ARIES INVESTMENT ADVISORS, LLC
Garden City, NY
AUM
$22.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
516-368-0990
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
BARRETT WEALTH MANAGEMENT
Rochester, NY
AUM
$21.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
585-383-5555
CAPABLE WEALTH, LLC
Latham, NY
AUM
$21.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
518-290-7723
FORD FINANCIAL SOLUTIONS, LLC
New York, NY
AUM
$20.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Hourly charges · Fixed fees +1 more
212-799-0631
ATLAS MERIDIAN CAPITAL LLC
New York, NY
AUM
$20.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
605-776-7737
GREENLIFE ADVISORS, LLC
Harrison, NY
AUM
$19.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
914-315-4755
FIDUCIARY FIRST ADVISING, LLC
Rochester, NY
AUM
$19.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
585 330 8031
FINANCIAL PLANNING CENTER
Amherst, NY
AUM
$19.4M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
716-240-4304
PRIMETIME WEALTH MANAGEMENT LLC
Pittsford, NY
AUM
$18.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
585-238-4767
BLACK SEA GOLD ADVISORS LLC
Kingston, NY
AUM
$17.1M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
646-431-9050
HUDSON CAPITAL MANAGEMENT INC.
Irvington, NY
AUM
$17.1M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
917 720 2153
YOSHIDA WEALTH MANAGEMENT, INC.
White Plains, NY
AUM
$17.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
212-687-7886
WEALTH STRATEGIES & SOLUTIONS, LTD.
Rochester, NY
AUM
$16.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
585-678-6950
COORDINATED PLANNING GROUP, INC.
Melville, NY
AUM
$16.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
631-393-6044
LARREA WEALTH MANAGEMENT
New York, NY
AUM
$16.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
2123908918
TRIDENT ADVISORS LLC
Woodbury, NY
AUM
$15.8M
Financial PlanningWealth Mgmt
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM; RECEIVE A PORTION OF WRAP FEE PAID TO THIRD PARTY ADVISORS
516-681-9100
YIELDS FOR YOU, LLC
Melville, NY
AUM
$15.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
410-914-4894
MAIN STREET ASSET MANAGEMENT LLC
New City, NY
AUM
$15.6M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
845-263-3009
SINOPOLI & SINOPOLI FINANCIAL SERVICES, LLC
East Syracuse, NY
AUM
$15.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(315) 474-7500
FIDARE WEALTH SOLUTIONS LLC
New York, NY
AUM
$14.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
347-866-3225
ORCHESTRAL FINANCIAL GROUP INC.
Amherst, NY
AUM
$14.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
716-691-4288
RONALD A. BARTLETT & ASSOCIATES, LTD
Flushing, NY
AUM
$13.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
718-461-7632
WALLACE INVESTMENTS
New York, NY
AUM
$13.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
917-916-9545
GOLD COAST ADVISORS, LLC
Port Washington, NY
AUM
$12.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
516-944-0081