CHELSEA ADVISORY SERVICES, INC
Staten Island, NY
AUM
$147.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
25 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
718-967-8400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
CORE ALPHA, INC.
Rochester, NY
AUM
$146.1M
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
585-235-3600
DAVIDOV FINANCIAL COACHING, LLC
New Hyde Park, NY
AUM
$143.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
(516) 587-5550
ORTELIUS CAPITAL PARTNERS
New York, NY
AUM
$143.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917-595-5010
ARISTA ADVISORY GROUP, LLC
Albany, NY
AUM
$143.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
518-464-0319
OLD BRIDGE WEALTH, INC
Syosset, NY
AUM
$143.7M
Wealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(347) 723-8943
BLANK EQUITY MANAGEMENT LLC
Port Washington, NY
AUM
$143.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
516-439-5525
VCP FINANCIAL LLC
Staten Island, NY
AUM
$142.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
212.328.7876
STEPHEN J. GARRY & ASSOCIATES, LLC
Garden City, NY
AUM
$142.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM
516-280-5588
AUM
$142.4M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
212-832-9700
HEYDORN STONE CAPITAL MANAGEMENT LLC
Larchmont, NY
AUM
$142.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
914-752-5300
INTEGRATED FINANCIAL CONSULTING, LLC
Airmont, NY
AUM
$141.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
845-426-6300
CLARITY INVESTMENTS + PLANNING LLC
Mount Kisco, NY
AUM
$141.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(212) 730-7029
MJB ASSET MANAGEMENT LLC
New York, NY
AUM
$141.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212-333-3733
EXCOMP ASSET MANAGEMENT LTD
Melville, NY
AUM
$140.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(631)465-9670
IMPERITY WEALTH ALLIANCE LLC
Melville, NY
AUM
$139.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
800-203-2702
BEYOND WEALTH MANAGEMENT GROUP, LLC
New Paltz, NY
AUM
$139.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
845-750-6213
CONSTANTINE BARRY ASSET MANAGEMENT (CBAM)
New York, NY
AUM
$138.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-798-3850
GARRISON BRADFORD & ASSOCIATES INC
New York, NY
AUM
$138.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM
212-557-7440
STRATTON CAPITAL INVESTMENT ADVISORY LLC
New York, NY
AUM
$138.3M
Wealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
—
Fees
Percentage of AUM
+ 1 (212) 849-1773
ARGUS INVESTORS' COUNSEL, INC.
New York, NY
AUM
$137.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
212-425-7500
MILAGRE WEALTH MANAGEMENT, INC.
White Plains, NY
AUM
$137.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
914-437-8066
RE-ENVISION WEALTH
New York, NY
AUM
$136.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
301-233-7903
AUM
$136.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Subscription fees +2 more
347-413-4750