ORANGE INVESTMENT ADVISORS, INC.
Goshen, NY
AUM
$1.67B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
845-294-6127
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NY
568 advisers found
WILLOW WEALTH
New York, NY
AUM
$1.64B
Wealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
844-943-5378
NBT CAPITAL MANAGEMENT, INC.
Norwich, NY
AUM
$1.61B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
607-584-4141
BOUCHEY FINANCIAL GROUP LTD
Troy, NY
AUM
$1.61B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
518-720-3333
CONSOLIDATED PORTFOLIO REVIEW CORP
Woodbury, NY
AUM
$1.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
47 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
631-845-5100
MARSHALL + STERLING WEALTH ADVISORS, INC.
Poughkeepsie, NY
AUM
$1.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
845-554-1046
LAKE HILL CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$1.58B
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-792-6671
GAM USA INC.
New York, NY
AUM
$1.55B
Wealth MgmtRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-407-4600
SEACREST WEALTH MANAGEMENT, LLC
Purchase, NY
AUM
$1.53B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
914-502-1900
ASCENT WEALTH PARTNERS, LLC
New Hartford, NY
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM
315-624-7300
STONY POINT CAPITAL
New York, NY
AUM
$1.49B
Wealth MgmtRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(646) 847-3320
KIMELMAN & BAIRD, LLC
New York, NY
AUM
$1.48B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Commissions
212-686-0021
VANTAGE INFRASTRUCTURE (USA) INC.
New York, NY
AUM
$1.47B
Wealth MgmtRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-681-2910
FUSION FAMILY WEALTH, LLC
Woodbury, NY
AUM
$1.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
(516) 206-1320
SANDERSON WEALTH MANAGEMENT, LLC
Buffalo, NY
AUM
$1.43B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM
716-566-2420
NOTTINGHAM ADVISORS INC.
Amherst, NY
AUM
$1.43B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
716-633-3800
FOURWORLD CAPITAL MANAGEMENT LLC
New York, NY
AUM
$1.40B
Wealth MgmtRetirement
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(646) 781-8730
MATRIX ASSET ADVISORS INC
White Plains, NY
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
212-486-2004
THE PINNACLE FINANCIAL GROUP
Rockville Centre, NY
AUM
$1.38B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
54 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
516-763-9700
ONYX BRIDGE WEALTH GROUP LLC
Tarrytown, NY
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(914) 909-6699
NEXT LEVEL PRIVATE LLC
Harrison, NY
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(914) 431-5255
SGROI WEALTH ADVISORY GROUP LLC
West Seneca, NY
AUM
$1.36B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM
716-674-6700
PAYNE CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
646-461-7670
J.J. BURNS & COMPANY
Melville, NY
AUM
$1.25B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
631-390-0500