EMERGENT WEALTH ADVISORS, LLC
Williamsville, NY
AUM
$249.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
716-828-8390
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
TACONIC ADVISORS
Saugerties, NY
AUM
$246.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Fixed fees
845-486-5039
BLUE SPARK CAPITAL ADVISORS
New York, NY
AUM
$242.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
2125373899
BREWSTER FINANCIAL PLANNING LLC
Brooklyn, NY
AUM
$239.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
646-249-9880
SHELTER ROCK MANAGEMENT, LLC
Jericho, NY
AUM
$232.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
516-605-2215
ARCH GLOBAL ADVISORS, LLC
New York, NY
AUM
$230.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(212) 991-8807
AUM
$230.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
631-486-9200
LIONSHEAD WEALTH MANAGEMENT, LLC
New York, NY
AUM
$229.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
212-967-5466
BEACON FINANCIAL ADVISORS
Rye Brook, NY
AUM
$228.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(914) 872-4040
MAGNOLIA CAPITAL MANAGEMENT
Cold Spring, NY
AUM
$227.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
845-809-5259
SECFI ADVISORY LIMITED
New York, NY
AUM
$225.9M
Financial PlanningWealth Mgmt
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(707) 652-9961
PROFESSIONAL FINANCIAL
Pittsford, NY
AUM
$225.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
585-218-9080
PRATO CAPITAL MANAGEMENT
White Plains, NY
AUM
$224.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
914-930-6871
MILESTONES PRIVATE INVESTMENT ADVISORS LLC
Fairport, NY
AUM
$222.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
585-203-1956
CAPITAL PRESERVATION PARTNERS, INC.
Bronxville, NY
AUM
$222.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
914-337-2272
AUM
$219.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
(561) 491-0518
FORTERIS WEALTH MANAGEMENT, INC.
Armonk, NY
AUM
$219.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
914-696-5300
GREAT HILL ADVISORY
Port Washington, NY
AUM
$218.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
516-500-1248
NEW HORIZON FINANCIAL STRATEGIES, LLC
Ithaca, NY
AUM
$217.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
607-275-1275
PROSPERITY ADVISORY GROUP LLC
Victor, NY
AUM
$216.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(585) 381-5900
FLORIAN FINANCIAL GROUP LLC
Williamsville, NY
AUM
$215.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
716-810-9590
BROADWAY ADVISOR GROUP
Albany, NY
AUM
$214.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
518-477-3626
4THOUGHT FINANCIAL GROUP INC.
Syosset, NY
AUM
$214.3M
Financial PlanningWealth MgmtRetirementInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
516-300-1617
SIMMONS CAPITAL GROUP
Halfmoon, NY
AUM
$213.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(518) 406-5624