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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NY
568 advisers found
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
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
PARTNERS CAPITAL SERVICES, INC.
Hauppauge, NY
AUM
$109.1M
Wealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM
631-851-0918
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
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
STRATACORE CAPITAL MANAGEMENT, LLC.
New York, NY
AUM
$97.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
646-846-6500
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
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
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
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
WEATHERHELM CAPITAL MANAGEMENT LLC
Cambridge, NY
AUM
$90.6M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
518-407-3886
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