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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 | |||||
|---|---|---|---|---|---|---|---|
| ROCHESTER INVESTMENTS CRD 306782 | Rochester, NY | Corporate platform Corporation | $69.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CAPITAL MANAGEMENT ASSOCIATES INC CRD 104783 | New York, NY | Corporate platform Corporation | $68.7M | 3 advisors | Percentage of AUM | View | |
| SHIELD WEALTH ADVISORS CRD 309538 | Williamsville, NY | Advisory firm LLC | $68.4M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| BLEECKER STREET CAPITAL MANAGEMENT, LLC CRD 332519 | Brooklyn, NY | Advisory firm LLC | $68.3M | 6 advisors | Percentage of AUM; Performance-based fees | View | |
| PARLIN ADVISORS LLC CRD 300774 | Hague, NY | Advisory firm LLC | $68.2M | 1 advisors | Percentage of AUM | View | |
| ICONOCLASTIC CAPITAL MANAGEMENT LLC CRD 310132 | Rochester, NY | Advisory firm LLC | $68.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEAK ALTITUDE PARTNERS, LP CRD 338110 | New York, NY | Advisory firm LP | $68.1M | 4 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| OCCAM CAPITAL MANAGEMENT, LLC CRD 108201 | Pittsford, NY | Advisory firm LLC | $67.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| VANQUOUR LLC CRD 317552 | New York, NY | Advisory firm LLC | $67.0M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALINEA ADVISORY SERVICES LLC CRD 311782 | New York, NY | Advisory firm LLC | $66.6M | 1 advisors | Subscription fees | View | |
| CLARION CALL CAPITAL CRD 333446 | New York, NY | Advisory firm LLC | $66.5M | 1 advisors | Percentage of AUM | View | |
| ACE & COMPANY NEW YORK, INC. CRD 304442 | New York, NY | Corporate platform Corporation | $65.8M | 4 advisors | Fixed fees | View | |
| INNOVATIVE FAMILY OFFICE LLC CRD 329496 | Somers, NY | Advisory firm LLC | $65.8M | 8 advisors | Percentage of AUM | View | |
| SHOPE ADVISORS GROUP CRD 144056 | Camillus, NY | Corporate platform Corporation | $65.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| STEWARDSHIP FINANCIAL PLANNING CRD 128676 | Irvington, NY | Corporate platform Corporation | $65.5M | 1 advisors | Hourly charges; Fixed fees | View | |
| N FINANCIAL PLANS CRD 337288 | Huntington, NY | Advisory firm LLC | $65.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WATTS CAPITAL PARTNERS LLC CRD 149049 | NY | Advisory firm LLC | $65.1M | 5 advisors | Percentage of AUM; Performance-based fees | View | |
| AMERICAN CENTURION FINANCIAL LLC CRD 166057 | New York, NY | Advisory firm LLC | $65.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MALATAI CAPITAL LLC CRD 299975 | New York, NY | Advisory firm LLC | $65.0M | 3 advisors | Performance-based fees | View | |
| VAZIRANI ASSET MANAGEMENT LLC CRD 289186 | New York, NY | Advisory firm LLC | $65.0M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| ROSCI LAMB, LLC CRD 337278 | New York, NY | Advisory firm LLC | $65.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PECONIC ASSET PLANNING CRD 310121 | Riverhead, NY | Corporate platform Corporation | $64.6M | 1 advisors | Percentage of AUM | View | |
| MINT ASSET MANAGEMENT LLC CRD 315568 | New York, NY | Advisory firm LLC | $64.5M | 3 advisors | Percentage of AUM; REFERRAL FEES | View | |
| SERENITY CAPITAL ADVISORS INC. CRD 332396 | Pittsford, NY | Corporate platform Corporation | $64.3M | 1 advisors | Percentage of AUM | View |