AETOS ALTERNATIVES MANAGEMENT
New York, NY
AUM
$5.80B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-201-2500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
KLINGMAN AND ASSOCIATES, LLC
New York, NY
AUM
$5.66B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
212-867-7647
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
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
FAMILY MANAGE LLC
New York, NY
AUM
$5.31B
Financial PlanningWealth MgmtTrusts & Estates
Team
23 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
212-872-9600
STANDARD INVESTMENTS LLC
New York, NY
AUM
$5.22B
Wealth MgmtTrusts & EstatesInstitutional
Team
26 advisors
Clients
—
Fees
Percentage of AUM; PERFORMANCE BASED ALLOCATION
212-821-1600
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
JVP MANAGEMENT
New York, NY
AUM
$4.98B
Wealth MgmtTrusts & Estates
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
607-203-9401
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
STASH
New York, NY
AUM
$4.92B
Financial PlanningWealth Mgmt
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Subscription fees +1 more
(800) 205-5164
GRANGER MANAGEMENT LLC
New York, NY
AUM
$4.92B
Wealth MgmtTrusts & Estates
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 658-0400
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
EAST ROCK CAPITAL, LLC
New York, NY
AUM
$4.76B
Wealth MgmtTrusts & Estates
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-630-5000
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
BIENVILLE CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$4.45B
Wealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(212) 226-7348
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
TINICUM INCORPORATED
New York, NY
AUM
$4.23B
Wealth MgmtTrusts & Estates
Team
31 advisors
Clients
—
Fees
Percentage of AUM; PERFORMANCE-BASED ALLOCATIONS
212-446-9300
STIFEL CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$4.20B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
212-328-1000
CROSSINGBRIDGE ADVISORS, LLC
Pleasantville, NY
AUM
$4.18B
Wealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(914) 741-1515
KARPUS INVESTMENT MANAGEMENT
Pittsford, NY
AUM
$4.01B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
19 advisors
Clients
—
Fees
Percentage of AUM
585-586-4680
ATALANTA SOSNOFF MANAGEMENT, LLC
New York, NY
AUM
$3.91B
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM
(212) 867-5000