AUM
$120.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
3153800957
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
AUM
$119.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM
518-681-0107
EXCEED ADVISORY LLC
New York, NY
AUM
$119.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
646-580-7046
MINKO WEALTH
Brooklyn, NY
AUM
$119.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
718-748-1700
BH ASSET MANAGEMENT, LLC
New York, NY
AUM
$117.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
347-586-0030
ALSWORTH CAPITAL MANAGEMENT, LLC
Corning, NY
AUM
$116.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(607) 973-2665
HAYES ASSET MANAGEMENT, LLC
Rochester, NY
AUM
$116.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
585-730-6951
FINHABITS ADVISORS, LLC
New York, NY
AUM
$116.0M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
More than 500
Fees
Percentage of AUM; Subscription fees
212-596-7292
KUTZ AND COMPANY INC.
Great Neck, NY
AUM
$115.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
516-482-1158
LIGHTEDWAY ADVISORY SERVICES, INC.
Harrison, NY
AUM
$115.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
914-747-4717
ATWOB
Katonah, NY
AUM
$113.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(914) 302-3233
MUNICIPAL ASSET MANAGEMENT INC
Rye Brook, NY
AUM
$112.8M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
212-935-8313
ABBONDANDOLO WEALTH MANAGEMENT CORP
Glen Cove, NY
AUM
$112.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
516-674-9229
LEEB CAPITAL MANAGEMENT, INC.
New York, NY
AUM
$111.9M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
212-653-1504
THE QUICK GROUP LLC
New York, NY
AUM
$111.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
6464963900
SUMMIT PLANNING GROUP, INC.
E. Syracuse, NY
AUM
$111.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM
315-425-0344
FOX FINANCIAL SERVICES, INC.
White Plains, NY
AUM
$110.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
(914) 761-1639
MUSSETT WEALTH MANAGEMENT, LLC
Rensselaer, NY
AUM
$110.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
518-328-8104
QUINT INVESTMENTS AND INSURANCE
Wappingers Falls, NY
AUM
$110.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
845-345-3628
CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC
Garden City, NY
AUM
$110.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; SELECTION OF OTHER ADVISORS
516-408-1160
BENTHAM WEALTH ADVISORS
Williamsville, NY
AUM
$110.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(716) 580-1500
MEADOWBROOK WEALTH MANAGEMENT, LLC
Garden City, NY
AUM
$110.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
888-888-5250
ASPIRE ADVISORS, LLC
North White Plains, NY
AUM
$109.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
877-760-3540
PARTNERS CAPITAL SERVICES, INC.
Hauppauge, NY
AUM
$109.1M
Wealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM
631-851-0918