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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 | |||||
|---|---|---|---|---|---|---|---|
| L&L PARTNERS WEALTH MANAGEMENT, LLC CRD 140077 | Suffern, NY | Advisory firm LLC | $81.8M | 2 advisors | Percentage of AUM | View | |
| DASTA INVESTMENTS LLC CRD 315589 | New York, NY | Advisory firm LLC | $81.8M | 2 advisors | SUBSCRIPTION FEES | View | |
| BETTEREDGE CAPITAL LLC CRD 334496 | New York, NY | Advisory firm LLC | $81.4M | 1 advisors | Fixed fees | View | |
| PARADIGM CONSULTING, INC. CRD 144990 | Utica, NY | Corporate platform Corporation | $81.2M | 4 advisors | Percentage of AUM; Fixed fees | View | |
| COLUCCI WEALTH MANAGEMENT LLC CRD 338046 | Brightwaters, NY | Advisory firm LLC | $80.8M | 1 advisors | Percentage of AUM | View | |
| MOLLOT & HARDY, INC. CRD 128377 | Amherst, NY | Corporate platform Corporation | $80.6M | 2 advisors | Percentage of AUM | View | |
| NOTTINGHAM WEALTH PARTNERS, INC. CRD 306971 | Syracuse, NY | Corporate platform Corporation | $80.5M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| EVER GREEN WEALTH MANAGEMENT, LLC CRD 297459 | Victor, NY | Advisory firm LLC | $80.3M | 1 advisors | Percentage of AUM | View | |
| ABERNATHY GROUP II LLC CRD 152401 | New York, NY | Advisory firm LLC | $80.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| FEDERAL PREP CRD 282663 | Bohemia, NY | Corporate platform Corporation | $80.1M | 3 advisors | Percentage of AUM | View | |
| SEAPORT GLOBAL ASSET MANAGEMENT LLC CRD 298944 | New York, NY | Advisory firm LLC | $80.0M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| 2XIDEAS CRD 328190 | New York, NY | Corporate platform Corporation | $79.7M | 2 advisors | Percentage of AUM; Subscription fees | View | |
| MINERVA WEALTH ADVISORY CRD 282723 | New York, NY | Advisory firm LLC | $79.5M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CONSTELLATION ASSET MANAGEMENT, INC. CRD 125704 | Fayetteville, NY | Corporate platform Corporation | $79.3M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| QUEENBRIDGE CAPITAL, LLC CRD 324027 | Pittsford, NY | Advisory firm LLC | $79.1M | 3 advisors | Percentage of AUM | View | |
| PATHWAY PARTNERS WEALTH ADVISORS, LLC CRD 323507 | Amherst, NY | Advisory firm LLC | $78.9M | 6 advisors | Percentage of AUM; Fixed fees | View | |
| BRUDERMAN PRIVATE WEALTH CRD 323195 | Locust Valley, NY | Advisory firm LLC | $78.5M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REVERE WEALTH MANAGEMENT LLC CRD 170560 | New York, NY | Advisory firm LLC | $78.3M | 7 advisors | Percentage of AUM | View | |
| ARROWHEAD INVESTMENT MANAGEMENT LLC CRD 285032 | White Plains, NY | Advisory firm LLC | $77.6M | 4 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| M.A. WHELAN FINANCIAL PLANNING CRD 140357 | NY | Advisory firm Sole prop | $77.4M | 1 advisors | Fixed fees | View | |
| GPS FINANCIAL, LLC CRD 290227 | Pittsford, NY | Advisory firm LLC | $77.3M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| O'BANNON & DAVIS INC. CRD 134005 | Williamsville, NY | Corporate platform Corporation | $77.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CATHAY CAPITAL NA, LLC CRD 268816 | New York, NY | Advisory firm LLC | $76.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| O ASSET MANAGEMENT LLC CRD 336682 | Fairport, NY | Advisory firm LLC | $76.2M | 11 advisors | Percentage of AUM; Performance-based fees | View |