SIP FINANCIAL SERVICES
Glenville, NY
AUM
$28.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
518-384-2800
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NY
568 advisers found
STONEHURST MANAGEMENT, LLC
New York, NY
AUM
$27.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
212-993-7071
DDO ADVISORY SERVICES, LLC
Rhinebeck, NY
AUM
$26.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
646-234-4881
SAFE HARBOR ASSET MANAGEMENT, INC.
Huntington, NY
AUM
$26.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
631-421-4341
SPRING STREET WEALTH
New York, NY
AUM
$26.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
917-695-9535
IRIS ADVISORS
New York, NY
AUM
$26.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
8772304932
SIMCO FINANCIAL
Canandaigua, NY
AUM
$26.0M
Wealth MgmtRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(585) 750-2818
DERRYRUSH WEALTH
West Sayville, NY
AUM
$25.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(631) 275-4885
WESFAIR ADVISORY GROUP, INC.
Chappaqua, NY
AUM
$24.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(914) 238-3734
ABAYA WEALTH MANAGEMENT LLC
Buffalo, NY
AUM
$23.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
716-345-0110
ARIES INVESTMENT ADVISORS, LLC
Garden City, NY
AUM
$22.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
516-368-0990
BARRETT WEALTH MANAGEMENT
Rochester, NY
AUM
$21.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
585-383-5555
PRIMETIME WEALTH MANAGEMENT LLC
Pittsford, NY
AUM
$18.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
585-238-4767
BLACK SEA GOLD ADVISORS LLC
Kingston, NY
AUM
$17.1M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
646-431-9050
MATRIX PRIVATE WEALTH MANAGEMENT INC.
Lake Success, NY
AUM
$17.1M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
516-506-7272
HUDSON CAPITAL MANAGEMENT INC.
Irvington, NY
AUM
$17.1M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
917 720 2153
COORDINATED PLANNING GROUP, INC.
Melville, NY
AUM
$16.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
631-393-6044
TRIDENT ADVISORS LLC
Woodbury, NY
AUM
$15.8M
Financial PlanningWealth Mgmt
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; RECEIVE A PORTION OF WRAP FEE PAID TO THIRD PARTY ADVISORS
516-681-9100
SINOPOLI & SINOPOLI FINANCIAL SERVICES, LLC
East Syracuse, NY
AUM
$15.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(315) 474-7500
ROVENTINI FINANCIAL SERVICES, INC
New City, NY
AUM
$15.0M
Wealth MgmtRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
845-634-5400
SPRING DELTA ASSET MANAGEMENT, LLC
New York, NY
AUM
$14.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; PENSION CONSULTING ON PLAN ASSETS
212-960-8382
RONALD A. BARTLETT & ASSOCIATES, LTD
Flushing, NY
AUM
$13.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
718-461-7632
NEXUS CAPITAL, LLC
Pittsford, NY
AUM
$13.3M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
585-348-9090
AUM
$12.2M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
1-917-495-9582