SICART ASSOCIATES, LLC
New York, NY
AUM
$455.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; FEES FOR TRUSTEE SERVICES
646-606-0290
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
SILVER GROVE ADVISORY SERVICES
Orchard Park, NY
AUM
$453.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
16 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(716) 800-4291
IFC PERSONAL MONEY MANAGERS, INC.
New York, NY
AUM
$450.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges; Fixed fees
212-721-8713
HAZARD & SIEGEL ADVISORY SERVICES LLC
Dewitt, NY
AUM
$449.8M
Financial PlanningWealth MgmtRetirementFee-Only/Hourly
Team
23 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
315-414-0722
OSPREY PRIVATE WEALTH LLC
New York, NY
AUM
$448.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM
(646) 907-5800
FLOWER CITY CAPITAL LLC
Pittsford, NY
AUM
$444.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
585-236-8501
CANDACE SHIRA ASSOCIATES, LLC
Pittsford, NY
AUM
$443.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
585-249-1550
LANDMARK WEALTH MANAGEMENT, LLC
Melville, NY
AUM
$442.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
888-342-6436
RISE ADVISORS, LLC
Rochester, NY
AUM
$441.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
585-565-3444
NOTE ADVISORS, LLC
Buffalo, NY
AUM
$437.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(716) 256-1682
FINANCIAL ASSET MANAGEMENT CORP
Chappaqua, NY
AUM
$436.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
914-238-8900
PROSPECT FINANCIAL SERVICES LLC
Melville, NY
AUM
$431.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
631-424-5218
SOCHA FINANCIAL GROUP, LLC
Corning, NY
AUM
$430.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
607-962-0605
LIFEMARK SECURITIES CORP.
Rochester, NY
AUM
$424.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
78 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
585-424-5672
BLACKDIAMOND WEALTH MANAGEMENT, LLC
New York, NY
AUM
$424.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(212) 784-6999
ADIRONDACK CAPITAL ADVISORS, LLC
Syracuse, NY
AUM
$422.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
315-434-5597
GENESEE CAPITAL ADVISORS, LLC
Auburn, NY
AUM
$420.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
315-554-3020
R.W. ROGE & COMPANY, INC
Bohemia, NY
AUM
$419.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; INITIAL ONE-TIME CONTRACT FEE
631-218-0077
MCCOLLUM CHRISTOFERSON GROUP, LLC
Amherst, NY
AUM
$415.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(716) 854-5400
MOMENTUM ADVISORS
New York, NY
AUM
$414.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
917-997-4297
BLUE SQUARE ASSET MANAGEMENT, LLC
New York, NY
AUM
$410.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
646-928-8000
BURNS MATTESON CAPITAL MANAGEMENT, LLC
Corning, NY
AUM
$400.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
607-937-9282
WATERFORD ADVISORS, LLC
Orchard Park, NY
AUM
$399.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
716-580-3906
SETTANNI FINANCIAL LLC
Armonk, NY
AUM
$397.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(914) 767-0974