ARISTA ADVISORY GROUP, LLC
Albany, NY
AUM
$143.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
518-464-0319
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
BLANK EQUITY MANAGEMENT LLC
Port Washington, NY
AUM
$143.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
516-439-5525
VCP FINANCIAL LLC
Staten Island, NY
AUM
$142.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
212.328.7876
STEPHEN J. GARRY & ASSOCIATES, LLC
Garden City, NY
AUM
$142.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
516-280-5588
HEYDORN STONE CAPITAL MANAGEMENT LLC
Larchmont, NY
AUM
$142.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
914-752-5300
INTEGRATED FINANCIAL CONSULTING, LLC
Airmont, NY
AUM
$141.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
845-426-6300
CLARITY INVESTMENTS + PLANNING LLC
Mount Kisco, NY
AUM
$141.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(212) 730-7029
MJB ASSET MANAGEMENT LLC
New York, NY
AUM
$141.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212-333-3733
IMPERITY WEALTH ALLIANCE LLC
Melville, NY
AUM
$139.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
800-203-2702
BEYOND WEALTH MANAGEMENT GROUP, LLC
New Paltz, NY
AUM
$139.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
845-750-6213
GARRISON BRADFORD & ASSOCIATES INC
New York, NY
AUM
$138.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
212-557-7440
MILAGRE WEALTH MANAGEMENT, INC.
White Plains, NY
AUM
$137.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
914-437-8066
RE-ENVISION WEALTH
New York, NY
AUM
$136.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
301-233-7903
BLUE JEAN FINANCIAL LLC
Albany, NY
AUM
$133.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
518-631-5471
LIFECAPITAL PARTNERS LLC
New York, NY
AUM
$133.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(917) 968-0055
THE HAJDARI GROUP, LLC
Staten Island, NY
AUM
$133.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(212) 381-0050
SAFRAN WEALTH ADVISORS, LLC
New York, NY
AUM
$132.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
212-328-9530
RDG CAPITAL MANAGEMENT LLC
Pittsford, NY
AUM
$131.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
585-673-2690
LAYLINE ADVISORS
Rochester, NY
AUM
$131.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(585)210-8222
AUM
$130.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(646) 852-6134
WISE WEALTH MANAGEMENT, LLC
New York, NY
AUM
$130.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
212-567-1416
R. F. LAFFERTY & CO., INC.
New York, NY
AUM
$129.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM; Commissions
212-293-9090
HUDSON HERITAGE CAPITAL MANAGEMENT, INC.
Croton-On-Hudson, NY
AUM
$128.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
914-271-8102
BONE FIDE WEALTH
New York, NY
AUM
$126.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
212-390-1161