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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
MILLER HOWARD INVESTMENTS INC
Kingston, NY
AUM
$3.81B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
12 advisors
Clients
0
Fees
Percentage of AUM
845-679-9166
INFRASTRUCTURE CAPITAL ADVISORS, LLC
New York, NY
AUM
$3.64B
Wealth MgmtTrusts & Estates
Team
6 advisors
Clients
—
Fees
Percentage of AUM; PERFORMANCE-BASED ALLOCATION
212-763-8335
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
SAGE, RUTTY & CO., INC.
Rochester, NY
AUM
$3.46B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
33 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
585-232-3760
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
WESTFULLER ADVISORS, LLC
New York, NY
AUM
$3.37B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
212-219-6198
MUDRICK CAPITAL
New York, NY
AUM
$3.28B
Wealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
646-747-9500
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
CARRICK LANE LLC
New York, NY
AUM
$3.03B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
(212) 433-8450
ACORN ADVISORY CAPITAL, L.P.
New York, NY
AUM
$2.96B
Wealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-303-4344
CAPITAL COUNSEL LLC
New York, NY
AUM
$2.87B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM
212-350-9333
CORDOBA ADVISORY PARTNERS LLC
New York, NY
AUM
$2.81B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
(917) 746-4806
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
PECONIC PARTNERS LLC
New York, NY
AUM
$2.75B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-904-0440
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
SAGEWOOD ASSET MANAGEMENT LP
New York, NY
AUM
$2.70B
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-231-8777
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
TOMS CAPITAL INVESTMENT MANAGEMENT LP
New York, NY
AUM
$2.66B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-337-4100
AMERICAN CAPITAL MANAGEMENT INC
New York, NY
AUM
$2.64B
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM
212-344-3300
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
BRIDGEWATER ADVISORS INC.
New York, NY
AUM
$2.57B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
101-250
Fees
Percentage of AUM
212-221-5300