BCK PARTNERS, INC.
Corning, NY
AUM
$212.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
(607) 654-1182
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
BRIXTON CAPITAL WEALTH ADVISORS, LLC
Garden City, NY
AUM
$212.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
516-222-5300
ADC WEALTH MANAGEMENT, LLC
Massapequa, NY
AUM
$206.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
516-308-7514
AUM
$204.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
919-323-4219
MERKKURI WEALTH ADVISORS LLC
Jericho, NY
AUM
$204.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
516-268-3446
CFM ADVISORS INC
Hauppauge, NY
AUM
$202.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
631.657.2135
STERLING MANOR FINANCIAL, LLC
Saratoga Springs, NY
AUM
$201.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
518-583-4040
FARRELL FINANCIAL
Orchard Park, NY
AUM
$200.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
716-508-8504
THE BENDIX FINANCIAL GROUP, INC.
Garden City, NY
AUM
$196.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
516-228-8300
AUM
$194.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
305-861-1883
DEL-SETTE CAPITAL MANAGEMENT, LLC
Schenectady, NY
AUM
$192.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
518-793-3851
AUM
$192.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(617) 272-0006
GUARDIAN WEALTH PARTNERS, LLC
New York, NY
AUM
$191.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
75 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-879-6934
INFINITI WEALTH MANAGEMENT
Brewster, NY
AUM
$187.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(845) 278-8638
DUTCH ASSET CORPORATION
Selkirk, NY
AUM
$186.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
518-478-8077
WINTHROP PARTNERS - WNY, LLC
Buffalo, NY
AUM
$186.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
716-322-7478
MILLER, GESKO & COMPANY INC.
Buffalo, NY
AUM
$183.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
716 852-7628
GODFREY FINANCIAL ASSOCIATES, INC.
Glenmont, NY
AUM
$182.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
518-767-2574
PRIVATE CLIENT ASSET MANAGEMENT, INC.
Massapequa, NY
AUM
$181.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
516-280-4622
STIRLINGSHIRE INVESTMENTS
New York, NY
AUM
$179.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
25 advisors
Clients
0
Fees
Percentage of AUM
877-600-7026
AJF CAPITAL MANAGEMENT, INC.
New York, NY
AUM
$178.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
212-779-0789
AUM
$178.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
516-249-0060
MARATHON MISSION, INC.
Latham, NY
AUM
$177.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(518) 689-0773
COLLINS ADVISORS, LLC
Buffalo, NY
AUM
$176.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
716-833-6338