KASANDA CAPITAL
New York, NY
AUM
$3.7M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
917-912-5305
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
FORTUNE ADVISORY SERVICES
Brooklyn, NY
AUM
$3.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
3472063010
GERHARDT CLEMANS WEALTH MANAGEMENT, INC.
Thendara, NY
AUM
$3.1M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
(315) 369-2624
FLORES WEALTH PLANNING, LLC
New York, NY
AUM
$3.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
917-740-3898
KPOINT CAPITAL LLC
Manhasset, NY
AUM
$2.6M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
212 616-3677
PROCAPITA PARTNERS, LLC
New York, NY
AUM
$1.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(212) 364-5585
ELPHINSTONE
New York, NY
AUM
$1.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
+1 (212) 882-1067
CALADO CAPITAL
New York, NY
AUM
$1.4M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(248) 227-5785
ARMADALE ASSET MANAGEMENT LLC
Mineola, NY
AUM
$1.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
516-366-0057
ITHAKA STRATEGIC PARTNERS
Kings Park, NY
AUM
$1.1M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
934-216-0774
THE AFFINITY GROUP, LLC
Albany, NY
AUM
$678K
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
518-776-1140
LIONS FINANCIAL ADVISORY
New York, NY
AUM
$571K
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
212-548-6201
PMC WEALTH, LLC
Clarence, NY
AUM
$550K
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
716-406-0440
HHL WEALTH ADVISORS INC.
Flushing, NY
AUM
$459K
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
212-796-2298
HUDSON HOUSE CAPITAL INCORPORATED
London, NY
AUM
$280K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(212) 293-1031
YOUHE ADVISORS LLC
New York, NY
AUM
$252K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +3 more
646-481-1398
TAHER FINANCIAL PLANNING
Brooklyn, NY
AUM
$162K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
646-883-2505
TITANHUB CAPITAL MANAGEMENT LLC
Jackson Heights, NY
AUM
$145K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-201-5668
FMD WEALTH ADVISORS LLC
White Plains, NY
AUM
$140K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
+1 (914) 222-0503
AMVOY WEALTH
New York, NY
AUM
$100K
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
929-424-9142
CRAVEN CAPITAL LLC
New York, NY
AUM
$50K
Financial PlanningWealth Mgmt
Team
0 total employees
Clients
0
Fees
Percentage of AUM
212-797-0217
HANDAL DUNAWAY LLC
New York, NY
AUM
$27K
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
212-470-0260
AGING ISSUES MANAGEMENT LLC
Hawthorne, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
914-468-0185
AMERIVET SECURITIES, INC.
New York, NY
AUM
—
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
212-803-5050