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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

FRISCH FINANCIAL GROUP, INC.

Melville, NY

AUM

$931.6M

Licensed in CA, MA, NV +9 states
CAMANVNJNYNC+6
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

7 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

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Corporate platformCorporationWebsite listed

BRIGHTON SECURITIES CORP.

Rochester, NY

AUM

$931.0M

Licensed in AZ, CA, CO +25 states
AZCACODEDCGA+22
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

21 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +2 more

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Corporate platformLLCWebsite listed

OPPENHEIMER INVESTMENT MANAGEMENT LLC

New York, NY

AUM

$929.4M

Licensed in AL, CA, DC +7 states
ALCADCGAILIN+4
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

7 advisors

Clients

0

Fees

Percentage of AUM

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Corporate platformLPWebsite listed

PITON INVESTMENT MANAGEMENT, LP

Garden City, NY

AUM

$927.9M

Licensed in NY, TX
NYTX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

6 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

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Advisory firmLLCWebsite listed

MONTICELLOAM, LLC

New York, NY

AUM

$923.3M

Licensed in CA, NY
CANY
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • ADVISORY SERVICES REGARDING LOAN INVESTMENTS

Team

62 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

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Advisory firmLLCWebsite listed

CHARLES PRATT & COMPANY, L.L.C.

New York, NY

AUM

$916.1M

Licensed in CA, MD, MA +5 states
CAMDMANYWANH+2
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM

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Advisory firmLLCWebsite listed

DOME EQUITIES, LLC

New York, NY

AUM

$915.4M

Based in NY
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • WE PROVIDE ADVICE RE: EQUITY INTERESTS IN ENTITIES THAT INVEST IN REAL ESTATE. SECONDARILY, WE ADVISE RE: CASH MANAGEMENT.

Team

3 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

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Corporate platformCorporationWebsite listed

TRUBEE WEALTH ADVISORS, INC.

Buffalo, NY

AUM

$911.5M

Licensed in CA, GA, IN +9 states
CAGAINMDMANY+6
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Selection of other advisers

Team

14 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

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Advisory firmLLCWebsite listed

FIRST EAGLE SEPARATE ACCOUNT MANAGEMENT, LLC

New York, NY

AUM

$907.6M

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

40 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLPWebsite listed

DME ADVISORS, LP

New York, NY

AUM

$907.0M

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

Team

0 total employees

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

NAVIS WEALTH ADVISORS LLC

Rye Brook, NY

AUM

$902.2M

Licensed in NY, TX, CT, FL
NYTXCTFL
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

6 advisors

Clients

11-25

Fees

Percentage of AUM; Hourly charges

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Advisory firmLLCWebsite listed

MALABAR INVESTMENTS, LLC

New York, NY

AUM

$899.6M

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

Team

7 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

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Advisory firmLLCWebsite listed

MAYTECH GLOBAL INVESTMENTS

New York, NY

AUM

$895.1M

Licensed in CA, IL, MA +8 states
CAILMANJNYOR+5
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

MOERUS CAPITAL MANAGEMENT LLC

New York, NY

AUM

$893.1M

Based in NY
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

AUTOPILOT

New York, NY

AUM

$892.4M

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Selection of other advisers

Team

15 employees

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

PACT

New York, NY

AUM

$891.7M

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

Team

13 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

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Corporate platformLLCWebsite listed

OPTIMA ASSET MANAGEMENT LLC

New York, NY

AUM

$891.6M

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

Team

14 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
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