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Filter by name, location, or specialty. All data from public SEC filings.

Showing Financial Planning advisors in NY, PURCHASE

3 advisers found

Purchase, NY

AUM

$1.96T

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

13000 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +3 more

914-225-5510

Purchase, NY

AUM

$1.53B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

36 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

914-502-1900

Purchase, NY

AUM

$71.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

Fees

Percentage of AUM; Hourly charges

914-698-8303