PIVOTAL ADVISORS LLC
New York, NY
AUM
$1.07B
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
646-535-1097
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
SEER CAPITAL MANAGEMENT LP
New York, NY
AUM
$1.06B
Wealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212 850 9000
ARMBRUSTER CAPITAL MANAGEMENT, INC.
Pittsford, NY
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM
585-381-4180
GRIFFIN ASSET MANAGEMENT, LLC
New York, NY
AUM
$1.05B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
917-484-5608
MATAURO, LLC
New York, NY
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
845-273-6211
HIGH PROBABILITY ADVISORS, LLC
Pittsford, NY
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM
585-485-0135
STERLING INVESTMENT COUNSEL, LLC
Buffalo, NY
AUM
$1.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM
(716) 783-7054
J.W.BURNS & COMPANY, INC.
Dewitt, NY
AUM
$1.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
315-449-1341
VECTORS ASSET MANAGEMENT
New York, NY
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
212-431-0857
THE NORTHSTAR GROUP, INC.
New York, NY
AUM
$1.01B
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
212-883-9595
TISHMAN CAPITAL PARTNERS
New York, NY
AUM
$997.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-376-6663
PASSIVE CAPITAL MANAGEMENT, LLC
Syracuse, NY
AUM
$996.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM
315-478-3130
ASTORIA PORTFOLIO ADVISORS LLC
New York, NY
AUM
$977.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
212-381-6185
SATOVSKY ASSET MANAGEMENT LLC
New York, NY
AUM
$974.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
212-584-1900
LEBENTHAL GLOBAL ADVISORS, LLC
Hauppauge, NY
AUM
$971.8M
Wealth MgmtTrusts & EstatesRetirement
Team
27 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
516-785-1800
CREWCIAL PARTNERS LLC
New York, NY
AUM
$971.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
212-218-4900
ODEON CAPITAL ADVISORS LLC
New York, NY
AUM
$967.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
646-214-7647
ZENITH AM
Paris, NY
AUM
$963.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Commissions +1 more
0033180980050
MARIDEA WEALTH MANAGEMENT
Brooklyn, NY
AUM
$958.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
26 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
347-289-5227
FORESIGHT GLOBAL INVESTORS, INC.
Purchase, NY
AUM
$955.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(914) 253-8809
ROBOTTI & COMPANY ADVISORS, LLC
New York, NY
AUM
$949.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
212 986-4800
FAGAN ASSOCIATES INC
Troy, NY
AUM
$940.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(518) 279-1044
ESTABROOK CAPITAL MANAGEMENT LLC
New York, NY
AUM
$933.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
212-605-5500
FRISCH FINANCIAL GROUP, INC.
Melville, NY
AUM
$931.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
516-694-7900