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

3,702 advisers found

Corporate platformLPWebsite listed

LAGODA INVESTMENT MANAGEMENT, L.P.

New York, NY

AUM

$312.6M

Licensed in CA, LA, MA +2 states
CALAMANYTX
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

2 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

PARKVIEW US LLC

New York City, NY

AUM

$312.3M

Licensed in NY, FL
NYFL
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLLCWebsite listed

APS WEALTH MANAGEMENT, LLC

Melville, NY

AUM

$311.5M

Licensed in NJ, NY, FL
NJNYFL
Wealth MgmtTrusts & EstatesRetirementInstitutional
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

Team

4 advisors

Clients

—

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Advisory firmLPWebsite listed

SPRING MOUNTAIN CAPITAL, LP

New York, NY

AUM

$310.9M

Licensed in AZ, CA, CO +19 states
AZCACODEILMD+16
Wealth MgmtInstitutional
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

Team

9 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformCorporationWebsite listed

TWO POINT CAPITAL MANAGEMENT, INC.

Pittsford, NY

AUM

$310.5M

Licensed in MT, NY, FL
MTNYFL
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

3 advisors

Clients

0

Fees

Percentage of AUM

View detailsVisit website
Corporate platformCorporationWebsite listed

HUDSON ADVISOR SERVICES, INC.

Buffalo, NY

AUM

$310.1M

Licensed in CA, CO, ME +9 states
CACOMEMDMANY+6
Financial PlanningWealth MgmtTrusts & EstatesRetirement
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

6 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MERIT FINANCIAL PARTNERS LLC

Maspeth, NY

AUM

$308.2M

Licensed in NJ, NY, PA +4 states
NJNYPATXNHCT+1
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
  • Financial planning
  • Portfolio management (individuals)

Team

5 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +2 more

View detailsVisit website
Advisory firmLLCWebsite listed

ALLSQUARE WEALTH MANAGEMENT, LLC

Albany, NY

AUM

$307.8M

Licensed in AZ, MA, NY +4 states
AZMANYNCSCTX+1
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

Team

4 advisors

Clients

251-500

Fees

Percentage of AUM · Hourly charges +1 more

View detailsVisit website
Advisory firmLLCWebsite listed

MOUNTAINEER PARTNERS MANAGEMENT, LLC

New York, NY

AUM

$305.7M

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

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

ADALTA CAPITAL MANAGEMENT LLC

New York, NY

AUM

$305.5M

Licensed in CA, MA, NJ +4 states
CAMANJNYTXCT+1
Wealth MgmtTrusts & Estates
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
Corporate platformLLCWebsite listed

ALBANYADVISOR GROUP LLC

Albany, NY

AUM

$302.8M

Licensed in CA, MA, NJ +4 states
CAMANJNYTXNH+1
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

Team

6 advisors

Clients

251-500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformCorporationWebsite listed

RETIRABLE

New York, NY

AUM

$301.0M

Licensed in AL, AZ, AR +44 states
ALAZARCACODE+41
Financial PlanningWealth MgmtTrusts & Estates
  • Financial planning
  • Portfolio management (individuals)

Team

12 advisors

Clients

More than 500

Fees

Percentage of AUM; Fixed fees

View detailsVisit website
Corporate platformLLCWebsite listed

PINNACLE CAPITAL MANAGEMENT, LLC

East Syracuse, NY

AUM

$300.5M

Licensed in NY, FL
NYFL
Wealth MgmtTrusts & EstatesInstitutional
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

Team

7 advisors

Clients

—

Fees

Percentage of AUM

View detailsVisit website
Advisory firmLLCWebsite listed

MQS MANAGEMENT, LLC

New York, NY

AUM

$299.4M

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

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

View detailsVisit website
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