NAVIS WEALTH ADVISORS LLC
Rye Brook, NY
AUM
$902.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
914-848-8300
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY, RYE BROOK
7 advisers found
OXLER PRIVATE WEALTH
Rye Brook, NY
AUM
$578.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
212-785-2860
BEACON FINANCIAL ADVISORS
Rye Brook, NY
AUM
$228.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(914) 872-4040
GARRISON PHILLIPS, LLC
Rye Brook, NY
AUM
$7.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
914-219-5194
WESTCHESTER WEALTH ADVISORS, LLC
Rye Brook, NY
AUM
$4.1M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
914-872-4010
MEYER HANDELMAN COMPANY LLC
Rye Brook, NY
AUM
$3.24B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
914-939-4060
Full profileNo website
FIVE FACTOR CAPITAL ADVISORS
Rye Brook, NY
AUM
$29.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
(914) 705-4445
Full profileNo website