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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 | |||||
|---|---|---|---|---|---|---|---|
| GRENDA GROUP CRD 170241 | Buffalo, NY | Advisory firm LLC | $34.7M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ALLEGORY ADVISORY CRD 173871 | New York, NY | Advisory firm LLC | $34.6M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| EMPOWER PRIVATE WEALTH CRD 331529 | New York, NY | Advisory firm Other (specify) | $34.5M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| WESTCHESTER CAPITAL PARTNERS, LLC CRD 135955 | Valhalla, NY | Advisory firm LLC | $34.2M | 0 total employees | Percentage of AUM; Performance-based fees | View | |
| BENJAMIN SECURITIES, INC. CRD 7754 | Albany, NY | Corporate platform Corporation | $33.6M | 3 advisors | Percentage of AUM | View | |
| MITTLEMAN VALUE PARTNERS LLC CRD 327006 | NY | Advisory firm LLC | $33.4M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| LEO WEALTH MANAGEMENT, LLC CRD 337537 | Staten Island, NY | Advisory firm LLC | $33.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAGE TREE WEALTH CRD 298951 | Fairport, NY | Corporate platform Corporation | $32.6M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LUNIN-PACK PLANNING AND ADVICE, LLC CRD 334066 | Cold Spring, NY | Advisory firm LLC | $32.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| MAVROS CAPITAL MANAGEMENT, LLC CRD 327785 | New York, NY | Advisory firm LLC | $32.1M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| TRUE ABUNDANCE ADVISORS CRD 283860 | NY | Advisory firm Sole prop | $32.0M | 1 advisors | Fixed fees | View | |
| CAMBRIDGE WEALTH MANAGEMENT, LLC CRD 172938 | Cambridge, NY | Advisory firm LLC | $31.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KENMAR PREFERRED INVESTMENTS, LLC CRD 226658 | New York, NY | Advisory firm LLC | $31.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ARCAP PARTNERS LLC CRD 313006 | Plainview, NY | Advisory firm LLC | $31.4M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| FIRST STEP WEALTH PLANNING CRD 317527 | NY | Advisory firm LLC | $31.3M | 1 advisors | Fixed fees | View | |
| FARRAUTO WEALTH MANAGEMENT, INC CRD 129684 | New York, NY | Corporate platform Corporation | $31.1M | 1 advisors | Percentage of AUM · Hourly charges +4 more | View | |
| MANIKAY PARTNERS CRD 157272 | New York, NY | Advisory firm LLC | $30.8M | 1 advisors | Percentage of AUM; PERFORMANCE-BASED ALLOCATION | View | |
| WHARTON WEALTH PLANNING, LLC CRD 319716 | New York, NY | Advisory firm LLC | $30.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| OLD FIELD ADVISORS LLC CRD 134519 | NY | Advisory firm LLC | $30.6M | 1 advisors | Hourly charges; Fixed fees | View | |
| BANTAM INC. CRD 288075 | Staatsburg, NY | Corporate platform Corporation | $30.5M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ALPHYN CAPITAL MANAGEMENT LLC CRD 304390 | Hicksville, NY | Advisory firm LLC | $30.3M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| EMERGE CAPITAL MANAGEMENT CRD 284581 | Buffalo, NY | Corporate platform Corporation | $30.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| CASTFIRM ADVISORS LLC CRD 327519 | Garden City, NY | Advisory firm LLC | $30.0M | 3 advisors | Percentage of AUM; Fixed fees | View | |
| PORT CAPITAL MANAGEMENT CRD 330252 | Massapequa, NY | Advisory firm LLC | $29.8M | 1 advisors | Percentage of AUM | View |