CURRAN WEALTH MANAGEMENT
Albany, NY
AUM
$804.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
518-391-4200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
FRANCIS FINANCIAL
New York, NY
AUM
$803.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
212-374-9008
AUM
$792.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
585-301-7970
FLAGSTAR ADVISORS, INC.
New York, NY
AUM
$784.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
37 advisors
Clients
0
Fees
Percentage of AUM
646-822-1475
GOALVEST ADVISORY LLC
New York, NY
AUM
$777.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(646) 941-8458
FLYNN ZITO CAPITAL MANAGEMENT, LLC
Garden City, NY
AUM
$773.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(516) 746-9000
COMPASS ADVISORS
Melville, NY
AUM
$767.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(516) 938-2400
MOLDENHAUER & ASSOCIATES
Orchard Park, NY
AUM
$764.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
716-662-4361
PERENNIAL
New York, NY
AUM
$761.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
212-652-3900
INDEPENDENT FAMILY OFFICE, LLC
Albany, NY
AUM
$760.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
518-452-8050
ROCKLINE WEALTH MANAGEMENT LLC
Islip Terrace, NY
AUM
$749.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
516-605-1624
LESKO SECURITIES, INC.
Vestal, NY
AUM
$728.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
12 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
607-724-2421
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
Saratoga Springs, NY
AUM
$722.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(518) 499-4565
NORTHCAPE WEALTH MANAGEMENT
Williamsville, NY
AUM
$706.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(71) 632-6565
HIGH FALLS ADVISORS, INC.
Rochester, NY
AUM
$694.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
585-935-5300
EAST END FINANCIAL GROUP, INC.
Riverhead, NY
AUM
$689.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
631-727-8111
EAGLE BAY FAMILY OFFICE
New York, NY
AUM
$680.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
212-634-7879
LANDMARK WEALTH MANAGEMENT
Getzville, NY
AUM
$679.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
716-810-9594
MONTROSE ADVISORS INC
New York, NY
AUM
$670.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
212-888-4747
STONE TEMPLE PARTNERS LLC
New York, NY
AUM
$668.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
(203) 253-1823
AUM
$654.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
607-391-7080
WEBER ASSET MANAGEMENT, INC.
Lake Success, NY
AUM
$651.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM
516-326-3299
KICKSTAND WEALTH ADVISORS
Pittsford, NY
AUM
$633.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
585-382-8600
GREENBUSH FINANCIAL GROUP, LLC
Albany, NY
AUM
$616.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +4 more
518-477-6686