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

3,702 advisers found

Corporate platformLLCWebsite listed

HORIKO CAPITAL MANAGEMENT LLC

New York, NY

AUM

$475.1M

Based in NY
Wealth MgmtTrusts & EstatesFee-Only/Hourly
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • CONSULTING, SPEAKING ENGAGEMENTS, APPEARANCES

Team

3 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

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Advisory firmOther (specify)Website listed

SPIELBERGER & BROOKS, INC.

Woodbury, NY

AUM

$473.8M

Licensed in CA, NY, FL
CANYFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

2 advisors

Clients

1-10

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

SYCALE ADVISORS

New York, NY

AUM

$473.1M

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

WEALTHEDGE INVESTMENT ADVISORS, LLC

New York, NY

AUM

$472.1M

Licensed in NY, TX
NYTX
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Selection of other advisers

Team

6 advisors

Clients

—

Fees

Percentage of AUM; SHARE IN THIRD PARTY ADVISORY FEES

View detailsVisit website
Advisory firmLLCWebsite listed

VANTERRA CAPITAL LLC

New York, NY

AUM

$470.8M

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

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

HS MANAGEMENT PARTNERS, LLC

New York, NY

AUM

$469.9M

Licensed in CA, CO, IL +13 states
CACOILLAMANE+10
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

5 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

ROTHSCHILD CAPITAL PARTNERS

New York, NY

AUM

$469.7M

Licensed in DC, IL, MD +4 states
DCILMDNJNYVA+1
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

5 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformLLCWebsite listed

CHESAPEAKE ASSET MANAGEMENT LLC

New York, NY

AUM

$468.8M

Licensed in AR, CA, CO +12 states
ARCACOIDMDMA+9
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

5 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

TRUMAN CAPITAL ADVISORS, LP

Armonk, NY

AUM

$462.0M

Licensed in NY, OR, WA, FL
NYORWAFL
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

15 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

ADIRONDACK FINANCIAL SERVICES CORP

Utica, NY

AUM

$461.8M

Licensed in CA, CO, DE +25 states
CACODEDCGAIL+22
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

9 advisors

Clients

1-10

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

STRATEGAS ASSET MANAGEMENT, LLC

New York, NY

AUM

$458.4M

Licensed in CA, DC, NY +4 states
CADCNYNCPATX+1
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

15 advisors

Clients

—

Fees

Percentage of AUM; A PERCENTAGE OF AUM FROM PERSONS RECEIVING MODEL PORTFOLIOS

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Advisory firmLLCWebsite listed

COVE PRIVATE WEALTH, LLC

Oyster Bay, NY

AUM

$455.5M

Licensed in NJ, NY, TX +3 states
NJNYTXNHCTFL
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

SICART ASSOCIATES, LLC

New York, NY

AUM

$455.4M

Licensed in CA, NJ, NY +3 states
CANJNYWITXFL
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

1 advisors

Clients

0

Fees

Percentage of AUM; FEES FOR TRUSTEE SERVICES

View detailsVisit website
Corporate platformCorporationWebsite listed

SILVER GROVE ADVISORY SERVICES

Orchard Park, NY

AUM

$453.6M

Licensed in CA, LA, NJ +9 states
CALANJNYNCOH+6
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

16 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ENDICOTT CAPITAL

New York, NY

AUM

$452.6M

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

Team

9 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
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