GAGNON SECURITIES, LLC
New York, NY
AUM
$529.7M
Wealth MgmtTrusts & Estates
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Commissions
212-554-5000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
CH GLOBAL CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$529.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
646-350-0341
ANDREW GARRETT, INC.
New York, NY
AUM
$521.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
212-682-8833
WEALTHSPRING CAPITAL LLC
West Harrison, NY
AUM
$515.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
914-419-2207
ELEVATUS WEALTH MANAGEMENT, LLC
Victor, NY
AUM
$513.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +3 more
585-565-4450
ST. JAMES INVESTMENT ADVISORS, LLC
Port Jefferson, NY
AUM
$511.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(631) 979-6520
HORIZON FINANCIAL
West Henrietta, NY
AUM
$510.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM
585-334-3600
MADISON ADVISORY SERVICES, INC.
White Plains, NY
AUM
$509.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
914-328-8558
WELCH CAPITAL PARTNERS LLC
Harrison, NY
AUM
$506.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-754-6077
SAYBROOK CAPITAL CORP
Sag Harbor, NY
AUM
$502.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
6317255518
KAHN BROTHERS ADVISORS LLC
New York, NY
AUM
$498.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-980-5050
STEINBERGANNA WEALTH MANAGEMENT LLC
Huntington, NY
AUM
$496.4M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
631-271-6160
UAS ASSET MANAGEMENT
New York, NY
AUM
$493.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-983-5822
SAMALIN WEALTH
Chappaqua, NY
AUM
$490.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
914-666-6600
GRANEY& KING, LLC
Latham, NY
AUM
$484.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
518-785-6400
AUM
$482.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
888.321.7374
IDB LIDO WEALTH, LLC
New York, NY
AUM
$478.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
646-839-9793
HORIKO CAPITAL MANAGEMENT LLC
New York, NY
AUM
$475.1M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
2015234150
SPIELBERGER & BROOKS, INC.
Woodbury, NY
AUM
$473.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
516-433-3100
WEALTHEDGE INVESTMENT ADVISORS, LLC
New York, NY
AUM
$472.1M
Wealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
—
Fees
Percentage of AUM; SHARE IN THIRD PARTY ADVISORY FEES
212-687-3600
HS MANAGEMENT PARTNERS, LLC
New York, NY
AUM
$469.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
212-888-0060
ROTHSCHILD CAPITAL PARTNERS
New York, NY
AUM
$469.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
212-931-5303
CHESAPEAKE ASSET MANAGEMENT LLC
New York, NY
AUM
$468.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-218-4040
ADIRONDACK FINANCIAL SERVICES CORP
Utica, NY
AUM
$461.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
315-724-4186