GMR ASSOCIATES, INC
Rochester, NY
AUM
$88.7M
Retirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
585-429-1330
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NY
568 advisers found
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
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
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
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
L&L PARTNERS WEALTH MANAGEMENT, LLC
Suffern, NY
AUM
$81.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
845-368-1103
PARADIGM CONSULTING, INC.
Utica, NY
AUM
$81.2M
Retirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
315-797-8400
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
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
2XIDEAS
New York, NY
AUM
$79.7M
RetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Subscription fees
646-604-9039
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
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
FINANCIAL PLANNING ASSOCIATES, LLC
White Plains, NY
AUM
$74.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(914) 997-9229 X13
LYTLE INVESTMENTS
Grand Island, NY
AUM
$74.3M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
716-773-6626
SAGE HILL ADVISORY AND MANAGEMENT LLC
Saratoga Springs, NY
AUM
$73.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
518 763-6338
AUM
$72.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; SUB ADVISORY
(716)-597-8372
SCHULTZE ASSET MANAGEMENT, LP
Rye Brook, NY
AUM
$71.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
914-701-5260
HV CAPITAL MANAGEMENT
Montgomery, NY
AUM
$71.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
845-655-4826
N FINANCIAL PLANS
Huntington, NY
AUM
$65.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
631-629-1794
CORINTHIAN PARTNERS ASSET MANAGEMENT LLC
New York, NY
AUM
$62.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212-287-1552
ADVISOR FINANCIAL SERVICES, INC.
Chatham, NY
AUM
$62.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
518-392-3400