CANTY FINANCIAL MANAGEMENT, INC.
Ballston Spa, NY
AUM
$254.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
518-885-3230
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NY
568 advisers found
CLEAR POINT ADVISORS, INC.
Melville, NY
AUM
$253.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
631.333.2222
MURPHY WEALTH MANAGEMENT GROUP
Fishkill, NY
AUM
$251.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
845-226-1200
AUM
$247.9M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
917-272-7036
VALUE INVESTMENT PROFESSIONALS, LLC
New York, NY
AUM
$246.7M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
646-383-7757
BREWSTER FINANCIAL PLANNING LLC
Brooklyn, NY
AUM
$239.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
646-249-9880
TIMECAPITAL INVESTOR ADVISORY SERVICES INC
Port Jefferson Station, NY
AUM
$232.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
631-331-1400
SHELTER ROCK MANAGEMENT, LLC
Jericho, NY
AUM
$232.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
516-605-2215
ARCH GLOBAL ADVISORS, LLC
New York, NY
AUM
$230.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(212) 991-8807
AUM
$230.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
631-486-9200
LIONSHEAD WEALTH MANAGEMENT, LLC
New York, NY
AUM
$229.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
212-967-5466
BOYAR ASSET MANAGEMENT, INC.
New York, NY
AUM
$228.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-995-8300
BEACON FINANCIAL ADVISORS
Rye Brook, NY
AUM
$228.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(914) 872-4040
BQS FINANCIAL ADVISORS, LLC
New York, NY
AUM
$226.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
917-939-0632
PROFESSIONAL FINANCIAL
Pittsford, NY
AUM
$225.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
585-218-9080
PRATO CAPITAL MANAGEMENT
White Plains, NY
AUM
$224.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
914-930-6871
MILESTONES PRIVATE INVESTMENT ADVISORS LLC
Fairport, NY
AUM
$222.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
585-203-1956
CAPITAL PRESERVATION PARTNERS, INC.
Bronxville, NY
AUM
$222.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
914-337-2272
CROSS BORDER WEALTH, LLC
New York, NY
AUM
$221.9M
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
646-688-5333
AUM
$219.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
(561) 491-0518
FORTERIS WEALTH MANAGEMENT, INC.
Armonk, NY
AUM
$219.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
914-696-5300
NEW HORIZON FINANCIAL STRATEGIES, LLC
Ithaca, NY
AUM
$217.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
607-275-1275
PROSPERITY ADVISORY GROUP LLC
Victor, NY
AUM
$216.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(585) 381-5900
FLORIAN FINANCIAL GROUP LLC
Williamsville, NY
AUM
$215.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
716-810-9590