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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
CAPRICORN INVESTMENT GROUP LLC
New York, NY
AUM
$18.85B
Wealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-289-3030
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
CITIZENS PRIVATE WEALTH
Tarrytown, NY
AUM
$15.54B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
204 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
914-846-0100
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
PINE RIDGE ADVISERS LLC
New York, NY
AUM
$14.42B
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
212-273-0463
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
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
ROYCE INVESTMENT PARTNERS
New York, NY
AUM
$12.41B
Wealth MgmtTrusts & EstatesInstitutional
Team
30 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-508-4500
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
CHRISTOFFERSON, ROBB & COMPANY
New York, NY
AUM
$11.27B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-489-4350
BARON CAPITAL MANAGEMENT, INC.
New York, NY
AUM
$10.79B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
41 advisors
Clients
0
Fees
Percentage of AUM
212-583-2000
RUANE CUNNIFF L.P.
New York, NY
AUM
$10.53B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM
212-832-5280
PINNACLE ASSOCIATES, LTD.
New York, NY
AUM
$10.39B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
33 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(212) 652-3200
TOCQUEVILLE ASSET MANAGEMENT LP
New York, NY
AUM
$10.24B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
35 advisors
Clients
251-500
Fees
Percentage of AUM; Performance-based fees
212-698-0800
AUM
$10.23B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
011-612-92557600
HORIZON KINETICS ASSET MANAGEMENT LLC
New York, NY
AUM
$9.61B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
20 advisors
Clients
—
Fees
Percentage of AUM · Subscription fees +2 more
646-291-2300
JOEL ISAACSON & CO., LLC
New York, NY
AUM
$9.32B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
20 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
212-302-6300