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

3,702 advisers found

Corporate platformLLCWebsite listed

MALTESE CAPITAL MANAGEMENT, LLC

New York, NY

AUM

$695.7M

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

Team

9 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

HIGH FALLS ADVISORS, INC.

Rochester, NY

AUM

$694.7M

Licensed in CA, NY, NC +3 states
CANYNCPATXFL
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

Team

7 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

MONEDA USA, INC.

New York, NY

AUM

$694.0M

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

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

INTERVEST CAPITAL PARTNERS LLC

New York, NY

AUM

$689.3M

Based in NY
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • MANAGE INVESTMENT VEHICLES THAT TYPICALLY PROVIDE MEZZANINE DEBT FOR CAPITALIZATION OF CASH FLOW PRODUCING REAL ESTATE ASSETS.

Team

22 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +2 more

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Corporate platformCorporationWebsite listed

EAST END FINANCIAL GROUP, INC.

Riverhead, NY

AUM

$689.2M

Licensed in NY, NH, VT, FL
NYNHVTFL
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

6 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

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Advisory firmLLCWebsite listed

BELLTOWER PARTNERS

New York, NY

AUM

$681.4M

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

Team

4 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

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Advisory firmLLCWebsite listed

EAGLE BAY FAMILY OFFICE

New York, NY

AUM

$680.8M

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

Team

4 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

LANDMARK WEALTH MANAGEMENT

Getzville, NY

AUM

$679.7M

Licensed in LA, NY, PA +2 states
LANYPATXFL
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

4 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

CASTLE HARLAN, INC.

New York, NY

AUM

$678.0M

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

Team

11 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

GOOD SPRINGS CAPITAL

New York, NY

AUM

$677.9M

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

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

DLJ REAL ESTATE CAPITAL PARTNERS, LLC

New York, NY

AUM

$673.0M

Based in NY
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • RECOMMENDATIONS WITH RESPECT TO THE ACQUISITION, DEVELOPMENT AND SALE OF REAL ESTATE RELATED INVESTMENTS.

Team

8 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

WARANA CAPITAL, LLC

New York, NY

AUM

$672.9M

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
Corporate platformCorporationWebsite listed

MONTROSE ADVISORS INC

New York, NY

AUM

$670.8M

Licensed in NY, TX
NYTX
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ALPINE SAXON WOODS

Purchase, NY

AUM

$669.6M

Licensed in CA, NY, TX +2 states
CANYTXCTFL
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

3 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

PAVE INVESTMENT ADVISORS, LLC.

New York, NY

AUM

$669.6M

Licensed in CA, TX
CATX
Wealth Mgmt
  • Portfolio management (individuals)
  • NON-DISCRETIONARY ASSET ALLOCATION/ STOCK OPTIMIZATION

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

STONE TEMPLE PARTNERS LLC

New York, NY

AUM

$668.7M

Licensed in CA, PA, UT, CT
CAPAUTCT
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

8 advisors

Clients

11-25

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

A.W. JONES

New York, NY

AUM

$667.0M

Based in NY
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
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