LDR CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$397.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-927-5800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NY
568 advisers found
SETTANNI FINANCIAL LLC
Armonk, NY
AUM
$397.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(914) 767-0974
ARCADIA WEALTH MANAGEMENT
Smithtown, NY
AUM
$383.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
631-549-5400
SNYDER WEALTH GROUP
Medford, NY
AUM
$382.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
631-289-4224
THE PITTI GROUP WEALTH MANAGEMENT, LLC
Victor, NY
AUM
$374.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(585) 337-4000
UNITED FINANCIAL PLANNING GROUP LLC
Hauppauge, NY
AUM
$347.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(631) 234-0871
CONTINUUM WEALTH ADVISORS, LLC
Saratoga Springs, NY
AUM
$345.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
518-583-4050
POST RESCH TALLON GROUP
Pittsford, NY
AUM
$340.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM
585-249-1030
FINANCIAL DECISIONS, LLC
New York, NY
AUM
$327.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
212-920-3470
HURLEY CAPITAL, LLC
New York, NY
AUM
$326.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
212-605-0665
LANTERN WEALTH ADVISORS, LLC
Melville, NY
AUM
$319.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
631-454-2000
APS WEALTH MANAGEMENT, LLC
Melville, NY
AUM
$311.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(516) 228-8444
HUDSON ADVISOR SERVICES, INC.
Buffalo, NY
AUM
$310.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
716-803-6587
OLD SLIP REGISTERED INVESTMENT ADVISORS, LLC
New York, NY
AUM
$305.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
212.256.1334
ALBANYADVISOR GROUP LLC
Albany, NY
AUM
$302.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(518) 689-3577
RIVERPARK CAPITAL MANAGEMENT LLC
New York, NY
AUM
$299.0M
Wealth MgmtRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
(212) 484-2100
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
Webster, NY
AUM
$294.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(585) 231-1595
FINGERLAKES WEALTH MANAGEMENT, INC.
Ithaca, NY
AUM
$285.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
607-257-1008
CARUSO MCLEAN & CO., INC.
Utica, NY
AUM
$281.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
315-724-5105
HOLISTIC WEALTH ADVISORS
Clifton Park, NY
AUM
$278.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
518.357.3858
HAZELVIEW SECURITIES (US) LLC
New York, NY
AUM
$276.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM
917-439-9192
AUM
$267.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(973)979-7609
DCM ADVISORS, LLC
New York, NY
AUM
$260.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
917-386-6260
WESTCO ADVISORY SERVICES, INC.
Lynbrook, NY
AUM
$254.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
516-593-5070