FINANCIAL PLANNING ASSOCIATES, LLC
White Plains, NY
AUM
$74.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(914) 997-9229 X13
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
LYTLE INVESTMENTS
Grand Island, NY
AUM
$74.3M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
716-773-6626
SAGE HILL ADVISORY AND MANAGEMENT LLC
Saratoga Springs, NY
AUM
$73.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
518 763-6338
COUNTRYSIDE FINANCIAL LLC
Williamsville, NY
AUM
$73.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
716-256-1330
WPM WEALTH ADVISORS LLC
Saratoga Springs, NY
AUM
$72.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
518-369-5232
R. SEEGER WEALTH MANAGEMENT, LTD
Lindenhurst, NY
AUM
$72.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
631-592-9729
FRANCO FINANCIAL ADVISORS, INC.
New York, NY
AUM
$72.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
212-877-1576
AUM
$72.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; SUB ADVISORY
(716)-597-8372
SILVER ADVISORS, LLC
New York, NY
AUM
$71.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(646) 531-5313
SCHULTZE ASSET MANAGEMENT, LP
Rye Brook, NY
AUM
$71.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
914-701-5260
HV CAPITAL MANAGEMENT
Montgomery, NY
AUM
$71.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
845-655-4826
AZURA PARTNERS US LLC
New York, NY
AUM
$71.3M
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
347-249-2369
MAIN STREET FINANCIAL
Purchase, NY
AUM
$71.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
914-698-8303
AUM
$71.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
9173970393
FIDUCIARY MANAGEMENT GROUP, LLC
New York, NY
AUM
$70.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
212-626-6581
PERCENT ADVISORS LLC
New York, NY
AUM
$70.0M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-876-5141
ROCHESTER INVESTMENTS
Rochester, NY
AUM
$69.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
585-568-6656
SHIELD WEALTH ADVISORS
Williamsville, NY
AUM
$68.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
833-457-1040
PARLIN ADVISORS LLC
Hague, NY
AUM
$68.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
(908) 377-4202
ICONOCLASTIC CAPITAL MANAGEMENT LLC
Rochester, NY
AUM
$68.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
585-504-1616
OCCAM CAPITAL MANAGEMENT, LLC
Pittsford, NY
AUM
$67.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
585-218-0310
VANQUOUR LLC
New York, NY
AUM
$67.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(646) 797-1616
INNOVATIVE FAMILY OFFICE LLC
Somers, NY
AUM
$65.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM
(914) 427-8036
SHOPE ADVISORS GROUP
Camillus, NY
AUM
$65.6M
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
315-701-5857