TRUEPLAN BENEFIT AND RETIREMENT ADVISORS
Rensselaer, NY
AUM
$5.06B
Wealth MgmtRetirementInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
518-431-7600
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NY
2,782 advisers found
MAPLELANE CAPITAL, LLC
New York, NY
AUM
$5.05B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-235-0800
LUXOR CAPITAL GROUP, LP
New York, NY
AUM
$5.04B
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM; PERFORMANCE-BASED ALLOCATIONS
212-763-8000
SAVVY
New York, NY
AUM
$5.00B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
101 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
833-745-6789
JVP MANAGEMENT
New York, NY
AUM
$4.98B
Wealth MgmtTrusts & Estates
Team
13 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
607-203-9401
ATALANTA SOSNOFF CAPITAL, LLC
New York, NY
AUM
$4.98B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
212-867-5000
AVENUE CAPITAL MANAGEMENT II, L.P.
New York, NY
AUM
$4.97B
Wealth MgmtInstitutional
Team
39 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-878-3500
20 GATES MANAGEMENT LLC
New York, NY
AUM
$4.97B
Wealth MgmtInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
212-295-3790
SENATOR INVESTMENT GROUP LP
New York, NY
AUM
$4.92B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-376-4300
STASH
New York, NY
AUM
$4.92B
Financial PlanningWealth Mgmt
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Subscription fees +1 more
(800) 205-5164
GRANGER MANAGEMENT LLC
New York, NY
AUM
$4.92B
Wealth MgmtTrusts & Estates
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 658-0400
AUM
$4.91B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
19148286521
J. GOLDMAN & CO., L.P.
New York, NY
AUM
$4.87B
Wealth Mgmt
Team
78 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-262-4990
LUCID MANAGEMENT AND CAPITAL PARTNERS LP
New York, NY
AUM
$4.87B
Wealth Mgmt
Team
5 advisors
Clients
0
Fees
Percentage of AUM
(212)551-1702
TACONIC CAPITAL ADVISORS LP
New York, NY
AUM
$4.86B
Wealth MgmtInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-209-3100
ENERGY IMPACT PARTNERS LP
New York, NY
AUM
$4.86B
Wealth Mgmt
Team
57 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-899-9700
BRIGHTSTAR CAPITAL PARTNERS
New York, NY
AUM
$4.85B
Wealth Mgmt
Team
39 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-430-2500
COMPOUND PLANNING, INC.
New York, NY
AUM
$4.85B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
76 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
888-533-9364
ENCOMPASS CAPITAL ADVISORS LLC
New York, NY
AUM
$4.84B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-351-8450
DME CAPITAL MANAGEMENT, LP
New York, NY
AUM
$4.80B
Wealth MgmtInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-973-1900
CLAROS REIT MANAGEMENT LP
New York, NY
AUM
$4.76B
Wealth Mgmt
Team
30 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-484-0050
EAST ROCK CAPITAL, LLC
New York, NY
AUM
$4.76B
Wealth MgmtTrusts & Estates
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-630-5000
ROBECO INSTITUTIONAL ASSET MANAGEMENT US INC
New York, NY
AUM
$4.76B
Wealth MgmtRetirementInstitutional
Team
55 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
646-690-9400
ARMISTICE CAPITAL LLC
New York, NY
AUM
$4.72B
Wealth Mgmt
Team
19 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-231-4930