CLEAR HAVEN CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$2.18B
Wealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +4 more
332-240-0416
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NY
2,782 advisers found
MOORSTONE, L.P.
New York, NY
AUM
$2.18B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-602-4800
CATALIO CAPITAL MANAGEMENT, LP
New York, NY
AUM
$2.18B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
410-989-6168
ASCEND PARTNERS
New York, NY
AUM
$2.18B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-689-2100
MERCER INVESTMENT SOLUTIONS LLC
New York, NY
AUM
$2.17B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
21 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +3 more
(212) 345-7000
GREENLAND CAPITAL MANAGEMENT LP
New York, NY
AUM
$2.15B
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Performance-based fees
(212) 390-9577
OMNI BRIDGEWAY MANAGEMENT (USA) LLC
New York, NY
AUM
$2.15B
Wealth MgmtTrusts & EstatesInstitutional
Team
16 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-488-5331
NEXPHASE CAPITAL, LP
New York, NY
AUM
$2.14B
Wealth Mgmt
Team
26 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212 878-6000
RP MANAGEMENT, LLC
New York, NY
AUM
$2.14B
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +2 more
212-883-0200
KINTEGRAL ADVISORY, LLC
New York, NY
AUM
$2.14B
Wealth MgmtInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +2 more
646-519-4333
NEXT CAPITAL MANAGEMENT LLC
New York, NY
AUM
$2.14B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212-433-1111
LAWLEY RETIREMENT ADVISORS
Buffalo, NY
AUM
$2.13B
Wealth MgmtRetirementFee-Only/Hourly
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
716-849-8219
VELOCITY CAPITAL ADVISORS LLC
New York, NY
AUM
$2.12B
Wealth MgmtInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
917-204-5967
VANDERBILT ADVISORY SERVICES
Woodbury, NY
AUM
$2.11B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
144 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
631-845-5100
GREYLION PARTNERS LP
New York, NY
AUM
$2.11B
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-475-3530
THE WEALTH ALLIANCE, LLC
Melville, NY
AUM
$2.10B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(631) 670-0682
AMERAUDI ASSET MANAGEMENT, INC.
New York, NY
AUM
$2.10B
Wealth MgmtTrusts & Estates
Team
9 advisors
Clients
—
Fees
Percentage of AUM
212-833-1090
LONG RIDGE EQUITY PARTNERS
New York, NY
AUM
$2.10B
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-951-8651
UNITED ASSET STRATEGIES INC.
Garden City, NY
AUM
$2.09B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
21 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
516-222-0021
ARIS MANAGEMENT, LLC
New York, NY
AUM
$2.08B
Wealth Mgmt
Team
912 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-515-3200
BASIS MANAGEMENT GROUP LLC
New York, NY
AUM
$2.07B
Wealth Mgmt
Team
44 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-842-5712
NEWTYN MANAGEMENT, LLC
New York, NY
AUM
$2.07B
Wealth Mgmt
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-446-2460
TORTOISE INVESTMENT MANAGEMENT, LLC
White Plains, NY
AUM
$2.07B
Financial PlanningWealth MgmtTrusts & Estates
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM
914-686-0024
AVESTAR CAPITAL, LLC
New York, NY
AUM
$2.07B
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
212-706-4140