PEAK WEALTH MANAGEMENT
Saratoga Springs, NY
AUM
$39.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
518-441-2285
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
SARATOGA INVESTMENT SOLUTIONS INC.
Saratoga Springs, NY
AUM
$38.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
5185845995
PARAMOUNT WEALTH ADVISORS
Buffalo, NY
AUM
$37.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
716-712-0127
AUM
$37.6M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
845-623-7637
MSM FINANCIAL STRATEGIES
Manhasset, NY
AUM
$37.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
516-595-2303
DARK HORSE WEALTH LLC
Cazenovia, NY
AUM
$36.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
315-559-2834
IBIS CAPITAL MANAGEMENT, LLC
Buffalo, NY
AUM
$36.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 employees
Clients
101-250
Fees
Percentage of AUM; Hourly charges
716-939-3005
EUDAIMONIA WEALTH
Buffalo, NY
AUM
$35.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(716) 362-1182
RABENOLD ADVISORS, INC.
Williamsville, NY
AUM
$35.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · NEGOTIATED FINANCIAL PLANNING FEE +1 more
716-568-8790
TAG ASSOCIATES FLORIDA LLC
New York, NY
AUM
$35.5M
Financial PlanningWealth Mgmt
Team
23 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
212-275-1500
GRENDA GROUP
Buffalo, NY
AUM
$34.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
716-896-3232
ALLEGORY ADVISORY
New York, NY
AUM
$34.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(212) 572-4804
EMPOWER PRIVATE WEALTH
New York, NY
AUM
$34.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
941-340-0404
LEO WEALTH MANAGEMENT, LLC
Staten Island, NY
AUM
$33.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
201-951-6828
SAGE TREE WEALTH
Fairport, NY
AUM
$32.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
5855002579
LUNIN-PACK PLANNING AND ADVICE, LLC
Cold Spring, NY
AUM
$32.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
845-265-4300
AUM
$32.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Fixed fees
914-222-0832
CAMBRIDGE WEALTH MANAGEMENT, LLC
Cambridge, NY
AUM
$31.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
518-677-3781
ARCAP PARTNERS LLC
Plainview, NY
AUM
$31.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
516-729-5251
AUM
$31.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Fixed fees
(518) 893-1592
FARRAUTO WEALTH MANAGEMENT, INC
New York, NY
AUM
$31.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +4 more
212-858-9254
WHARTON WEALTH PLANNING, LLC
New York, NY
AUM
$30.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
646-450-7021
AUM
$30.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
631-751-7230
BANTAM INC.
Staatsburg, NY
AUM
$30.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(845) 605-1007