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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

CREWCIAL PARTNERS LLC

New York, NY

AUM

$971.6M

Licensed in CA, LA, NY +2 states
CALANYPATX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

Team

6 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

FIRST SENTIER INVESTORS (US) LLC

New York, NY

AUM

$968.6M

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

Team

17 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ODEON CAPITAL ADVISORS LLC

New York, NY

AUM

$967.5M

Licensed in CA, CO, DE +7 states
CACODENJNYOH+4
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

8 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

CURIAM CAPITAL LLC

New York, NY

AUM

$964.7M

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

Team

6 advisors

Clients

—

Fees

Performance-based fees; MONTHLY MANAGEMENT FEE

View detailsVisit website
Corporate platformCorporationWebsite listed

ZENITH AM

Paris, NY

AUM

$963.6M

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

Team

8 advisors

Clients

—

Fees

Percentage of AUM · Commissions +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CLEARLIST CAPITAL LLC

New York, NY

AUM

$959.8M

Licensed in DE, NY, FL
DENYFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

KINGDON CAPITAL MANAGEMENT, L.L.C.

New York, NY

AUM

$959.8M

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

Team

10 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

MARIDEA WEALTH MANAGEMENT

Brooklyn, NY

AUM

$958.7M

Licensed in AZ, CA, CO +14 states
AZCACOILLAME+11
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

26 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

VCC ADVISORS, LLC

New York, NY

AUM

$956.8M

Licensed in CA, IL, MA +2 states
CAILMANYTX
Wealth Mgmt
  • Portfolio management (investment companies)

Team

45 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

FORESIGHT GLOBAL INVESTORS, INC.

Purchase, NY

AUM

$955.2M

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

Team

3 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

ROBOTTI & COMPANY ADVISORS, LLC

New York, NY

AUM

$949.8M

Licensed in CA, ID, NV +6 states
CAIDNVNYORRI+3
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

14 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

HEADLANDS CAPITAL

New York, NY

AUM

$949.4M

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

Team

11 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

FAGAN ASSOCIATES INC

Troy, NY

AUM

$940.7M

Licensed in CA, GA, MA +14 states
CAGAMANJNYNC+11
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

CC CAPITAL INSURANCE ADVISORS LLC

New York, NY

AUM

$937.4M

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

Team

1 advisors

Clients

—

Fees

Percentage of AUM; FEES FOR PASS THROUGH COSTS OF PORTFOLIO/ASSET MANAGEMENT

View detailsVisit website
Corporate platformLLCWebsite listed

ESTABROOK CAPITAL MANAGEMENT LLC

New York, NY

AUM

$933.3M

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

Team

5 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
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