MONTROSE ADVISORS INC
New York, NY
AUM
$670.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
212-888-4747
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
ALPINE SAXON WOODS
Purchase, NY
AUM
$669.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
914-251-0880
STONE TEMPLE PARTNERS LLC
New York, NY
AUM
$668.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
(203) 253-1823
AUM
$654.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
607-391-7080
WEBER ASSET MANAGEMENT, INC.
Lake Success, NY
AUM
$651.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM
516-326-3299
KICKSTAND WEALTH ADVISORS
Pittsford, NY
AUM
$633.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
585-382-8600
GREENBUSH FINANCIAL GROUP, LLC
Albany, NY
AUM
$616.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +4 more
518-477-6686
QUARTZ PARTNERS INVESTMENT MANAGEMENT
Saratoga Springs, NY
AUM
$611.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-433-0422
CENTRAL FAMILY ADVISORS, LLC
New York, NY
AUM
$608.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Fixed fees
917-993-7115
OXLER PRIVATE WEALTH
Rye Brook, NY
AUM
$578.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
212-785-2860
VALUEWORKS, LLC
New York City, NY
AUM
$577.3M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-819-1818
LOOM CAPITAL MANAGEMENT LLC
New York, NY
AUM
$570.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-870-8973
S.E.E.D. PLANNING GROUP, LLC
Binghamton, NY
AUM
$568.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
18 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(607) 217-5091
PRENTICE WEALTH MANAGEMENT LLC
Rochester, NY
AUM
$567.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
585-218-0001
EQUINUM, LLC
Brooklyn, NY
AUM
$566.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
718-480-5600
SHIKIAR ASSET MANAGEMENT INC
New York, NY
AUM
$564.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
212-888-6565
BROOKLYN FI, LLC
Brooklyn, NY
AUM
$563.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(332) 296-1660
OGOREK WEALTH MANAGEMENT, LLC
Williamsville, NY
AUM
$558.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
716-626-5000
PREMIER WEALTH ADVISORS, LLC
New York, NY
AUM
$555.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212-752-4343
HELLER WEALTH MANAGEMENT
Melville, NY
AUM
$553.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
631-248-3600
WELLINGTON SHIELDS & CO., LLC
New York, NY
AUM
$546.0M
Wealth MgmtTrusts & Estates
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
212-320-2000
AMHERST CAPITAL MANAGEMENT LLC
New York, NY
AUM
$544.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-593-6020
PALUMBO WEALTH MANAGEMENT LLC
Great Neck, NY
AUM
$543.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(516) 629-7073
HEROLD ADVISORS, INC.
New York, NY
AUM
$540.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; MARGIN PARTICIPATION
212-371-3950