GREENLINE PARTNERS
New York, NY
AUM
$1.41B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
646-470-8714
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
MATRIX ASSET ADVISORS INC
White Plains, NY
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
212-486-2004
THE PINNACLE FINANCIAL GROUP
Rockville Centre, NY
AUM
$1.38B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
54 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
516-763-9700
ONYX BRIDGE WEALTH GROUP LLC
Tarrytown, NY
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(914) 909-6699
NEXT LEVEL PRIVATE LLC
Harrison, NY
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(914) 431-5255
HOLLOW BROOK WEALTH MANAGEMENT LLC
Katonah, NY
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
212-364-1848
SGROI WEALTH ADVISORY GROUP LLC
West Seneca, NY
AUM
$1.36B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM
716-674-6700
PAYNE CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
646-461-7670
AUM
$1.30B
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(203) 997-6670
PINNACLE INVESTMENTS, LLC
East Syracuse, NY
AUM
$1.29B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
55 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
315-251-1101
CHEMISTRY WEALTH MANAGEMENT LLC
New York, NY
AUM
$1.26B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(212) 970-8900
J.J. BURNS & COMPANY
Melville, NY
AUM
$1.25B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
631-390-0500
OPAL WEALTH ADVISORS, LLC
Jericho, NY
AUM
$1.24B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
516-388-7980
SEASONS OF ADVICE WEALTH MANAGEMENT
New York, NY
AUM
$1.22B
Financial PlanningWealth MgmtTrusts & Estates
Team
12 advisors
Clients
251-500
Fees
Percentage of AUM · Fixed fees +1 more
212-977-3111
REAGAN COMPANIES ASSET MANAGEMENT, INC
Syracuse, NY
AUM
$1.16B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
315-673-2094
GENERATION CAPITAL MANAGEMENT LLC
Pittsford, NY
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
585-232-8560
KELLEHER FINANCIAL ADVISORS, LLC
New York, NY
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
212-709-9400
COOPER/HAIMS ADVISORS, LLC
Victor, NY
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
585-248-6400
ELLEVEST
New York, NY
AUM
$1.13B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +2 more
844-355-7100
OVERBROOK MANAGEMENT CORPORATION
New York, NY
AUM
$1.12B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
212-661-8710
PKS ADVISORY SERVICES, LLC
Albany, NY
AUM
$1.09B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
36 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(518) 426-5791
KING WEALTH MANAGEMENT GROUP, LLC
Saratoga Springs, NY
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
518-306-5640
TITAN
New York, NY
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & Estates
Team
10 advisors
Clients
0
Fees
Percentage of AUM
973-490-4042
ARMBRUSTER CAPITAL MANAGEMENT, INC.
Pittsford, NY
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM
585-381-4180