MORGAN STANLEY
Purchase, NY
AUM
$1.96T
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13000 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +3 more
914-225-5510
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
J.P. MORGAN SECURITIES LLC
New York, NY
AUM
$429.69B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8479 advisors
Clients
More than 500
Fees
Percentage of AUM; FEE COMPUTED BASED ON CENTS-PER-SHARE-DEPOSITED-INTO-THE-ACCOUNT
800-999-2000
RBC CAPITAL MARKETS, LLC
New York, NY
AUM
$310.43B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5908 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
212-858-7000
CERITY PARTNERS LLC
New York, NY
AUM
$161.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1102 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
212-850-4260
GOLDMAN SACHS & CO. LLC
New York, NY
AUM
$133.64B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1765 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +3 more
212-902-1000
ROCKEFELLER CAPITAL MANAGEMENT
New York, NY
AUM
$99.60B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
815 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
212-549-5100
BETTERMENT
New York, NY
AUM
$69.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
34 advisors
Clients
More than 500
Fees
Percentage of AUM
212-228-1328
MIO PARTNERS, INC.
New York, NY
AUM
$59.59B
Financial PlanningWealth MgmtTrusts & Estates
Team
66 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
212-203-4000
CITIGROUP GLOBAL MARKETS INC.
New York, NY
AUM
$56.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4078 advisors
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
212-816-6000
EQUITABLE ADVISORS, LLC
New York, NY
AUM
$42.48B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4664 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
212-314-4600
FIRST MANHATTAN CO. LLC
New York, NY
AUM
$38.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
51 advisors
Clients
251-500
Fees
Percentage of AUM; Performance-based fees
212-756-3300
ADVICE AND PLANNING SERVICES
New York, NY
AUM
$37.93B
Financial PlanningWealth MgmtTrusts & Estates
Team
1020 advisors
Clients
More than 500
Fees
Percentage of AUM; COMPENSATION FROM AFFILIATES
212-490-9000
ROCKEFELLER CAPITAL MANAGEMENT
New York, NY
AUM
$36.76B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
372 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
212-549-5100
OPPENHEIMER & CO. INC.
New York, NY
AUM
$36.71B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1219 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
212-668-8000
BBR PARTNERS, LLC
New York, NY
AUM
$36.49B
Financial PlanningWealth MgmtTrusts & Estates
Team
53 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
212-313-9870
WEALTHSPIRE ADVISORS
New York, NY
AUM
$34.32B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
220 advisors
Clients
More than 500
Fees
Percentage of AUM · Fixed fees +1 more
(212) 973-1200
BNY MELLON ADVISORS, INC.
New York, NY
AUM
$33.48B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
44 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +2 more
212-495-1784
EAGLE STRATEGIES LLC
New York, NY
AUM
$32.04B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2463 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(888) 695-3245
GOLDMAN SACHS WEALTH SERVICES, L.P.
Cohoes, NY
AUM
$31.69B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1134 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
518-886-4000
TIEDEMANN ADVISORS, LLC
New York, NY
AUM
$31.01B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
64 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
212-396-5900
SILVERCREST ASSET MANAGEMENT GROUP LLC
New York, NY
AUM
$28.33B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
92 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
212-649-0600
SUMMIT ROCK ADVISORS, LP
New York, NY
AUM
$26.18B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
41 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +2 more
212-993-7150
SUMMIT TRAIL ADVISORS, LLC
New York, NY
AUM
$19.94B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
31 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +2 more
212-812-7010
PARK AVENUE SECURITIES LLC
New York, NY
AUM
$19.58B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2054 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
1-888-600-4667
Page 1 of 33Next