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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

ASHBAY CAPITAL, LLC

New York,, NY

AUM

$137.7M

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

1 advisors

Clients

—

Fees

Percentage of AUM

(212) 266-0038

Full profileNo website

MPM ADVISORS GROUP LLC

Liverpool, NY

AUM

$116.1M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

315-461-0414

Full profileNo website

ALDEMAR RESEARCH CORPORATION

NY

AUM

$89.5M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

315-382-4843

Full profileNo website

JOSEPH JOHN HASSON JR

NY

AUM

$86.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

718-921-3600

Full profileNo website

C & C FINANCIAL SERVICES, INC.

Great Neck, NY

AUM

$66.2M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

516-482-3260

Full profileNo website

HUDSON VIEW ADVISORS, LLC

Croton-On-Hudson, NY

AUM

$64.3M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

914-827-0051

Full profileNo website

FSP ADVISORS, INC.

Rochester, NY

AUM

$32.6M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

5 advisors

Clients

101-250

Fees

Percentage of AUM; Hourly charges

(585) 697-2958

Full profileNo website

BIG ROCK ADVISORS LLC

Sag Harbor, NY

AUM

$20.6M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

631-725-0300

Full profileNo website
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