PLATFORM TECHNOLOGY PARTNERS
Locust Valley, NY
AUM
$1.23B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212-444-2362
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NY
568 advisers found
HARVEY PARTNERS, LLC
Tarrytown, NY
AUM
$1.23B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-782-3740
REAGAN COMPANIES ASSET MANAGEMENT, INC
Syracuse, NY
AUM
$1.16B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
315-673-2094
GENERATION CAPITAL MANAGEMENT LLC
Pittsford, NY
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
585-232-8560
KELLEHER FINANCIAL ADVISORS, LLC
New York, NY
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
212-709-9400
COOPER/HAIMS ADVISORS, LLC
Victor, NY
AUM
$1.15B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
585-248-6400
AUBREY CAPITAL MANAGEMENT
Edinburgh, Mid Lothian, NY
AUM
$1.15B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
+44 131 226 2083
MARK ASSET MANAGEMENT LP
New York, NY
AUM
$1.14B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-372-2500
PKS ADVISORY SERVICES, LLC
Albany, NY
AUM
$1.09B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
36 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(518) 426-5791
PIVOTAL ADVISORS LLC
New York, NY
AUM
$1.07B
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
646-535-1097
ARMBRUSTER CAPITAL MANAGEMENT, INC.
Pittsford, NY
AUM
$1.06B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM
585-381-4180
GRIFFIN ASSET MANAGEMENT, LLC
New York, NY
AUM
$1.05B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
917-484-5608
HIGH PROBABILITY ADVISORS, LLC
Pittsford, NY
AUM
$1.05B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM
585-485-0135
STERLING INVESTMENT COUNSEL, LLC
Buffalo, NY
AUM
$1.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
More than 500
Fees
Percentage of AUM
(716) 783-7054
J.W.BURNS & COMPANY, INC.
Dewitt, NY
AUM
$1.03B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
315-449-1341
VESTWELL ADVISORS LLC
New York, NY
AUM
$1.03B
Wealth MgmtRetirement
Team
30 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
917-979-5358
VECTORS ASSET MANAGEMENT
New York, NY
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
212-431-0857
THE NORTHSTAR GROUP, INC.
New York, NY
AUM
$1.01B
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
212-883-9595
SATOVSKY ASSET MANAGEMENT LLC
New York, NY
AUM
$974.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
212-584-1900
LEBENTHAL GLOBAL ADVISORS, LLC
Hauppauge, NY
AUM
$971.8M
Wealth MgmtTrusts & EstatesRetirement
Team
27 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
516-785-1800
CREWCIAL PARTNERS LLC
New York, NY
AUM
$971.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
212-218-4900
MARIDEA WEALTH MANAGEMENT
Brooklyn, NY
AUM
$958.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
26 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
347-289-5227
ROBOTTI & COMPANY ADVISORS, LLC
New York, NY
AUM
$949.8M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
14 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
212 986-4800
FAGAN ASSOCIATES INC
Troy, NY
AUM
$940.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
(518) 279-1044