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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 | |||||
|---|---|---|---|---|---|---|---|
| KENSINGTON WEALTH MANAGEMENT, LLC CRD 334191 | Brooklyn, NY | Advisory firm LLC | $4.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AFA ADVISORS LLC CRD 105454 | Larchmont, NY | Advisory firm LLC | $4.4M | 2 advisors | Percentage of AUM | View | |
| O'HAVER WEALTH MANAGEMENT, LLC CRD 299698 | Newark, NY | Advisory firm LLC | $3.2M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| ADVANCED PORTFOLIO SERVICES LLC CRD 314046 | Saint James, NY | Advisory firm LLC | $2.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ORION-ARCHSTONE ASSET MANAGEMENT INC. CRD 286225 | New York, NY | Corporate platform Corporation | $1.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RYEFIELD CAPITAL, LLC CRD 178514 | Germantown, NY | Advisory firm LLC | $1.8M | 1 advisors | Percentage of AUM | View | |
| FIRST MAIN CAPITAL CRD 319246 | Rochester, NY | Advisory firm LLC | $1.4M | 1 advisors | Percentage of AUM | View | |
| GOLD STAR ASSET MANAGEMENT, LLC CRD 283789 | Westbury, NY | Advisory firm LLC | $1.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ACES ADVISORS CRD 315407 | New York, NY | Advisory firm LLC | $1.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MOUNTAIN ASH CAPITAL LLC CRD 335363 | Brooklyn, NY | Advisory firm LLC | $841K | 1 advisors | Percentage of AUM; Fixed fees | View | |
| EMPIRE RETIREMENT PLANS, LLC CRD 334783 | Utica, NY | Advisory firm LLC | $712K | 8 advisors | Percentage of AUM; Fixed fees | View | |
| LI WEALTH MANAGEMENT INC CRD 331924 | Melville, NY | Corporate platform Corporation | $235K | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LEL INVESTMENT LLC CRD 306840 | Long Island City, NY | Advisory firm LLC | $100K | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ROYAL TREASURE ADVISORY LLC CRD 329343 | New York, NY | Advisory firm LLC | $97K | 1 advisors | Percentage of AUM | View | |
| ALR CAPITAL ADVISORS, LLC CRD 167571 | New York, NY | Advisory firm LLC | $80K | 1 advisors | Percentage of AUM | View | |
| LTS WEALTH MANAGEMENT CRD 338992 | Syracuse, NY | Advisory firm LLC | $16K | 1 advisors | Percentage of AUM; Hourly charges | View | |
| 3B1 PARTNERS, LLC CRD 300835 | New York, NY | Advisory firm LLC | — | — | Fees not disclosed | View | |
| ABOVEBOARD WEALTH MANAGEMENT, LLC CRD 298303 | New York, NY | Advisory firm LLC | — | 1 advisors | Fixed fees | View | |
| ACP VENTURE CAPITAL MANAGEMENT FUND LLC CRD 298029 | Hauppauge, NY | Advisory firm LLC | — | — | Fees not disclosed | View | |
| ACR CAPITAL LLC CRD 173777 | New York, NY | Advisory firm LLC | — | — | Fees not disclosed | View | |
| AINQT CO,.LTD. CRD 333718 | New York, NY | Advisory firm LLC | — | — | Fees not disclosed | View | |
| ALAN M. ROSEMAN CPA LLC CRD 124941 | Commack, NY | Advisory firm LLC | — | 1 employees | PORTION OF FEES PAID TO MORGAN STANLEY | View | |
| ALBANY STREET INVESTMENT MANAGER, LLLP CRD 316117 | New York, NY | Advisory firm Other (specify) | — | — | Fees not disclosed | View | |
| ALDABARAN ADVISORY LLC CRD 335048 | Albany, NY | Advisory firm LLC | — | — | Fees not disclosed | View |