New York · 1,169 firms
Trust & Estate Advisors in New York
Advisers working with trusts, estates, and charitable organizations. Browse 1,169 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
Trusts & Estates firms in New York
J.P. MORGAN INVESTMENT MANAGEMENT INC.
New York, NY
AUM
$3.52T
Team
2260 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(800) 343-1113
GOLDMAN SACHS ASSET MANAGEMENT, L.P.
New York, NY
AUM
$2.65T
Team
1379 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
212-902-1000
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
AUM
$1.78T
Team
25721 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
800-637-7455
BLACKROCK FINANCIAL MANAGEMENT, INC
New York, NY
AUM
$1.60T
Team
889 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212 810 5300
MORGAN STANLEY INVESTMENT MANAGEMENT INC.
New York, NY
AUM
$702.25B
Team
250 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-761-4000
UBS ASSET MANAGEMENT (AMERICAS) LLC
New York, NY
AUM
$588.22B
Team
260 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
212-713-2000
J.P. MORGAN PRIVATE INVESTMENTS INC.
New York, NY
AUM
$469.98B
Team
96 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
212-464-2070
TEACHERS ADVISORS, LLC
New York, NY
AUM
$436.33B
Team
296 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
212-490-9000
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
NEUBERGER BERMAN INVESTMENT ADVISERS LLC
New York, NY
AUM
$398.65B
Team
646 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-476-9000
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
VOYA INVESTMENT MANAGEMENT CO. LLC
New York, NY
AUM
$274.95B
Team
317 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-309-8200
GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC
New York, NY
AUM
$240.66B
Team
166 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-739-0700
SQUAREPOINT OPS LLC
New York, NY
AUM
$226.98B
Team
61 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
646 868 1500
JENNISON ASSOCIATES
New York, NY
AUM
$214.84B
Team
66 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212.421.1000
DWS INVESTMENT MANAGEMENT AMERICAS, INC.
New York, NY
AUM
$199.66B
Team
91 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-454-4500
CLEARBRIDGE INVESTMENTS, LLC
New York, NY
AUM
$184.81B
Team
71 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-805-2000
INSIGHT INVESTMENT
New York, NY
AUM
$171.09B
Team
112 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-527-1800
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
MACKAY SHIELDS LLC
New York, NY
AUM
$159.52B
Team
73 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-758-5400
SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC
New York, NY
AUM
$150.40B
Team
110 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-641-3800
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
VAN ECK ASSOCIATES CORP.
New York, NY
AUM
$125.61B
Team
46 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-293-2000
3,699 total advisers in New York. Browse all New York advisors