AUM
$40.7M
Financial PlanningWealth MgmtRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
716-662-4470
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
MCNEILL CAPITAL, LLC
Saratoga Springs, NY
AUM
$40.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
518-364-7899
O'BRIEN CAPITAL MANAGEMENT, INC.
Nyack, NY
AUM
$40.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
845-358-4930
MAGELLAN FINANCIAL SOLUTIONS LLC
Warwick, NY
AUM
$40.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
845-986-9717
CIO CAPITAL GROUP LLC
New York, NY
AUM
$40.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
212-516-4000
FOUR POINTS ADVISORS, LLC
New York, NY
AUM
$40.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
11 advisors
Clients
0
Fees
Percentage of AUM
646-300-6129
MANHATTAN WEALTH MANAGEMENT GROUP
New York, NY
AUM
$40.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
212-810-6961
IHS WEALTH MANAGEMENT LLC
Oyster Bay, NY
AUM
$39.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
516-314-0514
AMIDON & PETERSEN FINANCIALS, LLC
Albany, NY
AUM
$39.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
518-772-3684
ANGLIA ADVISORS
Valley Stream, NY
AUM
$39.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(646) 286 0290
PEAK WEALTH MANAGEMENT
Saratoga Springs, NY
AUM
$39.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
518-441-2285
SARATOGA INVESTMENT SOLUTIONS INC.
Saratoga Springs, NY
AUM
$38.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
5185845995
PARAMOUNT WEALTH ADVISORS
Buffalo, NY
AUM
$37.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
716-712-0127
AUM
$37.6M
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
845-623-7637
MSM FINANCIAL STRATEGIES
Manhasset, NY
AUM
$37.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
516-595-2303
DARK HORSE WEALTH LLC
Cazenovia, NY
AUM
$36.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
315-559-2834
IBIS CAPITAL MANAGEMENT, LLC
Buffalo, NY
AUM
$36.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 employees
Clients
101-250
Fees
Percentage of AUM; Hourly charges
716-939-3005
EUDAIMONIA WEALTH
Buffalo, NY
AUM
$35.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(716) 362-1182
RABENOLD ADVISORS, INC.
Williamsville, NY
AUM
$35.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · NEGOTIATED FINANCIAL PLANNING FEE +1 more
716-568-8790
GRENDA GROUP
Buffalo, NY
AUM
$34.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
716-896-3232
ALLEGORY ADVISORY
New York, NY
AUM
$34.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(212) 572-4804
EMPOWER PRIVATE WEALTH
New York, NY
AUM
$34.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
941-340-0404
BENJAMIN SECURITIES, INC.
Albany, NY
AUM
$33.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
516-931-1090
AUM
$33.4M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-535-0415