Falists

Search advisors

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

3,702 advisers found

Advisory firmLPWebsite listed

ENHALUS CAPITAL, LP

New York, NY

AUM

$785.5M

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

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

FLAGSTAR ADVISORS, INC.

New York, NY

AUM

$784.3M

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

Team

37 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

DELTEC ASSET MANAGEMENT LLC

New York, NY

AUM

$782.8M

Licensed in AL, AK, AZ +48 states
ALAKAZARCACO+45
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

7 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

WATER ASSET MANAGEMENT, LLC

New York, NY

AUM

$780.9M

Licensed in AZ, CA, CO +3 states
AZCACONVNYTX
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

5 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

LIPE & DALTON INVESTMENT COUNSEL

Syracuse, NY

AUM

$779.9M

Licensed in DE, GA, IN +15 states
DEGAINMANVNJ+12
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

SAFANAD INC.

New York, NY

AUM

$779.8M

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

Team

10 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

GOALVEST ADVISORY LLC

New York, NY

AUM

$777.6M

Licensed in CA, CO, KS +10 states
CACOKSMAMSMT+7
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

7 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

SNOW PHIPPS GROUP, LLC

New York, NY

AUM

$777.1M

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

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

AMPFIELD MANAGEMENT

New York, NY

AUM

$774.0M

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

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

FLYNN ZITO CAPITAL MANAGEMENT, LLC

Garden City, NY

AUM

$773.9M

Licensed in CA, CO, DE +15 states
CACODEGALAME+12
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

7 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

COMPASS ADVISORS

Melville, NY

AUM

$767.5M

Licensed in CA, NJ, NY +4 states
CANJNYNCPATX+1
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

5 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

MOLDENHAUER & ASSOCIATES

Orchard Park, NY

AUM

$764.9M

Licensed in CA, MD, NY +8 states
CAMDNYNCOHPA+5
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

10 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PERENNIAL

New York, NY

AUM

$761.9M

Licensed in CA, MA, NJ +4 states
CAMANJNYTXCT+1
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLPWebsite listed

STEMPOINT CAPITAL LP

New York, NY

AUM

$761.3M

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

INDEPENDENT FAMILY OFFICE, LLC

Albany, NY

AUM

$760.1M

Licensed in MA, NY
MANY
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

3 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLPWebsite listed

RIVA RIDGE CAPITAL MANAGEMENT LP

New York, NY

AUM

$757.5M

Licensed in NY
NY
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • ADVISER TO 1 UNAFFILIATED INVESTMENT MANAGER

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

SUMMIT STREET CAPITAL MANAGEMENT, LLC

New York, NY

AUM

$757.5M

Licensed in NY, FL
NYFL
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

MILL HILL CAPITAL LLC

New York, NY

AUM

$757.2M

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

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
PreviousPage 50 of 155Next