CC CAPITAL INSURANCE ADVISORS LLC
New York, NY
AUM
$937.4M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; FEES FOR PASS THROUGH COSTS OF PORTFOLIO/ASSET MANAGEMENT
212-355-5515
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NY
1,212 advisers found
ESTABROOK CAPITAL MANAGEMENT LLC
New York, NY
AUM
$933.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
212-605-5500
BRIGHTON SECURITIES CORP.
Rochester, NY
AUM
$931.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
585-473-3590
OPPENHEIMER INVESTMENT MANAGEMENT LLC
New York, NY
AUM
$929.4M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM
212-667-4156
PITON INVESTMENT MANAGEMENT, LP
Garden City, NY
AUM
$927.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
646-518-2800
MONTICELLOAM, LLC
New York, NY
AUM
$923.3M
Wealth Mgmt
Team
62 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
646-844-3600
TRUBEE WEALTH ADVISORS, INC.
Buffalo, NY
AUM
$911.5M
Wealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
716-849-1401
FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC
New York, NY
AUM
$907.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
40 advisors
Clients
—
Fees
Percentage of AUM
212-698-3300
SOUTH STREET ADVISORS, LLC
New York, NY
AUM
$906.1M
Wealth MgmtRetirement
Team
5 advisors
Clients
—
Fees
Percentage of AUM
212-292-7803
MAYTECH GLOBAL INVESTMENTS
New York, NY
AUM
$895.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-899-2730
MOERUS CAPITAL MANAGEMENT LLC
New York, NY
AUM
$893.1M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-212-461-4088
OPTIMA ASSET MANAGEMENT LLC
New York, NY
AUM
$891.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-484-3000
SEYMOUR ASSET MANAGEMENT LLC
New York, NY
AUM
$877.5M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
2123414030
SANDGLASS CAPITAL ADVISORS LLC
New York, NY
AUM
$873.7M
Wealth MgmtInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-780-1102
AUM
$865.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
212-365-7624
BACKCAST PARTNERS MANAGEMENT LLC
New York, NY
AUM
$864.4M
Wealth MgmtInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
9735127487
EAGLE'S VIEW CAPITAL MANAGEMENT LLC
New York, NY
AUM
$860.5M
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-421-7300
INVESCO PRIVATE CAPITAL, INC.
New York, NY
AUM
$860.4M
Wealth MgmtInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
212-826-1100
SENECA FINANCIAL ADVISORS LLC
Rochester, NY
AUM
$847.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
585-203-1211
CKC CAPITAL LLC
New York, NY
AUM
$843.7M
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212)893-1150
GUGGENHEIM INVESTMENT ADVISORS, LLC
New York, NY
AUM
$840.9M
Wealth MgmtInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM
212-739-0700
RIVERPARK ADVISORS, LLC
New York, NY
AUM
$836.0M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM
(212) 484-2100
SETPOINT CAPITAL
New York, NY
AUM
$835.1M
Wealth MgmtInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
512-240-2478
AMERICAN TRIPLE I, LLC
New York, NY
AUM
$832.2M
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(917) 512-6599