RETIRABLE
New York, NY
AUM
$301.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
833 222 1807
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
Webster, NY
AUM
$294.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(585) 231-1595
PELKONEN AND ASSOCIATES LLC
Melville, NY
AUM
$293.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(631) 396-1032
LONG ISLAND WEALTH MANAGEMENT, INC.
Melville, NY
AUM
$291.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
516-238-7629
LEIGH BALDWIN & CO., LLC
Cazenovia, NY
AUM
$290.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
0
Fees
Percentage of AUM; SOLICITOR/REFERRAL FEES FROM OTHER RIA'S
315-655-2964
FINGERLAKES WEALTH MANAGEMENT, INC.
Ithaca, NY
AUM
$285.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
607-257-1008
ZOE FINANCIAL, INC.
New York, NY
AUM
$283.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · REFERRAL +1 more
646-680-9244
MODUM ASSET MANAGEMENT LLC
Mexico City, NY
AUM
$283.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(332) 261-7382
BEATRICE ADVISORS LP
New York, NY
AUM
$282.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
212-688-1261
CARUSO MCLEAN & CO., INC.
Utica, NY
AUM
$281.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
315-724-5105
AMERICAN FINANCIAL & TAX STRATEGIES, INC.
New York, NY
AUM
$279.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
212-315-0345
HOLISTIC WEALTH ADVISORS
Clifton Park, NY
AUM
$278.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
518.357.3858
WILMINGTON CAPITAL SECURITIES, LLC
Garden City, NY
AUM
$277.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
516-750-6200
NESTEGG ADVISORS, INC.
Hauppauge, NY
AUM
$272.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
631-952-2700
TAILORED WEALTH SOLUTIONS
Saratoga Springs, NY
AUM
$271.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
518-583-4800
SAGE INVESTMENT ADVISERS LLC
Wappingers Falls, NY
AUM
$268.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(845) 240-1551
AUM
$267.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(973)979-7609
NERDWALLET WEALTH PARTNERS, LLC
New York, NY
AUM
$262.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
917-275-7821
DCM ADVISORS, LLC
New York, NY
AUM
$260.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
917-386-6260
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC
Clifton Park, NY
AUM
$260.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 employees
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
518-280-0030
WESTCO ADVISORY SERVICES, INC.
Lynbrook, NY
AUM
$254.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
516-593-5070
CANTY FINANCIAL MANAGEMENT, INC.
Ballston Spa, NY
AUM
$254.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
518-885-3230
CLEAR POINT ADVISORS, INC.
Melville, NY
AUM
$253.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
631.333.2222
MURPHY WEALTH MANAGEMENT GROUP
Fishkill, NY
AUM
$251.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
845-226-1200