SLOAN ADVISORY GROUP, INC.
Glens Falls, NY
AUM
$63.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
888-978-8880
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
WEALTHUNITE ADVISORS, LLC
Manhasset, NY
AUM
$63.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
(516) 805-2024
CORINTHIAN PARTNERS ASSET MANAGEMENT LLC
New York, NY
AUM
$62.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212-287-1552
ADVISOR FINANCIAL SERVICES, INC.
Chatham, NY
AUM
$62.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
518-392-3400
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
MOUNTAIN VIEW STRATEGIC WEALTH, LLC
Hopewell Junction, NY
AUM
$62.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
845-834-4343
PRINCE FINANCIAL ADVISORY LLC
New York, NY
AUM
$62.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
212-286-1372
BIRCH WEALTH MANAGEMENT
Rome, NY
AUM
$62.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
315-795-2005
AUM
$61.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
212-410-1800
ELEVATION INVESTMENT CONSULTING
Rochester, NY
AUM
$61.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
585-454-9506
ANCHOR CAPITAL MANAGEMENT, LLC
Ithaca, NY
AUM
$61.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
607.272.0004
KINEO CAPITAL LLC
New York, NY
AUM
$61.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-457-1268
R & R FINANCIAL PLANNERS, INC.
East Meadow, NY
AUM
$60.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
516-222-8850
AUM
$59.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(646) 546-5275
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
NGC FINANCIAL, LLC
Bayside, NY
AUM
$57.1M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
718-423-1100
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
VALOREM LLC
New York, NY
AUM
$54.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
917-837-8846
MAGNIFINA, LLC
Bedford Hills, NY
AUM
$53.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-732-0818
LT ADVISORS LLC
New City, NY
AUM
$53.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
917-352-3424
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
STASH WEALTH, LLC
New York, NY
AUM
$51.7M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
212-913-9904
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
LEGADO WEALTH MANAGEMENT LLC
New York, NY
AUM
$51.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
212-697-3420