COMPASS GROUP LLC
New York, NY
AUM
$1.65B
Wealth MgmtInstitutional
Team
10 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-355-7630
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
3,699 advisers found
RICHBROOK ADVISORS, LP
New York, NY
AUM
$1.65B
Wealth MgmtInstitutional
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
646-833-1020
WILLOW WEALTH
New York, NY
AUM
$1.64B
Wealth MgmtTrusts & EstatesRetirement
Team
26 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
844-943-5378
ZWEIG-DIMENNA ASSOCIATES LLC
New York, NY
AUM
$1.63B
Wealth Mgmt
Team
14 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-451-1100
THIRD AVENUE MANAGEMENT LLC
New York, NY
AUM
$1.63B
Wealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM
212-888-5222
HAYFIN CAPITAL MANAGEMENT LLC
New York, NY
AUM
$1.61B
Wealth MgmtInstitutional
Team
32 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-680-0011
SONE CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$1.61B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(212) 433-3400
NBT CAPITAL MANAGEMENT, INC.
Norwich, NY
AUM
$1.61B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
607-584-4141
BOUCHEY FINANCIAL GROUP LTD
Troy, NY
AUM
$1.61B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
518-720-3333
LINDEN GLOBAL STRATEGIES LLC
New York, NY
AUM
$1.60B
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
212-542-5052
BLUE OWL ALTERNATIVE CREDIT ADVISORS II LLC
New York, NY
AUM
$1.60B
Wealth Mgmt
Team
250 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 419-3000
ALPHA SQUARE GROUP S, LLC
New York, NY
AUM
$1.60B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
347-334-0787
CONSOLIDATED PORTFOLIO REVIEW CORP
Woodbury, NY
AUM
$1.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
47 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
631-845-5100
DUNE REAL ESTATE PARTNERS LP
New York, NY
AUM
$1.59B
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-301-8342
MARSHALL + STERLING WEALTH ADVISORS, INC.
Poughkeepsie, NY
AUM
$1.59B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
845-554-1046
PAINSWICK CAPITAL MANAGEMENT LP
New York, NY
AUM
$1.59B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-644-5900
LAKE HILL CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$1.58B
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-792-6671
ATL ADVISOR LP
New York, NY
AUM
$1.57B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-497-1381
GAM USA INC.
New York, NY
AUM
$1.55B
Wealth MgmtRetirementInstitutional
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-407-4600
HARK CAPITAL ADVISORS LLC
New York, NY
AUM
$1.55B
Wealth Mgmt
Team
9 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
332-332-3220
ZENYTH PARTNERS
New York, NY
AUM
$1.54B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(646) 760-5488
GCP CAPITAL PARTNERS LLC
New York, NY
AUM
$1.54B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-894-0600
INDEPENDENT SOLUTIONS WEALTH MANAGEMENT, LLC
Williamsville, NY
AUM
$1.54B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
26 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
716-568-8566
SEACREST WEALTH MANAGEMENT, LLC
Purchase, NY
AUM
$1.53B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
36 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
914-502-1900