VANDERBILT AVENUE ASSET MANAGEMENT LLC
New York, NY
AUM
$241.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(212) 973-2200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
BREWSTER FINANCIAL PLANNING LLC
Brooklyn, NY
AUM
$239.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
646-249-9880
OBERON ASSET MANAGEMENT, LLC
New York, NY
AUM
$232.7M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
917-237-0147
TIMECAPITAL INVESTOR ADVISORY SERVICES INC
Port Jefferson Station, NY
AUM
$232.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
631-331-1400
SHELTER ROCK MANAGEMENT, LLC
Jericho, NY
AUM
$232.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM
516-605-2215
DRAPER ASSET MANAGEMENT, LLC
Smithtown, NY
AUM
$231.0M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM
631-361-4925
ARCH GLOBAL ADVISORS, LLC
New York, NY
AUM
$230.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(212) 991-8807
AUM
$230.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
631-486-9200
LIONSHEAD WEALTH MANAGEMENT, LLC
New York, NY
AUM
$229.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
212-967-5466
FORSYTH STREET ASSET MANAGEMENT LLC
New York, NY
AUM
$228.9M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
212-697-1640
BOYAR ASSET MANAGEMENT, INC.
New York, NY
AUM
$228.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-995-8300
BEACON FINANCIAL ADVISORS
Rye Brook, NY
AUM
$228.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(914) 872-4040
MAGNOLIA CAPITAL MANAGEMENT
Cold Spring, NY
AUM
$227.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
845-809-5259
BQS FINANCIAL ADVISORS, LLC
New York, NY
AUM
$226.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
917-939-0632
SECFI ADVISORY LIMITED
New York, NY
AUM
$225.9M
Financial PlanningWealth Mgmt
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(707) 652-9961
PROFESSIONAL FINANCIAL
Pittsford, NY
AUM
$225.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
585-218-9080
PRATO CAPITAL MANAGEMENT
White Plains, NY
AUM
$224.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
914-930-6871
IADVISE PARTNERS
New York, NY
AUM
$224.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
212-686-4601
MILESTONES PRIVATE INVESTMENT ADVISORS LLC
Fairport, NY
AUM
$222.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
585-203-1956
CAPITAL PRESERVATION PARTNERS, INC.
Bronxville, NY
AUM
$222.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
914-337-2272
CROSS BORDER WEALTH, LLC
New York, NY
AUM
$221.9M
Wealth MgmtTrusts & Estates
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
646-688-5333
TERRA NOVA ASSET MANAGEMENT LLC
New York, NY
AUM
$220.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
212-355-1234
AUM
$219.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
(561) 491-0518
FORTERIS WEALTH MANAGEMENT, INC.
Armonk, NY
AUM
$219.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
914-696-5300