Falists

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.

FeesReputationProfile
GLR INVESTMENT ADVISORY LLC

CRD 328662

NY

Advisory firm

LLC

$637K1 advisorsPercentage of AUMView
LIONS FINANCIAL ADVISORY

CRD 309032

New York, NY

Advisory firm

LLC

$571K1 advisorsPercentage of AUM · Hourly charges +1 moreView
PMC WEALTH, LLC

CRD 332215

Clarence, NY

Advisory firm

LLC

$550K2 advisorsPercentage of AUM · Hourly charges +1 moreView
VALLEY FINANCIAL MANAGEMENT, INC.

CRD 105387

New York, NY

Corporate platform

Corporation

$473K5 advisorsPercentage of AUMView
HHL WEALTH ADVISORS INC.

CRD 327649

Flushing, NY

Corporate platform

Corporation

$459K2 advisorsPercentage of AUM; Fixed feesView
JAZUREK & CO LLC

CRD 289938

Ridgewood, NY

Advisory firm

LLC

$436K1 advisorsPercentage of AUMView
PINNACLE ADVISORS LLC

CRD 107275

East Syracuse, NY

Advisory firm

LLC

$433K2 advisorsPercentage of AUMView
ONLYFUNDS

CRD 312403

NY

Advisory firm

LLC

$314K1 advisorsPercentage of AUMView
AUREANA CAPITAL MANAGEMENT, LLC

CRD 154124

NY

Advisory firm

LLC

$308K1 advisorsPercentage of AUM; Performance-based feesView
HUDSON HOUSE CAPITAL INCORPORATED

CRD 335654

London, NY

Corporate platform

Corporation

$280K1 advisorsPercentage of AUMView
MIA LEE FINANCIAL

CRD 332504

Albany, NY

Advisory firm

LLC

$270K1 advisorsPercentage of AUMView
YOUHE ADVISORS LLC

CRD 289259

New York, NY

Advisory firm

LLC

$252K1 advisorsPercentage of AUM · Hourly charges +3 moreView
TAHER FINANCIAL PLANNING

CRD 288081

Brooklyn, NY

Corporate platform

Corporation

$162K1 advisorsPercentage of AUM · Hourly charges +1 moreView
TITANHUB CAPITAL MANAGEMENT LLC

CRD 310921

Jackson Heights, NY

Advisory firm

LLC

$145K1 advisorsPercentage of AUM · Hourly charges +1 moreView
FMD WEALTH ADVISORS LLC

CRD 334596

White Plains, NY

Advisory firm

LLC

$140K1 advisorsPercentage of AUM · Hourly charges +1 moreView
LEXINGTON CAPITAL MANAGEMENT LLC

CRD 307557

New York, NY

Advisory firm

LLC

$120K1 advisorsPercentage of AUM; Performance-based feesView
AMVOY WEALTH

CRD 333518

New York, NY

Advisory firm

LLC

$100K1 advisorsPercentage of AUM; Fixed feesView
VEGA CAPITAL PARTNERS LLC

CRD 338416

NY

Advisory firm

LLC

$100K2 advisorsPercentage of AUMView
WEALTHMEUP ADVISORS LLC

CRD 335157

New York, NY

Advisory firm

LLC

$76K2 advisorsPercentage of AUMView
CRAVEN CAPITAL LLC

CRD 159238

New York, NY

Advisory firm

LLC

$50K0 total employeesPercentage of AUMView
VANTAR

CRD 333196

New York, NY

Advisory firm

LLC

$40K1 advisorsPercentage of AUMView
OMEN ADVISORY, LLC

CRD 337532

New York, NY

Advisory firm

LLC

$36K1 advisorsPercentage of AUM; Subscription feesView
HANDAL DUNAWAY LLC

CRD 333166

New York, NY

Advisory firm

LLC

$27K1 advisorsPercentage of AUMView
VALUR ROBO ADVISORS

CRD 318675

New York, NY

Advisory firm

LLC

$27K1 advisorsPercentage of AUMView
PreviousPage 103 of 155Next