Search advisors
Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).
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 | |||||
|---|---|---|---|---|---|---|---|
| CT INVESTMENT MANAGEMENT CO., LLC CRD 160080 | New York, NY | Advisory firm LLC | $6.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| DJPUFF ADVISORS GROUP, INC. CRD 132754 | Camillus, NY | Corporate platform Corporation | $6.4M | 1 advisors | ASSET-BASED FEES | View | |
| BRAZEN CAPITAL, LLC CRD 300746 | New York, NY | Advisory firm LLC | $6.2M | 1 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| J.H. DARBIE & CO., INC. CRD 43520 | New York, NY | Corporate platform Corporation | $6.1M | 3 advisors | Percentage of AUM; SUBADVISORY AND SOLICITATIONS | View | |
| LIONSHARES LLC CRD 335459 | Brooklyn, NY | Advisory firm LLC | $6.0M | 1 advisors | Percentage of AUM | View | |
| AIMCDONNAUGH & CO. INC. CRD 124512 | Baldwin, NY | Corporate platform Corporation | $5.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ACORN CAPITAL PARTNERS, LLC CRD 165393 | Forest Hills, NY | Advisory firm LLC | $5.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| SAUBERAN & COMPANY, LLC CRD 106317 | Lockport, NY | Advisory firm LLC | $5.8M | 1 advisors | Percentage of AUM | View | |
| BLUE ELM ADVISORS CRD 318686 | Holmes, NY | Advisory firm LLC | $5.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REVOLUT WEALTH INC. CRD 322894 | New York, NY | Corporate platform Corporation | $5.5M | 5 advisors | Percentage of AUM | View | |
| NEXT PRONTO CAPITAL ADVISORS CRD 308974 | New York, NY | Advisory firm LLC | $5.5M | 0 total employees | Percentage of AUM; Fixed fees | View | |
| CENTERFIN CAPITAL CRD 306461 | New York, NY | Corporate platform Corporation | $5.5M | 1 advisors | Percentage of AUM | View | |
| FOGEL NEALE WEALTH MANAGEMENT, LLC CRD 300358 | New York, NY | Advisory firm LLC | $5.4M | 1 advisors | Percentage of AUM | View | |
| ROBERT W. COLBY ASSET MANAGEMENT, INC. CRD 150498 | New York, NY | Corporate platform Corporation | $4.6M | 2 advisors | Percentage of AUM; Subscription fees | View | |
| LIGHTHOUSE WEALTH MANAGEMENT, LLC CRD 146403 | Bronx, NY | Advisory firm LLC | $4.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLARIVOR CRD 309994 | NY | Advisory firm LLC | $4.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ADLER ASSET MANAGEMENT, LLC CRD 293512 | New York, NY | Advisory firm LLC | $4.4M | 1 advisors | Percentage of AUM | View | |
| 21SHARES US LLC CRD 328136 | New York, NY | Advisory firm LLC | $4.4M | 10 advisors | Percentage of AUM | View | |
| MOTT CAPITAL MANAGEMENT LLC CRD 172373 | Garden City, NY | Advisory firm LLC | $4.4M | 1 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| GENERATION WEALTH MANAGEMENT CRD 286111 | Great Neck, NY | Advisory firm LLC | $4.3M | 3 advisors | Percentage of AUM | View | |
| WESTCHESTER WEALTH ADVISORS, LLC CRD 145114 | Rye Brook, NY | Advisory firm LLC | $4.1M | 1 advisors | Percentage of AUM | View | |
| CASTLE ADVISORS GROUP, LLC CRD 299340 | Rochester, NY | Advisory firm LLC | $4.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| META INVESTMENT MANAGEMENT COMPANY LLC CRD 312540 | Brooklyn, NY | Advisory firm LLC | $3.9M | 1 advisors | Percentage of AUM | View | |
| KASANDA CAPITAL CRD 334491 | New York, NY | Advisory firm LLC | $3.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |