AUM
$829.2M
Wealth MgmtInstitutional
Team
25 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-461-5761
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NY
1,212 advisers found
EDGE WEALTH MANAGEMENT, LLC
New York, NY
AUM
$827.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM
212-682-0133
KERSHNER, GROSSO & CO.
Saratoga Spring, NY
AUM
$825.5M
Wealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
—
Fees
Percentage of AUM
518-584-2600
VALICENTI ADVISORY SERVICES INC
Elmira, NY
AUM
$820.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
607-734-2665
OHA PRIVATE CREDIT ADVISORS II, L.P.
New York, NY
AUM
$805.2M
Wealth Mgmt
Team
113 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
212-326-1500
CURRAN WEALTH MANAGEMENT
Albany, NY
AUM
$804.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
51-100
Fees
Percentage of AUM; Performance-based fees
518-391-4200
337 FRONTIER CAPITAL, LP
New York, NY
AUM
$795.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
(646)-813-3351
AUM
$792.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
585-301-7970
ENHALUS CAPITAL, LP
New York, NY
AUM
$785.5M
Wealth MgmtRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-457-3160
FLAGSTAR ADVISORS, INC.
New York, NY
AUM
$784.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
37 advisors
Clients
0
Fees
Percentage of AUM
646-822-1475
DELTEC ASSET MANAGEMENT LLC
New York, NY
AUM
$782.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-546-6200
WATER ASSET MANAGEMENT, LLC
New York, NY
AUM
$780.9M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-754-5132
LIPE & DALTON INVESTMENT COUNSEL
Syracuse, NY
AUM
$779.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM
315-428-8585
GOALVEST ADVISORY LLC
New York, NY
AUM
$777.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(646) 941-8458
AMPFIELD MANAGEMENT
New York, NY
AUM
$774.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212 400 9533
FLYNN ZITO CAPITAL MANAGEMENT, LLC
Garden City, NY
AUM
$773.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(516) 746-9000
COMPASS ADVISORS
Melville, NY
AUM
$767.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(516) 938-2400
WISDOMTREE DIGITAL MANAGEMENT, INC.
New York, NY
AUM
$766.0M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM
212-801-2080
LEPERCQ DE NEUFLIZE ASSET MANAGEMENT LLC
New York, NY
AUM
$763.7M
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-698-0700
PERENNIAL
New York, NY
AUM
$761.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
212-652-3900
STEMPOINT CAPITAL LP
New York, NY
AUM
$761.3M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 540-4099
RIVA RIDGE CAPITAL MANAGEMENT LP
New York, NY
AUM
$757.5M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-284-9904
SUMMIT STREET CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$757.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-750-7036
ALIGHT CAPITAL MANAGEMENT LP
New York, NY
AUM
$754.4M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-716-1316