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

3,702 advisers found

Advisory firmLLCWebsite listed

THEOREM

New York, NY

AUM

$1.03B

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

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

J.W.BURNS & COMPANY, INC.

Dewitt, NY

AUM

$1.03B

Licensed in AK, AZ, CA +11 states
AKAZCAMANJNY+8
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

5 advisors

Clients

26-50

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

VESTWELL ADVISORS LLC

New York, NY

AUM

$1.03B

Licensed in AL, AK, AZ +48 states
ALAKAZARCADE+45
Wealth MgmtRetirement
  • Portfolio management (individuals)
  • 3(38) ERISA INVESTMENT MANAGER

Team

30 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

SAW MILL CAPITAL L.L.C.

Briarcliff Manor, NY

AUM

$1.02B

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

Team

18 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ISOMETRY CAPITAL, LLC

New York, NY

AUM

$1.01B

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

Team

11 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

10X CAPITAL PARTNERS

New York, NY

AUM

$1.01B

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

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

VECTORS ASSET MANAGEMENT

New York, NY

AUM

$1.01B

Licensed in VA, FL
VAFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

THE NORTHSTAR GROUP, INC.

New York, NY

AUM

$1.01B

Licensed in CA, LA, MA +6 states
CALAMANJNYPA+3
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
  • Portfolio management (individuals)
  • Pension consulting

Team

6 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

THE QUARRY LP

New York, NY

AUM

$1.01B

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

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

SEEDS

New York, NY

AUM

$1.00B

Licensed in CA, NY, PA +2 states
CANYPASCTX
Wealth MgmtInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • INVESTMENT MODELING SERVICES AND WHITE LABELING

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

DAWSON PARTNERS

New York, NY

AUM

$999.1M

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

Team

60 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

TISHMAN CAPITAL PARTNERS

New York, NY

AUM

$997.8M

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

Team

4 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

PASSIVE CAPITAL MANAGEMENT, LLC

Syracuse, NY

AUM

$996.9M

Licensed in CA, CO, DC +11 states
CACODCMDMANJ+8
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

8 advisors

Clients

26-50

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

SCULPTOR ADVISORS LLC

New York, NY

AUM

$989.0M

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

Team

113 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ASTORIA PORTFOLIO ADVISORS LLC

New York, NY

AUM

$977.6M

Licensed in AZ, CA, CO +16 states
AZCACOGAILMD+13
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)

Team

9 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

NIGHT SQUARED LP

New York, NY

AUM

$976.1M

Based in NY
Wealth MgmtInstitutional
  • 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 platformLLCWebsite listed

SATOVSKY ASSET MANAGEMENT LLC

New York, NY

AUM

$974.8M

Licensed in CA, CO, GA +7 states
CACOGAMAMINJ+4
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

7 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

LEBENTHAL GLOBAL ADVISORS, LLC

Hauppauge, NY

AUM

$971.8M

Licensed in AZ, CA, CO +20 states
AZCACODEGAIN+17
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Pension consulting

Team

27 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
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