VALUEWORKS, LLC
New York City, NY
AUM
$577.3M
Wealth MgmtTrusts & Estates
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-819-1818
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NY
1,212 advisers found
TABOR ASSET MANAGEMENT, LP
New York, NY
AUM
$577.2M
Wealth MgmtInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
646-921-7954
BIRNAM OAK ADVISORS, LP
New York, NY
AUM
$577.0M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-970-5800
NOMURA ASSET MANAGEMENT U.S.A. INC.
New York, NY
AUM
$576.3M
Wealth MgmtRetirementInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 667-1414
LOOM CAPITAL MANAGEMENT LLC
New York, NY
AUM
$570.8M
Wealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-870-8973
S.E.E.D. PLANNING GROUP, LLC
Binghamton, NY
AUM
$568.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
18 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(607) 217-5091
PRENTICE WEALTH MANAGEMENT LLC
Rochester, NY
AUM
$567.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
585-218-0001
EQUINUM, LLC
Brooklyn, NY
AUM
$566.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
718-480-5600
OLSTEIN CAPITAL MANAGEMENT, L.P.
Purchase, NY
AUM
$564.1M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM
914-269-6100
SHIKIAR ASSET MANAGEMENT INC
New York, NY
AUM
$564.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM
212-888-6565
HARRADEN CIRCLE INVESTMENTS, LLC
New York, NY
AUM
$562.9M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 832-0112
OGOREK WEALTH MANAGEMENT, LLC
Williamsville, NY
AUM
$558.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
716-626-5000
INDAGO CAPITAL LLC
New York, NY
AUM
$555.9M
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-680-4970
PREMIER WEALTH ADVISORS, LLC
New York, NY
AUM
$555.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212-752-4343
HELLER WEALTH MANAGEMENT
Melville, NY
AUM
$553.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
631-248-3600
SMA CAPITAL LLC
New York, NY
AUM
$553.5M
Wealth MgmtInstitutional
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(860) 839-0074
WELLINGTON SHIELDS & CO., LLC
New York, NY
AUM
$546.0M
Wealth MgmtTrusts & Estates
Team
15 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
212-320-2000
AMHERST CAPITAL MANAGEMENT LLC
New York, NY
AUM
$544.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-593-6020
PALUMBO WEALTH MANAGEMENT LLC
Great Neck, NY
AUM
$543.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(516) 629-7073
ANDALUSIAN CREDIT PARTNERS, LLC
New York, NY
AUM
$541.3M
Wealth MgmtInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-989-4070
HEROLD ADVISORS, INC.
New York, NY
AUM
$540.2M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM; MARGIN PARTICIPATION
212-371-3950
SPIRIT OF AMERICA MANAGEMENT CORP
Syosset, NY
AUM
$540.0M
Wealth Mgmt
Team
32 advisors
Clients
—
Fees
Percentage of AUM
516-921-4200
GAGNON SECURITIES, LLC
New York, NY
AUM
$529.7M
Wealth MgmtTrusts & Estates
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Commissions
212-554-5000
CH GLOBAL CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$529.1M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
646-350-0341