FITHIAN LLC
New York, NY
AUM
$136.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-593-2828
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
HEIGHTS POINT MANAGEMENT, LP
New York, NY
AUM
$135.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
585-738-9342
EQUILIBRIUM VENTURES, LLC
New York, NY
AUM
$134.2M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917-352-3902
BLUE JEAN FINANCIAL LLC
Albany, NY
AUM
$133.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
518-631-5471
LIFECAPITAL PARTNERS LLC
New York, NY
AUM
$133.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(917) 968-0055
THE HAJDARI GROUP, LLC
Staten Island, NY
AUM
$133.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(212) 381-0050
SAFRAN WEALTH ADVISORS, LLC
New York, NY
AUM
$132.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
212-328-9530
ARI GROUP, LLC
New York, NY
AUM
$132.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 419-0400
RDG CAPITAL MANAGEMENT LLC
Pittsford, NY
AUM
$131.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
585-673-2690
LAYLINE ADVISORS
Rochester, NY
AUM
$131.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(585)210-8222
AUM
$130.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(646) 852-6134
MONTGOMERY CAPITAL ADVISORS LLC
New York, NY
AUM
$130.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
212-201-7911
WISE WEALTH MANAGEMENT, LLC
New York, NY
AUM
$130.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
212-567-1416
SOPHIS INVESTMENTS LLC
New York, NY
AUM
$129.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-572-6360
R. F. LAFFERTY & CO., INC.
New York, NY
AUM
$129.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM; Commissions
212-293-9090
HUDSON HERITAGE CAPITAL MANAGEMENT, INC.
Croton-On-Hudson, NY
AUM
$128.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
914-271-8102
BONE FIDE WEALTH
New York, NY
AUM
$126.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
212-390-1161
ADIRONDACK RESEARCH & MANAGEMENT INC.
Guilderland, NY
AUM
$126.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
518 690-0470
DOWNTOWN INVESTMENT ADVISORY
White Plains, NY
AUM
$125.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(917) 363-4919
MERRYFIELD BARNES, LLC
Ithaca, NY
AUM
$124.2M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
(607) 882-9988
BROOKLAWN CAPITAL ADVISORS
New York, NY
AUM
$124.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Fixed fees
212-339-8590
FSC WEALTH ADVISORS, LLC
Fishkill, NY
AUM
$122.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
845-297-0300
CONNECTIVE PORTFOLIO MANAGEMENT, LLC
New York, NY
AUM
$121.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
212 332-7932
JBGLOBAL.COM LLC
New York, NY
AUM
$120.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
212-388-9873