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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NY, PURCHASE
15 advisers found
GREYWOLF CAPITAL MANAGEMENT LP
Purchase, NY
AUM
$3.08B
Wealth Mgmt
Team
14 advisors
Clients
26-50
Fees
Percentage of AUM; Performance-based fees
914-251-8200
TWINBEECH CAPITAL LP
Purchase, NY
AUM
$2.52B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
914-315-9908
SEACREST WEALTH MANAGEMENT, LLC
Purchase, NY
AUM
$1.53B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
914-502-1900
FORESIGHT GLOBAL INVESTORS, INC.
Purchase, NY
AUM
$955.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(914) 253-8809
ALPINE SAXON WOODS
Purchase, NY
AUM
$669.6M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM
914-251-0880
OLSTEIN CAPITAL MANAGEMENT, L.P.
Purchase, NY
AUM
$564.1M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
914-269-6100
BRACCO ASSET MANAGEMENT
Purchase, NY
AUM
$446.0M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(646) 989-4040
ONE OAK CAPITAL MANAGEMENT, LLC
Purchase, NY
AUM
$418.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
914-205-5821
ALPINE WOODS CAPITAL INVESTORS, LLC
Purchase, NY
AUM
$180.6M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
914-251-0880
SEACREST INVESTMENT MANAGEMENT, LLC
Purchase, NY
AUM
$110.9M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
914-502-1905
MAIN STREET FINANCIAL
Purchase, NY
AUM
$71.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
914-698-8303
GREENHAVEN ASSOCIATES INC
Purchase, NY
AUM
$11.66B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
914-253-9350
Full profileNo website
CONSULTING GROUP ADVISORY SERVICES LLC
Purchase, NY
AUM
$9.82B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM
914-225-1000
Full profileNo website
NOW ASSET MANAGEMENT LLC
Purchase, NY
AUM
$0
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
+1-914-901-1040
Full profileNo website