SILVER GROVE ADVISORY SERVICES
Orchard Park, NY
AUM
$453.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
16 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
(716) 800-4291
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in NY
1,212 advisers found
EDGE FOCUS CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$451.3M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
312-725-8901
MAXIM FINANCIAL ADVISORS LLC
New York, NY
AUM
$445.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
28 advisors
Clients
—
Fees
Percentage of AUM
212-895-3500
FLOWER CITY CAPITAL LLC
Pittsford, NY
AUM
$444.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
585-236-8501
LANDMARK WEALTH MANAGEMENT, LLC
Melville, NY
AUM
$442.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
888-342-6436
PARADIGM ASSET MANAGEMENT
White Plains, NY
AUM
$441.7M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
212-771-6100
RISE ADVISORS, LLC
Rochester, NY
AUM
$441.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
585-565-3444
AUM
$436.7M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
917-536-7703
FINANCIAL ASSET MANAGEMENT CORP
Chappaqua, NY
AUM
$436.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
914-238-8900
MUTUAL OF AMERICA LIFE INSURANCE COMPANY
New York, NY
AUM
$434.1M
Wealth MgmtRetirementInstitutional
Team
2 advisors
Clients
0
Fees
REFER TO SCHEDULE D, MISCELLANEOUS
(212) 224-1600
LISANTI CAPITAL GROWTH LLC
New York, NY
AUM
$432.5M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
332-262-3100
PROSPECT FINANCIAL SERVICES LLC
Melville, NY
AUM
$431.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
631-424-5218
DIKER MANAGEMENT LLC
New York, NY
AUM
$430.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-904-0321
SQUARE WAVE CAPITAL
Brooklyn, NY
AUM
$428.8M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
203-733-6139
ABR DYNAMIC FUNDS, LLC
New York, NY
AUM
$426.2M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-918-4664
APPOMATTOX ADVISORY, INC
New York, NY
AUM
$425.6M
Wealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-895-3000
BLACKDIAMOND WEALTH MANAGEMENT, LLC
New York, NY
AUM
$424.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(212) 784-6999
APOLLO S3 RIC MANAGEMENT, L.P.
New York, NY
AUM
$423.8M
Wealth Mgmt
Team
912 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-515-3200
MAREK CAPITAL MANAGEMENT LP
New York, NY
AUM
$422.4M
Wealth MgmtInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
929 688 4791
CONGRESS PARK CAPITAL LLC
Saratoga Springs, NY
AUM
$422.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(518) 339-4335
ADIRONDACK CAPITAL ADVISORS, LLC
Syracuse, NY
AUM
$422.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
315-434-5597
GENESEE CAPITAL ADVISORS, LLC
Auburn, NY
AUM
$420.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
315-554-3020
ONE OAK CAPITAL MANAGEMENT, LLC
Purchase, NY
AUM
$418.5M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
914-205-5821
MCCOLLUM CHRISTOFERSON GROUP, LLC
Amherst, NY
AUM
$415.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(716) 854-5400