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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

ONE HOPPER ASSET MANAGEMENT

Utica, NY

AUM

$57.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Hourly charges

315-734-1410

Full profileNo website

INTEGRITY ADVISORY PARTNERS LLC

New York, NY

AUM

$46.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

646-435-1506

Full profileNo website

WEALTHNEST CAPITAL INC.

Staten Island, NY

AUM

$34.9M

Financial PlanningWealth MgmtTrusts & Estates

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

929-699-8020

Full profileNo website

FSP ADVISORS, INC.

Rochester, NY

AUM

$32.6M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

5 advisors

Clients

101-250

Fees

Percentage of AUM; Hourly charges

(585) 697-2958

Full profileNo website

MACI FAMILY OFFICE ADVISORS

New York, NY

AUM

$24.5M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

212-802-1451

Full profileNo website

BIG ROCK ADVISORS LLC

Sag Harbor, NY

AUM

$20.6M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

631-725-0300

Full profileNo website

HARPER CAPITAL MANAGEMENT, LTD.

Cold Spring, NY

AUM

$18.1M

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

845-265-4104

Full profileNo website

NYE STREET PARTNERS LLC

Saratoga Springs, NY

AUM

$10.0M

Financial PlanningWealth MgmtTrusts & Estates

Team

3 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

518-246-6970

Full profileNo website
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