HAZELVIEW SECURITIES (US) LLC
New York, NY
AUM
$276.3M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM
917-439-9192
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
NESTEGG ADVISORS, INC.
Hauppauge, NY
AUM
$272.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
631-952-2700
TAILORED WEALTH SOLUTIONS
Saratoga Springs, NY
AUM
$271.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
518-583-4800
SAGE INVESTMENT ADVISERS LLC
Wappingers Falls, NY
AUM
$268.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(845) 240-1551
AUM
$267.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(973)979-7609
NERDWALLET WEALTH PARTNERS, LLC
New York, NY
AUM
$262.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
917-275-7821
AG DILLON ASSET MANAGEMENT LP
New York, NY
AUM
$262.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+1 347 642 2640
ELCO MANAGEMENT COMPANY, LLC
New York, NY
AUM
$261.2M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
212-603-7582
DCM ADVISORS, LLC
New York, NY
AUM
$260.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
917-386-6260
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC
Clifton Park, NY
AUM
$260.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 employees
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
518-280-0030
AUM
$257.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
917-825-1536
ZEPHYR MANAGEMENT, L.P.
New York, NY
AUM
$256.3M
Wealth MgmtTrusts & Estates
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-508-9400
AUM
$255.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
716-462-5468
WESTCO ADVISORY SERVICES, INC.
Lynbrook, NY
AUM
$254.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
516-593-5070
CANTY FINANCIAL MANAGEMENT, INC.
Ballston Spa, NY
AUM
$254.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
518-885-3230
INDIANO CAPITAL MANAGEMENT
Rochester, NY
AUM
$253.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
585-248-9888
HERONETTA MANAGEMENT, L.P.
New York, NY
AUM
$253.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
212-601-5333
CLEAR POINT ADVISORS, INC.
Melville, NY
AUM
$253.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
631.333.2222
MURPHY WEALTH MANAGEMENT GROUP
Fishkill, NY
AUM
$251.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
845-226-1200
EMERGENT WEALTH ADVISORS, LLC
Williamsville, NY
AUM
$249.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
716-828-8390
AUM
$247.9M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM
917-272-7036
VALUE INVESTMENT PROFESSIONALS, LLC
New York, NY
AUM
$246.7M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
646-383-7757
TACONIC ADVISORS
Saugerties, NY
AUM
$246.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Fixed fees
845-486-5039
BLUE SPARK CAPITAL ADVISORS
New York, NY
AUM
$242.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
2125373899