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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 | |||||
|---|---|---|---|---|---|---|---|
| SUMMIT PLANNING GROUP, INC. CRD 125994 | E. Syracuse, NY | Corporate platform Corporation | $111.0M | 1 advisors | Percentage of AUM | View | |
| DUMONT GLOBAL LP CRD 305883 | New York, NY | Advisory firm LP | $111.0M | 0 total employees | Percentage of AUM; Performance-based fees | View | |
| SEACREST INVESTMENT MANAGEMENT, LLC CRD 143670 | Purchase, NY | Corporate platform LLC | $110.9M | 3 advisors | Percentage of AUM | View | |
| FOX FINANCIAL SERVICES, INC. CRD 112506 | White Plains, NY | Corporate platform Corporation | $110.9M | 1 advisors | Percentage of AUM | View | |
| MUSSETT WEALTH MANAGEMENT, LLC CRD 158463 | Rensselaer, NY | Advisory firm LLC | $110.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| QUINT INVESTMENTS AND INSURANCE CRD 168463 | Wappingers Falls, NY | Corporate platform Corporation | $110.4M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AIGEN INVESTMENT MANAGEMENT, LP CRD 297391 | New York City, NY | Corporate platform LP | $110.3M | 7 advisors | Performance-based fees | View | |
| CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC CRD 115122 | Garden City, NY | Advisory firm LLC | $110.3M | 3 advisors | Percentage of AUM; SELECTION OF OTHER ADVISORS | View | |
| BENTHAM WEALTH ADVISORS CRD 332035 | Williamsville, NY | Corporate platform Corporation | $110.1M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MEADOWBROOK WEALTH MANAGEMENT, LLC CRD 110508 | Garden City, NY | Advisory firm LLC | $110.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| ASPIRE ADVISORS, LLC CRD 150652 | North White Plains, NY | Advisory firm LLC | $109.2M | 6 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| NK CAPITAL LLC CRD 318615 | NY | Advisory firm LLC | $109.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| PARTNERS CAPITAL SERVICES, INC. CRD 127621 | Hauppauge, NY | Corporate platform Corporation | $109.1M | 12 advisors | Percentage of AUM | View | |
| ISLET MANAGEMENT, LP CRD 290576 | New York, NY | Advisory firm LP | $108.8M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PRIVACORE CRD 330893 | New York, NY | Advisory firm LLC | $108.5M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| GREENBROOK MANAGEMENT, LLC CRD 313632 | New York, NY | Advisory firm LLC | $108.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PEAPOD LANE CAPITAL LLC CRD 159963 | Bedford Hills, NY | Advisory firm LLC | $108.2M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FEDERMANN FINANCIAL ADVISORS INC. CRD 129975 | Rocky Point, NY | Corporate platform Corporation | $108.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LAIDLAW WEALTH MANAGEMENT LLC CRD 150040 | New York, NY | Advisory firm LLC | $108.1M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| AMH EQUITY LTD CRD 160452 | NY | Corporate platform Corporation | $107.3M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| MARKIZ WEALTH MANAGEMENT CRD 127371 | NY | Corporate platform Corporation | $105.8M | 1 advisors | Hourly charges; Fixed fees | View | |
| ROC PARTNERS (US) LLC CRD 333044 | Sydney Nsw, NY | Advisory firm LLC | $105.4M | 2 advisors | ADVISORY FEES PAID BASED ON COMMERCIALLY AGREED-UPON TERMS | View | |
| STEWARD ADVISORS GROUP, LLC CRD 321846 | Halfmoon, NY | Corporate platform LLC | $105.4M | 8 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WALLSTREETI.COM CRD 123567 | New York, NY | Advisory firm LLC | $105.2M | 1 advisors | Percentage of AUM; Fixed fees | View |