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.
3,699 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