FIRST LONG ISLAND INVESTORS, LLC
Jericho, NY
AUM
$1.86B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
516-935-1200
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NY
1,212 advisers found
ASHTON THOMAS SECURITIES, LLC
Rochester, NY
AUM
$1.86B
Financial PlanningWealth MgmtTrusts & Estates
Team
26 advisors
Clients
0
Fees
Percentage of AUM
800-323-3746
CSM CAPITAL CORPORATION
New York, NY
AUM
$1.85B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-400-9551
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
Syracuse, NY
AUM
$1.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
315-671-0588
OLD ORCHARD CAPITAL MANAGEMENT LP
New York, NY
AUM
$1.83B
Wealth MgmtInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-331-6920
NEEDHAM INVESTMENT MANAGEMENT, LLC
New York, NY
AUM
$1.80B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-371-8300
METROPOLITAN PARTNERS GROUP MANAGEMENT, LLC
New York, NY
AUM
$1.79B
Wealth MgmtInstitutional
Team
20 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-561-1250
AEGIS CAPITAL CORP.
New York, NY
AUM
$1.78B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
92 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
212-813-1010
ANDALUSIAN PRIVATE CAPITAL, LP
New York, NY
AUM
$1.78B
Wealth MgmtInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(646) 908-6030
CAIUS CAPITAL US LP
New York, NY
AUM
$1.75B
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
EXPENSE REIMBURSEMENT PLUS MARGIN
+1(347) 637-7131
ACCUMULUS CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$1.74B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-490-7570
WNY ASSET MANAGEMENT, LLC
Williamsville, NY
AUM
$1.73B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
18 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
716-626-0060
GALAXY DIGITAL CAPITAL MANAGEMENT LP
New York, NY
AUM
$1.72B
Wealth MgmtInstitutional
Team
22 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
212-499-0081
NORTH PEAK CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$1.70B
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 209-3904
SMITH AFFILIATED CAPITAL CORP.
New York, NY
AUM
$1.68B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM
212-644-9440
ORANGE INVESTMENT ADVISORS, INC.
Goshen, NY
AUM
$1.67B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
845-294-6127
LEVIN CAPITAL STRATEGIES, L.P.
New York, NY
AUM
$1.66B
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
212-259-0800
COMPASS GROUP LLC
New York, NY
AUM
$1.65B
Wealth MgmtInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-355-7630
RICHBROOK ADVISORS, LP
New York, NY
AUM
$1.65B
Wealth MgmtInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
646-833-1020
WILLOW WEALTH
New York, NY
AUM
$1.64B
Wealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
844-943-5378
THIRD AVENUE MANAGEMENT LLC
New York, NY
AUM
$1.63B
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM
212-888-5222
HAYFIN CAPITAL MANAGEMENT LLC
New York, NY
AUM
$1.61B
Wealth MgmtInstitutional
Team
32 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-680-0011
NBT CAPITAL MANAGEMENT, INC.
Norwich, NY
AUM
$1.61B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
607-584-4141
BOUCHEY FINANCIAL GROUP LTD
Troy, NY
AUM
$1.61B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
518-720-3333