LESLIE MARIE GIORDANO
Garden City, NY
AUM
$62.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
516-747-5210
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NY
568 advisers found
QUANTEL ASSET MANAGEMENT LLC
New York, NY
AUM
$59.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Subscription fees +2 more
844-836-5461
NETWORK INVESTMENT ADVISORS INCORPORATED
Commack, NY
AUM
$57.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(631) 366-1999
AUM
$57.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(718) 370-3464
AUM
$52.4M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
518-725-6111
MAIN STREET MANAGEMENT COMPANY
Aquebogue, NY
AUM
$51.8M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
631-653-0333
PUREVEST
Staten Island, NY
AUM
$51.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(347) 466-4400
AUM
$50.7M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(585) 624-3150
CAMBRIDGE ADVISORS, LLC
Williamsville, NY
AUM
$46.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
716-932-7270
AUM
$44.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
705-887-6953
WINTHROP PARTNERS - WPA , LLC
Buffalo, NY
AUM
$44.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
267-454-7551
AUM
$43.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
914-219-3010
TRANSPARENT WEALTH CONSULTING LLC
New York, NY
AUM
$42.8M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
585-202-0305
PRICAP ADVISORS LLC
New York, NY
AUM
$41.7M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
212-372-8922
AUM
$40.7M
Financial PlanningWealth MgmtRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
716-662-4470
MCNEILL CAPITAL, LLC
Saratoga Springs, NY
AUM
$40.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
518-364-7899
IHS WEALTH MANAGEMENT LLC
Oyster Bay, NY
AUM
$39.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
516-314-0514
AMIDON & PETERSEN FINANCIALS, LLC
Albany, NY
AUM
$39.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
518-772-3684
DARK HORSE WEALTH LLC
Cazenovia, NY
AUM
$36.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
315-559-2834
SAGE TREE WEALTH
Fairport, NY
AUM
$32.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
5855002579
FARRAUTO WEALTH MANAGEMENT, INC
New York, NY
AUM
$31.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +4 more
212-858-9254
BANTAM INC.
Staatsburg, NY
AUM
$30.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(845) 605-1007
CSD FINANCIAL LLC
Brooklyn, NY
AUM
$28.8M
Financial PlanningTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
718-858-2233
UNIVERSE, INC.
Brooklyn, NY
AUM
$28.2M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
718 375-7631