HOWE AND RUSLING, INC.
Rochester, NY
AUM
$2.44B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
17 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
585-325-4140
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NY
1,212 advisers found
BLEICHROEDER LP
New York, NY
AUM
$2.43B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
(212) 984-3815
SANDHILL INVESTMENT MANAGEMENT
Buffalo, NY
AUM
$2.40B
Wealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
716-852-0279
RATSON ADVISORY LLC
New York, NY
AUM
$2.39B
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
917-325-7440
PARADIGM CAPITAL MANAGEMENT, INC.
Albany, NY
AUM
$2.38B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
518-431-3500
APOLLO CAPITAL CREDIT ADVISER, LLC
New York, NY
AUM
$2.35B
Wealth Mgmt
Team
912 advisors
Clients
—
Fees
Percentage of AUM
(212) 515-3200
MAGNUS FINANCIAL GROUP LLC
New York, NY
AUM
$2.33B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
15 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
800-339-1367
TIPTREE ADVISORS, LLC
New York, NY
AUM
$2.31B
Wealth MgmtInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-887-4400
VARADERO CAPITAL, L.P.
New York, NY
AUM
$2.29B
Wealth MgmtInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-715-6800
JANA PARTNERS MANAGEMENT, LP
New York, NY
AUM
$2.29B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-455-0900
RESOLUTION CAPITAL (US) LIMITED
Rye Brook, NY
AUM
$2.28B
Wealth MgmtRetirementInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-914-697-7511
VANBARTON GROUP LLC
New York, NY
AUM
$2.28B
Wealth Mgmt
Team
20 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
212-293-8800
DW PARTNERS, LP
New York, NY
AUM
$2.27B
Wealth MgmtRetirementInstitutional
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-751-6100
FOCUSED WEALTH MANAGEMENT, INC.
Newburgh, NY
AUM
$2.27B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
845-691-4035
GRANDFIELD & DODD, LLC
New York, NY
AUM
$2.21B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
212-477-9626
ALPHAQUEST LLC
New York, NY
AUM
$2.21B
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 838-7222
MAXIM CAPITAL GROUP, LLC
New York, NY
AUM
$2.19B
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +4 more
212-327-2555
GTIS PARTNERS
New York, NY
AUM
$2.19B
Wealth MgmtInstitutional
Team
82 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-220-5200
CLEAR HAVEN CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$2.18B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +4 more
332-240-0416
CATALIO CAPITAL MANAGEMENT, LP
New York, NY
AUM
$2.18B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
410-989-6168
MERCER INVESTMENT SOLUTIONS LLC
New York, NY
AUM
$2.17B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
21 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +3 more
(212) 345-7000
OMNI BRIDGEWAY MANAGEMENT (USA) LLC
New York, NY
AUM
$2.15B
Wealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-488-5331
KINTEGRAL ADVISORY, LLC
New York, NY
AUM
$2.14B
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +2 more
646-519-4333
NEXT CAPITAL MANAGEMENT LLC
New York, NY
AUM
$2.14B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212-433-1111