PIANO WEALTH MANAGEMENT
Victor, NY
AUM
$50.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(585) 204-0001
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
PERSONAL ASSET STRATEGIES, INC.
Westbury, NY
AUM
$50.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
516-248-8811
HUDSON COMPANIES
Pearl River, NY
AUM
$48.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(845) 920-1600
SANSKAR ADVISORS, INC.
Nyack, NY
AUM
$47.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
888-726-7527
CAMBRIDGE ADVISORS, LLC
Williamsville, NY
AUM
$46.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
716-932-7270
BOERUM HILL FINANCIAL ADVISORS LLC
Brooklyn, NY
AUM
$46.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(516) 695-1610
COASTAL WEALTH MANAGEMENT
New York, NY
AUM
$45.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
917-558-2468
AUM
$44.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
646-543-8065
AUM
$44.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
705-887-6953
WINTHROP PARTNERS - WPA , LLC
Buffalo, NY
AUM
$44.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
267-454-7551
DOMAIN MONEY ADVISORS, LLC
New York, NY
AUM
$43.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
14 advisors
Clients
More than 500
Fees
Hourly charges · Subscription fees +1 more
646-970-6926
ARRIVAL CAPITAL MANAGEMENT LLC
New York, NY
AUM
$42.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
212-369-1700
AUM
$41.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
631-714-6869
ACACIA GROVE WEALTH MANAGEMENT
Schenectady, NY
AUM
$41.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
518-217-5097
SPANO ADVISORY SERVICES INC.
Mahopac, NY
AUM
$41.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
845-621-1870
AUM
$40.7M
Financial PlanningWealth MgmtRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
716-662-4470
MCNEILL CAPITAL, LLC
Saratoga Springs, NY
AUM
$40.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
518-364-7899
O'BRIEN CAPITAL MANAGEMENT, INC.
Nyack, NY
AUM
$40.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
845-358-4930
MAGELLAN FINANCIAL SOLUTIONS LLC
Warwick, NY
AUM
$40.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
845-986-9717
FOUR POINTS ADVISORS, LLC
New York, NY
AUM
$40.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
0
Fees
Percentage of AUM
646-300-6129
MANHATTAN WEALTH MANAGEMENT GROUP
New York, NY
AUM
$40.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
212-810-6961
IHS WEALTH MANAGEMENT LLC
Oyster Bay, NY
AUM
$39.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
516-314-0514
AMIDON & PETERSEN FINANCIALS, LLC
Albany, NY
AUM
$39.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
518-772-3684
ANGLIA ADVISORS
Valley Stream, NY
AUM
$39.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(646) 286 0290