FRANCIS FINANCIAL
New York, NY
AUM
$803.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
212-374-9008
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
337 FRONTIER CAPITAL, LP
New York, NY
AUM
$795.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(646)-813-3351
AUM
$792.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
585-301-7970
FLAGSTAR ADVISORS, INC.
New York, NY
AUM
$784.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
37 advisors
Clients
0
Fees
Percentage of AUM
646-822-1475
DELTEC ASSET MANAGEMENT LLC
New York, NY
AUM
$782.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-546-6200
WATER ASSET MANAGEMENT, LLC
New York, NY
AUM
$780.9M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-754-5132
LIPE & DALTON INVESTMENT COUNSEL
Syracuse, NY
AUM
$779.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
315-428-8585
GOALVEST ADVISORY LLC
New York, NY
AUM
$777.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(646) 941-8458
AMPFIELD MANAGEMENT
New York, NY
AUM
$774.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212 400 9533
FLYNN ZITO CAPITAL MANAGEMENT, LLC
Garden City, NY
AUM
$773.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(516) 746-9000
COMPASS ADVISORS
Melville, NY
AUM
$767.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(516) 938-2400
MOLDENHAUER & ASSOCIATES
Orchard Park, NY
AUM
$764.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
716-662-4361
PERENNIAL
New York, NY
AUM
$761.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
212-652-3900
INDEPENDENT FAMILY OFFICE, LLC
Albany, NY
AUM
$760.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
518-452-8050
SUMMIT STREET CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$757.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-750-7036
ROCKLINE WEALTH MANAGEMENT LLC
Islip Terrace, NY
AUM
$749.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
516-605-1624
LESKO SECURITIES, INC.
Vestal, NY
AUM
$728.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
12 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
607-724-2421
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
Saratoga Springs, NY
AUM
$722.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(518) 499-4565
DOPKINS WEALTH MANAGEMENT, LLC
Williamsville, NY
AUM
$717.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
716-634-8800
NORTHCAPE WEALTH MANAGEMENT
Williamsville, NY
AUM
$706.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(71) 632-6565
HIGH FALLS ADVISORS, INC.
Rochester, NY
AUM
$694.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
585-935-5300
EAST END FINANCIAL GROUP, INC.
Riverhead, NY
AUM
$689.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
631-727-8111
EAGLE BAY FAMILY OFFICE
New York, NY
AUM
$680.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
212-634-7879
LANDMARK WEALTH MANAGEMENT
Getzville, NY
AUM
$679.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
716-810-9594