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Retirement plan consulting in New York, NY

61 advisers in New York offering retirement plan consulting. Firms that report pension consulting services (Item 5.G(6)), often for small-business 401(k) plans.

All 61

Abernathy Group II LLC530 Fifth Avenue, 17 Floor · New York, NY 10036 · (212) 293-3499 · Financial planningCRD 152401 · % of assets, Hourly charges, Performance-based fees · $80.2 million AUMSEC registeredNo commissions reportedArax Advisory Partners10 East 53rd Street, 14th Floor · New York, NY 10022 · (646) 777-1823 · Financial planningCRD 133535 · % of assets, Hourly charges, Fixed fees · $26.5 billion AUMSEC registeredNo commissions reportedArch Global Advisors, LLC215 Lexington Avenue, Suite 17b · New York, NY 10016 · (212) 991-8807 · Financial planningCRD 297397 · % of assets, Fixed fees · $230.9 million AUMSEC registeredNo commissions reportedBetterment450 West 33rd Street, Floor 11 · New York, NY 10001 · (212) 228-1328 · Financial planningCRD 149117 · % of assets · $69.5 billion AUMSEC registeredNo commissions reportedBlackdiamond Wealth Management, LLC31 Hudson Yards, Floor 10, Suite 55 · New York, NY 10001 · (212) 784-6999 · Financial planningCRD 291459 · % of assets, Fixed fees · $424.0 million AUMSEC registeredNo commissions reportedBlackrock Financial Management, INC50 Hudson Yards · New York, NY 10001 · (212) 810-5300 · Flat / fixed feesCRD 107105 · % of assets, Fixed fees, Performance-based fees · $1595.1 billion AUMSEC registeredNo commissions reportedBny Mellon Advisors, INC.200 Park Avenue · New York, NY 10166 · (212) 495-1784 · Financial planningCRD 106108 · % of assets, Fixed fees, Performance-based fees · $33.5 billion AUMSEC registeredNo commissions reportedBqs Financial Advisors, LLC575 Fifth Avenue, 14th Floor · New York, NY 10017 · (917) 939-0632 · Flat / fixed feesCRD 333795 · % of assets, Fixed fees · $226.4 million AUMSEC registeredNo commissions reportedCalado Capital100 Park Ave 16th Flr · New York, NY 10017 · (248) 227-5785 · Financial planningCRD 324440 · % of assets, Hourly charges, Fixed fees · $1.4 million AUMState registeredNo commissions reportedCerity Partners LLC99 Park Avenue, 16th Floor · New York, NY 10016 · (212) 850-4260 · Financial planningCRD 151559 · % of assets, Hourly charges, Fixed fees · $161.7 billion AUMSEC registeredNo commissions reported
Citigroup Global Markets INC.388 Greenwich Street · New York, NY 10013 · (212) 816-6000 · Financial planningCRD 7059 · % of assets, Fixed fees · $56.0 billion AUMSEC registeredNo commissions reportedCloverhill Capital Management447 Broadway, 2nd Flr, #1074 · New York, NY 10013 · (631) 265-1695 · Financial planningCRD 175302 · % of assets, Fixed fees · $9.1 million AUMState registeredNo commissions reportedCrewcial Partners LLC810 7th Avenue, 32nd Floor · New York, NY 10019 · (212) 218-4900 · Flat / fixed feesCRD 131570 · % of assets, Fixed fees, Performance-based fees · $971.6 million AUMSEC registeredNo commissions reportedCross Border Wealth, LLC230 Park Avenue, 4th Floor West · New York, NY 10169 · (646) 688-5333 · Flat / fixed feesCRD 288330 · % of assets, Fixed fees · $221.9 million AUMSEC registeredNo commissions reportedE. Magnus Oppenheim & CO. INC.575 Lexington Avenue / 17th Floor · New York, NY 10022 · (212) 983-1818 · Financial planningCRD 14268 · % of assets · $9.5 million AUMSEC registeredNo commissions reportedEagle Strategies LLC51 Madison Avenue, 12th Floor · New York, NY 10010 · (888) 695-3245 · Financial planningCRD 110826 · % of assets, Hourly charges, Fixed fees · $32.0 billion AUMSEC registeredNo commissions reportedEquitable Advisors, LLC1345 Avenue of the Americas · New York, NY 10105 · (212) 314-4600 · Financial planningCRD 6627 · % of assets, Hourly charges, Fixed fees · $42.5 billion AUMSEC registeredNo commissions reportedFirst Manhattan CO. LLC399 Park Avenue · New York, NY 10022 · (212) 756-3300 · Financial planningCRD 325281 · % of assets, Performance-based fees · $38.1 billion AUMSEC registeredNo commissions reportedFlagstar Securities, INC.1400 Broadway, 16th Floor · New York, NY 10018 · (646) 822-1475 · Financial planningCRD 104233 · % of assets · $784.3 million AUMSEC registeredNo commissions reportedFlores Wealth Planning, LLC48 Wall Street, Suite 1100 · New York, NY 10005 · (917) 740-3898 · Financial planningCRD 173706 · % of assets, Hourly charges, Fixed fees · $3.0 million AUMState registeredNo commissions reportedGoldman Sachs Asset Management, L.P.200 West Street · New York, NY 10282 · (212) 902-1000 · Flat / fixed feesCRD 107738 · % of assets, Fixed fees, Performance-based fees · $2648.9 billion AUMSEC registeredNo commissions reportedGotham Block, LLC99 Wall Street, Suite 439 · New York, NY 10005 · (212) 729-8001 · Financial planningCRD 290005 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedGuzhuna Asset Management100 Church Street, Suite 841 · New York, NY 10007 · (212) 812-2494 · Financial planningCRD 338969 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedJ.p. Morgan Investment Management INC.270 Park Avenue · New York, NY 10017 · (800) 343-1113 · Flat / fixed feesCRD 107038 · % of assets, Fixed fees, Performance-based fees · $3519.4 billion AUMSEC registeredNo commissions reportedJ.p. Morgan Securities LLC270 Park Avenue · New York, NY 10017 · (800) 999-2000 · Financial planningCRD 79 · % of assets, Other · $429.7 billion AUMSEC registeredNo commissions reportedJpmorgan Alternative Asset Management270 Park Avenue · New York, NY 10017 · (800) 343-1113 · % of assets managedCRD 20989 · % of assets, Performance-based fees · $29.7 billion AUMSEC registeredNo commissions reportedJurkiewicz, Christopher181 Hudson Street, #2c · New York, NY 10013 · (212) 925-2577 · Financial planningCRD 126644 · % of assets · $11.0 million AUMState registeredNo commissions reportedLionshead Wealth Management, LLC250 West 55th Street, 17th Floor · New York, NY 10019 · (212) 967-5466 · Financial planningCRD 288526 · % of assets, Fixed fees · $229.8 million AUMSEC registeredNo commissions reportedLuesink Stenstrom Financial475 Park Avenue South, Suite 2100 · New York, NY 10016 · (212) 405-1609 · Financial planningCRD 147076 · % of assets, Hourly charges, Fixed fees · $94.1 million AUMSEC registeredNo commissions reportedLumiere Financial675 Third Avenue, Suite 920 · New York, NY 10017 · (212) 516-5900 · Financial planningCRD 319171 · % of assets, Hourly charges, Fixed fees · $82.7 million AUMSEC registeredNo commissions reportedMace Capital Management, LLC1120 Avenue of the Americas, Suite 4038 · New York, NY 10036 · (212) 626-6632 · Flat / fixed feesCRD 134605 · % of assets, Fixed fees · $86.2 million AUMSEC registeredNo commissions reportedMagnus Financial Group LLC90 Park Avenue, Suite 1800 · New York, NY 10016 · (800) 339-1367 · Financial planningCRD 289423 · % of assets, Hourly charges, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedManhattan Wealth Management Group370 Lexington Avenue, Suite 1512 · New York, NY 10017 · (212) 810-6961 · Financial planningCRD 338376 · % of assets, Fixed fees · $153.1 million AUMSEC registeredNo commissions reportedMjb Asset Management LLC1330 Avenue of the Americas, Suite 23a · New York, NY 10019 · (212) 333-3733 · Financial planningCRD 109940 · % of assets, Hourly charges, Fixed fees · $141.4 million AUMSEC registeredNo commissions reportedMomentum Advisors1120 Avenue of the Americas, 4th Floor · New York, NY 10036 · (917) 997-4297 · Financial planningCRD 159574 · % of assets, Fixed fees, Performance-based fees · $414.7 million AUMSEC registeredNo commissions reportedMon Capital Management LLC225 East 39th St. #34b · New York, NY 10016 · (646) 643-5540 · Flat / fixed feesCRD 333785 · % of assets, Fixed fees · $95.0 million AUMSEC registeredNo commissions reportedNext Gen Advisors, LLC40 Wall Street · New York, NY 10005 · (855) 939-3888 · Financial planningCRD 326144 · % of assets, Fixed fees, Other · $9.0 million AUMState registeredNo commissions reportedOld Slip Registered Investment Advisors, LLC40 Wall Street Floor 28 · New York, NY 10005 · (212) 256-1334 · Financial planningCRD 297976 · % of assets, Hourly charges, Fixed fees · $305.0 million AUMSEC registeredNo commissions reportedOrion-Archstone Asset Management INC.C/O Studio by Tishman-Speyer, 300 Park Avenue 2nd Floor · New York, NY 10022 · Financial planningCRD 286225 · % of assets, Hourly charges, Fixed fees · $1.8 million AUMState registeredNo commissions reportedPassive Management LLC14 Wall Street, 20th Floor · New York, NY 10005 · (212) 618-1416 · % of assets managedCRD 314627 · % of assets · $22.3 million AUMSEC registeredNo commissions reportedPenbrook Management LLC880 Third Avenue, 16th Floor · New York, NY 10022 · (212) 792-6952 · Financial planningCRD 127269 · % of assets · $175.4 million AUMSEC registeredNo commissions reportedPivotal Advisors LLC45 Rockefeller Plaza, 20th Floor · New York, NY 10111 · (646) 535-1097 · Flat / fixed feesCRD 310612 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedRbc Capital Markets, LLC200 Vesey St. · New York, NY 10281 · (212) 858-7000 · Financial planningCRD 31194 · % of assets, Fixed fees · $310.4 billion AUMSEC registeredNo commissions reportedRitholtz Wealth Management24 West 40th Street, 15th Floor · New York, NY 10018 · (212) 625-1200 · Financial planningCRD 168652 · % of assets, Fixed fees · $9.4 billion AUMSEC registeredNo commissions reportedRockefeller Capital Management45 Rockefeller Plaza, Floor 5 · New York, NY 10111 · (212) 549-5100 · Financial planningCRD 291361 · % of assets, Fixed fees · $99.6 billion AUMSEC registeredNo commissions reportedRockefeller Capital Management45 Rockefeller Plaza, Floor 5 · New York, NY 10111 · (212) 549-5100 · Financial planningCRD 294197 · % of assets, Fixed fees, Performance-based fees · $36.8 billion AUMSEC registeredNo commissions reportedSatovsky Asset Management LLC149 Spring Street, Floor 4 · New York, NY 10012 · (212) 584-1900 · Financial planningCRD 143519 · % of assets, Hourly charges, Fixed fees · $974.8 million AUMSEC registeredNo commissions reportedSnowden Capital Advisors LLC540 Madison Ave., 9th Floor · New York, NY 10022 · (646) 218-9760 · Financial planningCRD 157299 · % of assets, Fixed fees · $8.9 billion AUMSEC registeredNo commissions reportedSpring Delta Asset Management, LLC125 Park Avenue 25th Floor · New York, NY 10017 · (212) 960-8382 · % of assets managedCRD 307539 · % of assets, Other · $14.9 million AUMState registeredNo commissions reportedStratacore Capital Management, LLC.57 W. 8th Street, Apt. 3a · New York, NY 10011 · (646) 846-6500 · % of assets managedCRD 171163 · % of assets · $97.0 million AUMSEC registeredNo commissions reportedStrategic Wealth Management Group1776 Broadway, Suite 1900 · New York, NY 10019 · (212) 489-0100 · Hourly feesCRD 125882 · % of assets, Hourly charges, Fixed fees · $832.9 million AUMSEC registeredNo commissions reportedSummit Trail Advisors, LLC2 Grand Central Tower, 140 E 45th Street, 28th Floor · New York, NY 10017 · (212) 812-7010 · Financial planningCRD 220519 · % of assets, Hourly charges, Fixed fees · $19.9 billion AUMSEC registeredNo commissions reportedTag Associates LLC810 Seventh Avenue, 7th Floor · New York, NY 10019 · (212) 275-1500 · Financial planningCRD 116959 · % of assets, Fixed fees, Performance-based fees · $7.1 billion AUMSEC registeredNo commissions reportedTd Private Client Wealth LLC1 Vanderbilt Avenue, 23rd Floor · New York, NY 10017 · (877) 703-9896 · Financial planningCRD 164484 · % of assets · $8.6 billion AUMSEC registeredNo commissions reportedThe August Wealth Management Group30 Wall Street, 8th Floor · New York, NY 10005 · (212) 901-8586 · Financial planningCRD 314683 · % of assets, Hourly charges, Fixed fees · $24.2 million AUMState registeredNo commissions reportedThe Northstar Group, INC.405 Lexington Ave, Suite 37a · New York, NY 10174 · (212) 883-9595 · Hourly feesCRD 110409 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedTransparent Wealth Consulting LLC51 Cobblecreek Rd Victor · New York, NY 14564 · (585) 202-0305 · Hourly feesCRD 283193 · % of assets, Hourly charges, Fixed fees · $43.9 million AUMSEC registeredNo commissions reportedUbs Asset Management (Americas) LLC1285 Avenue of the Americas · New York, NY 10019 · (212) 713-2000 · Flat / fixed feesCRD 106838 · % of assets, Fixed fees, Performance-based fees · $588.2 billion AUMSEC registeredNo commissions reportedValue Investment Professionals, LLC125 Park Avenue, 25th Floor · New York, NY 10017 · (646) 383-7757 · Hourly feesCRD 164704 · % of assets, Hourly charges, Performance-based fees · $246.7 million AUMSEC registeredNo commissions reportedWashington Square Capital Management LLC250 Broadway, 24th Flr · New York, NY 10007 · (646) 450-9772 · Financial planningCRD 150335 · % of assets, Fixed fees · $90.4 million AUMSEC registeredNo commissions reportedWealthspire Advisors521 Fifth Avenue, 15th Floor · New York, NY 10175 · (212) 973-1200 · Financial planningCRD 106181 · % of assets, Fixed fees, Other · $34.3 billion AUMSEC registeredNo commissions reported