FIRST AMERICAN ASSET ADVISORY, LLC
Garden City, NY
AUM
$191.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM
(516) 622-3100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
GUARDIAN WEALTH PARTNERS, LLC
New York, NY
AUM
$191.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
75 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-879-6934
INFINITI WEALTH MANAGEMENT
Brewster, NY
AUM
$187.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(845) 278-8638
DUTCH ASSET CORPORATION
Selkirk, NY
AUM
$186.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
518-478-8077
WINTHROP PARTNERS - WNY, LLC
Buffalo, NY
AUM
$186.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
716-322-7478
MILLER, GESKO & COMPANY INC.
Buffalo, NY
AUM
$183.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
716 852-7628
GODFREY FINANCIAL ASSOCIATES, INC.
Glenmont, NY
AUM
$182.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
518-767-2574
PRIVATE CLIENT ASSET MANAGEMENT, INC.
Massapequa, NY
AUM
$181.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
516-280-4622
AUM
$181.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(203) 941-0111
CARRY ADVISORS LLC
Brooklyn, NY
AUM
$180.9M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
2014720612
SAPERSTON LEGACY ADVISORS, INC.
Hamburg, NY
AUM
$180.8M
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
716-649-9800
STIRLINGSHIRE INVESTMENTS
New York, NY
AUM
$179.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
25 advisors
Clients
0
Fees
Percentage of AUM
877-600-7026
GREENWOOD INVESTORS LLC
New York, NY
AUM
$179.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-920-4207
AJF CAPITAL MANAGEMENT, INC.
New York, NY
AUM
$178.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
212-779-0789
INDEX TECHNOLOGIES GROUP LLC
New York, NY
AUM
$178.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
212-466-6760
AUM
$178.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
516-249-0060
MARATHON MISSION, INC.
Latham, NY
AUM
$177.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(518) 689-0773
COLLINS ADVISORS, LLC
Buffalo, NY
AUM
$176.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM
716-833-6338
PENBROOK MANAGEMENT LLC
New York, NY
AUM
$175.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
212-792-6952
INCOME & ASSET ADVISORY, INC.
Armonk, NY
AUM
$174.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
914-273-6800
CAPSTONE INVESTMENT FINANCIAL GROUP, LLC
Webster, NY
AUM
$174.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
719-477-9883
A.G. MORGAN FINANCIAL ADVISORS, LLC
Massapequa, NY
AUM
$174.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
516-798-1100
MURPHY & MULLICK CAPITAL MANAGEMENT CORP
Smithtown, NY
AUM
$174.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
631-257-0080
STEINBERG ASSET MANAGEMENT, LLC
New York, NY
AUM
$172.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-980-0080