STRATEGAS ASSET MANAGEMENT, LLC
New York, NY
AUM
$458.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM; A PERCENTAGE OF AUM FROM PERSONS RECEIVING MODEL PORTFOLIOS
855-273-7227
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
COVE PRIVATE WEALTH, LLC
Oyster Bay, NY
AUM
$455.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
516-588-1123
SICART ASSOCIATES, LLC
New York, NY
AUM
$455.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; FEES FOR TRUSTEE SERVICES
646-606-0290
SILVER GROVE ADVISORY SERVICES
Orchard Park, NY
AUM
$453.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
16 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(716) 800-4291
IFC PERSONAL MONEY MANAGERS, INC.
New York, NY
AUM
$450.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
212-721-8713
HAZARD & SIEGEL ADVISORY SERVICES LLC
Dewitt, NY
AUM
$449.8M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
23 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
315-414-0722
OSPREY PRIVATE WEALTH LLC
New York, NY
AUM
$448.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
(646) 907-5800
MAXIM FINANCIAL ADVISORS LLC
New York, NY
AUM
$445.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
28 advisors
Clients
—
Fees
Percentage of AUM
212-895-3500
FLOWER CITY CAPITAL LLC
Pittsford, NY
AUM
$444.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
585-236-8501
CANDACE SHIRA ASSOCIATES, LLC
Pittsford, NY
AUM
$443.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
585-249-1550
MEMBERS ADVISORY GROUP, LLC
Williamsville, NY
AUM
$443.2M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(716) 632-4066
LANDMARK WEALTH MANAGEMENT, LLC
Melville, NY
AUM
$442.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
888-342-6436
RISE ADVISORS, LLC
Rochester, NY
AUM
$441.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
585-565-3444
NOTE ADVISORS, LLC
Buffalo, NY
AUM
$437.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(716) 256-1682
AUM
$436.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
917-536-7703
FINANCIAL ASSET MANAGEMENT CORP
Chappaqua, NY
AUM
$436.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
914-238-8900
LISANTI CAPITAL GROWTH LLC
New York, NY
AUM
$432.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
332-262-3100
PROSPECT FINANCIAL SERVICES LLC
Melville, NY
AUM
$431.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
631-424-5218
DIKER MANAGEMENT LLC
New York, NY
AUM
$430.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-904-0321
SOCHA FINANCIAL GROUP, LLC
Corning, NY
AUM
$430.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
607-962-0605
APPOMATTOX ADVISORY, INC
New York, NY
AUM
$425.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-895-3000
LIFEMARK SECURITIES CORP.
Rochester, NY
AUM
$424.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
78 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
585-424-5672
BLACKDIAMOND WEALTH MANAGEMENT, LLC
New York, NY
AUM
$424.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(212) 784-6999
CONGRESS PARK CAPITAL LLC
Saratoga Springs, NY
AUM
$422.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(518) 339-4335