ADIRONDACK CAPITAL ADVISORS, LLC
Syracuse, NY
AUM
$422.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
315-434-5597
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
GENESEE CAPITAL ADVISORS, LLC
Auburn, NY
AUM
$420.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
315-554-3020
R.W. ROGE & COMPANY, INC
Bohemia, NY
AUM
$419.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; INITIAL ONE-TIME CONTRACT FEE
631-218-0077
ONE OAK CAPITAL MANAGEMENT, LLC
Purchase, NY
AUM
$418.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
914-205-5821
MCCOLLUM CHRISTOFERSON GROUP, LLC
Amherst, NY
AUM
$415.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(716) 854-5400
MOMENTUM ADVISORS
New York, NY
AUM
$414.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
917-997-4297
GOLD COAST WEALTH MANAGEMENT, LLC
Jericho, NY
AUM
$413.8M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
516-274-9870
BLUE SQUARE ASSET MANAGEMENT, LLC
New York, NY
AUM
$410.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
646-928-8000
HENRY JAMES INTERNATIONAL MANAGEMENT, INC.
New York, NY
AUM
$402.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
917-261-7723
BURNS MATTESON CAPITAL MANAGEMENT, LLC
Corning, NY
AUM
$400.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
607-937-9282
WATERFORD ADVISORS, LLC
Orchard Park, NY
AUM
$399.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
716-580-3906
LDR CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$397.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-927-5800
SETTANNI FINANCIAL LLC
Armonk, NY
AUM
$397.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(914) 767-0974
SIEBERT ADVISORNXT, LLC.
New York, NY
AUM
$391.5M
Wealth MgmtTrusts & Estates
Team
32 advisors
Clients
0
Fees
Percentage of AUM
800-872-0444
16TH AMENDMENT ADVISORS LLC
New York, NY
AUM
$390.2M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-332-1600
ASCEND INTERPLAY, LLC
New York, NY
AUM
$390.2M
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM
914-746-0436
JOSEPH P. LUCIA & ASSOCIATES, LLC
Yorktown Heights, NY
AUM
$388.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
914-352-6600
COLLABORATIVE CAPITAL ADVISORS LLC
New York, NY
AUM
$387.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
646-933-5730
ARCADIA WEALTH MANAGEMENT
Smithtown, NY
AUM
$383.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
631-549-5400
SNYDER WEALTH GROUP
Medford, NY
AUM
$382.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
631-289-4224
RETIREMENT PLANNING GROUP, LLC
Malta, NY
AUM
$375.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM
(518) 580-1919
THE PITTI GROUP WEALTH MANAGEMENT, LLC
Victor, NY
AUM
$374.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(585) 337-4000
AUM
$367.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
914-427-8036
DOMANI ADVISORS
New York, NY
AUM
$362.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; REPORTING AND MONITORING SERVICES
917-810-5530