AdvisoryHQ Includes Frisch on Their 2020 List of the “Top 12 Best Financial Advisors in New York, NY”


“With the goal of protecting and preserving wealth, while also providing clear guidance in complex financial situations, Frisch Financial Group earn a 5-star rating.  It is one of the top wealth management firms in New York to consider partnering with this year,” states AdvisoryHQ.

We are pleased to share that with our inclusion on this year’s list of the “Top 12 Best Financial Advisors in New York, NY” it is Frisch’s fifth consecutive year (2016-2020) being recognized.  Additionally, in 2019 Frisch Financial was named to AdvisoryHQ’s list of the “Top 10 Best Financial Advisors in Tampa & St. Petersburg, FL.”  As of this writing, AdvisoryHQ’s Florida list has not been released.

“In New York City there are so many financial firms from which people can choose.  For Frisch to be included by AdvisoryHQ as one of the best financial advisors amongst an elite group of professionals is truly an honor,” states David Frisch, Founder and CEO. “I believe the fact we have been included in this ranking for five consecutive years reflects our ongoing commitment in offering conflict-free services which always place our clients’ needs first.”

Each year AdvisoryHQ conducts an independent review of financial firms throughout the country and uses a comprehensive system to rank the top financial advisors.  Most firms do not even know that they are being reviewed and ranked until after the reviews have been published to the public.  AdvisoryHQ’s selection methodology takes into consideration not only AUM (assets under management), revenue and the size of an advisory firm, but also includes fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence and wealth of experience.

AdvisoryHQ looks for well-established, independent, fee-only financial planners, advisors and asset management firms with an experienced advisory team.  Services should be customized, with a high level of transparency and they should act as a fiduciary.  AdvisoryHQ’s reviews and rankings are 100% independently researched.

Frisch Financial offers fee-only investment management and financial planning to clients nationwide. Please contact us if you would like to learn more about us and the services we provide.

About Us

Our mission is to help our clients protect, preserve, and enhance their wealth. We achieve this by combining our investment management expertise with our financial planning services. Our co-management approach offers customization of portfolios and client involvement. As a fee only advisor, we do not sell any products and therefore, provide unbiased advice. Our clients always come first.

Reach Us

516.694.7900 (Long Island, NY)
813.639.7580 (Tampa, FL)
212.983.8444 (New York, NY)
914.696.0800 (White Plains, NY)
email@frischfinancial.com