PEAPOD LANE CAPITAL LLC
Bedford Hills, NY
AUM
$108.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-265-8940
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
FEDERMANN FINANCIAL ADVISORS INC.
Rocky Point, NY
AUM
$108.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
631-981-1904
LAIDLAW WEALTH MANAGEMENT LLC
New York, NY
AUM
$108.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212-953-4910
AUM
$105.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
503-805-3485
STEWARD ADVISORS GROUP, LLC
Halfmoon, NY
AUM
$105.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(518) 406-5624
WALLSTREETI.COM
New York, NY
AUM
$105.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
855-888-9255
INSTITUTIONAL INVESTMENT ADVISORS CORP
New York, NY
AUM
$105.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
212-869-7266
FOUR CORNERS FINANCIAL
Melville, NY
AUM
$104.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(631) 271-1170
AUM
$103.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
914-371-2992
INVICTUS TIMING SERVICE LTD
Westbury, NY
AUM
$103.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
516-741-0500
ONEWELTH INC
New York, NY
AUM
$101.9M
Wealth MgmtTrusts & EstatesInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
212-750-0718
BESPOKE INVESTMENT GROUP, LLC
Harrison, NY
AUM
$101.3M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Subscription fees
914-315-1248
RGA INVESTMENT ADVISORS, LLC
Great Neck, NY
AUM
$101.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
516-665-1945
BRAVE EAGLE WEALTH MANAGEMENT
New York, NY
AUM
$101.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
212-918-4746
SOCIAL INVESTMENT MANAGERS AND ADVISORS, LLC
New York, NY
AUM
$100.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917 750-5588
FAMA FIDUCIARY WEALTH LLC
Rochester, NY
AUM
$99.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
585-292-6007
LAKE ROAD ADVISORS, LLC
Corning, NY
AUM
$98.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(607) 438-2914
AUM
$98.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
518-899-5904
STRATACORE CAPITAL MANAGEMENT, LLC.
New York, NY
AUM
$97.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
646-846-6500
NOSURIS, INC.
Lynbrook, NY
AUM
$95.0M
Financial PlanningTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
516-887-7788
LYON CAPITAL MANAGEMENT, LLC
Pittsford, NY
AUM
$94.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM
585-248-9821
WINGSPAN CAPITAL, LLC
New York, NY
AUM
$94.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917-722-3883
AUM
$94.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
516 754-2150
BAYRIDGE FINANCIAL GROUP, INC.
Rockville Centre, NY
AUM
$94.2M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(718) 833-4901