Top financial advisors in Johnson City, NY
We’ve curated a list of the best financial advisors in Johnson City, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$960,544,249
Number of advisors
16 advisors
| $960,544,249 | 16 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Johnson City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Johnson City. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Nbt Capital Management, Inc.
Nbt Capital Management, Inc. is a financial advisory firm based in Johnson City, New York. It currently has approximately $960,544,249 of assets under management and employs about 16 people. Nbt Capital Management, Inc. uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$960,544,249 under management
16 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Johnson City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Johnson City. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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