AUM
$612.4M
Licensed in FL
FL
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
14 advisors
Clients
—
Fees
Performance-based fees · MGMT FEE BASED ON % OF COMMIT CAP. +1 more
Search advisors
Filter by name, location, specialty, or legal structure. All data from public SEC filings.
3,702 advisers found
AUM
$611.9M
Licensed in CA, CO, IL +17 states
CACOILINMANE+14
Financial PlanningWealth MgmtTrusts & EstatesRetirement
- Financial planning
- Portfolio management (individuals)
- Portfolio management (institutions)
Team
22 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
AUM
$608.6M
Based in NY
Wealth MgmtInstitutional
- Portfolio management (individuals)
- Portfolio management (pooled vehicles)
- Portfolio management (institutions)
Team
4 employees
Clients
—
Fees
Percentage of AUM
AUM
$608.3M
Licensed in NY, TX
NYTX
Financial PlanningWealth MgmtTrusts & Estates
- Financial planning
- Portfolio management (individuals)
- Selection of other advisers
Team
2 advisors
Clients
11-25
Fees
Fixed fees
AUM
$607.9M
Licensed in NY
NY
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
10 advisors
Clients
—
Fees
BASE SALARY
AUM
$606.0M
Based in NY
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$602.7M
Licensed in NY, FL
NYFL
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
AUM
$601.9M
Licensed in NY
NY
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$601.8M
Based in NY
Wealth Mgmt
- Portfolio management (investment companies)
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$601.2M
Based in NY
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$598.2M
Based in NY
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
8 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$597.8M
Licensed in NY
NY
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$594.2M
Licensed in NY
NY
Wealth Mgmt
- Portfolio management (investment companies)
Team
16 employees
Clients
—
Fees
Percentage of AUM
AUM
$593.2M
Licensed in CA
CA
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$593.0M
Licensed in NY
NY
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
AUM
$588.6M
Based in NY
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$588.4M
Licensed in NY, NC
NYNC
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$588.2M
Licensed in MI, TX, CT
MITXCT
Wealth Mgmt
- INDEPENDENT FIDUCIARY
Team
1 advisors
Clients
—
Fees
Fixed fees
AUM
$587.3M
Licensed in NY
NY
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$582.9M
Based in NY
Wealth MgmtInstitutional
- Portfolio management (pooled vehicles)
- Portfolio management (institutions)
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$581.8M
Based in NY
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$581.7M
Licensed in NY
NY
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$579.5M
Based in NY
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
18 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
AUM
$578.9M
Based in NY
Wealth Mgmt
- Portfolio management (pooled vehicles)
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more