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

3,702 advisers found

Corporate platformLPWebsite listed

ALIGHT CAPITAL MANAGEMENT LP

New York, NY

AUM

$754.4M

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

ROCKLINE WEALTH MANAGEMENT LLC

Islip Terrace, NY

AUM

$749.6M

Licensed in CA, CO, DE +9 states
CACODEMANJNY+6
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

4 advisors

Clients

0

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

LNK PARTNERS, LLC

White Plains, NY

AUM

$748.6M

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

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

DERBY LANE

New York, NY

AUM

$746.3M

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

Team

9 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

FIREBIRD MANAGEMENT

New York, NY

AUM

$745.0M

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

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

OLD FARM PARTNERS LP

New York, NY

AUM

$744.2M

Licensed in VA
VA
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

SCIENS WATER

New York, NY

AUM

$743.5M

Licensed in DE, NY
DENY
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • Educational seminars

Team

9 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

QUAD PARTNERS LLC

New York, NY

AUM

$743.4M

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

Team

10 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

HUNTERS MOON CAPITAL (US) LP

New York, NY

AUM

$734.5M

Licensed in NY, CT
NYCT
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • SUB-ADVISER SERVICES.

Team

2 advisors

Clients

—

Fees

SERVICE FEE PAID BY AFFILIATE.

View detailsVisit website
Advisory firmLLCWebsite listed

SC MANAGEMENT LLC

New York, NY

AUM

$732.6M

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

Team

7 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

VARIANT

New York, NY

AUM

$729.2M

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

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

LESKO SECURITIES, INC.

Vestal, NY

AUM

$728.5M

Licensed in CA, GA, NJ +7 states
CAGANJNYNCPA+4
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

12 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

MINICHMACGREGOR WEALTH MANAGEMENT, LLC

Saratoga Springs, NY

AUM

$722.9M

Licensed in GA, MD, MA +7 states
GAMDMANYNCPA+4
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

7 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

DOPKINS WEALTH MANAGEMENT, LLC

Williamsville, NY

AUM

$717.0M

Licensed in MA, NY, TX, FL
MANYTXFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

BAILLIE GIFFORD INTERNATIONAL LLC

New York, NY

AUM

$715.4M

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

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

DAVERN CAPITAL PARTNERS, LP

New York, NY

AUM

$715.1M

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
Advisory firmLLCWebsite listed

COVISION ADVISORS LLC

New York, NY

AUM

$708.4M

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

Team

7 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

NORTHCAPE WEALTH MANAGEMENT

Williamsville, NY

AUM

$706.1M

Licensed in AZ, CA, CO +15 states
AZCACOGAILMD+12
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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