CASTFIRM ADVISORS LLC
Garden City, NY
AUM
$30.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(516) 888-9986
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
CSD FINANCIAL LLC
Brooklyn, NY
AUM
$28.8M
Financial PlanningTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
718-858-2233
DELAWARE AVENUE ADVISORS INC.
Buffalo, NY
AUM
$28.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
716-633-4372
SIP FINANCIAL SERVICES
Glenville, NY
AUM
$28.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
518-384-2800
DOMINARI SECURITIES LLC
New York, NY
AUM
$28.0M
Financial PlanningWealth MgmtInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM
212-393-4500
EDEN ADVISORY SERVICES, LLC
Albany, NY
AUM
$27.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(518) 203-8833
MAIDSTONE WEALTH MANAGEMENT, LLC
Cambridge, NY
AUM
$27.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
518-677-7358
AVRIO WEALTH LLC
New York, NY
AUM
$27.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(646) 825-3957
DDO ADVISORY SERVICES, LLC
Rhinebeck, NY
AUM
$26.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
646-234-4881
SAFE HARBOR ASSET MANAGEMENT, INC.
Huntington, NY
AUM
$26.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
631-421-4341
SPRING STREET WEALTH
New York, NY
AUM
$26.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
917-695-9535
DERRYRUSH WEALTH
West Sayville, NY
AUM
$25.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(631) 275-4885
FRUITFUL
New York, NY
AUM
$25.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
17 advisors
Clients
More than 500
Fees
Subscription fees
833-784-8050
EUREKA WEALTH SOLUTIONS
New York, NY
AUM
$25.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
646-927-0871
WESFAIR ADVISORY GROUP, INC.
Chappaqua, NY
AUM
$24.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(914) 238-3734
SAPOSH & MALTER, INC.
White Plains, NY
AUM
$24.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
646-876-5220
FIORILE & ASSOCIATES, LLC
Saranac Lake, NY
AUM
$24.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
518-891-3290
FIFTH AVENUE WEALTH ADVISORS LLC
New York, NY
AUM
$24.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
212-332-3280
EXCELSIOR
Melville, NY
AUM
$23.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
516-765-7400
MARCELLUS CAPITAL MANAGEMENT, LLC
Skaneateles, NY
AUM
$23.1M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
315-685-3718
ABAYA WEALTH MANAGEMENT LLC
Buffalo, NY
AUM
$23.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
716-345-0110
KOMICH CAPITAL ADVISORS
Ronkonkoma, NY
AUM
$22.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
631-260-1153
MOUNTAIN CREEK CAPITAL, LLC
Melville, NY
AUM
$22.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
631-964-9503
GENESIS CAPITAL GROUP LLC
New York, NY
AUM
$22.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
2126653082