BROOKLAWN CAPITAL ADVISORS
New York, NY
AUM
$124.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Fixed fees
212-339-8590
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
FSC WEALTH ADVISORS, LLC
Fishkill, NY
AUM
$122.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
845-297-0300
JBGLOBAL.COM LLC
New York, NY
AUM
$120.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
212-388-9873
AUM
$120.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
3153800957
BH ASSET MANAGEMENT, LLC
New York, NY
AUM
$117.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
347-586-0030
ALSWORTH CAPITAL MANAGEMENT, LLC
Corning, NY
AUM
$116.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(607) 973-2665
FINHABITS ADVISORS, LLC
New York, NY
AUM
$116.0M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM; Subscription fees
212-596-7292
KUTZ AND COMPANY INC.
Great Neck, NY
AUM
$115.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
516-482-1158
ATWOB
Katonah, NY
AUM
$113.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(914) 302-3233
SUMMIT PLANNING GROUP, INC.
E. Syracuse, NY
AUM
$111.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
315-425-0344
FOX FINANCIAL SERVICES, INC.
White Plains, NY
AUM
$110.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
(914) 761-1639
MUSSETT WEALTH MANAGEMENT, LLC
Rensselaer, NY
AUM
$110.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
518-328-8104
QUINT INVESTMENTS AND INSURANCE
Wappingers Falls, NY
AUM
$110.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
845-345-3628
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC
Garden City, NY
AUM
$110.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; SELECTION OF OTHER ADVISORS
516-408-1160
BENTHAM WEALTH ADVISORS
Williamsville, NY
AUM
$110.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(716) 580-1500
MEADOWBROOK WEALTH MANAGEMENT, LLC
Garden City, NY
AUM
$110.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
888-888-5250
ASPIRE ADVISORS, LLC
North White Plains, NY
AUM
$109.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
877-760-3540
FEDERMANN FINANCIAL ADVISORS INC.
Rocky Point, NY
AUM
$108.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
631-981-1904
LAIDLAW WEALTH MANAGEMENT LLC
New York, NY
AUM
$108.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212-953-4910
AUM
$105.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
503-805-3485
STEWARD ADVISORS GROUP, LLC
Halfmoon, NY
AUM
$105.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(518) 406-5624
INSTITUTIONAL INVESTMENT ADVISORS CORP
New York, NY
AUM
$105.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
212-869-7266
FOUR CORNERS FINANCIAL
Melville, NY
AUM
$104.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(631) 271-1170
RGA INVESTMENT ADVISORS, LLC
Great Neck, NY
AUM
$101.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
516-665-1945