AMVOY WEALTH
Dublin, NY
AUM
$0
Financial PlanningWealth Mgmt
Team
1 employees
Clients
0
Fees
Percentage of AUM; Fixed fees
+353 86 8225100
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
BLOOMSCHON CPAS LLC
Jericho, NY
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
516-626-3992
BLUE HORIZON EQUITY, INC.
Pittsford, NY
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
45 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
1 585 641 7900
BRANCH FINANCIAL SERVICES, INC.
Setauket, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Hourly charges; Commissions
631-979-6000
CLARIS ADVISORS, LLC
New York, NY
AUM
—
Financial Planning
Team
1 advisors
Clients
0
Fees
Fixed fees
212-840-3456
COBBLESTONE WEALTH ADVISORS
Brooklyn, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
718-633-9500
COMPREHENSIVE WEALTH MANAGEMENT GROUP, LLC
Staten Island, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
0 total employees
Clients
26-50
Fees
Hourly charges; Fixed fees
718-980-3737
D'ARCANGELO FINANCIAL ADVISORS, LLC
Poughkeepsie, NY
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
845-473-8261
DAVIE KAPLAN WEALTH CARE ADVISORS, LLC
Rochester, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
15 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
585-454-4161
DEBANYFINANCIAL GROUP, LLC
Tarrytown, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges
914-366-4900
DOVERMONT WEALTH & TAX SOLUTIONS
Montebello, NY
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
934-212-0023
DSJ WEALTH MANAGEMENT LLC
Westbury, NY
AUM
—
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
516-541-6549
DWAYNE ANTHONY VERLEY, CPA
New York, NY
AUM
—
Team
1 advisors
Clients
0
Fees
FREE FINANCIAL PLANNING FOR MIDDLE TO LOW INCOME HOUSEHOLDS
347-952-8537
FACTORPOINT PLANNING, LLC
Pittsford, NY
AUM
$0
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(585) 895-7506
FAHEY FINANCIAL
Buffalo, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
716-502-1020
FAMILY OFFICE ADVISORS LLC
New York, NY
AUM
—
Financial Planning
Team
1 advisors
Clients
1-10
Fees
Fixed fees; PERCENT OF ASSETS UNDER ADVISEMENT
212-697-7800
FINANCIAL BOSS
Plainview, NY
AUM
—
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
631-888-9109
FINISH LINE WEALTH MANAGEMENT, LLC
East Aurora, NY
AUM
$0
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
716-271-1112
FRASCA & ASSOCIATES LLC
New York, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
212-355-4050
G-SQUARED ADVISORY LLC
Mamaroneck, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
914-263-1082
GOTHAM BLOCK, LLC
New York, NY
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
212 729 8001
GRAND CENTRAL FINANCIAL PLANNING
New York, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
212-253-1229
GUZHUNA ASSET MANAGEMENT
New York, NY
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
212-812-2494
HERITAGE ADVISORY LLC
Woodbury, NY
AUM
—
Financial Planning
Team
2 advisors
Clients
—
Fees
Fixed fees; RETAINER-BASED FEES
212-485-1536