MATRIX ASSET ADVISORS INC
White Plains, NY
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
212-486-2004
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NY
1,212 advisers found
THE PINNACLE FINANCIAL GROUP
Rockville Centre, NY
AUM
$1.38B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
54 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
516-763-9700
TURNING ROCK PARTNERS, L.P.
New York, NY
AUM
$1.38B
Wealth MgmtInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-207-2396
ARCADIA INVESTMENT PARTNERS
New York, NY
AUM
$1.37B
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Fixed fees · Performance-based fees +1 more
212-931-5296
ONYX BRIDGE WEALTH GROUP LLC
Tarrytown, NY
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
19 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(914) 909-6699
NEXT LEVEL PRIVATE LLC
Harrison, NY
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(914) 431-5255
HOLLOW BROOK WEALTH MANAGEMENT LLC
Katonah, NY
AUM
$1.37B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
212-364-1848
SGROI WEALTH ADVISORY GROUP LLC
West Seneca, NY
AUM
$1.36B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM
716-674-6700
PAYNE CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$1.34B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
646-461-7670
FCO ADVISORS LP
New York, NY
AUM
$1.34B
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-467-8050
PINNACLE INVESTMENTS, LLC
East Syracuse, NY
AUM
$1.29B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
55 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
315-251-1101
SIO CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$1.29B
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-601-9792
ACADEMY ASSET MANAGEMENT
New York, NY
AUM
$1.29B
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
646-341-6869
WAHED
New York, NY
AUM
$1.29B
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
1-855-976-4747
OBSIDIAN CIO LLC
New York, NY
AUM
$1.28B
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; PLATFORM FEES
917-403-2622
MADISON RIVER CAPITAL LLC
New York, NY
AUM
$1.26B
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-805-8111
OSPRAIE MANAGEMENT, LLC
Rye, NY
AUM
$1.26B
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-602-5000
ARBITER PARTNERS
New York, NY
AUM
$1.25B
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-650-4660
NEO IVY CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$1.24B
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-389-9813
OPAL WEALTH ADVISORS, LLC
Jericho, NY
AUM
$1.24B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
516-388-7980
AGL US DL MANAGEMENT LLC
New York, NY
AUM
$1.24B
Wealth Mgmt
Team
0 total employees
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-973-8600
SEVEN GRAND MANAGERS LLC
Bronxville, NY
AUM
$1.24B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
914-498-1776
PLATFORM TECHNOLOGY PARTNERS
Locust Valley, NY
AUM
$1.23B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212-444-2362
HARVEY PARTNERS, LLC
Tarrytown, NY
AUM
$1.23B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-782-3740