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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.
| Fees | Reputation | Profile | |||||
|---|---|---|---|---|---|---|---|
| DERRYRUSH WEALTH CRD 338575 | West Sayville, NY | Advisory firm LLC | $25.8M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| FRUITFUL CRD 322603 | New York, NY | Advisory firm LLC | $25.2M | 17 advisors | Subscription fees | View | |
| EUREKA WEALTH SOLUTIONS CRD 175087 | New York, NY | Advisory firm LLC | $25.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WESFAIR ADVISORY GROUP, INC. CRD 295320 | Chappaqua, NY | Corporate platform Corporation | $24.8M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| SAPOSH & MALTER, INC. CRD 119514 | White Plains, NY | Corporate platform Corporation | $24.6M | 2 advisors | Percentage of AUM; Hourly charges | View | |
| FIORILE & ASSOCIATES, LLC CRD 158733 | Saranac Lake, NY | Advisory firm LLC | $24.5M | 1 advisors | Hourly charges; Fixed fees | View | |
| FIFTH AVENUE WEALTH ADVISORS LLC CRD 166896 | New York, NY | Advisory firm LLC | $24.3M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| EXCELSIOR CRD 311850 | Melville, NY | Advisory firm LLC | $23.9M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RHIZOME CAPITAL MANAGEMENT LLC CRD 317579 | NY | Advisory firm LLC | $23.6M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| MARTONE CAPITAL MANAGEMENT, INC. CRD 129788 | Tarrytown, NY | Corporate platform Corporation | $23.5M | 1 advisors | Percentage of AUM | View | |
| MARCELLUS CAPITAL MANAGEMENT, LLC CRD 292009 | Skaneateles, NY | Advisory firm LLC | $23.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| ABAYA WEALTH MANAGEMENT LLC CRD 317534 | Buffalo, NY | Advisory firm LLC | $23.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| KOMICH CAPITAL ADVISORS CRD 315279 | Ronkonkoma, NY | Advisory firm LLC | $22.6M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| PASSIVE MANAGEMENT LLC CRD 314627 | New York, NY | Advisory firm LLC | $22.6M | 2 advisors | Percentage of AUM | View | |
| MOUNTAIN CREEK CAPITAL, LLC CRD 298620 | Melville, NY | Advisory firm LLC | $22.5M | 1 advisors | Percentage of AUM | View | |
| GENESIS CAPITAL GROUP LLC CRD 150035 | New York, NY | Advisory firm LLC | $22.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| ARIES INVESTMENT ADVISORS, LLC CRD 152137 | Garden City, NY | Advisory firm LLC | $22.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| BARRETT WEALTH MANAGEMENT CRD 125550 | Rochester, NY | Corporate platform Corporation | $21.8M | 1 advisors | Percentage of AUM | View | |
| CAPABLE WEALTH, LLC CRD 288448 | Latham, NY | Advisory firm LLC | $21.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| WHISTON ASSET MANAGEMENT CRD 118691 | New York City, NY | Corporate platform Corporation | $21.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FORD FINANCIAL SOLUTIONS, LLC CRD 282588 | New York, NY | Advisory firm LLC | $20.9M | 2 advisors | Hourly charges · Fixed fees +1 more | View | |
| ATLAS MERIDIAN CAPITAL LLC CRD 336483 | New York, NY | Advisory firm LLC | $20.1M | 1 advisors | Percentage of AUM; Fixed fees | View | |
| KDB ASSET MANAGEMENT, LLC CRD 129745 | New York, NY | Advisory firm LLC | $20.0M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| GREENLIFE ADVISORS, LLC CRD 296885 | Harrison, NY | Advisory firm LLC | $19.8M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |