Falists

Search advisors

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

3,702 advisers found

Advisory firmLLCWebsite listed

KAHN BROTHERS ADVISORS LLC

New York, NY

AUM

$498.6M

Licensed in AZ, CA, CO +19 states
AZCACOLAMEMD+16
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

BLUE OPAL CAPITAL, LLC

New York, NY

AUM

$498.5M

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

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

RIPOSTE CAPITAL LLC

New York, NY

AUM

$496.6M

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

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

UAS ASSET MANAGEMENT

New York, NY

AUM

$493.0M

Licensed in CA, GA, ME +9 states
CAGAMEMDMANJ+6
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

SAMALIN WEALTH

Chappaqua, NY

AUM

$490.5M

Licensed in CA, CO, DE +14 states
CACODEGAMDMA+11
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)

Team

8 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

10 EAST PARTNERS LLC

New York, NY

AUM

$490.3M

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

Team

7 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

GRANEY& KING, LLC

Latham, NY

AUM

$484.4M

Licensed in CA, CO, MA +10 states
CACOMANJNYNC+7
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

4 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

ASTORIA STRATEGIC WEALTH, INC.

NY

AUM

$482.5M

Licensed in NY, RI, TX
NYRITX
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

7 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLPWebsite listed

ONYXPOINT GLOBAL MANAGEMENT LP

New York, NY

AUM

$481.2M

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

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

LION POINT CAPITAL, LP

New York, NY

AUM

$480.6M

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

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

IDB LIDO WEALTH, LLC

New York, NY

AUM

$478.4M

Licensed in CA, NJ, NY +2 states
CANJNYTXFL
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

9 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
PreviousPage 58 of 155Next