Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
Fairport, NY
AUM
$17.03B
Team
159 advisors
Clients
More than 500
Fees
Percentage of AUM; MNA MAY NEGOTIATE THE FEE FOR CUSTOMIZED PORTFOLIOS AND SERVICES
585-325-6880
Tarrytown, NY
AUM
$15.54B
Team
204 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
914-846-0100
New York, NY
AUM
$15.52B
Team
68 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
212-822-7620
New York, NY
AUM
$14.42B
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
212-273-0463
New York, NY
AUM
$12.47B
Team
24 advisors
Clients
More than 500
Fees
Percentage of AUM
212-935-8750
New York, NY
AUM
$10.39B
Team
33 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(212) 652-3200
New York, NY
AUM
$10.24B
Team
35 advisors
Clients
251-500
Fees
Percentage of AUM; Performance-based fees
212-698-0800
New York, NY
AUM
$9.32B
Team
20 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
212-302-6300
New York, NY
AUM
$8.87B
Team
105 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
646-218-9760
New York, NY
AUM
$8.67B
Team
25 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
212-332-7300
New York, NY
AUM
$8.44B
Team
17 advisors
Clients
101-250
Fees
Percentage of AUM
212-262-7670
New York, NY
AUM
$7.83B
Team
50 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
212-269-7800
New York, NY
AUM
$7.70B
Team
48 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(212) 625-1200
New York, NY
AUM
$7.07B
Team
23 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
212-275-1500
New York, NY
AUM
$6.99B
Team
17 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
212-752-5255
New York, NY
AUM
$6.29B
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
212-920-3890
New York City, NY
AUM
$6.26B
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
212-704-5553
New York, NY
AUM
$6.06B
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
212-218-8137
New York, NY
AUM
$5.66B
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
212-867-7647
Pittsford, NY
AUM
$5.61B
Team
13 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
585-586-0970
New York, NY
AUM
$5.50B
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
212-226-7707
Cobleskill, NY
AUM
$5.41B
Team
23 advisors
Clients
51-100
Fees
Percentage of AUM
518-234-4393
New York, NY
AUM
$5.31B
Team
23 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
212-872-9600
New York, NY
AUM
$5.00B
Team
101 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
833-745-6789