GENERAL ATLANTIC SERVICE COMPANY, L.P.
New York, NY
AUM
$125.26B
Wealth MgmtTrusts & EstatesInstitutional
Team
411 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(212) 715-4000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
LAZARD ASSET MANAGEMENT LLC
New York, NY
AUM
$120.52B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
240 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-632-6000
ROCKEFELLER CAPITAL MANAGEMENT
New York, NY
AUM
$99.60B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
815 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
212-549-5100
COHEN & STEERS CAPITAL MANAGEMENT INC.
New York, NY
AUM
$85.67B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
60 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(212) 832-3232
PZENA INVESTMENT MANAGEMENT LLC
New York, NY
AUM
$81.44B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
55 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-355-1600
RBC ROCHDALE, LLC
New York, NY
AUM
$72.96B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
138 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
212-702-3500
BETTERMENT
New York, NY
AUM
$69.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
34 advisors
Clients
More than 500
Fees
Percentage of AUM
212-228-1328
BROOKFIELD PUBLIC SECURITIES GROUP LLC
New York, NY
AUM
$66.46B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
41 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-417-7000
QUANTINNO CAPITAL MANAGEMENT LP
New York, NY
AUM
$60.91B
Wealth MgmtTrusts & Estates
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(212) 812-8471
MIO PARTNERS, INC.
New York, NY
AUM
$59.59B
Financial PlanningWealth MgmtTrusts & Estates
Team
66 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
212-203-4000
CITIGROUP GLOBAL MARKETS INC.
New York, NY
AUM
$56.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4078 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
212-816-6000
SEGAL MARCO ADVISORS
New York, NY
AUM
$50.15B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
103 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
212-251-5900
BLUE OWL CREDIT PRIVATE FUND ADVISORS LLC
New York, NY
AUM
$46.06B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
250 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(212) 419-3000
APOGEM CAPITAL LLC
New York, NY
AUM
$43.82B
Wealth MgmtTrusts & EstatesInstitutional
Team
127 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(212) 601-3600
EQUITABLE ADVISORS, LLC
New York, NY
AUM
$42.48B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4664 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
212-314-4600
CERITY PARTNERS RETIREMENT PLAN CONSULTANTS
New York, NY
AUM
$40.25B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
153 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
212-850-4260
NINETY ONE NORTH AMERICA, INC.
New York, NY
AUM
$38.74B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
37 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1 917 206 5188
FIRST MANHATTAN CO. LLC
New York, NY
AUM
$38.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
51 advisors
Clients
251-500
Fees
Percentage of AUM; Performance-based fees
212-756-3300
ADVICE AND PLANNING SERVICES
New York, NY
AUM
$37.93B
Financial PlanningWealth MgmtTrusts & Estates
Team
1020 advisors
Clients
More than 500
Fees
Percentage of AUM; COMPENSATION FROM AFFILIATES
212-490-9000
ROCKEFELLER CAPITAL MANAGEMENT
New York, NY
AUM
$36.76B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
372 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
212-549-5100
OPPENHEIMER & CO. INC.
New York, NY
AUM
$36.71B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1219 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
212-668-8000
BBR PARTNERS, LLC
New York, NY
AUM
$36.49B
Financial PlanningWealth MgmtTrusts & Estates
Team
53 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
212-313-9870
AUM
$36.42B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
25 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 667-9000
SELECT EQUITY GROUP, L.P.
New York, NY
AUM
$36.38B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
83 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 475-8335