PENBROOK MANAGEMENT LLC
New York, NY
AUM
$175.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
212-792-6952
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC
Webster, NY
AUM
$174.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
719-477-9883
A.G. MORGAN FINANCIAL ADVISORS, LLC
Massapequa, NY
AUM
$174.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
516-798-1100
MURPHY & MULLICK CAPITAL MANAGEMENT CORP
Smithtown, NY
AUM
$174.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
631-257-0080
HEGARTY ADVISORS, LLC
Garden City, NY
AUM
$171.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
516-280-2323
BOYD CAPITAL
Rochester, NY
AUM
$168.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
585-269-8511
GREAT PATH PLANNING
Goshen, NY
AUM
$167.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
845-397-7284
ARMORY CAPITAL MANAGEMENT, LLC
Syracuse, NY
AUM
$167.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
315-701-6452
W & S MANAGEMENT SERVICES, INC.
Rochester, NY
AUM
$166.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
585-720-9971
AUM
$164.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; CONSULTING FEES FIXED AND HOURLY
860-462-0796
FIVE ELEVEN PARTNERS
Garden City, NY
AUM
$162.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
917-685-1360
LYNNLEIGH & COMPANY, LLC
Pittsford, NY
AUM
$161.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
(585) 623-5970
AUM
$159.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
315-218-7350
BPC ADVISORS LLC
East Syracuse, NY
AUM
$158.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(315) 430-7700
CLARUS GROUP LLC
New York, NY
AUM
$158.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(732) 325-0456
ROOTED PLANNING GROUP
Corning, NY
AUM
$157.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Fixed fees
607-438-2761
AUM
$154.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
212-287-4034
LIVIAN & CO.
New York, NY
AUM
$152.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(212) 319-8900
NORTHLANDING FINANCIAL PARTNERS, LLC
Rochester, NY
AUM
$152.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(585) 497-5000
MARATHON WEALTH MANAGEMENT, INC.
Melville, NY
AUM
$150.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(631) 760-8385
NORTH WOODS WEALTH MANAGEMENT
Buffalo, NY
AUM
$150.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
716.220.8497
CHELSEA ADVISORY SERVICES, INC
Staten Island, NY
AUM
$147.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
25 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
718-967-8400
CORE ALPHA, INC.
Rochester, NY
AUM
$146.1M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
585-235-3600
DAVIDOV FINANCIAL COACHING, LLC
New Hyde Park, NY
AUM
$143.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(516) 587-5550