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Filter by name, location, specialty, or legal structure. All data from public SEC filings.

3,702 advisers found

Corporate platformCorporationWebsite listed

OVERBROOK MANAGEMENT CORPORATION

New York, NY

AUM

$1.12B

Licensed in CA, DC, ME +3 states
CADCMENYCTFL
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

7 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

MARKETS INFRASTRUCTURE PARTNERS

New York, NY

AUM

$1.11B

Based in NY
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

PKS ADVISORY SERVICES, LLC

Albany, NY

AUM

$1.09B

Licensed in AL, AZ, AR +35 states
ALAZARCACODE+32
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

36 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLPWebsite listed

MAKARORA

New York, NY

AUM

$1.09B

Licensed in MA, TX
MATX
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

12 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

KING WEALTH MANAGEMENT GROUP, LLC

Saratoga Springs, NY

AUM

$1.08B

Licensed in CA, CO, IL +15 states
CACOILMEMDMA+12
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

8 advisors

Clients

51-100

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

TITAN

New York, NY

AUM

$1.08B

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

10 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

MARITIME CAPITAL

New York, NY

AUM

$1.08B

Based in NY
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

PIVOTAL ADVISORS LLC

New York, NY

AUM

$1.07B

Based in NY
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

PENSO ADVISORS, LLC

New York, NY

AUM

$1.06B

Licensed in NY
NY
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

GIA PARTNERS, LLC.

New York, NY

AUM

$1.06B

Licensed in NY
NY
Wealth MgmtInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

5 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLPWebsite listed

SEER CAPITAL MANAGEMENT LP

New York, NY

AUM

$1.06B

Licensed in NY
NY
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

11 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

ARMBRUSTER CAPITAL MANAGEMENT, INC.

Pittsford, NY

AUM

$1.06B

Licensed in CA, MA, NY +4 states
CAMANYNCTXNH+1
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

7 advisors

Clients

251-500

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

GRIFFIN ASSET MANAGEMENT, LLC

New York, NY

AUM

$1.05B

Licensed in CA, CO, DC +14 states
CACODCILLAMA+11
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

4 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

FREEDOM 3 CAPITAL LLC

New York, NY

AUM

$1.05B

Licensed in MO
MO
Wealth MgmtInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

13 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

MATAURO, LLC

New York, NY

AUM

$1.05B

Licensed in CA, CO, DC +16 states
CACODCGAILLA+13
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

10 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

HIGH PROBABILITY ADVISORS, LLC

Pittsford, NY

AUM

$1.05B

Licensed in CA, DE, MA +6 states
CADEMAMINYNC+3
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

13 advisors

Clients

251-500

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

STERLING INVESTMENT COUNSEL, LLC

Buffalo, NY

AUM

$1.03B

Licensed in CA, MD, MA +11 states
CAMDMANJNYNC+8
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)

Team

8 advisors

Clients

More than 500

Fees

Percentage of AUM

View detailsVisit website
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