EQUITABLE INVESTMENT MANAGEMENT, LLC
New York, NY
AUM
$1.53B
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM
212-314-5051
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
3,699 advisers found
CAVU CONSUMER PARTNERS, LLC
New York, NY
AUM
$1.53B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-716-2673
ASCENT WEALTH PARTNERS, LLC
New Hartford, NY
AUM
$1.52B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
15 advisors
Clients
251-500
Fees
Percentage of AUM
315-624-7300
GOEHRING & ROZENCWAJG ASSOCIATES, LLC
New York, NY
AUM
$1.51B
Wealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
646-216-9777
REGAL HEALTHCARE CAPITAL MANAGEMENT, LLC
New York, NY
AUM
$1.51B
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
(212)-393-4790
JOHN G. ULLMAN & ASSOCIATES, INC
Horseheads, NY
AUM
$1.51B
Financial PlanningWealth MgmtTrusts & Estates
Team
30 advisors
Clients
More than 500
Fees
Percentage of AUM
607-936-3785
STONY POINT CAPITAL
New York, NY
AUM
$1.49B
Wealth MgmtRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(646) 847-3320
LINEAR B PARTNERS LP
New York, NY
AUM
$1.49B
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-918-0910
WHITNEY & COMPANY
Rochester, NY
AUM
$1.49B
Financial PlanningWealth MgmtTrusts & Estates
Team
8 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
585-232-6200
SPRINGCOAST CAPITAL PARTNERS, L.P.
New York, NY
AUM
$1.49B
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-857-6955
CCS PARTNERS LLC
New York, NY
AUM
$1.49B
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212 224-9400
FPLF MANAGEMENT LLC
New York, NY
AUM
$1.49B
Wealth Mgmt
Team
73 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-798-6100
TSA MANAGEMENT INC
Glen Head, NY
AUM
$1.48B
Wealth MgmtTrusts & Estates
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
516-676-3332
KIMELMAN & BAIRD, LLC
New York, NY
AUM
$1.48B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM; Commissions
212-686-0021
VANTAGE INFRASTRUCTURE (USA) INC.
New York, NY
AUM
$1.47B
Wealth MgmtRetirementInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
212-681-2910
DENDUR CAPITAL LP
New York, NY
AUM
$1.46B
Wealth MgmtInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(212) 624-2680
RAVEN CREDIT CAPITAL MANAGEMENT LLC
New York, NY
AUM
$1.46B
Wealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-966-7926
KKR REGISTERED ADVISOR LLC
New York, NY
AUM
$1.46B
Wealth Mgmt
Team
20 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-750-8300
TEMA ETFS LLC
New York, NY
AUM
$1.46B
Wealth Mgmt
Team
8 advisors
Clients
—
Fees
Percentage of AUM
443-222-1771
SHADE TREE ADVISORS LLC
Saratoga Springs, NY
AUM
$1.45B
Financial PlanningWealth MgmtTrusts & Estates
Team
21 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
518-290-9460
TRIPOST CAPITAL PARTNERS LLC
New York, NY
AUM
$1.45B
Wealth Mgmt
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-758-1666
BORNITE CAPITAL MANAGEMENT LP
New York, NY
AUM
$1.45B
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
6467795266
FUSION FAMILY WEALTH, LLC
Woodbury, NY
AUM
$1.44B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM; PERCENTAGE OF RETIREMENT PLAN ASSETS UNDER ADVISEMENT
(516) 206-1320
CLEARLINE CAPITAL LP
New York, NY
AUM
$1.44B
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-735-5380