Falists

Search advisors

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

3,702 advisers found

Corporate platformCorporationWebsite listed

CORNELL POCHILY INVESTMENT ADVISORS, INC.

Ithaca, NY

AUM

$654.4M

Licensed in CA, MD, MA +9 states
CAMDMANENYNC+6
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

5 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

WEBER ASSET MANAGEMENT, INC.

Lake Success, NY

AUM

$651.5M

Licensed in AZ, CA, GA +15 states
AZCAGAILLAMD+12
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

7 advisors

Clients

51-100

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLPWebsite listed

STANDARD GENERAL L.P.

New York, NY

AUM

$647.3M

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

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

SSW PARTNERS

New York, NY

AUM

$646.4M

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

Team

5 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CADENT ENERGY PARTNERS

Rye Brook, NY

AUM

$643.5M

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

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

KICKSTAND WEALTH ADVISORS

Pittsford, NY

AUM

$633.5M

Licensed in CA, MA, MI +6 states
CAMAMINYNCSC+3
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

5 advisors

Clients

251-500

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLPWebsite listed

STAPLE STREET CAPITAL

New York, NY

AUM

$622.2M

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

Team

23 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

GREENBUSH FINANCIAL GROUP, LLC

Albany, NY

AUM

$616.5M

Licensed in CA, ME, MA +8 states
CAMEMANJNYNC+5
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +4 more

View detailsVisit website
Corporate platformLLCWebsite listed

KETTLE HILL CAPITAL MANAGEMENT, LLC

New York, NY

AUM

$615.5M

Based in NY
Wealth Mgmt
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • PORTFOLIO MANAGEMENT FOR PENSION PLAN

Team

7 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
PreviousPage 53 of 155Next