GREAT HILL ADVISORY
Port Washington, NY
AUM
$218.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
516-500-1248
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
NEW HORIZON FINANCIAL STRATEGIES, LLC
Ithaca, NY
AUM
$217.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
607-275-1275
PROSPERITY ADVISORY GROUP LLC
Victor, NY
AUM
$216.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(585) 381-5900
FLORIAN FINANCIAL GROUP LLC
Williamsville, NY
AUM
$215.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
716-810-9590
BROADWAY ADVISOR GROUP
Albany, NY
AUM
$214.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
518-477-3626
4THOUGHT FINANCIAL GROUP INC.
Syosset, NY
AUM
$214.3M
Financial PlanningWealth MgmtRetirementInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
516-300-1617
SIMMONS CAPITAL GROUP
Halfmoon, NY
AUM
$213.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(518) 406-5624
BCK PARTNERS, INC.
Corning, NY
AUM
$212.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
(607) 654-1182
BRIXTON CAPITAL WEALTH ADVISORS, LLC
Garden City, NY
AUM
$212.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
516-222-5300
AUM
$209.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
914-260-3230
OPEN FIELD CAPITAL LLC
New York, NY
AUM
$208.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-380-6611
ADC WEALTH MANAGEMENT, LLC
Massapequa, NY
AUM
$206.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
516-308-7514
AUM
$204.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
919-323-4219
MERKKURI WEALTH ADVISORS LLC
Jericho, NY
AUM
$204.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
516-268-3446
CFM ADVISORS INC
Hauppauge, NY
AUM
$202.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
631.657.2135
STERLING MANOR FINANCIAL, LLC
Saratoga Springs, NY
AUM
$201.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
518-583-4040
FARRELL FINANCIAL
Orchard Park, NY
AUM
$200.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM
716-508-8504
AUM
$199.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
415-322-6200
GLADOWSKY CAPITAL MANAGEMENT CORP
Smithtown, NY
AUM
$197.8M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM; REVENUE BASED ON CLIENT BALANCES IN MONEY MARKET FUNDS
631-360-7200
THE BENDIX FINANCIAL GROUP, INC.
Garden City, NY
AUM
$196.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
516-228-8300
RMR WEALTH MANAGEMENT
New York, NY
AUM
$195.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
212-785-4377
AUM
$194.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
305-861-1883
DEL-SETTE CAPITAL MANAGEMENT, LLC
Schenectady, NY
AUM
$192.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
518-793-3851
AUM
$192.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(617) 272-0006