POINT WINDWARD ADVISORS, INC.
New York, NY
AUM
$358.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM; Commissions
212-350-7250
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
PAPAMARKOU WELLNER PERKIN ADVISORS
New York, NY
AUM
$357.5M
Wealth MgmtTrusts & Estates
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-223-2020
SYKON CAPITAL LLC
Harrison, NY
AUM
$350.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
914-898-3694
GUGGENHEIM PRIVATE INVESTMENTS, LLC
New York, NY
AUM
$349.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
2125189010
UNITED FINANCIAL PLANNING GROUP LLC
Hauppauge, NY
AUM
$347.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(631) 234-0871
CONTINUUM WEALTH ADVISORS, LLC
Saratoga Springs, NY
AUM
$345.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
518-583-4050
BOURNE LENT ASSET MANAGAMENT, INC.
Pawling, NY
AUM
$343.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
845-855-1590
EAGLEBROOK ADVISORS
New York, NY
AUM
$342.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
786-807-7374
POST RESCH TALLON GROUP
Pittsford, NY
AUM
$340.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM
585-249-1030
THE MATHES COMPANY, INC.
New York, NY
AUM
$339.8M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM
212-277-5553
QUANTUM PORTFOLIO MANAGEMENT, LLC
New York, NY
AUM
$339.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
212-466-6760
MILLENNIAL ADVISERS, LLC.
New York, NY
AUM
$339.4M
Wealth MgmtTrusts & Estates
Team
12 advisors
Clients
—
Fees
Percentage of AUM
646-532-2400
OMC FINANCIAL SERVICES LTD
Dewitt, NY
AUM
$328.5M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
315-446-8720
HUDSON CAPITAL ADVISORY, INC.
Buffalo, NY
AUM
$327.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
716-277-2717
FINANCIAL DECISIONS, LLC
New York, NY
AUM
$327.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
212-920-3470
VINCI PARTNERS USA
New York, NY
AUM
$327.0M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1 646 559 8000
HURLEY CAPITAL, LLC
New York, NY
AUM
$326.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
212-605-0665
CARSWELL INVESTMENTS, LLC
East Syracuse, NY
AUM
$322.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(800) 510-6693
LANTERN WEALTH ADVISORS, LLC
Melville, NY
AUM
$319.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
631-454-2000
ATOMIC INVEST LLC
New York, NY
AUM
$319.5M
Wealth MgmtTrusts & Estates
Team
21 advisors
Clients
—
Fees
Percentage of AUM
212-419-5036
THE MUSTICO FINANCIAL GROUP, INC.
Elmira, NY
AUM
$316.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
607-733-7935
LAGODA INVESTMENT MANAGEMENT, L.P.
New York, NY
AUM
$312.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
212-309-7660
PARKVIEW US LLC
New York City, NY
AUM
$312.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
1 646 213 4980
APS WEALTH MANAGEMENT, LLC
Melville, NY
AUM
$311.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(516) 228-8444