LEO WEALTH MANAGEMENT, LLC
Staten Island, NY
AUM
$33.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
201-951-6828
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
SAGE TREE WEALTH
Fairport, NY
AUM
$32.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
5855002579
LUNIN-PACK PLANNING AND ADVICE, LLC
Cold Spring, NY
AUM
$32.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
845-265-4300
MAVROS CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$32.1M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(424) 522-2524
AUM
$32.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Fixed fees
914-222-0832
CAMBRIDGE WEALTH MANAGEMENT, LLC
Cambridge, NY
AUM
$31.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
518-677-3781
ARCAP PARTNERS LLC
Plainview, NY
AUM
$31.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
516-729-5251
AUM
$31.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Fixed fees
(518) 893-1592
FARRAUTO WEALTH MANAGEMENT, INC
New York, NY
AUM
$31.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +4 more
212-858-9254
WHARTON WEALTH PLANNING, LLC
New York, NY
AUM
$30.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
646-450-7021
AUM
$30.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
631-751-7230
BANTAM INC.
Staatsburg, NY
AUM
$30.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(845) 605-1007
ALPHYN CAPITAL MANAGEMENT LLC
Hicksville, NY
AUM
$30.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
516-500-1033
CASTFIRM ADVISORS LLC
Garden City, NY
AUM
$30.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(516) 888-9986
PORT CAPITAL MANAGEMENT
Massapequa, NY
AUM
$29.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
212-597-2249
ZOR CAPITAL, LLC
New York, NY
AUM
$29.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-480-7463
S. WILLIAMS CAPITAL, LLC
New York, NY
AUM
$29.2M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-375-5325
CSD FINANCIAL LLC
Brooklyn, NY
AUM
$28.8M
Financial PlanningTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
718-858-2233
DELAWARE AVENUE ADVISORS INC.
Buffalo, NY
AUM
$28.5M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
716-633-4372
UNIVERSE, INC.
Brooklyn, NY
AUM
$28.2M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
718 375-7631
SIP FINANCIAL SERVICES
Glenville, NY
AUM
$28.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
518-384-2800
DOMINARI SECURITIES LLC
New York, NY
AUM
$28.0M
Financial PlanningWealth MgmtInstitutional
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM
212-393-4500
EDEN ADVISORY SERVICES, LLC
Albany, NY
AUM
$27.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(518) 203-8833
MAIDSTONE WEALTH MANAGEMENT, LLC
Cambridge, NY
AUM
$27.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
518-677-7358