EWM ADVISORY
Buffalo, NY
AUM
$6.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
647-270-9809
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
O'HARA WEALTH MANAGEMENT INC
Port Jefferson Station, NY
AUM
$6.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
631-403-4283
Full profileNo website
ASPIRE WEALTH ADVISORY GROUP, LLC
New York, NY
AUM
$6.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
212-540-9490
Full profileNo website
PRAGMATIC ADVISORS, LLC
Homer, NY
AUM
$5.7M
Financial PlanningWealth MgmtInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
(607) 749-6419
Full profileNo website
WIEDER FINANCIAL CORP.
Yonkers, NY
AUM
$5.5M
Financial PlanningTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
914-205-6363
Full profileNo website
THE KEMINTON GROUP
New York, NY
AUM
$4.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
646-453-8272
Full profileNo website
KENSINGTON WEALTH MANAGEMENT, LLC
Brooklyn, NY
AUM
$4.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
718-436-2111
Full profileNo website
O'HAVER WEALTH MANAGEMENT, LLC
Newark, NY
AUM
$3.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(800) 332-7925
Full profileNo website
ORION-ARCHSTONE ASSET MANAGEMENT INC.
New York, NY
AUM
$1.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212 937 8444 917 363 9568
Full profileNo website
FIRST MAIN CAPITAL
Rochester, NY
AUM
$1.4M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
5852072515
Full profileNo website
ACES ADVISORS
New York, NY
AUM
$1.3M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
212-862-3100
Full profileNo website
MOUNTAIN ASH CAPITAL LLC
Brooklyn, NY
AUM
$841K
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
646-824-6469
Full profileNo website
LI WEALTH MANAGEMENT INC
Melville, NY
AUM
$235K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
516-444-3377
Full profileNo website
LTS WEALTH MANAGEMENT
Syracuse, NY
AUM
$16K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
315.308.1144
Full profileNo website
ABOVEBOARD WEALTH MANAGEMENT, LLC
New York, NY
AUM
—
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Fixed fees
917-509-2537
Full profileNo website
ALAN M. ROSEMAN CPA LLC
Commack, NY
AUM
—
Financial Planning
Team
1 employees
Clients
11-25
Fees
PORTION OF FEES PAID TO MORGAN STANLEY
631-486-6032
Full profileNo website
ARGIRO & ASSOCIATES
Woodside, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
718 779-5040
Full profileNo website
BADDISH SHAPIRO FINANCIAL PLANNING GROUP
Woodbury, NY
AUM
—
Financial Planning
Team
0 total employees
Clients
1-10
Fees
REFFERAL FEES
516-338-8700
Full profileNo website
CAPITAL DESIGNS
Rochester, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
585-389-6183
Full profileNo website
CARMINUCCI WEALTH MANAGEMENT
Croton Falls, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges; Fixed fees
914-617-8780
Full profileNo website
COMBERIATE, LEONARD B.
Ossining, NY
AUM
—
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges
914 456-1815
Full profileNo website
COVENANT WEALTH
Buffalo, NY
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
716 534 5480
Full profileNo website
EMPIRE STATE WEALTH ADVISORS INC
New City, NY
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
212 662 0505
Full profileNo website
FIRST FINANCIAL SERVICES
Hauppage, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Hourly charges · Fixed fees +2 more
631-348-7800
Full profileNo website