NEW AGE ALPHA
Rye, NY
AUM
$2.51B
Wealth MgmtTrusts & EstatesInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 922-2699
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
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
HOWE AND RUSLING, INC.
Rochester, NY
AUM
$2.44B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
585-325-4140
BLEICHROEDER LP
New York, NY
AUM
$2.43B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(212) 984-3815
SANDHILL INVESTMENT MANAGEMENT
Buffalo, NY
AUM
$2.40B
Wealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
716-852-0279
PARADIGM CAPITAL MANAGEMENT, INC.
Albany, NY
AUM
$2.38B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
518-431-3500
BELZBERG & CO.
New York, NY
AUM
$2.33B
Financial PlanningWealth MgmtTrusts & Estates
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +2 more
212-390-9768
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
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
GRANDFIELD & DODD, LLC
New York, NY
AUM
$2.21B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
212-477-9626
CLEAR HAVEN CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$2.18B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +4 more
332-240-0416
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
OMNI BRIDGEWAY MANAGEMENT (USA) LLC
New York, NY
AUM
$2.15B
Wealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-488-5331
NEXT CAPITAL MANAGEMENT LLC
New York, NY
AUM
$2.14B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212-433-1111
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
AMERAUDI ASSET MANAGEMENT, INC.
New York, NY
AUM
$2.10B
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
—
Fees
Percentage of AUM
212-833-1090
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
TORTOISE INVESTMENT MANAGEMENT, LLC
White Plains, NY
AUM
$2.07B
Financial PlanningWealth MgmtTrusts & Estates
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM
914-686-0024
AVESTAR CAPITAL, LLC
New York, NY
AUM
$2.07B
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
212-706-4140
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