STEWARDSHIP FINANCIAL PLANNING
Irvington, NY
AUM
$65.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
914-380-1421
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
N FINANCIAL PLANS
Huntington, NY
AUM
$65.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
631-629-1794
AUM
$65.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
212-879-0954
AMERICAN CENTURION FINANCIAL LLC
New York, NY
AUM
$65.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
516-521-7505
MALATAI CAPITAL LLC
New York, NY
AUM
$65.0M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Performance-based fees
917-624-5589
ROSCI LAMB, LLC
New York, NY
AUM
$65.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
646 479 9965
PECONIC ASSET PLANNING
Riverhead, NY
AUM
$64.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(631) 369-8877
MINT ASSET MANAGEMENT LLC
New York, NY
AUM
$64.5M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; REFERRAL FEES
908-777-1717
SERENITY CAPITAL ADVISORS INC.
Pittsford, NY
AUM
$64.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
1-877-975-3383
SLOAN ADVISORY GROUP, INC.
Glens Falls, NY
AUM
$63.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
888-978-8880
WEALTHUNITE ADVISORS, LLC
Manhasset, NY
AUM
$63.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
(516) 805-2024
CORINTHIAN PARTNERS ASSET MANAGEMENT LLC
New York, NY
AUM
$62.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212-287-1552
ADVISOR FINANCIAL SERVICES, INC.
Chatham, NY
AUM
$62.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
518-392-3400
LESLIE MARIE GIORDANO
Garden City, NY
AUM
$62.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
516-747-5210
MOUNTAIN VIEW STRATEGIC WEALTH, LLC
Hopewell Junction, NY
AUM
$62.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
845-834-4343
PRINCE FINANCIAL ADVISORY LLC
New York, NY
AUM
$62.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
212-286-1372
BIRCH WEALTH MANAGEMENT
Rome, NY
AUM
$62.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
315-795-2005
AUM
$61.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
212-410-1800
ELEVATION INVESTMENT CONSULTING
Rochester, NY
AUM
$61.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
585-454-9506
ANCHOR CAPITAL MANAGEMENT, LLC
Ithaca, NY
AUM
$61.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
607.272.0004
KINEO CAPITAL LLC
New York, NY
AUM
$61.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-457-1268
R & R FINANCIAL PLANNERS, INC.
East Meadow, NY
AUM
$60.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM
516-222-8850
LIBERTY WEALTH MANAGERS
New York, NY
AUM
$59.9M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; SETUP FEES PAID ON TRANSFER OF ASSETS FROM PRODUCT PROVIDER
267-864-8259
AUM
$59.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(646) 546-5275