LUESINK STENSTROM FINANCIAL
New York, NY
AUM
$94.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
212-405-1609
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
TARGET ROCK WEALTH MANAGEMENT, LLC
New York, NY
AUM
$94.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
914-580-4530
WALNUT INVESTMENT SERVICES LLC
Brooklyn, NY
AUM
$94.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
718-788-1972
HENLEY & COMPANY WEALTH MANAGEMENT LLC
Uniondale, NY
AUM
$93.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM
516-794-5520
VOSS WEALTH MANAGEMENT
Endicott, NY
AUM
$93.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(607) 444-2234
THINKING BIG FINANCIAL
Brooklyn, NY
AUM
$93.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Fixed fees; FEES BASED ON CLIENT INCOME & NET WORTH
(973) 224-1145
OPPENHEIMER + CLOSE, LLC
New York, NY
AUM
$93.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
212-489-7527
TEKMEN WELLS LLC
New York, NY
AUM
$92.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
646-760-4770
BUFFALO FIRST WEALTH MANAGEMENT, LLC
Williamsville, NY
AUM
$91.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
716-861-7371
CONRAD CAPITAL MANAGEMENT, INC.
Hauppauge, NY
AUM
$90.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
631-439-7878
WEATHERHELM CAPITAL MANAGEMENT LLC
Cambridge, NY
AUM
$90.6M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
518-407-3886
WASHINGTON SQUARE CAPITAL MANAGEMENT LLC
New York, NY
AUM
$90.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
646-450-9772
OAK CREST ADVISORY, LLC
Rochester, NY
AUM
$90.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
585-507-1681
WEISS FINANCIAL GROUP LLC
Mahopac, NY
AUM
$90.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
845-621-4700
PROLIFIC SOLUTIONS
New York, NY
AUM
$88.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(646) 988- 5216
LEXION CAPITAL MANAGEMENT LP
New York, NY
AUM
$87.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
888-452-9355
IBN FINANCIAL SERVICES, INC
Liverpool, NY
AUM
$87.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
315-652-4426
THE WEALTHPLAN LLC
Great Neck, NY
AUM
$87.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
516-400-7111
YEARWOOD YOUNG ADVISORS
Brooklyn, NY
AUM
$87.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
347-338-0278
SEAHORSE FINANCIAL ADVISERS INC.
Millbrook, NY
AUM
$86.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
845-605-8122
AUM
$86.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
212-856-9000
AUM
$84.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(914) 685-6851
COMPLETE ADVISORS
Valley Stream, NY
AUM
$84.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
516-240-6161
LEHMANN, LIVIAN, FRIDSON ADVISORS, LLC
New York, NY
AUM
$84.2M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
212-319-8903