J.P. MORGAN INVESTMENT MANAGEMENT INC.
New York, NY
AUM
$3.52T
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
2260 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(800) 343-1113
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NY
568 advisers found
GOLDMAN SACHS ASSET MANAGEMENT, L.P.
New York, NY
AUM
$2.65T
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1379 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +2 more
212-902-1000
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
AUM
$1.78T
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
25721 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
800-637-7455
BLACKROCK FINANCIAL MANAGEMENT, INC
New York, NY
AUM
$1.60T
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
889 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212 810 5300
APOLLO CAPITAL MANAGEMENT, L.P.
New York, NY
AUM
$718.48B
Wealth MgmtRetirementInstitutional
Team
912 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-515-3200
MORGAN STANLEY INVESTMENT MANAGEMENT INC.
New York, NY
AUM
$702.25B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
250 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-761-4000
UBS ASSET MANAGEMENT (AMERICAS) LLC
New York, NY
AUM
$588.22B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
260 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
212-713-2000
J.P. MORGAN PRIVATE INVESTMENTS INC.
New York, NY
AUM
$469.98B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
96 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
212-464-2070
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
NEUBERGER BERMAN INVESTMENT ADVISERS LLC
New York, NY
AUM
$398.65B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
646 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-476-9000
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
VOYA INVESTMENT MANAGEMENT CO. LLC
New York, NY
AUM
$274.95B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
317 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-309-8200
GUGGENHEIM PARTNERS INVESTMENT MANAGEMENT, LLC
New York, NY
AUM
$240.66B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
166 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-739-0700
JENNISON ASSOCIATES
New York, NY
AUM
$214.84B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
66 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212.421.1000
DWS INVESTMENT MANAGEMENT AMERICAS, INC.
New York, NY
AUM
$199.66B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
91 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-454-4500
CLEARBRIDGE INVESTMENTS, LLC
New York, NY
AUM
$184.81B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
71 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-805-2000
HPS INVESTMENT PARTNERS, LLC
New York, NY
AUM
$175.72B
Wealth MgmtRetirementInstitutional
Team
402 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-287-6767
INSIGHT INVESTMENT
New York, NY
AUM
$171.09B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
112 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-527-1800
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
MACKAY SHIELDS LLC
New York, NY
AUM
$159.52B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
73 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-758-5400
HSBC GLOBAL ASSET MANAGEMENT (USA) INC.
New York, NY
AUM
$156.56B
Wealth MgmtRetirementInstitutional
Team
65 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-525-4107
SCHRODER INVESTMENT MANAGEMENT NORTH AMERICA INC
New York, NY
AUM
$150.40B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
110 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-641-3800
NUVEEN ALTERNATIVES ADVISORS LLC
New York, NY
AUM
$142.02B
Wealth MgmtRetirementInstitutional
Team
27 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-490-9000
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