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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

SYKON CAPITAL LLC

Harrison, NY

AUM

$350.1M

Licensed in CA, NJ, NY +5 states
CANJNYPASCTX+2
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

6 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Corporate platformLLCWebsite listed

SPX CAPITAL MANAGEMENT LLC

New York, NY

AUM

$350.0M

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

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

GUGGENHEIM PRIVATE INVESTMENTS, LLC

New York, NY

AUM

$349.5M

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • CONSULTATION/ADVISEMENT ON TRANSACTIONS/STRUCTURING PORTFOLIOS/ PRODUCT DEVELOPMENT

Team

2 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

UNITED FINANCIAL PLANNING GROUP LLC

Hauppauge, NY

AUM

$347.5M

Licensed in NJ, NY, TX +2 states
NJNYTXCTFL
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

4 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

CONTINUUM WEALTH ADVISORS, LLC

Saratoga Springs, NY

AUM

$345.6M

Licensed in NY, NC, TX, FL
NYNCTXFL
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

5 advisors

Clients

11-25

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

BOURNE LENT ASSET MANAGAMENT, INC.

Pawling, NY

AUM

$343.9M

Licensed in CA, ME, NE +5 states
CAMENENJNYTX+2
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

EAGLEBROOK ADVISORS

New York, NY

AUM

$342.0M

Licensed in AK, AZ, CA +33 states
AKAZCACODCGA+30
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

POST RESCH TALLON GROUP

Pittsford, NY

AUM

$340.2M

Licensed in MA, NY, NC +3 states
MANYNCTXNHFL
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

5 advisors

Clients

101-250

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

QUANTUM PORTFOLIO MANAGEMENT, LLC

New York, NY

AUM

$339.6M

Licensed in CA, NY, TX
CANYTX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

6 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

MILLENNIAL ADVISERS, LLC.

New York, NY

AUM

$339.4M

Licensed in AL, AK, AZ +49 states
ALAKAZARCACO+46
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)

Team

12 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

325 CAPITAL

New York, NY

AUM

$337.8M

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

Team

6 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformLLCWebsite listed

MUTIMA CAPITAL MANAGEMENT LLC

New York, NY

AUM

$337.4M

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

Team

3 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
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