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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

CKC CAPITAL LLC

New York, NY

AUM

$843.7M

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

Team

7 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

SETPOINT CAPITAL

New York, NY

AUM

$835.1M

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

Team

12 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

STRATEGIC WEALTH MANAGEMENT GROUP

New York, NY

AUM

$832.9M

Licensed in CA, NJ, NY +3 states
CANJNYPACTFL
Wealth MgmtTrusts & EstatesRetirementFee-Only/Hourly
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

Team

5 advisors

Clients

—

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

AMERICAN TRIPLE I, LLC

New York, NY

AUM

$832.2M

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

Team

8 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

EDGE WEALTH MANAGEMENT, LLC

New York, NY

AUM

$827.2M

Licensed in CA, NJ, NY +4 states
CANJNYPANHCT+1
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

5 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLPWebsite listed

ARGAND PARTNERS, LP

New York, NY

AUM

$827.0M

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

Team

11 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

KERSHNER, GROSSO & CO.

Saratoga Spring, NY

AUM

$825.5M

Licensed in CA, MA, NY, FL
CAMANYFL
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)

Team

6 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

VALICENTI ADVISORY SERVICES INC

Elmira, NY

AUM

$820.0M

Licensed in AZ, CA, MD +12 states
AZCAMDMAMINE+9
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

7 advisors

Clients

26-50

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLPWebsite listed

CCMP GROWTH, LP

New York, NY

AUM

$818.5M

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

Team

9 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

SHULMAN DEMEO ASSET MANAGEMENT, LLC

Lake Success, NY

AUM

$815.4M

Licensed in LA, NJ, NY +5 states
LANJNYNCPATX+2
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • ONGOING PORTFOLIO PLANNING AND CONSULTING

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformCorporationWebsite listed

RMWC

New York, NY

AUM

$807.4M

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

Team

8 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

CURRAN WEALTH MANAGEMENT

Albany, NY

AUM

$804.3M

Licensed in AZ, CA, MD +9 states
AZCAMDMANJNY+6
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

10 advisors

Clients

51-100

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmOther (specify)Website listed

FRANCIS FINANCIAL

New York, NY

AUM

$803.2M

Licensed in CA, NJ, NY +4 states
CANJNYTXNHCT+1
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

7 advisors

Clients

11-25

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

KAIN CAPITAL

New York, NY

AUM

$801.6M

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

Team

8 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

337 FRONTIER CAPITAL, LP

New York, NY

AUM

$795.3M

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

Team

3 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

BEAU MORGAN ADVISORS

NY

AUM

$792.7M

Licensed in NY, TN
NYTN
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLPWebsite listed

KR CAPITAL LP

New York, NY

AUM

$792.4M

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

Team

10 advisors

Clients

—

Fees

Performance-based fees; BASE FEE, REIMBURSEMENT OF EXPENSES

View detailsVisit website
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