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Find Retirement Advisors for Retirement Planning in New York, Sackets Harbor
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
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Top 15 Retirement Planning firms in Sackets Harbor, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 383 Madison Avenue, New York, NY, 10179-0001 | $2,549,092,782,514 | 92898 | 3167 | A percentage of AUM, Fixed fees, Performance Based |
| 2 | 200 West Street, New York, NY, 10282 | $1,661,286,615,154 | 189311 | 1305 | A percentage of AUM, Fixed fees, Performance Based, Other (ADDITIONAL INFORMATION ON FEES CAN BE FOUND IN ADV PART 2A) |
| 3 | 50 Hudson Yards, New York, NY, 10001 | $1,288,497,806,439 | 2184 | 6407 | A percentage of AUM, Fixed fees, Performance Based |
| 4 | 50 Hudson Yards, New York, NY, 10001 | $869,677,370,186 | 306 | 221 | A percentage of AUM |
| 5 | 1585 Broadway, New York, NY, 10036 | $535,031,832,553 | 25406 | 492 | A percentage of AUM, Fixed fees, Performance Based |
| 6 | 399 Park Avenue, New York, NY, 10022 | $505,942,442,915 | 16 | 5550 | A percentage of AUM, Performance Based, Other (REIMBURSEMENT OF EXPENSES) |
| 7 | 9 West 57th Street, 41st Floor New York, NY, 10019 | $504,069,852,027 | 842 | 2909 | A percentage of AUM, Performance Based, Other (CARRIED INTEREST) |
| 8 | 730 Third Ave, 5th Flr New York, NY, 10017-3206 | $368,621,852,285 | 139 | 398 | A percentage of AUM, Fixed fees, Performance Based, Other (INVESTED CAPITAL) |
| 9 | 240 Greenwich Street, New York, NY, 10286 | $339,697,579,697 | 117 | 96 | A percentage of AUM |
| 10 | 1290 Avenue Of The Americas, New York, NY, 10104 | $337,283,181,637 | 41354 | 1668 | A percentage of AUM, Fixed fees, Performance Based |
| 11 | 30 Hudson Yards, New York, NY, 10001 | $307,733,342,981 | 125 | 1635 | A percentage of AUM, Performance Based |
| 12 | 51 Madison Avenue, New York, NY, 10010 | $300,897,738,311 | 112 | 312 | A percentage of AUM, Fixed fees, Performance Based, Other (ORIGINATION FEES OF REAL ESTATE LOANS/ PRIVATE PLACEMENT DEALS) |
| 13 | 383 Madison, Floor 5 New York, NY, 10179-0001 | $292,912,547,772 | 941857 | 745 | A percentage of AUM, Performance Based, Other (PYMT/REIMB OF FULLY-LOADED COSTS FOR PROVIDING INVST SERVICES) |
| 14 | 730 Third Ave, 4th Flr New York, NY, 10017-3206 | $249,860,425,244 | 8 | 398 | A percentage of AUM, Fixed fees, Other (AT COST) |
| 15 | 230 Park Avenue, New York, NY, 10169 | $241,807,595,450 | 96377 | 879 | A percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in Sackets Harbor, New York
QualificationsFirm CRD# 107038
Assets Under Management $2,549,092,782,514
No. Of Clients92898
Clients Per Financial Advisor29
J.P. MORGAN INVESTMENT MANAGEMENT INC. is a financial advisory firm situated in New York, New York. With a nearly $3T assets under management, the firm specializes in crafting personalized retirement planning solutions for 92898 clients. The team consists of 3167 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 107738
Assets Under Management $1,661,286,615,154
No. Of Clients189311
Clients Per Financial Advisor145
GOLDMAN SACHS ASSET MANAGEMENT, L.P. is a financial advisory firm situated in New York, New York. With a nearly $2T assets under management, the firm specializes in crafting personalized retirement planning solutions for 189311 clients. The team consists of 1305 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (ADDITIONAL INFORMATION ON FEES CAN BE FOUND IN ADV PART 2A)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 107105
Assets Under Management $1,288,497,806,439
No. Of Clients2184
Clients Per Financial Advisor0
BLACKROCK FINANCIAL MANAGEMENT, INC is a financial advisory firm situated in New York, New York. With a nearly $1T assets under management, the firm specializes in crafting personalized retirement planning solutions for 2184 clients. The team consists of 6407 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 106614
Assets Under Management $869,677,370,186
No. Of Clients306
Clients Per Financial Advisor1
BLACKROCK ADVISORS, LLC is a financial advisory firm situated in New York, New York. With a nearly $870B assets under management, the firm specializes in crafting personalized retirement planning solutions for 306 clients. The team consists of 221 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 110353
Assets Under Management $535,031,832,553
No. Of Clients25406
Clients Per Financial Advisor52
MORGAN STANLEY INVESTMENT MANAGEMENT INC. is a financial advisory firm situated in New York, New York. With a nearly $535B assets under management, the firm specializes in crafting personalized retirement planning solutions for 25406 clients. The team consists of 492 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 158117
Assets Under Management $505,942,442,915
No. Of Clients16
Clients Per Financial Advisor0
MILLENNIUM MANAGEMENT LLC is a financial advisory firm situated in New York, New York. With a nearly $506B assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 clients. The team consists of 5550 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (REIMBURSEMENT OF EXPENSES)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 143161
Assets Under Management $504,069,852,027
No. Of Clients842
Clients Per Financial Advisor0
APOLLO CAPITAL MANAGEMENT, L.P. is a financial advisory firm situated in New York, New York. With a nearly $504B assets under management, the firm specializes in crafting personalized retirement planning solutions for 842 clients. The team consists of 2909 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (CARRIED INTEREST)
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 107157
Assets Under Management $368,621,852,285
No. Of Clients139
Clients Per Financial Advisor0
TEACHERS ADVISORS, LLC is a financial advisory firm situated in New York, New York. With a nearly $369B assets under management, the firm specializes in crafting personalized retirement planning solutions for 139 clients. The team consists of 398 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (INVESTED CAPITAL)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Other (INVESTMENT ADVISORY, SUB-ADVISORY & SUPERVISORIAL SERVICES TO CDO & CLO SPECIAL PURPOSE ENTITIES)
QualificationsFirm CRD# 105642
Assets Under Management $339,697,579,697
No. Of Clients117
Clients Per Financial Advisor1
BNY MELLON INVESTMENT ADVISER, INC. is a financial advisory firm situated in New York, New York. With a nearly $340B assets under management, the firm specializes in crafting personalized retirement planning solutions for 117 clients. The team consists of 96 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 124687
Assets Under Management $337,283,181,637
No. Of Clients41354
Clients Per Financial Advisor25
NEUBERGER BERMAN INVESTMENT ADVISERS LLC is a financial advisory firm situated in New York, New York. With a nearly $337B assets under management, the firm specializes in crafting personalized retirement planning solutions for 41354 clients. The team consists of 1668 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
- Other (CONSULTING AND LICENSING OF PROPRIETARY ANALYTIC INVESTMENT MODELS)
QualificationsFirm CRD# 144533
Assets Under Management $307,733,342,981
No. Of Clients125
Clients Per Financial Advisor0
KOHLBERG KRAVIS ROBERTS & CO. L.P. is a financial advisory firm situated in New York, New York. With a nearly $308B assets under management, the firm specializes in crafting personalized retirement planning solutions for 125 clients. The team consists of 1635 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
QualificationsFirm CRD# 169553
Assets Under Management $300,897,738,311
No. Of Clients112
Clients Per Financial Advisor0
NYL INVESTORS LLC is a financial advisory firm situated in New York, New York. With a nearly $301B assets under management, the firm specializes in crafting personalized retirement planning solutions for 112 clients. The team consists of 312 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (ORIGINATION FEES OF REAL ESTATE LOANS/ PRIVATE PLACEMENT DEALS)
Financial Planning Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 110186
Assets Under Management $292,912,547,772
No. Of Clients941857
Clients Per Financial Advisor1264
J.P. MORGAN PRIVATE INVESTMENTS INC. is a financial advisory firm situated in New York, New York. With a nearly $293B assets under management, the firm specializes in crafting personalized retirement planning solutions for 941857 clients. The team consists of 745 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (PYMT/REIMB OF FULLY-LOADED COSTS FOR PROVIDING INVST SERVICES)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (MANAGER RESEARCH SERVICES)
QualificationsFirm CRD# 107168
Assets Under Management $249,860,425,244
No. Of Clients8
Clients Per Financial Advisor0
TIAA-CREF INVESTMENT MANAGEMENT LLC is a financial advisory firm situated in New York, New York. With a nearly $250B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 398 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (AT COST)
Financial Planning Services
- Portfolio management for investment companies
QualificationsFirm CRD# 106494
Assets Under Management $241,807,595,450
No. Of Clients96377
Clients Per Financial Advisor110
VOYA INVESTMENT MANAGEMENT CO. LLC is a financial advisory firm situated in New York, New York. With a nearly $242B assets under management, the firm specializes in crafting personalized retirement planning solutions for 96377 clients. The team consists of 879 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
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Looking for more choices? Use our free match service to compare retirement planners serving your area.