E. MAGNUS OPPENHEIM & CO. INC.
New York, NY
AUM
$9.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
212-983-1818
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NY
568 advisers found
CLOVERHILL CAPITAL MANAGEMENT
New York, NY
AUM
$9.1M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(631) 265-1695
NEXT GEN ADVISORS, LLC
New York, NY
AUM
$9.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
855-939-3888
ESSEX ADVISORY
Brooklyn, NY
AUM
$7.8M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
2018503364
GARRISON PHILLIPS, LLC
Rye Brook, NY
AUM
$7.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
914-219-5194
FLORES WEALTH PLANNING, LLC
New York, NY
AUM
$3.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
917-740-3898
KPOINT CAPITAL LLC
Manhasset, NY
AUM
$2.6M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
212 616-3677
JOHN C. SAUNDERS, C.P.A., P.C.
Rochester, NY
AUM
$2.2M
Retirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
585-242-8780
CONDATA GROUP INC
New York, NY
AUM
$1.8M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Commissions
212-233-1460
CALADO CAPITAL
New York, NY
AUM
$1.4M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(248) 227-5785
ITHAKA STRATEGIC PARTNERS
Kings Park, NY
AUM
$1.1M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
934-216-0774
THE AFFINITY GROUP, LLC
Albany, NY
AUM
$678K
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
518-776-1140
HHL WEALTH ADVISORS INC.
Flushing, NY
AUM
$459K
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
212-796-2298
AMERIVET SECURITIES, INC.
New York, NY
AUM
—
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
212-803-5050
COBBLESTONE WEALTH ADVISORS
Brooklyn, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
718-633-9500
D'ARCANGELO FINANCIAL ADVISORS, LLC
Poughkeepsie, NY
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
845-473-8261
DAHAB ASSOCIATES INC
Bay Shore, NY
AUM
—
Trusts & EstatesRetirement
Team
19 advisors
Clients
—
Fees
Fixed fees; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
631-665-6181
DSJ WEALTH MANAGEMENT LLC
Westbury, NY
AUM
—
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
516-541-6549
FAHEY FINANCIAL
Buffalo, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
716-502-1020
FINISH LINE WEALTH MANAGEMENT, LLC
East Aurora, NY
AUM
$0
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
716-271-1112
GOTHAM BLOCK, LLC
New York, NY
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
212 729 8001
GUZHUNA ASSET MANAGEMENT
New York, NY
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
212-812-2494
HIGHLAND WEALTH ADVISORY LLC
Rochester, NY
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
585-752-1235