MOUNTAIN CREEK CAPITAL, LLC
Melville, NY
AUM
$22.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
631-964-9503
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
GENESIS CAPITAL GROUP LLC
New York, NY
AUM
$22.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
2126653082
ARIES INVESTMENT ADVISORS, LLC
Garden City, NY
AUM
$22.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
516-368-0990
BARRETT WEALTH MANAGEMENT
Rochester, NY
AUM
$21.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
585-383-5555
CAPABLE WEALTH, LLC
Latham, NY
AUM
$21.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
518-290-7723
WHISTON ASSET MANAGEMENT
New York City, NY
AUM
$21.0M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
212-717-0557
FORD FINANCIAL SOLUTIONS, LLC
New York, NY
AUM
$20.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Hourly charges · Fixed fees +1 more
212-799-0631
ATLAS MERIDIAN CAPITAL LLC
New York, NY
AUM
$20.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
605-776-7737
GREENLIFE ADVISORS, LLC
Harrison, NY
AUM
$19.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
914-315-4755
FIDUCIARY FIRST ADVISING, LLC
Rochester, NY
AUM
$19.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
585 330 8031
FINANCIAL PLANNING CENTER
Amherst, NY
AUM
$19.4M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
716-240-4304
PUBLIC ADVISORS LLC
New York, NY
AUM
$18.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM
212-401-6946
PRIMETIME WEALTH MANAGEMENT LLC
Pittsford, NY
AUM
$18.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
585-238-4767
MAIN LINE CAPITAL MANAGEMENT LLC
East Aurora, NY
AUM
$18.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
716-840-2404
PRENTICE INVESTMENT MANAGEMENT, LLC
Garrison, NY
AUM
$18.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
845-661-8937
BLACK SEA GOLD ADVISORS LLC
Kingston, NY
AUM
$17.1M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
646-431-9050
MATRIX PRIVATE WEALTH MANAGEMENT INC.
Lake Success, NY
AUM
$17.1M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
516-506-7272
HUDSON CAPITAL MANAGEMENT INC.
Irvington, NY
AUM
$17.1M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
917 720 2153
YOSHIDA WEALTH MANAGEMENT, INC.
White Plains, NY
AUM
$17.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
212-687-7886
KINGSLAND INVESTMENTS
Mount Kisco, NY
AUM
$16.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
9144500914
WEALTH STRATEGIES & SOLUTIONS, LTD.
Rochester, NY
AUM
$16.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
585-678-6950
REBELLION RESEARCH
New York, NY
AUM
$16.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM; PERFORMANCE BASED ALLOCATION
(646)-666-0496
COORDINATED PLANNING GROUP, INC.
Melville, NY
AUM
$16.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
631-393-6044
AUM
$16.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
917-734-2804