ROCKLINE WEALTH MANAGEMENT LLC
Islip Terrace, NY
AUM
$749.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
516-605-1624
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NY
1,212 advisers found
HUNTERS MOON CAPITAL (US) LP
New York, NY
AUM
$734.5M
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
SERVICE FEE PAID BY AFFILIATE.
860-965-2735
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
Saratoga Springs, NY
AUM
$722.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(518) 499-4565
DECAGON ASSET MANAGEMENT (US) LP
New York, NY
AUM
$720.8M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-485-6430
DOPKINS WEALTH MANAGEMENT, LLC
Williamsville, NY
AUM
$717.0M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
716-634-8800
BAILLIE GIFFORD INTERNATIONAL LLC
New York, NY
AUM
$715.4M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 319 4633
DAVERN CAPITAL PARTNERS, LP
New York, NY
AUM
$715.1M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(646) 485-6541
COVISION ADVISORS LLC
New York, NY
AUM
$708.4M
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-584-2100
NORTHCAPE WEALTH MANAGEMENT
Williamsville, NY
AUM
$706.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(71) 632-6565
MALTESE CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$695.7M
Wealth MgmtInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-486-7300
HIGH FALLS ADVISORS, INC.
Rochester, NY
AUM
$694.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
585-935-5300
LANDMARK WEALTH MANAGEMENT
Getzville, NY
AUM
$679.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM
716-810-9594
ACHIEVE PARTNERS MANAGEMENT, LLC
New York, NY
AUM
$672.3M
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
332-400-1140
STONE TEMPLE PARTNERS LLC
New York, NY
AUM
$668.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +1 more
(203) 253-1823
AUM
$654.4M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
607-391-7080
STANDARD GENERAL L.P.
New York, NY
AUM
$647.3M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-257-4701
KICKSTAND WEALTH ADVISORS
Pittsford, NY
AUM
$633.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
251-500
Fees
Percentage of AUM
585-382-8600
GREENBUSH FINANCIAL GROUP, LLC
Albany, NY
AUM
$616.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +4 more
518-477-6686
KETTLE HILL CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$615.5M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-488-1728
QUARTZ PARTNERS INVESTMENT MANAGEMENT
Saratoga Springs, NY
AUM
$611.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-433-0422
J. STERN & CO., LLC
New York City, NY
AUM
$608.6M
Wealth MgmtInstitutional
Team
4 employees
Clients
—
Fees
Percentage of AUM
212-219-0200
COLLER PRIVATE MARKET SECONDARIES ADVISORS, LLC
New York, NY
AUM
$594.2M
Wealth Mgmt
Team
16 employees
Clients
—
Fees
Percentage of AUM
212 644 8500
PRAESIDIUM INVESTMENT MANAGEMENT
New York, NY
AUM
$582.9M
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-821-1490
OXLER PRIVATE WEALTH
Rye Brook, NY
AUM
$578.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
212-785-2860