BROADWAY ADVISOR GROUP
Albany, NY
AUM
$214.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
518-477-3626
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NY
568 advisers found
4THOUGHT FINANCIAL GROUP INC.
Syosset, NY
AUM
$214.3M
Financial PlanningWealth MgmtRetirementInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
516-300-1617
ADC WEALTH MANAGEMENT, LLC
Massapequa, NY
AUM
$206.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
516-308-7514
AUM
$204.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
919-323-4219
MERKKURI WEALTH ADVISORS LLC
Jericho, NY
AUM
$204.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
516-268-3446
CFM ADVISORS INC
Hauppauge, NY
AUM
$202.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
631.657.2135
STERLING MANOR FINANCIAL, LLC
Saratoga Springs, NY
AUM
$201.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
518-583-4040
GLADOWSKY CAPITAL MANAGEMENT CORP
Smithtown, NY
AUM
$197.8M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; REVENUE BASED ON CLIENT BALANCES IN MONEY MARKET FUNDS
631-360-7200
RMR WEALTH MANAGEMENT
New York, NY
AUM
$195.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
212-785-4377
DUTCH ASSET CORPORATION
Selkirk, NY
AUM
$186.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
518-478-8077
WINTHROP PARTNERS - WNY, LLC
Buffalo, NY
AUM
$186.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
716-322-7478
WYNNEFIELD CAPITAL, INC.
New York, NY
AUM
$184.5M
Wealth MgmtRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-760-0814
SAPERSTON LEGACY ADVISORS, INC.
Hamburg, NY
AUM
$180.8M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
716-649-9800
AJF CAPITAL MANAGEMENT, INC.
New York, NY
AUM
$178.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
212-779-0789
AUM
$178.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
516-249-0060
MARATHON MISSION, INC.
Latham, NY
AUM
$177.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(518) 689-0773
COLLINS ADVISORS, LLC
Buffalo, NY
AUM
$176.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
716-833-6338
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
INCOME & ASSET ADVISORY, INC.
Armonk, NY
AUM
$174.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
914-273-6800
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
QUINT CAPITAL MANAGEMENT
New York, NY
AUM
$162.1M
Wealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
212-682-5090
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
FLFS ADVISORY LLC
Victor, NY
AUM
$161.5M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
585-586-2600
AUM
$159.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
315-218-7350