CONSOLIDATED PORTFOLIO REVIEW CORP
Woodbury, NY
AUM
$1.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
47 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
631-845-5100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
MARSHALL + STERLING WEALTH ADVISORS, INC.
Poughkeepsie, NY
AUM
$1.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
845-554-1046
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
Williamsville, NY
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
26 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
716-568-8566
SEACREST WEALTH MANAGEMENT, LLC
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
ASCENT WEALTH PARTNERS, LLC
New Hartford, NY
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM
315-624-7300
JOHN G. ULLMAN & ASSOCIATES, INC
Horseheads, NY
AUM
$1.51B
Financial PlanningWealth MgmtTrusts & Estates
Team
30 advisors
Clients
More than 500
Fees
Percentage of AUM
607-936-3785
WHITNEY & COMPANY
Rochester, NY
AUM
$1.49B
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
585-232-6200
TSA MANAGEMENT INC
Glen Head, NY
AUM
$1.48B
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
516-676-3332
KIMELMAN & BAIRD, LLC
New York, NY
AUM
$1.48B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Commissions
212-686-0021
RAVEN CREDIT CAPITAL MANAGEMENT LLC
New York, NY
AUM
$1.46B
Wealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-966-7926
SHADE TREE ADVISORS LLC
Saratoga Springs, NY
AUM
$1.45B
Financial PlanningWealth MgmtTrusts & Estates
Team
21 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
518-290-9460
FUSION FAMILY WEALTH, LLC
Woodbury, NY
AUM
$1.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
(516) 206-1320
SANDERSON WEALTH MANAGEMENT, LLC
Buffalo, NY
AUM
$1.43B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM
716-566-2420
NOTTINGHAM ADVISORS INC.
Amherst, NY
AUM
$1.43B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
716-633-3800
TEKNE CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$1.42B
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212.300.9530
GREENLINE PARTNERS
New York, NY
AUM
$1.41B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
646-470-8714
MATRIX ASSET ADVISORS INC
White Plains, NY
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
212-486-2004
THE PINNACLE FINANCIAL GROUP
Rockville Centre, NY
AUM
$1.38B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
54 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
516-763-9700
ARCADIA INVESTMENT PARTNERS
New York, NY
AUM
$1.37B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Fixed fees · Performance-based fees +1 more
212-931-5296
ONYX BRIDGE WEALTH GROUP LLC
Tarrytown, NY
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(914) 909-6699
NEXT LEVEL PRIVATE LLC
Harrison, NY
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(914) 431-5255
HOLLOW BROOK WEALTH MANAGEMENT LLC
Katonah, NY
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
212-364-1848
SGROI WEALTH ADVISORY GROUP LLC
West Seneca, NY
AUM
$1.36B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM
716-674-6700
PAYNE CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
646-461-7670