Top financial advisors in Kingston, NY
We’ve curated a list of the best financial advisors in Kingston, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$2,828,565,996
Number of advisors
32 advisors
| $2,828,565,996 | 32 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 Kingston, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Kingston. 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.
Miller Howard Investments Inc
Miller/Howard Investments, Inc. is an employee-owned firm established in Kingston, NY, managing portfolios for various investors, from high-net-worth individuals to institutions. Their investment approach integrates financial analysis with research on companies' environmental, social, and governance (ESG) policies. The firm emphasizes financially sound companies with rising dividends, sustainable income opportunities, rigorous research, and transparency. They offer diversified equity portfolios like Income-Equity, High-Yield Equity, and Small Cap Dividend, focusing on high-quality stocks with dividend growth potential. Miller/Howard also manages portfolios in sectors like Infrastructure, Utilities, and North American Energy. The firm's assets under management total $3.5 billion, with a minimum account size typically set at $100,000. Annual management fees range from 0.50% to 0.75% based on assets under management, payable quarterly. Miller/Howard does not currently charge performance-based fees and acts as a fiduciary for clients. They offer investment discretion, allowing clients to set restrictions on investments. The firm's investment strategies include long-term and short-term purchases, ESG analysis, and fundamental and quantitative analysis. They do not have any disciplinary events to disclose and do not accept custody of client funds. Miller/Howard's Code of Ethics ensures compliance with securities laws and fair treatment of clients. They engage in proxy voting aligned with their financial and governance goals. The firm does not require prepayment of fees exceeding $1,200 and has a clean financial record. For more information, visit www.mhinvest.com.
$2,828,565,996 under management
32 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Investment CompaniesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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 Kingston, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Kingston. 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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