ESTABROOK CAPITAL MANAGEMENT LLC
New York, NY
AUM
$933.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
212-605-5500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NY
568 advisers found
BRIGHTON SECURITIES CORP.
Rochester, NY
AUM
$931.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
585-473-3590
OPPENHEIMER INVESTMENT MANAGEMENT LLC
New York, NY
AUM
$929.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM
212-667-4156
TRUBEE WEALTH ADVISORS, INC.
Buffalo, NY
AUM
$911.5M
Wealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
716-849-1401
FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC
New York, NY
AUM
$907.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
40 advisors
Clients
—
Fees
Percentage of AUM
212-698-3300
SOUTH STREET ADVISORS, LLC
New York, NY
AUM
$906.1M
Wealth MgmtRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM
212-292-7803
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
MAYTECH GLOBAL INVESTMENTS
New York, NY
AUM
$895.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-899-2730
MOERUS CAPITAL MANAGEMENT LLC
New York, NY
AUM
$893.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-212-461-4088
LEBENTHAL DIVERSIFIED ASSET MANAGEMENT INC.
Hauppauge, NY
AUM
$883.7M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
516-785-1800
LEVEL FINANCIAL ADVISORS, INC.
East Amherst, NY
AUM
$862.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
716-634-6113
STRATEGIC WEALTH MANAGEMENT GROUP
New York, NY
AUM
$832.9M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
212-489-0100
KERSHNER, GROSSO & CO.
Saratoga Spring, NY
AUM
$825.5M
Wealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
—
Fees
Percentage of AUM
518-584-2600
CURRAN WEALTH MANAGEMENT
Albany, NY
AUM
$804.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
518-391-4200
AUM
$792.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
585-301-7970
ENHALUS CAPITAL, LP
New York, NY
AUM
$785.5M
Wealth MgmtRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-457-3160
FLAGSTAR ADVISORS, INC.
New York, NY
AUM
$784.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
37 advisors
Clients
0
Fees
Percentage of AUM
646-822-1475
WATER ASSET MANAGEMENT, LLC
New York, NY
AUM
$780.9M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-754-5132
FLYNN ZITO CAPITAL MANAGEMENT, LLC
Garden City, NY
AUM
$773.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(516) 746-9000
COMPASS ADVISORS
Melville, NY
AUM
$767.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(516) 938-2400
MOLDENHAUER & ASSOCIATES
Orchard Park, NY
AUM
$764.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
716-662-4361
ROCKLINE WEALTH MANAGEMENT LLC
Islip Terrace, NY
AUM
$749.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
516-605-1624
LESKO SECURITIES, INC.
Vestal, NY
AUM
$728.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
12 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
607-724-2421
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
Saratoga Springs, NY
AUM
$722.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(518) 499-4565