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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

RETIREMENT PLANNING GROUP, LLC

Malta, NY

AUM

$375.4M

Licensed in MA, NY, PA +3 states
MANYPATXNHFL
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM

View detailsVisit website
Corporate platformLLCWebsite listed

THE PITTI GROUP WEALTH MANAGEMENT, LLC

Victor, NY

AUM

$374.3M

Licensed in MA, NJ, NY +5 states
MANJNYNCPASC+2
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

4 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

HUNTING HILL GLOBAL CAPITAL, LLC

New York, NY

AUM

$373.0M

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

Team

5 advisors

Clients

0

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

BRIDGEPORT PARTNERS

New York, NY

AUM

$372.8M

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

Team

9 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLPWebsite listed

FACT CAPITAL, L.P.

New York, NY

AUM

$370.8M

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

EYRE STREET CAPITAL

New York, NY

AUM

$367.2M

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

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.

Somers, NY

AUM

$367.0M

Licensed in DC, GA, IN +8 states
DCGAINNJNYPA+5
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

7 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

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Advisory firmPartnershipWebsite listed

SARAZA MANAGEMENT LP

New York, NY

AUM

$366.5M

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

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

FIO ADVISORS LP

New York, NY

AUM

$366.5M

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

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

RESERVOIR OPERATIONS, L.P.

New York, NY

AUM

$364.8M

Licensed in CA, TX
CATX
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

DOMANI ADVISORS

New York, NY

AUM

$362.8M

Licensed in NJ, NY, FL
NJNYFL
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

2 advisors

Clients

—

Fees

Percentage of AUM; REPORTING AND MONITORING SERVICES

View detailsVisit website
Advisory firmLLCWebsite listed

UNIVERSITY VENTURES

New York, NY

AUM

$362.6M

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

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

POINT WINDWARD ADVISORS, INC.

New York, NY

AUM

$358.6M

Licensed in CA, LA, MA +7 states
CALAMANJNYTX+4
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Market timing

Team

8 advisors

Clients

11-25

Fees

Percentage of AUM; Commissions

View detailsVisit website
Corporate platformCorporationWebsite listed

PAPAMARKOU WELLNER PERKIN ADVISORS

New York, NY

AUM

$357.5M

Licensed in CA, DC, MD +8 states
CADCMDMANVNJ+5
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

11 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

TWIN POINT CAPITAL LLC

New York, NY

AUM

$355.9M

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

Team

10 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

LLOYD HARBOR CAPITAL MANAGEMENT, LLC

Cold Spring Harbor, NY

AUM

$354.5M

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

Team

5 advisors

Clients

0

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLPWebsite listed

TENCORE PARTNERS, LP

New York, NY

AUM

$354.0M

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

Team

2 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
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