TWO POINT CAPITAL MANAGEMENT, INC.
Pittsford, NY
AUM
$310.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM
585-586-1731
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
HUDSON ADVISOR SERVICES, INC.
Buffalo, NY
AUM
$310.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
716-803-6587
MERIT FINANCIAL PARTNERS LLC
Maspeth, NY
AUM
$308.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
718-898-0871
ALLSQUARE WEALTH MANAGEMENT, LLC
Albany, NY
AUM
$307.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(518) 456-8900
ADALTA CAPITAL MANAGEMENT LLC
New York, NY
AUM
$305.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-832-5135
OLD SLIP REGISTERED INVESTMENT ADVISORS, LLC
New York, NY
AUM
$305.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
212.256.1334
ALBANYADVISOR GROUP LLC
Albany, NY
AUM
$302.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(518) 689-3577
RETIRABLE
New York, NY
AUM
$301.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
833 222 1807
PINNACLE CAPITAL MANAGEMENT, LLC
East Syracuse, NY
AUM
$300.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM
315-234-9716
BRIGHT FUTURES WEALTH MANAGEMENT, LLC
Webster, NY
AUM
$294.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(585) 231-1595
ENRIGHT, MOLLIN, CASCIO & RAMUSEVIC, INC.
Elmhurst, NY
AUM
$293.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
718-803-1817
PELKONEN AND ASSOCIATES LLC
Melville, NY
AUM
$293.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(631) 396-1032
LONG ISLAND WEALTH MANAGEMENT, INC.
Melville, NY
AUM
$291.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
516-238-7629
LEIGH BALDWIN & CO., LLC
Cazenovia, NY
AUM
$290.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
0
Fees
Percentage of AUM; SOLICITOR/REFERRAL FEES FROM OTHER RIA'S
315-655-2964
AIFAM GROUP LLC
Rye, NY
AUM
$289.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-682-6100
FINGERLAKES WEALTH MANAGEMENT, INC.
Ithaca, NY
AUM
$285.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
607-257-1008
ZOE FINANCIAL, INC.
New York, NY
AUM
$283.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · REFERRAL +1 more
646-680-9244
MODUM ASSET MANAGEMENT LLC
Mexico City, NY
AUM
$283.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
(332) 261-7382
BEATRICE ADVISORS LP
New York, NY
AUM
$282.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
212-688-1261
CARUSO MCLEAN & CO., INC.
Utica, NY
AUM
$281.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
315-724-5105
AUM
$279.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-750-7450
AMERICAN FINANCIAL & TAX STRATEGIES, INC.
New York, NY
AUM
$279.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
212-315-0345
HOLISTIC WEALTH ADVISORS
Clifton Park, NY
AUM
$278.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
518.357.3858
WILMINGTON CAPITAL SECURITIES, LLC
Garden City, NY
AUM
$277.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
516-750-6200