SAMALIN WEALTH
Chappaqua, NY
AUM
$490.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
914-666-6600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NY
568 advisers found
GRANEY& KING, LLC
Latham, NY
AUM
$484.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
518-785-6400
AUM
$482.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
888.321.7374
SPIELBERGER & BROOKS, INC.
Woodbury, NY
AUM
$473.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
516-433-3100
WEALTHEDGE INVESTMENT ADVISORS, LLC
New York, NY
AUM
$472.1M
Wealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
—
Fees
Percentage of AUM; SHARE IN THIRD PARTY ADVISORY FEES
212-687-3600
ADIRONDACK FINANCIAL SERVICES CORP
Utica, NY
AUM
$461.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
315-724-4186
COVE PRIVATE WEALTH, LLC
Oyster Bay, NY
AUM
$455.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
516-588-1123
HAZARD & SIEGEL ADVISORY SERVICES LLC
Dewitt, NY
AUM
$449.8M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
23 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
315-414-0722
MAXIM FINANCIAL ADVISORS LLC
New York, NY
AUM
$445.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
28 advisors
Clients
—
Fees
Percentage of AUM
212-895-3500
LANDMARK WEALTH MANAGEMENT, LLC
Melville, NY
AUM
$442.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
888-342-6436
RISE ADVISORS, LLC
Rochester, NY
AUM
$441.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
585-565-3444
NOTE ADVISORS, LLC
Buffalo, NY
AUM
$437.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(716) 256-1682
MUTUAL OF AMERICA LIFE INSURANCE COMPANY
New York, NY
AUM
$434.1M
Wealth MgmtRetirementInstitutional
Team
2 advisors
Clients
0
Fees
REFER TO SCHEDULE D, MISCELLANEOUS
(212) 224-1600
PROSPECT FINANCIAL SERVICES LLC
Melville, NY
AUM
$431.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
631-424-5218
BLACKDIAMOND WEALTH MANAGEMENT, LLC
New York, NY
AUM
$424.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(212) 784-6999
CONGRESS PARK CAPITAL LLC
Saratoga Springs, NY
AUM
$422.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(518) 339-4335
ADIRONDACK CAPITAL ADVISORS, LLC
Syracuse, NY
AUM
$422.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
315-434-5597
GENESEE CAPITAL ADVISORS, LLC
Auburn, NY
AUM
$420.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
315-554-3020
R.W. ROGE & COMPANY, INC
Bohemia, NY
AUM
$419.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; INITIAL ONE-TIME CONTRACT FEE
631-218-0077
ONE OAK CAPITAL MANAGEMENT, LLC
Purchase, NY
AUM
$418.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
914-205-5821
MCCOLLUM CHRISTOFERSON GROUP, LLC
Amherst, NY
AUM
$415.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(716) 854-5400
MOMENTUM ADVISORS
New York, NY
AUM
$414.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
917-997-4297
GOLD COAST WEALTH MANAGEMENT, LLC
Jericho, NY
AUM
$413.8M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
516-274-9870
BLUE SQUARE ASSET MANAGEMENT, LLC
New York, NY
AUM
$410.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
646-928-8000