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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 | |||||
|---|---|---|---|---|---|---|---|
| VIS ADVISORS, LP CRD 240786 | New York, NY | Advisory firm LP | $148.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| GEOVEST ADVISORS INC CRD 105906 | Fairport, NY | Corporate platform Corporation | $147.9M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| CATCHMENT CAPITAL, L.P. CRD 335631 | New York, NY | Advisory firm LP | $147.7M | 8 advisors | Percentage of AUM; Performance-based fees | View | |
| BLUE BEAR FINANCIAL, LLC CRD 331226 | NY | Advisory firm LLC | $147.4M | 3 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CHELSEA ADVISORY SERVICES, INC CRD 150791 | Staten Island, NY | Corporate platform Corporation | $147.4M | 25 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CROSS SHORE CAPITAL MANAGEMENT, LLC CRD 136650 | Great Neck, NY | Corporate platform LLC | $147.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MOELIS CAPITAL PARTNERS LLC CRD 154219 | New York, NY | Advisory firm LLC | $146.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CORE ALPHA, INC. CRD 119635 | Rochester, NY | Corporate platform Corporation | $146.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| SCALEBUILDER, LLC CRD 313276 | New York, NY | Advisory firm LLC | $145.8M | 2 advisors | Performance-based fees | View | |
| RHO ACCELERATION CRD 313160 | New York, NY | Advisory firm LLC | $144.9M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| A.G.P. ASSET MANAGEMENT LLC CRD 339720 | New York, NY | Corporate platform LLC | $144.5M | 2 advisors | Percentage of AUM | View | |
| TOTEM POINT MANAGEMENT, LLC CRD 169824 | New York, NY | Advisory firm LLC | $144.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| RUSHMONT CAPITAL MANAGEMENT CRD 333041 | New York, NY | Corporate platform LP | $143.9M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| DAVIDOV FINANCIAL COACHING, LLC CRD 166794 | New Hyde Park, NY | Advisory firm LLC | $143.8M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ORTELIUS CAPITAL PARTNERS CRD 138284 | New York, NY | Advisory firm LLC | $143.8M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ARISTA ADVISORY GROUP, LLC CRD 285722 | Albany, NY | Corporate platform LLC | $143.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLD BRIDGE WEALTH, INC CRD 332180 | Syosset, NY | Corporate platform Corporation | $143.7M | 3 advisors | Percentage of AUM | View | |
| FOUR LION CAPITAL, LP CRD 333602 | New York, NY | Advisory firm LP | $143.2M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BLANK EQUITY MANAGEMENT LLC CRD 153570 | Port Washington, NY | Advisory firm LLC | $143.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VCP FINANCIAL LLC CRD 167901 | Staten Island, NY | Advisory firm LLC | $142.6M | 4 advisors | Percentage of AUM; Hourly charges | View | |
| STEPHEN J. GARRY & ASSOCIATES, LLC CRD 295068 | Garden City, NY | Advisory firm LLC | $142.6M | 3 advisors | Percentage of AUM | View | |
| CASTLETON PARTNERS, LLC CRD 140873 | NY | Advisory firm LLC | $142.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HEYDORN STONE CAPITAL MANAGEMENT LLC CRD 125903 | Larchmont, NY | Corporate platform LLC | $142.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ABDIEL CAPITAL ADVISORS, LP CRD 161410 | New York, NY | Advisory firm LP | $141.9M | 9 advisors | Percentage of AUM; Performance-based fees | View |