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Filter by name, location, specialty, or legal structure. Use the sortable table to compare AUM, team size, and reputation links (SEC, FINRA, BBB).

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.

FeesReputationProfile
LEGADO WEALTH MANAGEMENT LLC

CRD 305263

New York, NY

Advisory firm

LLC

$51.0M1 advisorsPercentage of AUM; Hourly chargesView
SEAWAY ADVISORS

CRD 149745

Fairport, NY

Corporate platform

Corporation

$50.8M2 advisorsPercentage of AUMView
ENDICOTT GROUP

CRD 157119

New York, NY

Corporate platform

Corporation

$50.8M4 advisorsPercentage of AUM; Performance-based feesView
CAROSA, STANTON & DEPAOLO ASSET MANAGEMENT, LLC

CRD 104588

Mendon, NY

Advisory firm

LLC

$50.7M2 advisorsPercentage of AUMView
PIANO WEALTH MANAGEMENT

CRD 317854

Victor, NY

Advisory firm

LLC

$50.6M1 advisorsPercentage of AUM · Hourly charges +1 moreView
PERSONAL ASSET STRATEGIES, INC.

CRD 128627

Westbury, NY

Corporate platform

Corporation

$50.6M2 advisorsPercentage of AUM · Hourly charges +2 moreView
LOWELL ROAD ASSET MANAGEMENT, INC.

CRD 164370

Manhasset, NY

Corporate platform

Corporation

$50.3M2 advisorsPercentage of AUMView
SPP CREDIT ADVISORS II LLC

CRD 323725

New York, NY

Advisory firm

LLC

$50.2M6 advisorsPercentage of AUM; PERCENTAGE OF BORROWED FUNDSView
FOXPATH CAPITAL PARTNERS LP

CRD 331708

New York, NY

Advisory firm

LP

$50.0M5 advisorsPercentage of AUM; Performance-based feesView
ONE68 GLOBAL CAPITAL, LLC

CRD 284585

New York, NY

Advisory firm

LLC

$50.0M4 advisorsPercentage of AUM; Performance-based feesView
BOUNDARY CREEK ADVISORS LP

CRD 300768

NY

Advisory firm

LP

$49.8M2 advisorsPercentage of AUM; Performance-based feesView
HUDSON COMPANIES

CRD 146338

Pearl River, NY

Corporate platform

Corporation

$48.8M1 advisorsPercentage of AUM · Hourly charges +1 moreView
KPC TERRAPIN GROUP LLC

CRD 285526

New York, NY

Advisory firm

LLC

$48.7M1 advisorsPercentage of AUM; Fixed feesView
KRANE CAPITAL MANAGEMENT, LLC

CRD 329110

New York, NY

Advisory firm

LLC

$48.4M12 advisorsPercentage of AUM; Performance-based feesView
BRANDON HILL WEALTH MANAGEMENT, LLC

CRD 315778

NY

Advisory firm

LLC

$48.4M1 advisorsPercentage of AUMView
SANSKAR ADVISORS, INC.

CRD 113727

Nyack, NY

Corporate platform

Corporation

$47.9M1 advisorsPercentage of AUM · Hourly charges +1 moreView
ASA ASSET MANAGEMENT LLC

CRD 335177

New York, NY

Advisory firm

LLC

$47.6M9 advisorsPercentage of AUM; Performance-based feesView
HILBERT 8, LLC

CRD 284577

New York, NY

Advisory firm

LLC

$47.2M3 advisorsPercentage of AUM; Performance-based feesView
DAVIS CAPITAL ADVISORS, LLC

CRD 153496

New York, NY

Advisory firm

LLC

$46.9M1 advisorsPercentage of AUM · Fixed fees +1 moreView
CBF ADVISORS, LLC

CRD 134079

New York, NY

Advisory firm

LLC

$46.6M5 advisorsPercentage of AUM; Performance-based feesView
CAMBRIDGE ADVISORS, LLC

CRD 158928

Williamsville, NY

Advisory firm

LLC

$46.5M1 advisorsPercentage of AUM; Fixed feesView
BOERUM HILL FINANCIAL ADVISORS LLC

CRD 288987

Brooklyn, NY

Advisory firm

LLC

$46.4M1 advisorsPercentage of AUM · Hourly charges +1 moreView
QUANTESSENCE CAPITAL

CRD 330051

New York, NY

Advisory firm

LLC

$45.5M2 advisorsPercentage of AUM · Performance-based fees +1 moreView
CAPRA CREDIT MANAGEMENT, LLC

CRD 281736

New York, NY

Advisory firm

LLC

$45.1M2 advisorsPercentage of AUM; Performance-based feesView
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