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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 | |||||
|---|---|---|---|---|---|---|---|
| JC MIANO INVESTMENT ADVISORY SERVICE CRD 132484 | Utica, NY | Advisory firm Sole prop | $54.5M | 1 advisors | Percentage of AUM | View | |
| BPBI LLC CRD 288133 | New York, NY | Advisory firm LLC | $51.0M | 1 advisors | Percentage of AUM | View | |
| SUMMER CREEK WEALTH MANAGEMENT, LLC CRD 165258 | NY | Advisory firm LLC | $50.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| SABBIA FARO WEALTH MANAGEMENT LLC CRD 306358 | NY | Advisory firm LLC | $50.6M | 1 advisors | Percentage of AUM | View | |
| SWARTHMORE ASSET MANAGEMENT LTD CRD 108507 | New York, NY | Corporate platform Corporation | $48.6M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| AMERICAN WEALTH ADMINISTRATION GROUP LLC CRD 282683 | Glen Cove, NY | Advisory firm LLC | $48.3M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| INTEGRITY ADVISORY PARTNERS LLC CRD 161647 | New York, NY | Advisory firm LLC | $46.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LINCOLN PARK CAPITAL LLC CRD 330031 | Olean, NY | Advisory firm LLC | $45.1M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BENKEI ASSET MANAGEMENT CRD 164821 | Gardiner, NY | Advisory firm LLC | $41.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| WGS MANAGEMENT SERVICES, INC CRD 270003 | Rochester, NY | Corporate platform Corporation | $41.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BASICVALUE ASSET MANAGEMENT INC. CRD 112273 | New York, NY | Corporate platform Corporation | $40.5M | 1 advisors | Percentage of AUM | View | |
| THE EASTRADE ASSET MANAGEMENT CORPORATION CRD 124232 | NY | Corporate platform Corporation | $38.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLEARVIEW FINANCIAL PLANNING, INC. CRD 291834 | Southold, NY | Corporate platform Corporation | $37.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BERTOLET CAPITAL LLC CRD 125121 | New York, NY | Advisory firm LLC | $35.8M | 1 advisors | Percentage of AUM | View | |
| WEALTHNEST CAPITAL INC. CRD 281725 | Staten Island, NY | Corporate platform Corporation | $34.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| BERENBERG ASSET MANAGEMENT LLC CRD 171274 | New York, NY | Advisory firm LLC | $34.8M | 17 advisors | Percentage of AUM | View | |
| TELSEY CONSUMER FUND MANAGEMENT LP CRD 312514 | New York, NY | Advisory firm LP | $33.7M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| VIRIDIAN CAPITAL CRD 337301 | Purchase, NY | Advisory firm LLC | $33.2M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| FSP ADVISORS, INC. CRD 158482 | Rochester, NY | Corporate platform Corporation | $32.6M | 5 advisors | Percentage of AUM; Hourly charges | View | |
| DJA CAPITAL MANAGEMENT, LP CRD 332825 | New York, NY | Advisory firm LP | $32.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| AFL ADVISORY GROUP LLC CRD 168957 | Olean, NY | Corporate platform Corporation | $31.8M | 1 advisors | Percentage of AUM | View | |
| WHIPPOORWILL ASSOCIATES INC CRD 107497 | White Plains, NY | Corporate platform Corporation | $31.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| UNFCU ADVISORS LLC CRD 136572 | Long Island City, NY | Advisory firm LLC | $30.4M | 4 advisors | Fixed fees | View | |
| NO OTHER PRIMARY BUSINESS NAME CRD 120371 | NY | Advisory firm LLC | $30.1M | 0 total employees | Percentage of AUM | View |