STASH
New York, NY
AUM
$4.92B
Financial PlanningWealth Mgmt
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Subscription fees +1 more
(800) 205-5164
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
COMPOUND PLANNING, INC.
New York, NY
AUM
$4.85B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
76 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
888-533-9364
KLINGENSTEIN FIELDS ADVISORS
New York, NY
AUM
$4.70B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
212-492-7000
SEVEN BRIDGES ADVISORS LLC
New York, NY
AUM
$4.61B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
212-490-6320
COURIER CAPITAL, LLC
Buffalo, NY
AUM
$3.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
716-883-9595
SAGE, RUTTY & CO., INC.
Rochester, NY
AUM
$3.46B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
33 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
585-232-3760
JEFFERIES INVESTMENT ADVISERS LLC
New York, NY
AUM
$3.42B
Financial PlanningWealth MgmtRetirementInstitutional
Team
107 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
212-284-2300
WESTFULLER ADVISORS, LLC
New York, NY
AUM
$3.37B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
212-219-6198
CANTOR FITZGERALD INVESTMENT ADVISORS
New York, NY
AUM
$3.24B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
(212) 915-1722
CAPITAL COUNSEL LLC
New York, NY
AUM
$2.87B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM
212-350-9333
CORDOBA ADVISORY PARTNERS LLC
New York, NY
AUM
$2.81B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(917) 746-4806
STRATEGIC FINANCIAL SERVICES
Utica, NY
AUM
$2.81B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
(315)724-1776
THE PORTFOLIO STRATEGY GROUP, LLC
White Plains, NY
AUM
$2.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
914-288-4900
BRIDGEWATER ADVISORS INC.
New York, NY
AUM
$2.57B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
101-250
Fees
Percentage of AUM
212-221-5300
LVW ADVISORS, LLC
Pittsford, NY
AUM
$2.47B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
585-267-4900
SHUFRO, ROSE & CO., LLC
New York, NY
AUM
$2.46B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
212-754-5100
HOWE AND RUSLING, INC.
Rochester, NY
AUM
$2.44B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
585-325-4140
BELZBERG & CO.
New York, NY
AUM
$2.33B
Financial PlanningWealth MgmtTrusts & Estates
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +2 more
212-390-9768
MAGNUS FINANCIAL GROUP LLC
New York, NY
AUM
$2.33B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
800-339-1367
FOCUSED WEALTH MANAGEMENT, INC.
Newburgh, NY
AUM
$2.27B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
845-691-4035
NEXT CAPITAL MANAGEMENT LLC
New York, NY
AUM
$2.14B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212-433-1111
VANDERBILT ADVISORY SERVICES
Woodbury, NY
AUM
$2.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
144 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
631-845-5100
THE WEALTH ALLIANCE, LLC
Melville, NY
AUM
$2.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(631) 670-0682
UNITED ASSET STRATEGIES INC.
Garden City, NY
AUM
$2.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
516-222-0021