SILVERCREST ASSET MANAGEMENT GROUP LLC
New York, NY
AUM
$28.33B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
92 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
212-649-0600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NY
568 advisers found
FRED ALGER MANAGEMENT, LLC
New York, NY
AUM
$26.14B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
40 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-806-8800
AUDAX PRIVATE DEBT
New York, NY
AUM
$25.69B
Wealth MgmtRetirementInstitutional
Team
80 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-703-2700
TWENTYFOUR ASSET MANAGEMENT (US) LP
New York, NY
AUM
$23.48B
Wealth MgmtRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; COST REIMBURSEMENT
44 20 7015 8905
BELLE HAVEN INVESTMENTS, L.P.
Rye Brook, NY
AUM
$23.32B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
40 advisors
Clients
0
Fees
Percentage of AUM
914-816-4633
MPC CAPITAL ADVISORS, LLC
Rockville Centre, NY
AUM
$22.57B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
212-683-6922
OPPENHEIMER ASSET MANAGEMENT
New York, NY
AUM
$21.33B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
129 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
212-668-8000
SUMMIT TRAIL ADVISORS, LLC
New York, NY
AUM
$19.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
212-812-7010
PARK AVENUE SECURITIES LLC
New York, NY
AUM
$19.58B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2054 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
1-888-600-4667
SABA CAPITAL MANAGEMENT, L.P.
New York, NY
AUM
$18.30B
Wealth MgmtRetirement
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-542-3610
SIGULER GUFF ADVISERS LLC
New York, NY
AUM
$18.26B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
71 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-332-5100
FIERA CAPITAL INC.
New York, NY
AUM
$17.28B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
37 advisors
Clients
—
Fees
Percentage of AUM
212-300-1600
MANNING & NAPIER ADVISORS, LLC
Fairport, NY
AUM
$17.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
159 advisors
Clients
More than 500
Fees
Percentage of AUM; MNA MAY NEGOTIATE THE FEE FOR CUSTOMIZED PORTFOLIOS AND SERVICES
585-325-6880
EVERCORE WEALTH MANAGEMENT, LLC
New York, NY
AUM
$15.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
68 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
212-822-7620
BANNER RIDGE PARTNERS
New York, NY
AUM
$15.32B
Wealth Mgmt
Team
19 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(212) 301-7135
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.
New York, NY
AUM
$14.09B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
39 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(212) 905-4100
CLEARBROOK INVESTMENT CONSULTING LLC
New York, NY
AUM
$13.72B
Wealth MgmtInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
212 359-0290
SECOR INVESTMENT ADVISORS, LP
New York, NY
AUM
$12.76B
Wealth MgmtTrusts & EstatesRetirement
Team
24 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
212-980-7350
WILLIAMS JONES WEALTH MANAGEMENT, LLC
New York, NY
AUM
$12.47B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
24 advisors
Clients
More than 500
Fees
Percentage of AUM
212-935-8750
RAMIREZ ASSET MANAGEMENT, INC.
New York, NY
AUM
$12.27B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
21 advisors
Clients
0
Fees
Percentage of AUM
212-248-0500
GILDER GAGNON HOWE & CO. LLC
New York, NY
AUM
$12.12B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
55 advisors
Clients
0
Fees
Percentage of AUM; Commissions
212-765-2500
ENTRUST GLOBAL PARTNERS LLC
New York, NY
AUM
$11.82B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
40 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-888-1040
CULLEN CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$11.58B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-644-1800
CORBIN CAPITAL PARTNERS, L.P.
New York, NY
AUM
$11.22B
Wealth MgmtRetirementInstitutional
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 634-7373