BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC
New York, NY
AUM
$1.60B
Wealth Mgmt
Team
250 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 419-3000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NY
1,212 advisers found
CONSOLIDATED PORTFOLIO REVIEW CORP
Woodbury, NY
AUM
$1.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
47 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
631-845-5100
MARSHALL + STERLING WEALTH ADVISORS, INC.
Poughkeepsie, NY
AUM
$1.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
845-554-1046
LAKE HILL CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$1.58B
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-792-6671
GAM USA INC.
New York, NY
AUM
$1.55B
Wealth MgmtRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-407-4600
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
Williamsville, NY
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
26 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
716-568-8566
SEACREST WEALTH MANAGEMENT, LLC
Purchase, NY
AUM
$1.53B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
914-502-1900
EQUITABLE INVESTMENT MANAGEMENT, LLC
New York, NY
AUM
$1.53B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM
212-314-5051
ASCENT WEALTH PARTNERS, LLC
New Hartford, NY
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM
315-624-7300
GOEHRING & ROZENCWAJG ASSOCIATES, LLC
New York, NY
AUM
$1.51B
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
646-216-9777
JOHN G. ULLMAN & ASSOCIATES, INC
Horseheads, NY
AUM
$1.51B
Financial PlanningWealth MgmtTrusts & Estates
Team
30 advisors
Clients
More than 500
Fees
Percentage of AUM
607-936-3785
STONY POINT CAPITAL
New York, NY
AUM
$1.49B
Wealth MgmtRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(646) 847-3320
VANTAGE INFRASTRUCTURE (USA) INC.
New York, NY
AUM
$1.47B
Wealth MgmtRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-681-2910
DENDUR CAPITAL LP
New York, NY
AUM
$1.46B
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 624-2680
RAVEN CREDIT CAPITAL MANAGEMENT LLC
New York, NY
AUM
$1.46B
Wealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-966-7926
KKR REGISTERED ADVISOR LLC
New York, NY
AUM
$1.46B
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-750-8300
TEMA ETFS LLC
New York, NY
AUM
$1.46B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM
443-222-1771
SHADE TREE ADVISORS LLC
Saratoga Springs, NY
AUM
$1.45B
Financial PlanningWealth MgmtTrusts & Estates
Team
21 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
518-290-9460
FUSION FAMILY WEALTH, LLC
Woodbury, NY
AUM
$1.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
(516) 206-1320
SANDERSON WEALTH MANAGEMENT, LLC
Buffalo, NY
AUM
$1.43B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
51-100
Fees
Percentage of AUM
716-566-2420
NOTTINGHAM ADVISORS INC.
Amherst, NY
AUM
$1.43B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
716-633-3800
SAGARD HOLDINGS MANAGER (US) LLC
New York City, NY
AUM
$1.41B
Wealth MgmtInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-212-380-5605
GREENLINE PARTNERS
New York, NY
AUM
$1.41B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
646-470-8714
FOURWORLD CAPITAL MANAGEMENT LLC
New York, NY
AUM
$1.40B
Wealth MgmtRetirement
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(646) 781-8730