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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 | |||||
|---|---|---|---|---|---|---|---|
| SLOAN ADVISORY GROUP, INC. CRD 284325 | Glens Falls, NY | Corporate platform Corporation | $63.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WEALTHUNITE ADVISORS, LLC CRD 285807 | Manhasset, NY | Advisory firm LLC | $63.1M | 1 advisors | Percentage of AUM | View | |
| CORINTHIAN PARTNERS ASSET MANAGEMENT LLC CRD 109385 | New York, NY | Advisory firm LLC | $62.9M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ADVISOR FINANCIAL SERVICES, INC. CRD 118537 | Chatham, NY | Corporate platform Corporation | $62.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LESLIE MARIE GIORDANO CRD 126274 | Garden City, NY | Advisory firm Sole prop | $62.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MOUNTAIN VIEW STRATEGIC WEALTH, LLC CRD 154295 | Hopewell Junction, NY | Advisory firm LLC | $62.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PRINCE FINANCIAL ADVISORY LLC CRD 131234 | New York, NY | Advisory firm LLC | $62.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| BIRCH WEALTH MANAGEMENT CRD 304727 | Rome, NY | Corporate platform Corporation | $62.1M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| GRUENSTEIN INVESTMENTS LLC CRD 298739 | NY | Advisory firm LLC | $61.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ELEVATION INVESTMENT CONSULTING CRD 157054 | Rochester, NY | Advisory firm Sole prop | $61.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HAWKS POINT CAPITAL PARTNERS LLC CRD 307006 | Rye Brook, NY | Advisory firm LLC | $61.4M | 3 advisors | Percentage of AUM | View | |
| ANCHOR CAPITAL MANAGEMENT, LLC CRD 124600 | Ithaca, NY | Advisory firm LLC | $61.2M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KINEO CAPITAL LLC CRD 315019 | New York, NY | Advisory firm LLC | $61.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| IQCIO LLC CRD 285435 | New York, NY | Advisory firm LLC | $60.9M | 2 advisors | Percentage of AUM | View | |
| GST MANAGEMENT, LLC CRD 290259 | NY | Advisory firm LLC | $60.9M | 1 advisors | Percentage of AUM | View | |
| ATLA CAPITAL MANAGEMENT LLC CRD 312501 | New York, NY | Advisory firm LLC | $60.8M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| BLACKSTONE REAL ESTATE ADVISORS V L.P. CRD 138208 | New York, NY | Advisory firm LP | $60.2M | 192 advisors | Percentage of AUM; Performance-based fees | View | |
| R & R FINANCIAL PLANNERS, INC. CRD 113291 | East Meadow, NY | Corporate platform Corporation | $60.1M | 2 advisors | Percentage of AUM | View | |
| LIBERTY WEALTH MANAGERS CRD 322131 | New York, NY | Advisory firm LLC | $59.9M | 1 advisors | Percentage of AUM; SETUP FEES PAID ON TRANSFER OF ASSETS FROM PRODUCT PROVIDER | View | |
| CWM PARTNERS, LLC CRD 299857 | NY | Advisory firm LLC | $59.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| QUANTEL ASSET MANAGEMENT LLC CRD 311013 | New York, NY | Advisory firm LLC | $59.7M | 1 advisors | Percentage of AUM · Subscription fees +2 more | View | |
| ARGUS EQUITY PARTNERS, LLC CRD 306518 | NY | Advisory firm LLC | $58.7M | 1 advisors | Percentage of AUM | View | |
| HELIANTH INVESTMENT MANAGEMENT LLC CRD 317326 | Port Chester, NY | Advisory firm LLC | $58.4M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| TRUCK CAPITAL CRD 164329 | New York, NY | Advisory firm LLC | $58.3M | 6 advisors | Percentage of AUM; Performance-based fees | View |