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Filter by name, location, or specialty. All data from public SEC filings.

Showing Trusts & Estates advisors in NY

1,169 advisers found

EAGLE CAPITAL MANAGEMENT LLC

New York, NY

AUM

$35.80B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

12 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

212-293-4040

Full profile Visit site →

SHENKMAN CAPITAL MANAGEMENT, INC.

New York, NY

AUM

$35.08B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

50 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

(212) 867-9090

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WEALTHSPIRE ADVISORS

New York, NY

AUM

$34.32B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

220 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +1 more

(212) 973-1200

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BNY MELLON ADVISORS, INC.

New York, NY

AUM

$33.48B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

44 advisors

Clients

1-10

Fees

Percentage of AUM · Fixed fees +2 more

212-495-1784

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EAGLE STRATEGIES LLC

New York, NY

AUM

$32.04B

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2463 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +1 more

(888) 695-3245

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GOLDMAN SACHS WEALTH SERVICES, L.P.

Cohoes, NY

AUM

$31.69B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1134 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

518-886-4000

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TIEDEMANN ADVISORS, LLC

New York, NY

AUM

$31.01B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

64 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

212-396-5900

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BTG PACTUAL ASSET MANAGEMENT US , LLC

New York, NY

AUM

$30.11B

Wealth MgmtTrusts & EstatesInstitutional

Team

108 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +3 more

212-293-4600

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GOTHAM ASSET MANAGEMENT, LLC

New York, NY

AUM

$30.03B

Wealth MgmtTrusts & EstatesInstitutional

Team

22 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

212-319-4100

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JPMORGAN ALTERNATIVE ASSET MANAGEMENT

New York, NY

AUM

$29.73B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

26 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

800-343-1113

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EPOCH INVESTMENT PARTNERS, INC.

New York, NY

AUM

$29.73B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

91 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

212-303-7200

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FRANKLIN TEMPLETON INSTITUTIONAL, LLC

New York, NY

AUM

$29.59B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

26 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

(212) 632-3279

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INVESCO SENIOR SECURED MANAGEMENT, INC.

New York, NY

AUM

$29.38B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

66 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

212-278-9000

Full profile Visit site →

SILVERCREST ASSET MANAGEMENT GROUP LLC

New York, NY

AUM

$28.33B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

92 advisors

Clients

26-50

Fees

Percentage of AUM · Fixed fees +1 more

212-649-0600

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SUMMIT ROCK ADVISORS, LP

New York, NY

AUM

$26.18B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

41 advisors

Clients

51-100

Fees

Percentage of AUM · Fixed fees +2 more

212-993-7150

Full profile Visit site →

FRED ALGER MANAGEMENT, LLC

New York, NY

AUM

$26.14B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

40 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

212-806-8800

Full profile Visit site →

BELLE HAVEN INVESTMENTS, L.P.

Rye Brook, NY

AUM

$23.32B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

40 advisors

Clients

Fees

Percentage of AUM

914-816-4633

Full profile Visit site →

NEW HOLLAND CAPITAL, LLC

New York, NY

AUM

$23.32B

Wealth MgmtTrusts & EstatesInstitutional

Team

17 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

212-600-9200

Full profile Visit site →

MPC CAPITAL ADVISORS, LLC

Rockville Centre, NY

AUM

$22.57B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

212-683-6922

Full profile Visit site →

EHRENKRANZ PARTNERS L.P.

New York, NY

AUM

$21.54B

Wealth MgmtTrusts & EstatesInstitutional

Team

18 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

212-891-8600

Full profile Visit site →

OPPENHEIMER ASSET MANAGEMENT

New York, NY

AUM

$21.33B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

129 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

212-668-8000

Full profile Visit site →

CERITY PARTNERS OCIO LLC

New York, NY

AUM

$21.13B

Wealth MgmtTrusts & EstatesInstitutional

Team

21 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

212-850-4260

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OFFIT CAPITAL

New York, NY

AUM

$20.60B

Wealth MgmtTrusts & EstatesInstitutional

Team

55 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

212-588-3240

Full profile Visit site →

SUMMIT TRAIL ADVISORS, LLC

New York, NY

AUM

$19.94B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

31 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +2 more

212-812-7010

Full profile Visit site →

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