New York · 792 firms
Financial Planners in New York
Advisers offering comprehensive financial planning services. Browse 792 advisers in New York matching this specialty, with fees, team size, and AUM from public SEC filings.
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Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Financial Planning firms in New York
MORGAN STANLEY
Purchase, NY
AUM
$1.96T
Team
13000 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +3 more
914-225-5510
J.P. MORGAN SECURITIES LLC
New York, NY
AUM
$429.69B
Team
8479 advisors
Clients
More than 500
Fees
Percentage of AUM; FEE COMPUTED BASED ON CENTS-PER-SHARE-DEPOSITED-INTO-THE-ACCOUNT
800-999-2000
RBC CAPITAL MARKETS, LLC
New York, NY
AUM
$310.43B
Team
5908 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
212-858-7000
CERITY PARTNERS LLC
New York, NY
AUM
$161.68B
Team
1102 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
212-850-4260
GOLDMAN SACHS & CO. LLC
New York, NY
AUM
$133.64B
Team
1765 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +3 more
212-902-1000
ROCKEFELLER CAPITAL MANAGEMENT
New York, NY
AUM
$99.60B
Team
815 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
212-549-5100
BETTERMENT
New York, NY
AUM
$69.52B
Team
34 advisors
Clients
More than 500
Fees
Percentage of AUM
212-228-1328
MIO PARTNERS, INC.
New York, NY
AUM
$59.59B
Team
66 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
212-203-4000
CITIGROUP GLOBAL MARKETS INC.
New York, NY
AUM
$56.01B
Team
4078 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
212-816-6000
EQUITABLE ADVISORS, LLC
New York, NY
AUM
$42.48B
Team
4664 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
212-314-4600
FIRST MANHATTAN CO. LLC
New York, NY
AUM
$38.09B
Team
51 advisors
Clients
251-500
Fees
Percentage of AUM; Performance-based fees
212-756-3300
ADVICE AND PLANNING SERVICES
New York, NY
AUM
$37.93B
Team
1020 advisors
Clients
More than 500
Fees
Percentage of AUM; COMPENSATION FROM AFFILIATES
212-490-9000
ROCKEFELLER CAPITAL MANAGEMENT
New York, NY
AUM
$36.76B
Team
372 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
212-549-5100
OPPENHEIMER & CO. INC.
New York, NY
AUM
$36.71B
Team
1219 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
212-668-8000
BBR PARTNERS, LLC
New York, NY
AUM
$36.49B
Team
53 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
212-313-9870
WEALTHSPIRE ADVISORS
New York, NY
AUM
$34.32B
Team
220 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
(212) 973-1200
BNY MELLON ADVISORS, INC.
New York, NY
AUM
$33.48B
Team
44 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +2 more
212-495-1784
EAGLE STRATEGIES LLC
New York, NY
AUM
$32.04B
Team
2463 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(888) 695-3245
GOLDMAN SACHS WEALTH SERVICES, L.P.
Cohoes, NY
AUM
$31.69B
Team
1134 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
518-886-4000
TIEDEMANN ADVISORS, LLC
New York, NY
AUM
$31.01B
Team
64 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
212-396-5900
SILVERCREST ASSET MANAGEMENT GROUP LLC
New York, NY
AUM
$28.33B
Team
92 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
212-649-0600
SUMMIT ROCK ADVISORS, LP
New York, NY
AUM
$26.18B
Team
41 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +2 more
212-993-7150
SUMMIT TRAIL ADVISORS, LLC
New York, NY
AUM
$19.94B
Team
31 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
212-812-7010
PARK AVENUE SECURITIES LLC
New York, NY
AUM
$19.58B
Team
2054 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
1-888-600-4667
3,699 total advisers in New York. Browse all New York advisors