HALYARD ASSET MANAGEMENT LLC
White Plains, NY
AUM
$2.03B
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
914-437-5600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in NY
1,169 advisers found
NEVILLE, RODIE & SHAW INC
New York, NY
AUM
$2.00B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
212-725-1440
LINGOTTO US LLC
New York, NY
AUM
$1.97B
Wealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
44 (0) 20 3781 9332
KORA MANAGEMENT LP
Brooklyn, NY
AUM
$1.96B
Wealth MgmtTrusts & EstatesInstitutional
Team
22 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-257-5670
ARTEMIS WEALTH ADVISORS, LLC
Port Washington, NY
AUM
$1.91B
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
212-838-9000
RHO TREASURY
New York, NY
AUM
$1.89B
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(855) 743-8746
WILKINSON GLOBAL ASSET MANAGEMENT LLC
New York, NY
AUM
$1.88B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
212-301-6864
FIRST LONG ISLAND INVESTORS, LLC
Jericho, NY
AUM
$1.86B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
516-935-1200
ASHTON THOMAS SECURITIES, LLC
Rochester, NY
AUM
$1.86B
Financial PlanningWealth MgmtTrusts & Estates
Team
26 advisors
Clients
0
Fees
Percentage of AUM
800-323-3746
CSM CAPITAL CORPORATION
New York, NY
AUM
$1.85B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-400-9551
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
Syracuse, NY
AUM
$1.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
315-671-0588
ALTFEST PERSONAL WEALTH MANAGEMENT
New York, NY
AUM
$1.80B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
212-406-0850
AEGIS CAPITAL CORP.
New York, NY
AUM
$1.78B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
92 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
212-813-1010
CAIUS CAPITAL US LP
New York, NY
AUM
$1.75B
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
EXPENSE REIMBURSEMENT PLUS MARGIN
+1(347) 637-7131
WNY ASSET MANAGEMENT, LLC
Williamsville, NY
AUM
$1.73B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
716-626-0060
NOVEM GROUP
Rochester, NY
AUM
$1.72B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
50 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
585-348-9525
SMITH AFFILIATED CAPITAL CORP.
New York, NY
AUM
$1.68B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM
212-644-9440
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
LEVIN CAPITAL STRATEGIES, L.P.
New York, NY
AUM
$1.66B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
212-259-0800
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
THIRD AVENUE MANAGEMENT LLC
New York, NY
AUM
$1.63B
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM
212-888-5222
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
LINDEN GLOBAL STRATEGIES LLC
New York, NY
AUM
$1.60B
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
212-542-5052