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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 | |||||
|---|---|---|---|---|---|---|---|
| LOTUS INVESTMENT ADVISORS CRD 172638 | Rye, NY | Advisory firm LLC | $30.0M | 1 advisors | Percentage of AUM | View | |
| OLD BELLOWS PARTNERS L.P. CRD 157569 | New York, NY | Advisory firm LP | $30.0M | 5 advisors | Performance-based fees | View | |
| FIVE FACTOR CAPITAL ADVISORS CRD 164516 | Rye Brook, NY | Advisory firm LLC | $29.9M | 1 advisors | Percentage of AUM | View | |
| GOLDSTONE PORTFOLIOS INCORPORATED CRD 127162 | NY | Corporate platform Corporation | $29.1M | 1 advisors | Percentage of AUM | View | |
| GLOBAL LISTING ACCELERATOR CRD 327603 | New York, NY | Advisory firm LLC | $27.0M | 6 advisors | Percentage of AUM; Commissions | View | |
| TRIAXX ASSET MANAGEMENT LLC CRD 137140 | New York, NY | Advisory firm LLC | $26.1M | 1 advisors | ADVISER NOT COMPENSATED SINCE 2014 | View | |
| FINANCIAL PLANNING ANALYSTS, LLC CRD 121338 | Melville, NY | Advisory firm LLC | $25.7M | 1 advisors | Percentage of AUM | View | |
| ALLIES CAPITAL MANAGEMENT CRD 319640 | New York, NY | Advisory firm LLC | $25.0M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| JTM WEALTH MANAGEMENT, INC. CRD 284045 | Windham, NY | Corporate platform Corporation | $24.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| AQS MANAGEMENT, LLC CRD 317432 | Brooklyn, NY | Advisory firm LLC | $24.7M | 1 advisors | Percentage of AUM | View | |
| MACI FAMILY OFFICE ADVISORS CRD 158302 | New York, NY | Corporate platform Corporation | $24.5M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ANHINGA INVESTMENT PARTNERS CRD 300088 | Brooklyn, NY | Advisory firm LLC | $23.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ERIC KRONE ASSOCIATES, INC. CRD 125792 | Sunnyside, NY | Corporate platform Corporation | $22.2M | 1 advisors | Percentage of AUM | View | |
| UPSTATE ADVISORS GROUP CRD 135107 | North Syracuse, NY | Corporate platform Corporation | $21.9M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| TRUFTON INVESTMENT MANAGEMENT, INC. CRD 113174 | Bronxville, NY | Corporate platform Corporation | $21.5M | 1 advisors | Percentage of AUM | View | |
| PRECESSION CAPITAL MANAGEMENT, LLC CRD 318189 | New York, NY | Advisory firm LLC | $20.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BIG ROCK ADVISORS LLC CRD 330067 | Sag Harbor, NY | Advisory firm LLC | $20.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OAK & REED CAPITAL MANAGEMENT, LLC CRD 158867 | Brooklyn, NY | Advisory firm LLC | $19.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WANK & LIPTZIN ADVISORY SERVICES LLC CRD 126215 | Garden City, NY | Advisory firm LLC | $19.0M | 2 advisors | Hourly charges | View | |
| HARPER CAPITAL MANAGEMENT, LTD. CRD 130229 | Cold Spring, NY | Corporate platform Corporation | $18.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BLAINE CAPITAL, LLC CRD 282864 | New York, NY | Advisory firm LLC | $16.8M | 1 advisors | Percentage of AUM | View | |
| STRATEGIC WEALTH MANAGEMENT LLC CRD 140745 | Briarcliff Manor, NY | Advisory firm LLC | $16.5M | 2 advisors | Percentage of AUM | View | |
| J.R.PLUTA CAPITAL MANAGEMENT, INC. CRD 124758 | Pittsford, NY | Corporate platform Corporation | $16.3M | 1 advisors | Percentage of AUM | View | |
| HIGHROAD WEALTH ADVISERS, LLC CRD 149362 | Rochester, NY | Advisory firm LLC | $15.8M | 1 advisors | Percentage of AUM | View |