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

3,702 advisers found

Advisory firmLLCWebsite listed

GENESEE CAPITAL ADVISORS, LLC

Auburn, NY

AUM

$420.3M

Licensed in CA, LA, MD +8 states
CALAMDNJNYNC+5
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

R.W. ROGE & COMPANY, INC

Bohemia, NY

AUM

$419.5M

Licensed in CA, LA, MA +6 states
CALAMANJNYVA+3
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM; INITIAL ONE-TIME CONTRACT FEE

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Corporate platformLLCWebsite listed

ONE OAK CAPITAL MANAGEMENT, LLC

Purchase, NY

AUM

$418.5M

Licensed in NJ, NY
NJNY
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

11 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

SEAPORT CAPITAL, LLC

New York, NY

AUM

$418.2M

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

Team

11 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

MCCOLLUM CHRISTOFERSON GROUP, LLC

Amherst, NY

AUM

$415.8M

Licensed in CA, GA, MN +8 states
CAGAMNNYNCPA+5
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

LOCK 8 PARTNERS

New York, NY

AUM

$414.7M

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

Team

7 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MOMENTUM ADVISORS

New York, NY

AUM

$414.7M

Licensed in CA, GA, LA +10 states
CAGALAMDMAMN+7
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

7 advisors

Clients

0

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

GOLD COAST WEALTH MANAGEMENT, LLC

Jericho, NY

AUM

$413.8M

Licensed in CA, KY, NJ +4 states
CAKYNJNYTXCT+1
Wealth MgmtTrusts & EstatesRetirement
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

SWS CAPITAL MANAGEMENT, LLC

New York, NY

AUM

$413.1M

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

Team

4 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

BLUE SQUARE ASSET MANAGEMENT, LLC

New York, NY

AUM

$410.3M

Licensed in AZ, CA, CO +14 states
AZCACOIAMAMI+11
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

6 advisors

Clients

51-100

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

VCFA GROUP

New York, NY

AUM

$409.6M

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

Team

6 advisors

Clients

0

Fees

Performance-based fees; PERCENTAGE OF COMMITTED CAPITAL

View detailsVisit website
Advisory firmLPWebsite listed

WASSERSTEIN MANAGEMENT, LP

New York, NY

AUM

$408.5M

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

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

COVARA CAPITAL, LLC

New York, NY

AUM

$405.1M

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

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

SOUNDCORE CAPITAL PARTNERS, LP

New York, NY

AUM

$400.4M

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

Team

15 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
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