MATAURO, LLC
New York, NY
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
845-273-6211
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
HIGH PROBABILITY ADVISORS, LLC
Pittsford, NY
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM
585-485-0135
STERLING INVESTMENT COUNSEL, LLC
Buffalo, NY
AUM
$1.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM
(716) 783-7054
J.W.BURNS & COMPANY, INC.
Dewitt, NY
AUM
$1.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
315-449-1341
VECTORS ASSET MANAGEMENT
New York, NY
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
212-431-0857
PASSIVE CAPITAL MANAGEMENT, LLC
Syracuse, NY
AUM
$996.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
26-50
Fees
Percentage of AUM
315-478-3130
ASTORIA PORTFOLIO ADVISORS LLC
New York, NY
AUM
$977.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
212-381-6185
SATOVSKY ASSET MANAGEMENT LLC
New York, NY
AUM
$974.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
212-584-1900
ODEON CAPITAL ADVISORS LLC
New York, NY
AUM
$967.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
646-214-7647
MARIDEA WEALTH MANAGEMENT
Brooklyn, NY
AUM
$958.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
26 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
347-289-5227
FAGAN ASSOCIATES INC
Troy, NY
AUM
$940.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(518) 279-1044
ESTABROOK CAPITAL MANAGEMENT LLC
New York, NY
AUM
$933.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
212-605-5500
FRISCH FINANCIAL GROUP, INC.
Melville, NY
AUM
$931.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
516-694-7900
BRIGHTON SECURITIES CORP.
Rochester, NY
AUM
$931.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
585-473-3590
CHARLES PRATT & COMPANY, L.L.C.
New York, NY
AUM
$916.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
212-867-4444
NAVIS WEALTH ADVISORS LLC
Rye Brook, NY
AUM
$902.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
914-848-8300
CIRCLE ADVISERS INC
New York, NY
AUM
$868.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
212-885-4200
AUM
$865.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
212-365-7624
LEVEL FINANCIAL ADVISORS, INC.
East Amherst, NY
AUM
$862.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
716-634-6113
PRIME QUADRANT
Toronto, NY
AUM
$849.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Fixed fees
212-365-7400
SENECA FINANCIAL ADVISORS LLC
Rochester, NY
AUM
$847.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
585-203-1211
EDGE WEALTH MANAGEMENT, LLC
New York, NY
AUM
$827.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
212-682-0133
VALICENTI ADVISORY SERVICES INC
Elmira, NY
AUM
$820.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
607-734-2665
SHULMAN DEMEO ASSET MANAGEMENT, LLC
Lake Success, NY
AUM
$815.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
516.708.9955