Falists

Search advisors

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

3,702 advisers found

Advisory firmLLCWebsite listed

OXLER PRIVATE WEALTH

Rye Brook, NY

AUM

$578.1M

Licensed in CA, IL, LA +7 states
CAILLANVNYVA+4
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Advisory firmLLCWebsite listed

VALUEWORKS, LLC

New York City, NY

AUM

$577.3M

Licensed in AL, AZ, CA +5 states
ALAZCANJNYPA+2
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLPWebsite listed

TABOR ASSET MANAGEMENT, LP

New York, NY

AUM

$577.2M

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

Team

4 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

BIRNAM OAK ADVISORS, LP

New York, NY

AUM

$577.0M

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

Team

3 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

NOMURA ASSET MANAGEMENT U.S.A. INC.

New York, NY

AUM

$576.3M

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

Team

7 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

LOOM CAPITAL MANAGEMENT LLC

New York, NY

AUM

$570.8M

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

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

S.E.E.D. PLANNING GROUP, LLC

Binghamton, NY

AUM

$568.0M

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

Team

18 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

PRENTICE WEALTH MANAGEMENT LLC

Rochester, NY

AUM

$567.5M

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

Team

4 advisors

Clients

More than 500

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

EQUINUM, LLC

Brooklyn, NY

AUM

$566.0M

Licensed in CA, NJ, NY
CANJNY
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

5 advisors

Clients

26-50

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLPWebsite listed

OLSTEIN CAPITAL MANAGEMENT, L.P.

Purchase, NY

AUM

$564.1M

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

Team

6 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

SHIKIAR ASSET MANAGEMENT INC

New York, NY

AUM

$564.0M

Licensed in CA, NY
CANY
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

BROOKLYN FI, LLC

Brooklyn, NY

AUM

$563.1M

Licensed in CA, CO, GA +15 states
CACOGAILLAMA+12
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

10 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

HARRADEN CIRCLE INVESTMENTS, LLC

New York, NY

AUM

$562.9M

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

OGOREK WEALTH MANAGEMENT, LLC

Williamsville, NY

AUM

$558.9M

Licensed in NY, TX, FL
NYTXFL
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

SQ CAPITAL LLC

New York, NY

AUM

$556.1M

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

Team

9 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

INDAGO CAPITAL LLC

New York, NY

AUM

$555.9M

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

Team

8 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
PreviousPage 55 of 155Next