ALESCO ADVISORS, LLC, AN ESL COMPANY
Pittsford, NY
AUM
$5.61B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
585-586-0970
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NY
568 advisers found
DONALD SMITH & CO., INC.
New York, NY
AUM
$5.60B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-284-0990
STACEY BRAUN ASSOCIATES INC
New York, NY
AUM
$5.50B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
212-226-7707
FENIMORE ASSET MANAGEMENT, INC.
Cobleskill, NY
AUM
$5.41B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
23 advisors
Clients
51-100
Fees
Percentage of AUM
518-234-4393
TRUEPLAN BENEFIT AND RETIREMENT ADVISORS
Rensselaer, NY
AUM
$5.06B
Wealth MgmtRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
518-431-7600
SAVVY
New York, NY
AUM
$5.00B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
101 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
833-745-6789
ATALANTA SOSNOFF CAPITAL, LLC
New York, NY
AUM
$4.98B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
212-867-5000
COMPOUND PLANNING, INC.
New York, NY
AUM
$4.85B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
76 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
888-533-9364
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC
New York, NY
AUM
$4.76B
Wealth MgmtRetirementInstitutional
Team
55 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
646-690-9400
KLINGENSTEIN FIELDS ADVISORS
New York, NY
AUM
$4.70B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
18 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
212-492-7000
SEVEN BRIDGES ADVISORS LLC
New York, NY
AUM
$4.61B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
212-490-6320
LOCUST WOOD CAPITAL ADVISERS, LLC
New York, NY
AUM
$4.40B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-354-5404
KARPUS INVESTMENT MANAGEMENT
Pittsford, NY
AUM
$4.01B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
19 advisors
Clients
—
Fees
Percentage of AUM
585-586-4680
HSBC SECURITIES (USA) INC.
New York, NY
AUM
$3.84B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
402 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
212-525-2879
MILLER HOWARD INVESTMENTS INC
Kingston, NY
AUM
$3.81B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM
845-679-9166
COURIER CAPITAL, LLC
Buffalo, NY
AUM
$3.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
716-883-9595
CARRET ASSET MANAGEMENT, LLC
New York, NY
AUM
$3.46B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-593-3800
JEFFERIES INVESTMENT ADVISERS LLC
New York, NY
AUM
$3.42B
Financial PlanningWealth MgmtRetirementInstitutional
Team
107 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
212-284-2300
CANTOR FITZGERALD INVESTMENT ADVISORS
New York, NY
AUM
$3.24B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +3 more
(212) 915-1722
HILTON CAPITAL MANAGEMENT, LLC
Garden City, NY
AUM
$3.16B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
516-693-5380
ARENA INVESTORS, LP
New York, NY
AUM
$2.99B
Wealth MgmtRetirementInstitutional
Team
34 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-612-3205
STRATEGIC FINANCIAL SERVICES
Utica, NY
AUM
$2.81B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
(315)724-1776
STONE HILL FIDUCIARY MANAGEMENT, LLC
Great Neck, NY
AUM
$2.79B
Wealth MgmtRetirementInstitutional
Team
2 advisors
Clients
0
Fees
Fixed fees
516-439-5581
ARS INVESTMENT PARTNERS, LLC
New York, NY
AUM
$2.71B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-931-5722