RIVER PARTNERS CAPITAL MANAGEMENT, LP
New York, NY
AUM
$1.32B
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-259-0819
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
AUM
$1.30B
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(203) 997-6670
PINNACLE INVESTMENTS, LLC
East Syracuse, NY
AUM
$1.29B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
55 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
315-251-1101
WAHED
New York, NY
AUM
$1.29B
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
1-855-976-4747
NEW LEGACY GROUP, LLC
New York, NY
AUM
$1.28B
Wealth MgmtTrusts & Estates
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-616-8020
CHEMISTRY WEALTH MANAGEMENT LLC
New York, NY
AUM
$1.26B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(212) 970-8900
J.J. BURNS & COMPANY
Melville, NY
AUM
$1.25B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
631-390-0500
ARBITER PARTNERS
New York, NY
AUM
$1.25B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-650-4660
OPAL WEALTH ADVISORS, LLC
Jericho, NY
AUM
$1.24B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
516-388-7980
PLATFORM TECHNOLOGY PARTNERS
Locust Valley, NY
AUM
$1.23B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212-444-2362
HARVEY PARTNERS, LLC
Tarrytown, NY
AUM
$1.23B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-782-3740
SEASONS OF ADVICE WEALTH MANAGEMENT
New York, NY
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
212-977-3111
WELLINGTON SHIELDS CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$1.17B
Wealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
212-320-3000
REAGAN COMPANIES ASSET MANAGEMENT, INC
Syracuse, NY
AUM
$1.16B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
315-673-2094
GENERATION CAPITAL MANAGEMENT LLC
Pittsford, NY
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
585-232-8560
KELLEHER FINANCIAL ADVISORS, LLC
New York, NY
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
212-709-9400
COOPER/HAIMS ADVISORS, LLC
Victor, NY
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
585-248-6400
AUBREY CAPITAL MANAGEMENT
Edinburgh, Mid Lothian, NY
AUM
$1.15B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+44 131 226 2083
MARK ASSET MANAGEMENT LP
New York, NY
AUM
$1.14B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-372-2500
ELLEVEST
New York, NY
AUM
$1.13B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +2 more
844-355-7100
OVERBROOK MANAGEMENT CORPORATION
New York, NY
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
212-661-8710
PKS ADVISORY SERVICES, LLC
Albany, NY
AUM
$1.09B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
36 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(518) 426-5791
KING WEALTH MANAGEMENT GROUP, LLC
Saratoga Springs, NY
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
518-306-5640
TITAN
New York, NY
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
0
Fees
Percentage of AUM
973-490-4042