ITAU USA ASSET MANAGEMENT
New York, NY
AUM
$9.27B
Wealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
212-845-0600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
SNOWDEN CAPITAL ADVISORS LLC
New York, NY
AUM
$8.87B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
105 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
646-218-9760
ADVENT CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$8.82B
Wealth MgmtTrusts & EstatesInstitutional
Team
23 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-482-1600
HAMLIN CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$8.71B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM
212.752.8777
TD PRIVATE CLIENT WEALTH LLC
New York, NY
AUM
$8.57B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
482 advisors
Clients
—
Fees
Percentage of AUM
877-703-9896
VISE AI ADVISORS
New York City, NY
AUM
$8.53B
Wealth MgmtTrusts & EstatesRetirement
Team
20 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
201-375-3969
BNY MELLON SECURITIES CORPORATION
New York, NY
AUM
$8.45B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
91 advisors
Clients
0
Fees
Percentage of AUM
2129226273
DOUGLAS C. LANE & ASSOCIATES
New York, NY
AUM
$8.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
101-250
Fees
Percentage of AUM
212-262-7670
TIMESSQUARE CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$7.90B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-800-541-5156
INGALLS & SNYDER LLC
New York, NY
AUM
$7.83B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
50 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
212-269-7800
ETHIC
New York, NY
AUM
$7.82B
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM
(646) 687-6744
RITHOLTZ WEALTH MANAGEMENT
New York, NY
AUM
$7.70B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
48 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(212) 625-1200
LYRICAL ASSET MANAGEMENT LP
New York, NY
AUM
$7.37B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-415-6600
TAG ASSOCIATES LLC
New York, NY
AUM
$7.07B
Financial PlanningWealth MgmtTrusts & Estates
Team
23 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
212-275-1500
JOHN W. BRISTOL & CO., INC.
New York, NY
AUM
$7.07B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM
212-389-5880
CANNELL & SPEARS LLC
New York, NY
AUM
$6.99B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
212-752-5255
TRIAN FUND MANAGEMENT, L.P.
New York, NY
AUM
$6.71B
Wealth MgmtTrusts & Estates
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-451-3000
LADENBURG THALMANN ASSET MANAGEMENT INC
New York, NY
AUM
$6.68B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
0
Fees
Percentage of AUM
800-995-5267
DOUGLASS WINTHROP ADVISORS LLC
New York, NY
AUM
$6.46B
Wealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-557-7680
ARNHOLD LLC
New York, NY
AUM
$6.44B
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(212) 651-3700
STELAC ADVISORY SERVICES LLC
New York, NY
AUM
$6.29B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
212-920-3890
J. SAFRA ASSET MANAGEMENT CORPORATION
New York City, NY
AUM
$6.26B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
212-704-5553
BECK, MACK & OLIVER LLC
New York, NY
AUM
$6.18B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-661-2640
EAST END ADVISORS, LLC
New York, NY
AUM
$6.06B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
212-218-8137