TORTOISE INVESTMENT MANAGEMENT, LLC
White Plains, NY
AUM
$2.07B
Financial PlanningWealth MgmtTrusts & Estates
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM
914-686-0024
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
AVESTAR CAPITAL, LLC
New York, NY
AUM
$2.07B
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
212-706-4140
ARTEMIS WEALTH ADVISORS, LLC
Port Washington, NY
AUM
$1.91B
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
212-838-9000
ASHTON THOMAS SECURITIES, LLC
Rochester, NY
AUM
$1.86B
Financial PlanningWealth MgmtTrusts & Estates
Team
26 advisors
Clients
0
Fees
Percentage of AUM
800-323-3746
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
Syracuse, NY
AUM
$1.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
315-671-0588
ALTFEST PERSONAL WEALTH MANAGEMENT
New York, NY
AUM
$1.80B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
212-406-0850
AEGIS CAPITAL CORP.
New York, NY
AUM
$1.78B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
92 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
212-813-1010
WNY ASSET MANAGEMENT, LLC
Williamsville, NY
AUM
$1.73B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
716-626-0060
NOVEM GROUP
Rochester, NY
AUM
$1.72B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
50 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
585-348-9525
ORANGE INVESTMENT ADVISORS, INC.
Goshen, NY
AUM
$1.67B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
845-294-6127
NBT CAPITAL MANAGEMENT, INC.
Norwich, NY
AUM
$1.61B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
607-584-4141
BOUCHEY FINANCIAL GROUP LTD
Troy, NY
AUM
$1.61B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
518-720-3333
CONSOLIDATED PORTFOLIO REVIEW CORP
Woodbury, NY
AUM
$1.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
47 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
631-845-5100
MARSHALL + STERLING WEALTH ADVISORS, INC.
Poughkeepsie, NY
AUM
$1.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
845-554-1046
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
Williamsville, NY
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
26 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
716-568-8566
SEACREST WEALTH MANAGEMENT, LLC
Purchase, NY
AUM
$1.53B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
914-502-1900
ASCENT WEALTH PARTNERS, LLC
New Hartford, NY
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM
315-624-7300
JOHN G. ULLMAN & ASSOCIATES, INC
Horseheads, NY
AUM
$1.51B
Financial PlanningWealth MgmtTrusts & Estates
Team
30 advisors
Clients
More than 500
Fees
Percentage of AUM
607-936-3785
WHITNEY & COMPANY
Rochester, NY
AUM
$1.49B
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
585-232-6200
KIMELMAN & BAIRD, LLC
New York, NY
AUM
$1.48B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Commissions
212-686-0021
SHADE TREE ADVISORS LLC
Saratoga Springs, NY
AUM
$1.45B
Financial PlanningWealth MgmtTrusts & Estates
Team
21 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
518-290-9460
FUSION FAMILY WEALTH, LLC
Woodbury, NY
AUM
$1.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
(516) 206-1320
SANDERSON WEALTH MANAGEMENT, LLC
Buffalo, NY
AUM
$1.43B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM
716-566-2420
NOTTINGHAM ADVISORS INC.
Amherst, NY
AUM
$1.43B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
716-633-3800