HEGARTY ADVISORS, LLC
Garden City, NY
AUM
$171.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
516-280-2323
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
BOYD CAPITAL
Rochester, NY
AUM
$168.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
585-269-8511
GREAT PATH PLANNING
Goshen, NY
AUM
$167.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
845-397-7284
ARMORY CAPITAL MANAGEMENT, LLC
Syracuse, NY
AUM
$167.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
315-701-6452
W & S MANAGEMENT SERVICES, INC.
Rochester, NY
AUM
$166.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
585-720-9971
AUM
$164.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; CONSULTING FEES FIXED AND HOURLY
860-462-0796
FIVE ELEVEN PARTNERS
Garden City, NY
AUM
$162.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
917-685-1360
QUINT CAPITAL MANAGEMENT
New York, NY
AUM
$162.1M
Wealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
212-682-5090
LYNNLEIGH & COMPANY, LLC
Pittsford, NY
AUM
$161.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Hourly charges
(585) 623-5970
PINCUS CAPITAL MANAGEMENT, LP
New York, NY
AUM
$161.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
646-571-1730
FLFS ADVISORY LLC
Victor, NY
AUM
$161.5M
Wealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
585-586-2600
AUM
$159.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
315-218-7350
BPC ADVISORS LLC
East Syracuse, NY
AUM
$158.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(315) 430-7700
CLARUS GROUP LLC
New York, NY
AUM
$158.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(732) 325-0456
AUM
$157.4M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
9146302324
ROOTED PLANNING GROUP
Corning, NY
AUM
$157.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Fixed fees
607-438-2761
AUM
$154.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
212-287-4034
LIVIAN & CO.
New York, NY
AUM
$152.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(212) 319-8900
NORTHLANDING FINANCIAL PARTNERS, LLC
Rochester, NY
AUM
$152.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(585) 497-5000
KARANI ASSET MANAGEMENT LLC
New York, NY
AUM
$150.9M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-593-7450
MARATHON WEALTH MANAGEMENT, INC.
Melville, NY
AUM
$150.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(631) 760-8385
NORTH WOODS WEALTH MANAGEMENT
Buffalo, NY
AUM
$150.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
716.220.8497
CLEARBROOK INVESTMENT SOLUTIONS LLC
New York, NY
AUM
$149.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
212-359-0290
GEOVEST ADVISORS INC
Fairport, NY
AUM
$147.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
585-248-5050