoryVerifiedManhattan, NY

Based on the domain name and email addresses, Greco Advisors appears to be a professional advisory firm, likely offering financial or investment advisory services. The domain directly matches the LLC name, and the use of professional email addresses indicates an operational business. No further details are available from the candidates.

Strata Capital

Jan 20, 2026
Financial AdvisoryVerifiedManhattan, NY

Strata Capital is a financial advisory firm based in Fairfield, New Jersey, offering wealth management and investment services. The company's website emphasizes simplifying complex financial decisions. Contact information includes a New York area code phone number and email addresses.

Cirillo Wealth Advisory

Jan 13, 2026
Financial AdvisoryVerifiedManhattan, NY

John Cirillo is a financial advisor based in White Plains, NY, previously with Merrill Lynch, and likely operates CIRILLO WEALTH ADVISORY, LLC as an independent wealth management firm. The LLC's principal address is in Manhattan, NY, but his advisor profiles list a White Plains address. The candidates are third-party directories, not the official business website.

Ark Advisors

Dec 28, 2025
Financial AdvisoryVerifiedManhattan, NY

Financial advisory firm based in New York, NY, with principals Ann Billock and Ken Robinson. Website provides contact details and implies investment advisory services. LLC filing address in Manhattan aligns with site location.

ARH Global Advisors

Oct 14, 2025
Financial AdvisoryVerifiedManhattan, NY

ARH Global Advisors LLC is an attorney-led fiduciary advisory platform serving high-net-worth families, focusing on probate and trust real estate. The firm also launched a dedicated real estate brokerage division, ARH Real Estate Group LLC, operating in Manhattan and Beverly Hills. Principal address is in Manhattan, NY.

Limestone Advisory Group

Sep 12, 2025
Financial AdvisoryVerifiedManhattan, NY

Limestone Advisory Group is a financial advisory firm based in New York City, providing accounting, finance, M&A, valuation, and strategic solutions to companies and investors. The firm emphasizes Big Four expertise with a boutique service model.

KL Advisors

Aug 28, 2025
Financial AdvisoryVerifiedManhattan, NY

KL Advisors (Knight-Ludvigson Advisors) is a consulting firm offering services such as client projects and advisory, based in New York.

ARETE NOVA ADVISORS LLC

Aug 19, 2025
Financial AdvisoryVerifiedManhattan, NY

The LLC 'ARETE NOVA ADVISORS LLC' is registered in Manhattan, suggesting a financial advisory firm.

Defi Alliance

Jul 9, 2025
Financial AdvisoryVerifiedManhattan, NY

Defi Alliance LLC is a financial advisory firm based in New York, NY, as listed on financial databases. The firm provides investment advisory services and is located at 270 Lafayette Street. The filing matches this location and name.

Savant Wealth Management

Feb 20, 2025
Financial AdvisoryVerifiedManhattan, NY

Savant Capital, LLC operates as Savant Wealth Management, a fee-only financial advisory firm in New York City.

JDLK

Feb 19, 2025
Financial AdvisoryVerifiedManhattan, NY

JDLH Group LLC appears to operate as JDLK, a boutique advisory firm providing innovative solutions with a global presence.

SteckVantage

Feb 12, 2025
Financial AdvisoryVerifiedManhattan, NY

SteckVantage LLC is a financial services firm based in New York, specializing in capital introductions, institutional relationships, and strategic advisory. The business operates in the financial advisory sector with a focus on capital markets and institutional clients.

Current Capital Associates

Feb 4, 2025
Financial AdvisoryVerifiedManhattan, NY

Current Capital Associates LLC is a financial advisory firm providing mergers and acquisitions advisory, corporate management services, and private equity investing. It operates from 950 Third Avenue, New York, NY, as confirmed by both the LLC filing and the company's website, which emphasizes decades of experience and relationship-driven growth.

Regon Capital

Jan 23, 2025
Financial AdvisoryVerifiedManhattan, NY

The site lists a New York phone number and an IR email, consistent with the LLC's Manhattan address. It appears to be a boutique financial advisory firm focused on helping companies go public.

CG Advisory

Feb 5, 2024
Financial AdvisoryVerifiedManhattan, NY

The LLC is named 'CG ADVISORY LLC' with a principal address in Manhattan, NY. Press releases from Springline Advisory (W3, W4) announce a strategic partnership with 'CG Advisory LLC', a New Jersey-based advisory firm, indicating it operates in financial and business advisory services. No official website found, but the partnership details confirm the business's industry focus.

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