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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

BURNS MATTESON CAPITAL MANAGEMENT, LLC

Corning, NY

AUM

$400.4M

Licensed in MD, NE, NJ +7 states
MDNENJNYNCPA+4
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

5 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

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Advisory firmLLCWebsite listed

WATERFORD ADVISORS, LLC

Orchard Park, NY

AUM

$399.1M

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

Team

7 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

LDR CAPITAL MANAGEMENT, LLC

New York, NY

AUM

$397.2M

Licensed in GA, NY, TX, FL
GANYTXFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

SETTANNI FINANCIAL LLC

Armonk, NY

AUM

$397.0M

Licensed in NY, CT, FL
NYCTFL
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

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Corporate platformLPWebsite listed

THE VISUALIZE GROUP LP

New York, NY

AUM

$396.1M

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

Team

8 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformPartnershipWebsite listed

SANDLER CAPITAL MANAGEMENT

New York, NY

AUM

$395.0M

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

Team

11 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

SIEBERT ADVISORNXT, LLC.

New York, NY

AUM

$391.5M

Licensed in AL, AZ, AR +40 states
ALAZARCACOGA+37
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • DIGITAL ADVISOR

Team

32 advisors

Clients

0

Fees

Percentage of AUM

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Advisory firmLLCWebsite listed

16TH AMENDMENT ADVISORS LLC

New York, NY

AUM

$390.2M

Licensed in CA, MA, NY +4 states
CAMANYOHSCTN+1
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

6 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

JOSEPH P. LUCIA & ASSOCIATES, LLC

Yorktown Heights, NY

AUM

$388.0M

Licensed in NJ, NY, NC +6 states
NJNYNCPASCTX+3
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

Team

3 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

COLLABORATIVE CAPITAL ADVISORS LLC

New York, NY

AUM

$387.8M

Licensed in MA, NY, OK +2 states
MANYOKPACT
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

NOMURA CAPITAL MANAGEMENT LLC

New York, NY

AUM

$384.1M

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

Team

10 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

ATLANTIC INVESTMENT MANAGEMENT, INC

New York, NY

AUM

$384.0M

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
Corporate platformCorporationWebsite listed

ARCADIA WEALTH MANAGEMENT

Smithtown, NY

AUM

$383.6M

Licensed in CA, LA, MA +5 states
CALAMANJNYPA+2
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

3 advisors

Clients

101-250

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Corporate platformCorporationWebsite listed

PICTET ASSET MANAGEMENT (USA) CORP

New York, NY

AUM

$382.0M

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

Team

1 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

SNYDER WEALTH GROUP

Medford, NY

AUM

$382.0M

Licensed in CA, GA, MA +9 states
CAGAMANJNYNC+6
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

5 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
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