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

3,702 advisers found

Advisory firmLPWebsite listed

AXON CAPITAL LP

New York, NY

AUM

$527.4M

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

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

HVPF MANAGER II, LLC

New York, NY

AUM

$527.2M

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

Team

11 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

DG CAPITAL MANAGEMENT, LLC

New York, NY

AUM

$521.9M

Licensed in NY, PR, FL
NYPRFL
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

11 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

ANDREW GARRETT, INC.

New York, NY

AUM

$521.3M

Licensed in AL, AZ, AR +31 states
ALAZARCACODE+28
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

10 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

JZ PARTNERS

New York, NY

AUM

$517.5M

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

Team

17 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

WEALTHSPRING CAPITAL LLC

West Harrison, NY

AUM

$515.0M

Licensed in CO, MA, MI +7 states
COMAMINENJNY+4
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

4 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

ELEVATUS WEALTH MANAGEMENT, LLC

Victor, NY

AUM

$513.4M

Licensed in CA, CO, MD +10 states
CACOMDMANJNY+7
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

4 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +3 more

View detailsVisit website
Advisory firmLLCWebsite listed

ST. JAMES INVESTMENT ADVISORS, LLC

Port Jefferson, NY

AUM

$511.5M

Licensed in MD, NJ, NY +2 states
MDNJNYTXFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

Team

4 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

HORIZON FINANCIAL

West Henrietta, NY

AUM

$510.2M

Licensed in MD, MA, NY +7 states
MDMANYNCPASC+4
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

9 advisors

Clients

More than 500

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

ELDRIDGE GP1 ADVISERS

New York, NY

AUM

$510.0M

Licensed in CA, GA, IL +4 states
CAGAILNYTXCT+1
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

110 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

MADISON ADVISORY SERVICES, INC.

White Plains, NY

AUM

$509.7M

Licensed in IL, LA, MA +10 states
ILLAMANJNYNC+7
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

11 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

NEBARI PARTNERS, LLC

New York, NY

AUM

$509.7M

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

Team

11 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

MANA ADVISORS LLC

New York, NY

AUM

$509.0M

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

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

WELCH CAPITAL PARTNERS LLC

Harrison, NY

AUM

$506.2M

Licensed in NJ, NY, PA
NJNYPA
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

GLOBAL CREDIT ADVISERS, LLC

New York, NY

AUM

$505.7M

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

Team

7 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

SAYBROOK CAPITAL CORP

Sag Harbor, NY

AUM

$502.7M

Licensed in NY, NC
NYNC
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

HUMBLE GROWTH

New York, NY

AUM

$501.6M

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

Team

10 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
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