BRIGHTON SECURITIES CORP.
Rochester, NY
AUM
$931.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
585-473-3590
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
OPPENHEIMER INVESTMENT MANAGEMENT LLC
New York, NY
AUM
$929.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM
212-667-4156
PITON INVESTMENT MANAGEMENT, LP
Garden City, NY
AUM
$927.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
646-518-2800
CHARLES PRATT & COMPANY, L.L.C.
New York, NY
AUM
$916.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
212-867-4444
TRUBEE WEALTH ADVISORS, INC.
Buffalo, NY
AUM
$911.5M
Wealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
716-849-1401
FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC
New York, NY
AUM
$907.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
40 advisors
Clients
—
Fees
Percentage of AUM
212-698-3300
NAVIS WEALTH ADVISORS LLC
Rye Brook, NY
AUM
$902.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
914-848-8300
MAYTECH GLOBAL INVESTMENTS
New York, NY
AUM
$895.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-899-2730
MOERUS CAPITAL MANAGEMENT LLC
New York, NY
AUM
$893.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-212-461-4088
AUTOPILOT
New York, NY
AUM
$892.4M
Wealth MgmtTrusts & Estates
Team
15 employees
Clients
—
Fees
Percentage of AUM; Fixed fees
646-574-4316
OPTIMA ASSET MANAGEMENT LLC
New York, NY
AUM
$891.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-484-3000
TRANSATLANTIQUE PRIVATE WEALTH LLC
New York, NY
AUM
$878.8M
Wealth MgmtTrusts & Estates
Team
10 advisors
Clients
—
Fees
Percentage of AUM
212 644 4219
CIRCLE ADVISERS INC
New York, NY
AUM
$868.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
212-885-4200
AUM
$865.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
212-365-7624
LEVEL FINANCIAL ADVISORS, INC.
East Amherst, NY
AUM
$862.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
716-634-6113
EAGLE'S VIEW CAPITAL MANAGEMENT LLC
New York, NY
AUM
$860.5M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-421-7300
PRIME QUADRANT
Toronto, NY
AUM
$849.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Fixed fees
212-365-7400
SENECA FINANCIAL ADVISORS LLC
Rochester, NY
AUM
$847.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
585-203-1211
STRATEGIC WEALTH MANAGEMENT GROUP
New York, NY
AUM
$832.9M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
212-489-0100
EDGE WEALTH MANAGEMENT, LLC
New York, NY
AUM
$827.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
212-682-0133
KERSHNER, GROSSO & CO.
Saratoga Spring, NY
AUM
$825.5M
Wealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
—
Fees
Percentage of AUM
518-584-2600
VALICENTI ADVISORY SERVICES INC
Elmira, NY
AUM
$820.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
607-734-2665
SHULMAN DEMEO ASSET MANAGEMENT, LLC
Lake Success, NY
AUM
$815.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
516.708.9955
CURRAN WEALTH MANAGEMENT
Albany, NY
AUM
$804.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
518-391-4200