AUM
$86.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
212-856-9000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
AUM
$84.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(914) 685-6851
COMPLETE ADVISORS
Valley Stream, NY
AUM
$84.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
516-240-6161
WESTERN NEW YORK FINANCIAL GROUP, LLC
Buffalo, NY
AUM
$84.1M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
716-743-6262
LUMIERE FINANCIAL
New York, NY
AUM
$82.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(212) 516-5900
HYJC CAPITAL OF WNY
Lakeville, NY
AUM
$82.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
585-261-4435
WINTHROP PARTNERS - EPA, LLC
Buffalo, NY
AUM
$82.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
267-454-4585
IVESTA CORP
New York, NY
AUM
$82.0M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
917-864-0407
BETTEREDGE CAPITAL LLC
New York, NY
AUM
$81.4M
Financial Planning
Team
1 advisors
Clients
1-10
Fees
Fixed fees
212-249-8405
COLUCCI WEALTH MANAGEMENT LLC
Brightwaters, NY
AUM
$80.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
212-763-4840
MOLLOT & HARDY, INC.
Amherst, NY
AUM
$80.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
716-691-7121
NOTTINGHAM WEALTH PARTNERS, INC.
Syracuse, NY
AUM
$80.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
561-472-2312
EVER GREEN WEALTH MANAGEMENT, LLC
Victor, NY
AUM
$80.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
251-500
Fees
Percentage of AUM
585-742-0271
ABERNATHY GROUP II LLC
New York, NY
AUM
$80.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
212-293-3499
MINERVA WEALTH ADVISORY
New York, NY
AUM
$79.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
646-934-6874
PATHWAY PARTNERS WEALTH ADVISORS, LLC
Amherst, NY
AUM
$78.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
716-929-6010
BRUDERMAN PRIVATE WEALTH
Locust Valley, NY
AUM
$78.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
516-974-7596
REVERE WEALTH MANAGEMENT LLC
New York, NY
AUM
$78.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM
212-688-2350
AUM
$77.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Fixed fees
914-257-3446
GPS FINANCIAL, LLC
Pittsford, NY
AUM
$77.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
585-598-9111
O'BANNON & DAVIS INC.
Williamsville, NY
AUM
$77.2M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
716-856-7555
KANE FINANCIAL
Waterville, NY
AUM
$75.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(315) 801-9028
CLOVER LEAF FINANCIAL LLC
Fairport, NY
AUM
$75.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
585-899-3940
MOUNTAIN PASS PLANNING
Hopewell Junction, NY
AUM
$74.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
845-592-0789