QUANTEL ASSET MANAGEMENT LLC
New York, NY
AUM
$59.7M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Subscription fees +2 more
844-836-5461
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
AUM
$58.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
716-838-5504
HELIANTH INVESTMENT MANAGEMENT LLC
Port Chester, NY
AUM
$58.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
203-302-3979
AUM
$57.6M
Trusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; FOR NON-BUNDLED SERVICES, FEES WILL BE NEGOTIATED WITH CLIENTS.
415-269-6966
PRINCETON VALUE PARTNERS LLC
New York, NY
AUM
$57.4M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
6095716687
NETWORK INVESTMENT ADVISORS INCORPORATED
Commack, NY
AUM
$57.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(631) 366-1999
NGC FINANCIAL, LLC
Bayside, NY
AUM
$57.1M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
718-423-1100
AUM
$57.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(718) 370-3464
CANNISTRA FINANCIAL ADVISORS INC.
Mount Kisco, NY
AUM
$56.1M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
914-241-3605
AUM
$55.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
914-715-5826
WESTMORE ASSET MANAGEMENT
Pearl River, NY
AUM
$54.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
347-308-7886
ALPHA
New York, NY
AUM
$54.5M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
2129339301
MAGNIFINA, LLC
Bedford Hills, NY
AUM
$53.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
800-732-0818
LT ADVISORS LLC
New City, NY
AUM
$53.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
917-352-3424
VISDOM INVESTMENT GROUP LLC
Rye Brook, NY
AUM
$53.1M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
—
Fees
Percentage of AUM
(203) 803-7222
AUM
$52.4M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
518-725-6111
MAIN STREET MANAGEMENT COMPANY
Aquebogue, NY
AUM
$51.8M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
631-653-0333
STASH WEALTH, LLC
New York, NY
AUM
$51.7M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
212-913-9904
PUREVEST
Staten Island, NY
AUM
$51.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(347) 466-4400
LEGADO WEALTH MANAGEMENT LLC
New York, NY
AUM
$51.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
212-697-3420
SEAWAY ADVISORS
Fairport, NY
AUM
$50.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
585-425-9510
PIANO WEALTH MANAGEMENT
Victor, NY
AUM
$50.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(585) 204-0001
PERSONAL ASSET STRATEGIES, INC.
Westbury, NY
AUM
$50.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
516-248-8811
LOWELL ROAD ASSET MANAGEMENT, INC.
Manhasset, NY
AUM
$50.3M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
516-767-1099