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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 | |||||
|---|---|---|---|---|---|---|---|
| SQN CAPITAL MANAGEMENT, LLC CRD 158704 | New York, NY | Advisory firm LLC | $75.4M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| KANE FINANCIAL CRD 291231 | Waterville, NY | Advisory firm LLC | $75.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CLOVER LEAF FINANCIAL LLC CRD 335751 | Fairport, NY | Advisory firm LLC | $75.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MOUNTAIN PASS PLANNING CRD 283389 | Hopewell Junction, NY | Corporate platform Corporation | $74.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HLV VENTURES CRD 332979 | Hauppauge, NY | Advisory firm LLC | $74.8M | 12 advisors | Percentage of AUM; Performance-based fees | View | |
| FINANCIAL PLANNING ASSOCIATES, LLC CRD 159404 | White Plains, NY | Advisory firm LLC | $74.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LYTLE INVESTMENTS CRD 297591 | Grand Island, NY | Corporate platform Corporation | $74.3M | 3 advisors | Percentage of AUM | View | |
| SAGE HILL ADVISORY AND MANAGEMENT LLC CRD 149365 | Saratoga Springs, NY | Advisory firm LLC | $73.3M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| COUNTRYSIDE FINANCIAL LLC CRD 337489 | Williamsville, NY | Advisory firm LLC | $73.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TACTICAL ROTATION MANAGEMENT, LLC CRD 333968 | Forest Hills, NY | Advisory firm LLC | $73.0M | 1 advisors | Percentage of AUM | View | |
| PERIPHAS CAPITAL, LP CRD 291980 | New York, NY | Advisory firm LP | $72.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| WPM WEALTH ADVISORS LLC CRD 316722 | Saratoga Springs, NY | Advisory firm LLC | $72.4M | 3 advisors | Percentage of AUM | View | |
| R. SEEGER WEALTH MANAGEMENT, LTD CRD 152258 | Lindenhurst, NY | Corporate platform Corporation | $72.1M | 1 advisors | Percentage of AUM | View | |
| FRANCO FINANCIAL ADVISORS, INC. CRD 137587 | New York, NY | Corporate platform Corporation | $72.0M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| HARVEST CAPITAL ASSETS, LLC CRD 269951 | NY | Advisory firm LLC | $72.0M | 3 advisors | Percentage of AUM; SUB ADVISORY | View | |
| SILVER ADVISORS, LLC CRD 291109 | New York, NY | Advisory firm LLC | $71.9M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| OBRA FUND MANAGEMENT, LLC CRD 328207 | New York, NY | Advisory firm LLC | $71.6M | 40 advisors | Percentage of AUM | View | |
| SCHULTZE ASSET MANAGEMENT, LP CRD 110927 | Rye Brook, NY | Advisory firm LP | $71.6M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| HV CAPITAL MANAGEMENT CRD 339467 | Montgomery, NY | Advisory firm LLC | $71.5M | 2 advisors | Percentage of AUM · Subscription fees +1 more | View | |
| AZURA PARTNERS US LLC CRD 327986 | New York, NY | Advisory firm LLC | $71.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| MAIN STREET FINANCIAL CRD 118130 | Purchase, NY | Advisory firm LLC | $71.1M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| WISDOM CAPITAL ASSET MANAGEMENT, LLC CRD 307648 | NY | Advisory firm LLC | $71.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| FIDUCIARY MANAGEMENT GROUP, LLC CRD 136612 | New York, NY | Advisory firm LLC | $70.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PERCENT ADVISORS LLC CRD 318890 | New York, NY | Advisory firm LLC | $70.0M | 2 advisors | Percentage of AUM; Performance-based fees | View |