Growth ranking
Fastest-growing tracked financial advisors & retirement plans
Ranked by year-over-year growth of share of tracked local spend. Arrows show movement in the rankings since last year. Each dot in the chart is one tracked chain: bigger market position to the right, faster growth higher up, more tracked stores in a bigger dot. Colors match the store map below.
#
Chain
YoY growth
| Rank | Chain | Rank movement | YoY growth |
|---|---|---|---|
| 1 |
E
Edward Jones
|
- | -34.3% |
- Edward Jones
- The Terzolo Financial Group
- 1-800Accountant
- Long Forms Short Forms
- 716 Tax Prep LLC
- Joseph J Montone & Co Inc
- Elmas Tax Service LLC
- Other tracked chains
Store footprint
Store map
58 tracked store locations in New York. The 7 largest tracked chains are highlighted.
- Edward Jones (3)
- The Terzolo Financial Group (1)
- 1-800Accountant (1)
- Long Forms Short Forms (1)
- 716 Tax Prep LLC (1)
- Joseph J Montone & Co Inc (1)
- Elmas Tax Service LLC (1)
- Other tracked chains
Top tracked chains by store count
-
1
E
-
2
M
Morgan Stanley 2
- 3 U United Financial Services 1
- 4 P Poorman's Tax Services 1
- 5 S Spear CPA CFP 1
- 6 T The Balance Sheet Inc. 1
- 7 F Financial District 1
- 8 S Stephanie Mari Lynn 1
- 9 A Amo Income Tax Services 1
- 10 P Professional Income Tax Services 1
- 11 M MORE Business Services 1
- 12 C CG Finance 1
- 13 P Patricia Lee 1
- 14 A Allied CPAs - Allied Financial Services 1
- 15 C Christopher Lobo 1
- 16 H Hollis Tax 1
- 17 C CF Joseph CPA P.C. 1
- 18 W Wealth Management at Hudson Valley Credit Union 1
- 19 P Pratt & Associates 1
- 20 S Stormont Financial Strategies 1
- 21 C CIA Financial Services 1
- 22 E Empire City Tax 1
- 23 G Grace Ethan 1
- 24 O One Stop Financial 1
- 25 L Lincoln Controls 1
- 26 E EMA Financial 1
- 27 N National Wealth Network 1
- 28 W William SM Hall 1
- 29 T The Terzolo Financial Group 1
-
30
1
1-800Accountant 1
- 31 L Long Forms Short Forms 1
- 32 7 716 Tax Prep LLC 1
- 33 J Joseph J Montone & Co Inc 1
- 34 E Elmas Tax Service LLC 1
- 35 N Nicastro Accounting Services 1
- 36 R Riley Tax Services 1
- 37 C CNY Tax Experts 1
- 38 D Delorenzo & Associates 1
- 39 T Taxpert Tax Service 1
- 40 B Brooklyn FI 1
- 41 B Bonafide Systems 1
- 42 I Ithaca Wealth Management 1
- 43 G Grandjean, Wagner, Beiter & Company 1
- 44 C Christopher Spratt 1
- 45 N Northeast Wealth Management 1
- 46 S Smart Tax Services 1
-
47
D
DailyPay 1
- 48 A A & L Income Tax 1
- 49 A Action Bookkeeping & Tax Service, Inc. 1
- 50 F Frank T. Minisci, CPA 1
More trends