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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

BVP MANAGEMENT COMPANY, LLC

New York, NY

AUM

$335.2M

Based in NY
Wealth Mgmt
  • Portfolio management (pooled vehicles)
  • ADVICE ON MATTERS NOT INVOLVING SECURITIES TO PORTFOLIO COMPANIES

Team

8 advisors

Clients

—

Fees

Performance-based fees; FEES PAID BY PORTFOLIO COMPANIES

View detailsVisit website
Advisory firmLLCWebsite listed

PHOENICIAN RESOURCES

New York, NY

AUM

$332.2M

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

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

501 NORTH, LLC

New York, NY

AUM

$329.4M

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth Mgmt
  • Portfolio management (pooled vehicles)

Team

6 advisors

Clients

—

Fees

Fixed fees; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

OMC FINANCIAL SERVICES LTD

Dewitt, NY

AUM

$328.5M

Licensed in NY, NC, PA +4 states
NYNCPASCTXNH+1
Wealth MgmtTrusts & EstatesFee-Only/Hourly
  • Portfolio management (individuals)

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
Corporate platformCorporationWebsite listed

HUDSON CAPITAL ADVISORY, INC.

Buffalo, NY

AUM

$327.7M

Licensed in CA, MD, NY +3 states
CAMDNYWVCTFL
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

FINANCIAL DECISIONS, LLC

New York, NY

AUM

$327.7M

Licensed in CA, MA, NJ +4 states
CAMANJNYTXCT+1
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

4 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

VINCI PARTNERS USA

New York, NY

AUM

$327.0M

Licensed in NY
NY
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

6 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

MFG PARTNERS LLC

New York, NY

AUM

$326.6M

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

Team

7 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

HURLEY CAPITAL, LLC

New York, NY

AUM

$326.1M

Licensed in CA, LA, NJ +5 states
CALANJNYTXNH+2
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

101-250

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

CARSWELL INVESTMENTS, LLC

East Syracuse, NY

AUM

$322.5M

Licensed in NY, NC, SC +2 states
NYNCSCTXFL
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

26-50

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

LANTERN WEALTH ADVISORS, LLC

Melville, NY

AUM

$319.9M

Licensed in CA, IL, NJ +7 states
CAILNJNYPAUT+4
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

26 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

ATOMIC INVEST LLC

New York, NY

AUM

$319.5M

Licensed in AL, AK, AZ +50 states
ALAKAZARCACO+47
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)

Team

21 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

TWIN SECURITIES, INC.

New York, NY

AUM

$317.7M

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

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Advisory firmLLCWebsite listed

HEARTWOOD FUNDS

New York, NY

AUM

$317.6M

Licensed in DE, NY
DENY
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

1 advisors

Clients

—

Fees

Percentage of AUM · Fixed fees +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

GOODE PARTNERS LLC

New York, NY

AUM

$317.5M

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

Team

5 advisors

Clients

—

Fees

Percentage of AUM · Performance-based fees +1 more

View detailsVisit website
Corporate platformCorporationWebsite listed

THE MUSTICO FINANCIAL GROUP, INC.

Elmira, NY

AUM

$316.5M

Licensed in NY, PA, FL
NYPAFL
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)
  • PORTFOLIO MONITORING AND CONSULTING

Team

4 advisors

Clients

0

Fees

Percentage of AUM; Hourly charges

View detailsVisit website
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