ADVANCED PORTFOLIO MANAGEMENT, LLC
New York, NY
AUM
$2.70B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-838-4700
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NY
568 advisers found
THE PORTFOLIO STRATEGY GROUP, LLC
White Plains, NY
AUM
$2.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
914-288-4900
LVW ADVISORS, LLC
Pittsford, NY
AUM
$2.47B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
585-267-4900
SHUFRO, ROSE & CO., LLC
New York, NY
AUM
$2.46B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
212-754-5100
UNIGESTION (US) LTD
New York, NY
AUM
$2.45B
Wealth MgmtRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; GROUP TRANSFER PRICING FOR MULTINATIONAL ENTERPRISES
+1 646 449 7670
MAGNUS FINANCIAL GROUP LLC
New York, NY
AUM
$2.33B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
800-339-1367
RESOLUTION CAPITAL (US) LIMITED
Rye Brook, NY
AUM
$2.28B
Wealth MgmtRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-914-697-7511
DW PARTNERS, LP
New York, NY
AUM
$2.27B
Wealth MgmtRetirementInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-751-6100
FOCUSED WEALTH MANAGEMENT, INC.
Newburgh, NY
AUM
$2.27B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
845-691-4035
CATALIO CAPITAL MANAGEMENT, LP
New York, NY
AUM
$2.18B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
410-989-6168
MERCER INVESTMENT SOLUTIONS LLC
New York, NY
AUM
$2.17B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
21 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +3 more
(212) 345-7000
LAWLEY RETIREMENT ADVISORS
Buffalo, NY
AUM
$2.13B
Wealth MgmtRetirementFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
716-849-8219
VANDERBILT ADVISORY SERVICES
Woodbury, NY
AUM
$2.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
144 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
631-845-5100
THE WEALTH ALLIANCE, LLC
Melville, NY
AUM
$2.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(631) 670-0682
UNITED ASSET STRATEGIES INC.
Garden City, NY
AUM
$2.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
516-222-0021
M.D. SASS, LLC
New York, NY
AUM
$2.06B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-730-2000
QUENT CAPITAL, LLC
New York, NY
AUM
$2.05B
Wealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-796-0707
NEVILLE, RODIE & SHAW INC
New York, NY
AUM
$2.00B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
212-725-1440
LINGOTTO US LLC
New York, NY
AUM
$1.97B
Wealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
44 (0) 20 3781 9332
FIRST LONG ISLAND INVESTORS, LLC
Jericho, NY
AUM
$1.86B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
516-935-1200
ASHTON THOMAS SECURITIES, LLC
Rochester, NY
AUM
$1.86B
Financial PlanningWealth MgmtTrusts & Estates
Team
26 advisors
Clients
0
Fees
Percentage of AUM
800-323-3746
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
Syracuse, NY
AUM
$1.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
315-671-0588
NOVEM GROUP
Rochester, NY
AUM
$1.72B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
50 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
585-348-9525
SMITH AFFILIATED CAPITAL CORP.
New York, NY
AUM
$1.68B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM
212-644-9440