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Filter by name, location, or specialty. All data from public SEC filings.

Showing Retirement Planning advisors in NY

568 advisers found

N10° WEALTH

New York, NY

AUM

$0

Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly

Team

5 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

203-930-2881

Full profileVisit site →

GREENHAVEN ASSOCIATES INC

Purchase, NY

AUM

$11.66B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

4 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

914-253-9350

Full profileNo website

MEYER HANDELMAN COMPANY LLC

Rye Brook, NY

AUM

$3.24B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

8 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

914-939-4060

Full profileNo website

GRACE & WHITE, INC

New York, NY

AUM

$964.2M

Wealth MgmtTrusts & EstatesRetirement

Team

4 advisors

Clients

—

Fees

Percentage of AUM

212-935-5990

Full profileNo website

RIALTO WEALTH MANAGEMENT

Syracuse, NY

AUM

$625.9M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

6 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

315-992-9129

Full profileNo website

MWM GROUP LLC

Cedarhurst, NY

AUM

$431.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

718-696-4000

Full profileNo website

SAMJO MANAGEMENT, LLC

New York, NY

AUM

$308.8M

Wealth MgmtTrusts & EstatesRetirement

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

212-419-3924

Full profileNo website

CRESCENT HILL PARTNERS LLC

Saratoga Springs, NY

AUM

$298.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

866-744-3705

Full profileNo website
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