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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.

FeesReputationProfile
DYNAMIC TRADING MANAGEMENT, LLC.

CRD 142638

White Plains, NY

Advisory firm

LLC

$116.6M1 advisorsPercentage of AUMView
MPM ADVISORS GROUP LLC

CRD 335595

Liverpool, NY

Corporate platform

LLC

$116.1M2 advisorsPercentage of AUM; Fixed feesView
ZAMA CAPITAL ADVISORS LP

CRD 291251

New York, NY

Advisory firm

LP

$115.7M1 advisorsPercentage of AUM; Performance-based feesView
ENGLESON & ASSOCIATES

CRD 126349

Rochester, NY

Corporate platform

Corporation

$114.5M4 advisorsPercentage of AUM · Hourly charges +2 moreView
GILBERT FINANCIAL, LLC

CRD 130337

NY

Advisory firm

LLC

$109.8M1 advisorsPercentage of AUMView
NEWMAN LADD CAPITAL ADVISORS, LLC.

CRD 129860

Camillus, NY

Advisory firm

LLC

$108.1M2 advisorsPercentage of AUMView
1230 ADVISORS, LLC

CRD 312504

Pound Ridge, NY

Advisory firm

LLC

$106.2M1 advisorsPercentage of AUMView
HUNT CAPITAL MANAGEMENT, LLC

CRD 308017

New York, NY

Corporate platform

LLC

$102.0M21 advisorsPercentage of AUM; Performance-based feesView
MANISPACE CAPITAL

CRD 334852

New York, NY

Advisory firm

LP

$97.4M1 advisorsPerformance-based fees; MANAGEMENT FEES, MANAGEMENT DRAW, AND LAUNCH FEEView
CK ADVISORS, LLC

CRD 140062

NY

Advisory firm

LLC

$96.7M2 advisorsPercentage of AUMView
MON CAPITAL MANAGEMENT LLC

CRD 333785

New York, NY

Advisory firm

LLC

$95.0M1 advisorsPercentage of AUM; Fixed feesView
CIRCLE N ADVISORS, LLC

CRD 271027

Fishkill, NY

Advisory firm

LLC

$94.2M2 advisorsPercentage of AUMView
GRAVITY CAPITAL MANAGEMENT LLC

CRD 137083

New York, NY

Advisory firm

LLC

$94.0M2 advisorsPercentage of AUM · Fixed fees +1 moreView
VAULT FIDUCIARY LLC

CRD 339088

NY

Advisory firm

LLC

$92.5M1 advisorsFixed feesView
THE MONEYPAPER ADVISOR, INC.

CRD 156971

NY

Corporate platform

Corporation

$91.0M2 advisorsPercentage of AUMView
ALDEMAR RESEARCH CORPORATION

CRD 178523

NY

Corporate platform

Corporation

$89.5M3 advisorsPercentage of AUM · Hourly charges +1 moreView
SHFP, LLC

CRD 171571

NY

Advisory firm

LLC

$88.9M1 advisorsPercentage of AUM · Hourly charges +1 moreView
STERLING ASSET MANAGEMENT CO INC

CRD 112825

NY

Corporate platform

Corporation

$87.0M1 advisorsPercentage of AUM; Fixed feesView
LK FINANCIAL PLANNING LLC

CRD 160539

New York, NY

Advisory firm

LLC

$86.9M1 advisorsPercentage of AUM · Hourly charges +1 moreView
JOSEPH JOHN HASSON JR

CRD 109301

NY

Advisory firm

Sole prop

$86.8M1 advisorsPercentage of AUM; Fixed feesView
EAGAN CAPITAL MANAGEMENT, LLC

CRD 126599

Fayetteville, NY

Advisory firm

LLC

$86.2M1 advisorsPercentage of AUM; REFERRAL FEES- WHEN ACTING AS A SOLICITORView
MACE CAPITAL MANAGEMENT, LLC

CRD 134605

New York, NY

Advisory firm

LLC

$86.2M1 advisorsPercentage of AUM; Fixed feesView
ATW SPAC MANAGEMENT LLC

CRD 283737

New York, NY

Advisory firm

LLC

$85.4M4 advisorsPerformance-based feesView
RUBIN OVERSEAS LTD.

CRD 169309

Zurich, NY

Corporate platform

Corporation

$84.9M4 advisorsPercentage of AUMView
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