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

Showing Financial Planning advisors in NY

792 advisers found

MPM ADVISORS GROUP LLC

Liverpool, NY

AUM

$116.1M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

315-461-0414

Full profileNo website

ENGLESON & ASSOCIATES

Rochester, NY

AUM

$114.5M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

585-424-6150

Full profileNo website

1230 ADVISORS, LLC

Pound Ridge, NY

AUM

$106.2M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

0

Fees

Percentage of AUM

(917) 692-1095

Full profileNo website

ALDEMAR RESEARCH CORPORATION

NY

AUM

$89.5M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

315-382-4843

Full profileNo website

SHFP, LLC

NY

AUM

$88.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

(914) 282-0023

Full profileNo website

LK FINANCIAL PLANNING LLC

New York, NY

AUM

$86.9M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

646-644-6292

Full profileNo website

JOSEPH JOHN HASSON JR

NY

AUM

$86.8M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

718-921-3600

Full profileNo website

EAGAN CAPITAL MANAGEMENT, LLC

Fayetteville, NY

AUM

$86.2M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM; REFERRAL FEES- WHEN ACTING AS A SOLICITOR

315-637-8004

Full profileNo website

MONK, STAN

NY

AUM

$76.2M

Financial PlanningWealth MgmtTrusts & Estates

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM

212-663-0724

Full profileNo website

MADISON GLOBAL ADVISORS LLC

Hauppauge, NY

AUM

$71.4M

Financial PlanningWealth MgmtTrusts & Estates

Team

8 advisors

Clients

101-250

Fees

Percentage of AUM; INTEREST SHARING ON CREDIT BALANCES

631-240-4155

Full profileNo website

MONTHIE WEALTH ADVISORS

Latham, NY

AUM

$71.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

518-786-3534

Full profileNo website

IBN ADVISORY SERVICES, INC.

Liverpool, NY

AUM

$69.8M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

8 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

315-652-4426

Full profileNo website

CHLASTAWA, ALLAN F.

NY

AUM

$67.2M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

518-286-5000

Full profileNo website

HONEOYE FALLS CAPITAL LLC

Honeoye Falls, NY

AUM

$67.0M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

(585) 770-7171

Full profileNo website

C & C FINANCIAL SERVICES, INC.

Great Neck, NY

AUM

$66.2M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

516-482-3260

Full profileNo website

EAGLE'S CREST ADVISORS, LLC

Huntington, NY

AUM

$65.3M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

646-627-6030

Full profileNo website

HUDSON VIEW ADVISORS, LLC

Croton-On-Hudson, NY

AUM

$64.3M

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

914-827-0051

Full profileNo website
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