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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 | |||||
|---|---|---|---|---|---|---|---|
| ASPIRE STRATEGIST PORTFOLIOS LLC CRD 327902 | New York, NY | Advisory firm LLC | $97.3M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| STRATACORE CAPITAL MANAGEMENT, LLC. CRD 171163 | New York, NY | Advisory firm LLC | $97.0M | 2 advisors | Percentage of AUM | View | |
| UOB GLOBAL CAPITAL LLC CRD 160659 | New York, NY | Advisory firm LLC | $96.8M | 4 advisors | Percentage of AUM; CARRIED INTEREST DISTRIBUTIONS | View | |
| SM INVESTORS CRD 155549 | New York, NY | Advisory firm LLC | $95.1M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| NOSURIS, INC. CRD 160979 | Lynbrook, NY | Corporate platform Corporation | $95.0M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LYON CAPITAL MANAGEMENT, LLC CRD 111311 | Pittsford, NY | Advisory firm LLC | $94.8M | 2 advisors | Percentage of AUM | View | |
| WINGSPAN CAPITAL, LLC CRD 307759 | New York, NY | Advisory firm LLC | $94.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| SEBETIC ADVISORS, LLC CRD 306261 | NY | Advisory firm LLC | $94.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| BAYRIDGE FINANCIAL GROUP, INC. CRD 296831 | Rockville Centre, NY | Corporate platform Corporation | $94.2M | 3 advisors | Percentage of AUM | View | |
| LUESINK STENSTROM FINANCIAL CRD 147076 | New York, NY | Advisory firm LLC | $94.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TARGET ROCK WEALTH MANAGEMENT, LLC CRD 312279 | New York, NY | Advisory firm LLC | $94.0M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WALNUT INVESTMENT SERVICES LLC CRD 113666 | Brooklyn, NY | Advisory firm LLC | $94.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| HENLEY & COMPANY WEALTH MANAGEMENT LLC CRD 144884 | Uniondale, NY | Advisory firm LLC | $93.9M | 3 advisors | Percentage of AUM | View | |
| VOSS WEALTH MANAGEMENT CRD 338916 | Endicott, NY | Advisory firm LLC | $93.9M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| THINKING BIG FINANCIAL CRD 287476 | Brooklyn, NY | Corporate platform Corporation | $93.0M | 2 advisors | Fixed fees; FEES BASED ON CLIENT INCOME & NET WORTH | View | |
| OPPENHEIMER + CLOSE, LLC CRD 15168 | New York, NY | Advisory firm LLC | $93.0M | 5 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TEKMEN WELLS LLC CRD 168431 | New York, NY | Advisory firm LLC | $92.4M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BUFFALO FIRST WEALTH MANAGEMENT, LLC CRD 168937 | Williamsville, NY | Advisory firm LLC | $91.7M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PURA VIDA INVESTMENTS, LLC CRD 166703 | New York, NY | Advisory firm LLC | $91.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| CONRAD CAPITAL MANAGEMENT, INC. CRD 113648 | Hauppauge, NY | Corporate platform Corporation | $90.7M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| WEATHERHELM CAPITAL MANAGEMENT LLC CRD 175019 | Cambridge, NY | Advisory firm LLC | $90.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WASHINGTON SQUARE CAPITAL MANAGEMENT LLC CRD 150335 | New York, NY | Advisory firm LLC | $90.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| SPARKLINE CAPITAL LP CRD 314364 | NY | Advisory firm LP | $90.2M | 1 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| OAK CREST ADVISORY, LLC CRD 304255 | Rochester, NY | Advisory firm LLC | $90.2M | 3 advisors | Percentage of AUM; Fixed fees | View |