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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 | |||||
|---|---|---|---|---|---|---|---|
| FIDUCIARY FIRST ADVISING, LLC CRD 317659 | Rochester, NY | Advisory firm LLC | $19.7M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| FINANCIAL PLANNING CENTER CRD 148660 | Amherst, NY | Advisory firm Sole prop | $19.4M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| PUBLIC ADVISORS LLC CRD 318234 | New York, NY | Advisory firm LLC | $18.8M | 2 advisors | Percentage of AUM | View | |
| MOUNT STREET PORTFOLIO ADVISERS LLC CRD 299192 | New York, NY | Advisory firm LLC | $18.6M | 1 advisors | Percentage of AUM | View | |
| KAHN BROTHERS ASSET MANAGEMENT CORP CRD 105620 | New York, NY | Corporate platform Corporation | $18.5M | 3 advisors | Percentage of AUM; Performance-based fees | View | |
| PRIMETIME WEALTH MANAGEMENT LLC CRD 301041 | Pittsford, NY | Advisory firm LLC | $18.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAIN LINE CAPITAL MANAGEMENT LLC CRD 130960 | East Aurora, NY | Advisory firm LLC | $18.0M | 1 advisors | Percentage of AUM | View | |
| PRENTICE INVESTMENT MANAGEMENT, LLC CRD 293723 | Garrison, NY | Advisory firm LLC | $18.0M | 1 advisors | Percentage of AUM | View | |
| ATLAS CAPITAL CRD 326724 | NY | Corporate platform Corporation | $17.2M | 3 advisors | Percentage of AUM | View | |
| BLACK SEA GOLD ADVISORS LLC CRD 304330 | Kingston, NY | Advisory firm LLC | $17.1M | 1 advisors | Percentage of AUM | View | |
| MATRIX PRIVATE WEALTH MANAGEMENT INC. CRD 281197 | Lake Success, NY | Corporate platform Corporation | $17.1M | 2 advisors | Percentage of AUM | View | |
| HUDSON CAPITAL MANAGEMENT INC. CRD 307412 | Irvington, NY | Corporate platform Corporation | $17.1M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| YOSHIDA WEALTH MANAGEMENT, INC. CRD 305049 | White Plains, NY | Corporate platform Corporation | $17.0M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| KINGSLAND INVESTMENTS CRD 328855 | Mount Kisco, NY | Advisory firm LLC | $16.7M | 1 advisors | Percentage of AUM | View | |
| WEALTH STRATEGIES & SOLUTIONS, LTD. CRD 297130 | Rochester, NY | Advisory firm LLC | $16.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| REBELLION RESEARCH CRD 167661 | New York, NY | Advisory firm LP | $16.5M | 2 advisors | Percentage of AUM; PERFORMANCE BASED ALLOCATION | View | |
| COORDINATED PLANNING GROUP, INC. CRD 173653 | Melville, NY | Corporate platform Corporation | $16.4M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| NEXTGEN EMP CRD 333721 | NY | Corporate platform Corporation | $16.1M | 2 advisors | Percentage of AUM | View | |
| APERTURE ADVISORS LLC CRD 327627 | NY | Advisory firm LLC | $16.0M | 2 advisors | Percentage of AUM; Performance-based fees | View | |
| LARREA WEALTH MANAGEMENT CRD 129649 | New York, NY | Corporate platform Corporation | $16.0M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| TRIDENT ADVISORS LLC CRD 145231 | Woodbury, NY | Advisory firm LLC | $15.8M | 5 advisors | Percentage of AUM; RECEIVE A PORTION OF WRAP FEE PAID TO THIRD PARTY ADVISORS | View | |
| YIELDS FOR YOU, LLC CRD 317662 | Melville, NY | Advisory firm LLC | $15.7M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| MAIN STREET ASSET MANAGEMENT LLC CRD 281694 | New City, NY | Advisory firm LLC | $15.6M | 1 advisors | Percentage of AUM | View | |
| SPP CREDIT ADVISORS LLC CRD 314442 | New York, NY | Advisory firm LLC | $15.4M | 6 advisors | Percentage of AUM · Fixed fees +2 more | View |