JOSEPH P. LUCIA & ASSOCIATES, LLC
Yorktown Heights, NY
AUM
$388.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
914-352-6600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
COLLABORATIVE CAPITAL ADVISORS LLC
New York, NY
AUM
$387.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
646-933-5730
ARCADIA WEALTH MANAGEMENT
Smithtown, NY
AUM
$383.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
631-549-5400
SNYDER WEALTH GROUP
Medford, NY
AUM
$382.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
631-289-4224
RETIREMENT PLANNING GROUP, LLC
Malta, NY
AUM
$375.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
(518) 580-1919
THE PITTI GROUP WEALTH MANAGEMENT, LLC
Victor, NY
AUM
$374.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(585) 337-4000
AUM
$367.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
914-427-8036
POINT WINDWARD ADVISORS, INC.
New York, NY
AUM
$358.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM; Commissions
212-350-7250
SYKON CAPITAL LLC
Harrison, NY
AUM
$350.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
914-898-3694
UNITED FINANCIAL PLANNING GROUP LLC
Hauppauge, NY
AUM
$347.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(631) 234-0871
CONTINUUM WEALTH ADVISORS, LLC
Saratoga Springs, NY
AUM
$345.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
518-583-4050
POST RESCH TALLON GROUP
Pittsford, NY
AUM
$340.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM
585-249-1030
HUDSON CAPITAL ADVISORY, INC.
Buffalo, NY
AUM
$327.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
716-277-2717
FINANCIAL DECISIONS, LLC
New York, NY
AUM
$327.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
212-920-3470
HURLEY CAPITAL, LLC
New York, NY
AUM
$326.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
212-605-0665
CARSWELL INVESTMENTS, LLC
East Syracuse, NY
AUM
$322.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(800) 510-6693
LANTERN WEALTH ADVISORS, LLC
Melville, NY
AUM
$319.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
631-454-2000
THE MUSTICO FINANCIAL GROUP, INC.
Elmira, NY
AUM
$316.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
607-733-7935
TWO POINT CAPITAL MANAGEMENT, INC.
Pittsford, NY
AUM
$310.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
585-586-1731
HUDSON ADVISOR SERVICES, INC.
Buffalo, NY
AUM
$310.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
716-803-6587
MERIT FINANCIAL PARTNERS LLC
Maspeth, NY
AUM
$308.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
718-898-0871
ALLSQUARE WEALTH MANAGEMENT, LLC
Albany, NY
AUM
$307.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(518) 456-8900
OLD SLIP REGISTERED INVESTMENT ADVISORS, LLC
New York, NY
AUM
$305.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
212.256.1334
ALBANYADVISOR GROUP LLC
Albany, NY
AUM
$302.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(518) 689-3577