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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.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| CAPITAL PRESERVATION PARTNERS, INC. CRD 126340 | Bronxville, NY | Corporate platform Corporation | $222.4M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| CROSS BORDER WEALTH, LLC CRD 288330 | New York, NY | Advisory firm LLC | $221.9M | 7 advisors | Percentage of AUM; Fixed fees | View | |
| MUZINICH BDC ADVISER, LLC CRD 304834 | New York, NY | Advisory firm LLC | $220.9M | 10 advisors | Percentage of AUM; Performance-based fees | View | |
| SUNSTONE ASSET MANAGEMENT CRD 328895 | New York, NY | Corporate platform LP | $220.2M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| TERRA NOVA ASSET MANAGEMENT LLC CRD 111676 | New York, NY | Corporate platform LLC | $220.2M | 2 advisors | Percentage of AUM | View | |
| STABILIS CAPITAL MANAGEMENT, LP CRD 161553 | New York, NY | Corporate platform LP | $220.2M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| ELEVATION WEALTH PARTNERS LLC CRD 324951 | NY | Advisory firm LLC | $219.6M | 2 advisors | Percentage of AUM | View | |
| TOLIS ADVISORS, LP CRD 163345 | New York, NY | Advisory firm LP | $219.6M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| FORTERIS WEALTH MANAGEMENT, INC. CRD 108314 | Armonk, NY | Advisory firm Other (specify) | $219.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALLY BRIDGE GROUP (NY) LLC CRD 291072 | New York, NY | Corporate platform LLC | $218.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| RIPPLE EFFECT ASSET MANAGEMENT LP CRD 331250 | New York, NY | Corporate platform LP | $218.4M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| GREAT HILL ADVISORY CRD 283228 | Port Washington, NY | Corporate platform Corporation | $218.4M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| IRTH CAPITAL MANAGEMENT, LP CRD 330696 | New York, NY | Corporate platform LP | $218.3M | 5 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| OPPVEST, LLC CRD 296317 | New York, NY | Advisory firm LLC | $217.8M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| NEW HORIZON FINANCIAL STRATEGIES, LLC CRD 125729 | Ithaca, NY | Advisory firm LLC | $217.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PROSPERITY ADVISORY GROUP LLC CRD 310720 | Victor, NY | Corporate platform LLC | $216.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FLORIAN FINANCIAL GROUP LLC CRD 123869 | Williamsville, NY | Corporate platform LLC | $215.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BROADWAY ADVISOR GROUP CRD 324281 | Albany, NY | Corporate platform LLC | $214.9M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| 4THOUGHT FINANCIAL GROUP INC. CRD 162997 | Syosset, NY | Corporate platform Corporation | $214.3M | 5 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| LONG POINT CAPITAL, INC CRD 163061 | New York, NY | Corporate platform Corporation | $213.5M | 5 advisors | Percentage of AUM · Fixed fees +2 more | View | |
| SIMMONS CAPITAL GROUP CRD 281122 | Halfmoon, NY | Corporate platform Corporation | $213.0M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BCK PARTNERS, INC. CRD 181512 | Corning, NY | Corporate platform Corporation | $212.7M | 2 advisors | Percentage of AUM | View | |
| BRIXTON CAPITAL WEALTH ADVISORS, LLC CRD 288810 | Garden City, NY | Advisory firm LLC | $212.4M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LATTIS MANAGEMENT LP CRD 333629 | New York, NY | Advisory firm LP | $210.7M | 6 advisors | Percentage of AUM | View |