BRAVE EAGLE WEALTH MANAGEMENT
New York, NY
AUM
$101.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
212-918-4746
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
FAMA FIDUCIARY WEALTH LLC
Rochester, NY
AUM
$99.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
585-292-6007
LAKE ROAD ADVISORS, LLC
Corning, NY
AUM
$98.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(607) 438-2914
AUM
$98.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
518-899-5904
NOSURIS, INC.
Lynbrook, NY
AUM
$95.0M
Financial PlanningTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
516-887-7788
LYON CAPITAL MANAGEMENT, LLC
Pittsford, NY
AUM
$94.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
585-248-9821
LUESINK STENSTROM FINANCIAL
New York, NY
AUM
$94.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
212-405-1609
TARGET ROCK WEALTH MANAGEMENT, LLC
New York, NY
AUM
$94.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
914-580-4530
WALNUT INVESTMENT SERVICES LLC
Brooklyn, NY
AUM
$94.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
718-788-1972
HENLEY & COMPANY WEALTH MANAGEMENT LLC
Uniondale, NY
AUM
$93.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
516-794-5520
VOSS WEALTH MANAGEMENT
Endicott, NY
AUM
$93.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(607) 444-2234
THINKING BIG FINANCIAL
Brooklyn, NY
AUM
$93.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Fixed fees; FEES BASED ON CLIENT INCOME & NET WORTH
(973) 224-1145
OPPENHEIMER + CLOSE, LLC
New York, NY
AUM
$93.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
212-489-7527
TEKMEN WELLS LLC
New York, NY
AUM
$92.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
646-760-4770
BUFFALO FIRST WEALTH MANAGEMENT, LLC
Williamsville, NY
AUM
$91.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
716-861-7371
CONRAD CAPITAL MANAGEMENT, INC.
Hauppauge, NY
AUM
$90.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
631-439-7878
WASHINGTON SQUARE CAPITAL MANAGEMENT LLC
New York, NY
AUM
$90.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
646-450-9772
OAK CREST ADVISORY, LLC
Rochester, NY
AUM
$90.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
585-507-1681
WEISS FINANCIAL GROUP LLC
Mahopac, NY
AUM
$90.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
845-621-4700
PROLIFIC SOLUTIONS
New York, NY
AUM
$88.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(646) 988- 5216
LEXION CAPITAL MANAGEMENT LP
New York, NY
AUM
$87.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
888-452-9355
IBN FINANCIAL SERVICES, INC
Liverpool, NY
AUM
$87.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
315-652-4426
THE WEALTHPLAN LLC
Great Neck, NY
AUM
$87.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
516-400-7111
YEARWOOD YOUNG ADVISORS
Brooklyn, NY
AUM
$87.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
347-338-0278