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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 | |||||
|---|---|---|---|---|---|---|---|
| MCNEILL CAPITAL, LLC CRD 154517 | Saratoga Springs, NY | Advisory firm LLC | $40.6M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| O'BRIEN CAPITAL MANAGEMENT, INC. CRD 136100 | Nyack, NY | Corporate platform Corporation | $40.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAGELLAN FINANCIAL SOLUTIONS LLC CRD 169107 | Warwick, NY | Advisory firm LLC | $40.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| CIO CAPITAL GROUP LLC CRD 336490 | New York, NY | Advisory firm LLC | $40.1M | 2 advisors | Percentage of AUM | View | |
| FOUR POINTS ADVISORS, LLC CRD 171720 | New York, NY | Advisory firm LLC | $40.0M | 11 advisors | Percentage of AUM | View | |
| MANHATTAN WEALTH MANAGEMENT GROUP CRD 338376 | New York, NY | Advisory firm LLC | $40.0M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| MSRESS III MANAGER, L.L.C. CRD 138602 | New York, NY | Advisory firm LLC | $39.6M | 170 advisors | Percentage of AUM; Performance-based fees | View | |
| IHS WEALTH MANAGEMENT LLC CRD 329852 | Oyster Bay, NY | Advisory firm LLC | $39.4M | 2 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| GILEAD CAPITAL LP CRD 282023 | New York, NY | Advisory firm LP | $39.1M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| AMIDON & PETERSEN FINANCIALS, LLC CRD 143079 | Albany, NY | Advisory firm LLC | $39.1M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ANGLIA ADVISORS CRD 282832 | Valley Stream, NY | Corporate platform Corporation | $39.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| PEAK WEALTH MANAGEMENT CRD 332411 | Saratoga Springs, NY | Advisory firm LLC | $39.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SARATOGA INVESTMENT SOLUTIONS INC. CRD 124949 | Saratoga Springs, NY | Corporate platform Corporation | $38.6M | 1 advisors | Hourly charges; Fixed fees | View | |
| ARTESIAN CAPITAL MANAGEMENT (DELAWARE) LP CRD 325768 | New York, NY | Advisory firm LP | $37.7M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| PARAMOUNT WEALTH ADVISORS CRD 312399 | Buffalo, NY | Advisory firm LLC | $37.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| VOLUMETRIC ADVISERS CRD 107351 | NY | Corporate platform Corporation | $37.6M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| PALLADIUM HERITAGE MANAGEMENT, LLC CRD 321623 | New York, NY | Advisory firm LLC | $37.2M | 2 advisors | Percentage of AUM · Performance-based fees +1 more | View | |
| MSM FINANCIAL STRATEGIES CRD 125889 | Manhasset, NY | Advisory firm LLC | $37.0M | 3 advisors | Percentage of AUM; Hourly charges | View | |
| DARK HORSE WEALTH LLC CRD 159999 | Cazenovia, NY | Advisory firm LLC | $36.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| IBIS CAPITAL MANAGEMENT, LLC CRD 282069 | Buffalo, NY | Advisory firm LLC | $36.6M | 1 employees | Percentage of AUM; Hourly charges | View | |
| GEMCORP CAPITAL ADVISORS LLC CRD 329386 | New York, NY | Advisory firm LLC | $36.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| EUDAIMONIA WEALTH CRD 305431 | Buffalo, NY | Advisory firm LLC | $35.8M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| RABENOLD ADVISORS, INC. CRD 283882 | Williamsville, NY | Corporate platform Corporation | $35.6M | 1 advisors | Percentage of AUM · NEGOTIATED FINANCIAL PLANNING FEE +1 more | View | |
| TAG ASSOCIATES FLORIDA LLC CRD 325292 | New York, NY | Advisory firm LLC | $35.5M | 23 advisors | Percentage of AUM; Fixed fees | View |