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3,702 advisers found
Compare advisers as cards or a sortable table with reputation links.
Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| INVESTRY, LLC CRD 310803 | Scarsdale, NY | Advisory firm LLC | $9.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL SPYGLASS® CRD 166378 | Rye, NY | Advisory firm LLC | $9.6M | 1 advisors | Fixed fees | View | |
| E. MAGNUS OPPENHEIM & CO. INC. CRD 14268 | New York, NY | Corporate platform Corporation | $9.5M | 1 advisors | Percentage of AUM | View | |
| CLOVERHILL CAPITAL MANAGEMENT CRD 175302 | New York, NY | Advisory firm LLC | $9.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| EAGLESTONE CAPITAL MANAGEMENT LLC CRD 297958 | Bronxville, NY | Advisory firm LLC | $9.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| NEXT GEN ADVISORS, LLC CRD 326144 | New York, NY | Advisory firm LLC | $9.0M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| J.P.MORGAN WEALTH MANAGEMENT SOLUTIONS INC. CRD 335439 | New York, NY | Corporate platform Corporation | $9.0M | 11 advisors | PYMT/REIMB OF FULLY-LOADED COSTS FOR PROVIDING INVST SERVICES | View | |
| TINICUM VENTURE PARTNERS LLC CRD 321701 | New York, NY | Advisory firm LLC | $8.6M | 1 advisors | Percentage of AUM; PERFORMANCE-BASED ALLOCATIONS | View | |
| LIVINGSTON CAPITAL ADVISORS, LLC CRD 308508 | New York, NY | Advisory firm LLC | $8.5M | 1 advisors | Performance-based fees | View | |
| BEEKMAN FINANCIAL PLANNING LLC CRD 166150 | New York, NY | Advisory firm LLC | $8.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KEENAN PRIVATE WEALTH MANAGEMENT CRD 118174 | New York, NY | Corporate platform Corporation | $8.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| M.D. SASS-MACQUARIE FINANCIAL STRATEGIES MANAGEMENT COMPANY, LLC CRD 124506 | New York, NY | Advisory firm LLC | $8.3M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| THIRD TIER WEALTH MANAGEMENT CRD 318965 | Jericho, NY | Advisory firm LLC | $8.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MASTERWORKS ADVISERS, LLC CRD 324239 | New York, NY | Advisory firm LLC | $8.1M | 13 advisors | Percentage of AUM; Fixed fees | View | |
| NAVWELL ADVISORS CRD 328706 | Garden City, NY | Corporate platform Corporation | $7.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ESSEX ADVISORY CRD 312140 | Brooklyn, NY | Advisory firm LLC | $7.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RAVELLO PARTNERS LLC CRD 164718 | Sag Harbor, NY | Advisory firm LLC | $7.6M | 1 advisors | Percentage of AUM | View | |
| STONECASTLE ASSET MANAGEMENT, LLC CRD 166252 | New York, NY | Advisory firm LLC | $7.5M | 1 advisors | Percentage of AUM | View | |
| FLEXINCOME FUND CRD 337942 | Westhampton, NY | Advisory firm LLC | $7.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GARRISON PHILLIPS, LLC CRD 136156 | Rye Brook, NY | Advisory firm LLC | $7.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EAGLE TAX PLANNING & ADVISORY GROUP.LLC CRD 124875 | Ozone Park, NY | Advisory firm LLC | $7.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HYPATIA CAPITAL MANAGEMENT LLC CRD 311411 | New York, NY | Advisory firm LLC | $6.9M | 2 advisors | Percentage of AUM | View | |
| OUTERLANDS CAPITAL MANAGEMENT, LLC CRD 327602 | New York, NY | Advisory firm LLC | $6.9M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SPARTAN CAPITAL PRIVATE WEALTH MANAGEMENT LLC CRD 154632 | New York, NY | Advisory firm LLC | $6.7M | 2 advisors | Percentage of AUM | View |