ROOTED PLANNING GROUP
Corning, NY
AUM
$157.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Fixed fees
607-438-2761
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NY
568 advisers found
MARATHON WEALTH MANAGEMENT, INC.
Melville, NY
AUM
$150.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(631) 760-8385
NORTH WOODS WEALTH MANAGEMENT
Buffalo, NY
AUM
$150.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
716.220.8497
DAVIDOV FINANCIAL COACHING, LLC
New Hyde Park, NY
AUM
$143.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(516) 587-5550
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
OLD BRIDGE WEALTH, INC
Syosset, NY
AUM
$143.7M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(347) 723-8943
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
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
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
EXCOMP ASSET MANAGEMENT LTD
Melville, NY
AUM
$140.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(631)465-9670
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
STRATTON CAPITAL INVESTMENT ADVISORY LLC
New York, NY
AUM
$138.3M
Wealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
—
Fees
Percentage of AUM
+ 1 (212) 849-1773
FITHIAN LLC
New York, NY
AUM
$136.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-593-2828
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
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
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
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
LIGHTEDWAY ADVISORY SERVICES, INC.
Harrison, NY
AUM
$115.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
914-747-4717
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
ABBONDANDOLO WEALTH MANAGEMENT CORP
Glen Cove, NY
AUM
$112.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
516-674-9229
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