QUARTZ PARTNERS INVESTMENT MANAGEMENT
Saratoga Springs, NY
AUM
$611.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-433-0422
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
CENTRAL FAMILY ADVISORS, LLC
New York, NY
AUM
$608.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
11-25
Fees
Fixed fees
917-993-7115
OXLER PRIVATE WEALTH
Rye Brook, NY
AUM
$578.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
212-785-2860
S.E.E.D. PLANNING GROUP, LLC
Binghamton, NY
AUM
$568.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
18 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(607) 217-5091
PRENTICE WEALTH MANAGEMENT LLC
Rochester, NY
AUM
$567.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
585-218-0001
EQUINUM, LLC
Brooklyn, NY
AUM
$566.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
718-480-5600
SHIKIAR ASSET MANAGEMENT INC
New York, NY
AUM
$564.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
212-888-6565
BROOKLYN FI, LLC
Brooklyn, NY
AUM
$563.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(332) 296-1660
OGOREK WEALTH MANAGEMENT, LLC
Williamsville, NY
AUM
$558.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
716-626-5000
PREMIER WEALTH ADVISORS, LLC
New York, NY
AUM
$555.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212-752-4343
HELLER WEALTH MANAGEMENT
Melville, NY
AUM
$553.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
631-248-3600
PALUMBO WEALTH MANAGEMENT LLC
Great Neck, NY
AUM
$543.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(516) 629-7073
ANDREW GARRETT, INC.
New York, NY
AUM
$521.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
212-682-8833
ELEVATUS WEALTH MANAGEMENT, LLC
Victor, NY
AUM
$513.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +3 more
585-565-4450
HORIZON FINANCIAL
West Henrietta, NY
AUM
$510.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM
585-334-3600
MADISON ADVISORY SERVICES, INC.
White Plains, NY
AUM
$509.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
914-328-8558
SAMALIN WEALTH
Chappaqua, NY
AUM
$490.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
914-666-6600
GRANEY& KING, LLC
Latham, NY
AUM
$484.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
518-785-6400
AUM
$482.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
888.321.7374
IDB LIDO WEALTH, LLC
New York, NY
AUM
$478.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
646-839-9793
SPIELBERGER & BROOKS, INC.
Woodbury, NY
AUM
$473.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
516-433-3100
ROTHSCHILD CAPITAL PARTNERS
New York, NY
AUM
$469.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
212-931-5303
ADIRONDACK FINANCIAL SERVICES CORP
Utica, NY
AUM
$461.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
315-724-4186
COVE PRIVATE WEALTH, LLC
Oyster Bay, NY
AUM
$455.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM
516-588-1123