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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 | |||||
|---|---|---|---|---|---|---|---|
| FORTUNE ADVISORY SERVICES CRD 289517 | Brooklyn, NY | Advisory firm LLC | $3.3M | 1 advisors | Percentage of AUM | View | |
| CHADSEL LLC CRD 296857 | New York, NY | Advisory firm LLC | $3.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| GERHARDT CLEMANS WEALTH MANAGEMENT, INC. CRD 227787 | Thendara, NY | Corporate platform Corporation | $3.1M | 1 advisors | Percentage of AUM | View | |
| BRYANT GROUP ADVISORS CRD 277095 | New York, NY | Corporate platform Corporation | $3.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MSA POWER FUNDS LLC CRD 326791 | New York, NY | Advisory firm LLC | $3.0M | 2 advisors | Percentage of AUM | View | |
| FLORES WEALTH PLANNING, LLC CRD 173706 | New York, NY | Advisory firm LLC | $3.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KPOINT CAPITAL LLC CRD 333024 | Manhasset, NY | Advisory firm LLC | $2.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ALPHA INERTIA CAPITAL CRD 310967 | New York, NY | Advisory firm LLC | $2.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| GRAMERCY PRIVATE WEALTH LLC CRD 313943 | Brooklyn, NY | Advisory firm LLC | $2.5M | 1 advisors | Percentage of AUM | View | |
| WORTH CHARTING LLC CRD 340328 | New York, NY | Advisory firm LLC | $2.5M | 2 advisors | Percentage of AUM | View | |
| CENADOR FINANCIAL ADVISERS LLC CRD 171804 | New York, NY | Advisory firm LLC | $2.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| JOHN C. SAUNDERS, C.P.A., P.C. CRD 170706 | Rochester, NY | Corporate platform Corporation | $2.2M | 1 advisors | Percentage of AUM | View | |
| MOOR FUNDS CRD 316146 | New York, NY | Advisory firm LLC | $2.0M | 1 advisors | Percentage of AUM | View | |
| CONDATA GROUP INC CRD 108715 | New York, NY | Corporate platform Corporation | $1.8M | 2 advisors | Percentage of AUM; Commissions | View | |
| LANMAR CAPITAL MANAGEMENT CRD 338848 | NY | Advisory firm LLC | $1.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PROCAPITA PARTNERS, LLC CRD 300292 | New York, NY | Advisory firm LLC | $1.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ELPHINSTONE CRD 311264 | New York, NY | Corporate platform Corporation | $1.4M | 1 advisors | Percentage of AUM | View | |
| CALADO CAPITAL CRD 324440 | New York, NY | Advisory firm LLC | $1.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ARMADALE ASSET MANAGEMENT LLC CRD 327824 | Mineola, NY | Advisory firm LLC | $1.2M | 1 advisors | Percentage of AUM | View | |
| HYPERION WEALTH MANAGEMENT LLC CRD 321163 | New York, NY | Advisory firm LLC | $1.2M | 1 advisors | Percentage of AUM | View | |
| ASCENT SYSTEMATIC ADVISORS LLC CRD 307199 | New York, NY | Advisory firm LLC | $1.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ITHAKA STRATEGIC PARTNERS CRD 308309 | Kings Park, NY | Advisory firm LLC | $1.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| DUOMO CAPITAL CRD 331703 | Albany, NY | Advisory firm LLC | $715K | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| THE AFFINITY GROUP, LLC CRD 283819 | Albany, NY | Advisory firm LLC | $678K | 2 advisors | Percentage of AUM · Fixed fees +1 more | View |