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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).

3,702 advisers found

Compare advisers as cards or a sortable table with reputation links.

Showing 24 of 24 on this page. Click column headers to sort. Verify reputation via SEC, FINRA, and BBB links.

FeesReputationProfile
NERDWALLET WEALTH PARTNERS, LLC

CRD 337328

New York, NY

Advisory firm

LLC

$262.8M11 advisorsPercentage of AUM; Fixed feesView
EMPERY ASSET MANAGEMENT, LP

CRD 148180

New York City, NY

Corporate platform

LP

$262.5M3 advisorsPercentage of AUM · Fixed fees +1 moreView
5C ADVISOR

CRD 330565

New York, NY

Advisory firm

LLC

$262.2M12 advisorsPercentage of AUM; Performance-based feesView
SPRUCE POINT CAPITAL MANAGEMENT, LLC

CRD 288248

Riverhead, NY

Corporate platform

LLC

$262.2M2 advisorsPercentage of AUM · Performance-based fees +1 moreView
AG DILLON ASSET MANAGEMENT LP

CRD 328384

New York, NY

Corporate platform

LP

$262.0M1 advisorsPercentage of AUM; Performance-based feesView
ROOM40 CAPITAL LLC

CRD 322436

New York, NY

Advisory firm

LLC

$261.7M7 advisorsPercentage of AUM; Performance-based feesView
ELCO MANAGEMENT COMPANY, LLC

CRD 137036

New York, NY

Advisory firm

LLC

$261.2M5 advisorsPercentage of AUM · Fixed fees +1 moreView
DCM ADVISORS, LLC

CRD 126248

New York, NY

Advisory firm

LLC

$260.5M6 advisorsPercentage of AUM · Hourly charges +1 moreView
CAPITAL FINANCIAL ADVISORS OF NEW YORK, LLC

CRD 125689

Clifton Park, NY

Advisory firm

LLC

$260.0M1 employeesPercentage of AUM · Hourly charges +1 moreView
ERA GLOBAL TECHNOLOGIES

CRD 339601

New York, NY

Advisory firm

LLC

$259.9M2 advisorsPercentage of AUM; Performance-based feesView
CHURCHILL NCPE ADVISOR LLC

CRD 338431

New York, NY

Advisory firm

LLC

$259.5M79 advisorsPercentage of AUM; Performance-based feesView
INCLINE GLOBAL MANAGEMENT, LLC

CRD 162607

New York, NY

Advisory firm

LLC

$259.0M3 advisorsPercentage of AUM; Performance-based feesView
CORINTHIAN CAPITAL GROUP, LLC

CRD 160346

New York, NY

Corporate platform

LLC

$258.8M5 advisorsPercentage of AUM · Performance-based fees +1 moreView
MA ASSET MANAGEMENT, LLC

CRD 283673

Irvington, NY

Corporate platform

LLC

$257.7M3 advisorsPercentage of AUM; Performance-based feesView
KURAMO CAPITAL MANAGEMENT, LLC

CRD 160614

New York, NY

Corporate platform

LLC

$257.7M19 advisorsPercentage of AUM; Performance-based feesView
IKE CAPITAL, LLC

CRD 132473

NY

Advisory firm

LLC

$257.4M3 advisorsPercentage of AUMView
AVICENE

CRD 339617

New York, NY

Advisory firm

LP

$256.5M3 advisorsPercentage of AUM; Performance-based feesView
ZEPHYR MANAGEMENT, L.P.

CRD 129683

New York, NY

Advisory firm

LP

$256.3M13 advisorsPercentage of AUM · Performance-based fees +1 moreView
GARRISON MURPHY WEALTH MANAGEMENT, LLC

CRD 298004

NY

Advisory firm

LLC

$255.1M2 advisorsPercentage of AUMView
RIVERWEST INVESTMENT MANAGEMENT, LLC

CRD 339697

New York, NY

Corporate platform

LLC

$254.1M3 advisorsPercentage of AUM; Performance-based feesView
VENOR CAPITAL MANAGEMENT LP

CRD 158327

New York, NY

Corporate platform

LP

$254.0M2 advisorsPercentage of AUM; Performance-based feesView
WESTCO ADVISORY SERVICES, INC.

CRD 120755

Lynbrook, NY

Corporate platform

Corporation

$254.0M5 advisorsPercentage of AUM · Hourly charges +1 moreView
CANTY FINANCIAL MANAGEMENT, INC.

CRD 118945

Ballston Spa, NY

Corporate platform

Corporation

$254.0M3 advisorsPercentage of AUM; Hourly chargesView
INDIANO CAPITAL MANAGEMENT

CRD 122620

Rochester, NY

Corporate platform

Corporation

$253.8M2 advisorsPercentage of AUMView
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