CSM CAPITAL CORPORATION
New York, NY
AUM
$1.85B
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-400-9551
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in NY
2,782 advisers found
SNOWHAWK LP
New York, NY
AUM
$1.84B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
888-335-3137
ROCKBRIDGE INVESTMENT MANAGEMENT, LLC
Syracuse, NY
AUM
$1.84B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
315-671-0588
IMPACTIVE CAPITAL LP
New York, NY
AUM
$1.84B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 218-8810
COALESCE CAPITAL MANAGEMENT LLC
New York, NY
AUM
$1.83B
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(646) 222-5910
OLD ORCHARD CAPITAL MANAGEMENT LP
New York, NY
AUM
$1.83B
Wealth MgmtInstitutional
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-331-6920
HELIX PARTNERS MANAGEMENT LP
New York, NY
AUM
$1.83B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Performance-based fees; REIMBURSEMENT OF EXPENSES
(212) 379-4949
RIDGEWOOD INFRASTRUCTURE
New York, NY
AUM
$1.82B
Wealth Mgmt
Team
15 advisors
Clients
—
Fees
% OF CAPITAL COMMITMENTS; WORKING CAPITAL
212-867-0050
PARAFI CAPITAL LP
New York, NY
AUM
$1.82B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(203) 326-1321
CION INVESTMENT MANAGEMENT, LLC
New York, NY
AUM
$1.81B
Wealth Mgmt
Team
12 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-418-4700
NOVA INFRASTRUCTURE MANAGEMENT, LLC
New York, NY
AUM
$1.81B
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
646-889-8100
ARGENTIC
New York, NY
AUM
$1.81B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
646 560-1700
NEEDHAM INVESTMENT MANAGEMENT, LLC
New York, NY
AUM
$1.80B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-371-8300
ALTFEST PERSONAL WEALTH MANAGEMENT
New York, NY
AUM
$1.80B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
19 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
212-406-0850
EOS REAL ESTATE INVESTORS LLC
New York, NY
AUM
$1.79B
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-680-4160
METROPOLITAN PARTNERS GROUP MANAGEMENT, LLC
New York, NY
AUM
$1.79B
Wealth MgmtInstitutional
Team
20 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-561-1250
QVT FINANCIAL LP
New York, NY
AUM
$1.79B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 705-8888
GOVERNORS LANE LP
New York, NY
AUM
$1.79B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-887-4000
AQUARIAN HOLDINGS MANAGEMENT LLC
New York, NY
AUM
$1.78B
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-720-1000
AEGIS CAPITAL CORP.
New York, NY
AUM
$1.78B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
92 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
212-813-1010
ANDALUSIAN PRIVATE CAPITAL, LP
New York, NY
AUM
$1.78B
Wealth MgmtInstitutional
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(646) 908-6030
VISTA CREDIT BDC MANAGEMENT, L.P.
New York, NY
AUM
$1.77B
Wealth Mgmt
Team
0 total employees
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 804-9100
ALIGNED CLIMATE CAPITAL LLC
New York, NY
AUM
$1.77B
Wealth Mgmt
Team
17 advisors
Clients
—
Fees
Fixed fees · Performance-based fees +1 more
201-316-3402
STYRAX CAPITAL LP
New York, NY
AUM
$1.77B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
2128912722