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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 | |||||
|---|---|---|---|---|---|---|---|
| SINOPOLI & SINOPOLI FINANCIAL SERVICES, LLC CRD 118559 | East Syracuse, NY | Advisory firm LLC | $15.2M | 4 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ROVENTINI FINANCIAL SERVICES, INC CRD 142079 | New City, NY | Corporate platform Corporation | $15.0M | 1 advisors | Percentage of AUM | View | |
| SPRING DELTA ASSET MANAGEMENT, LLC CRD 307539 | New York, NY | Advisory firm LLC | $14.9M | 1 advisors | Percentage of AUM; PENSION CONSULTING ON PLAN ASSETS | View | |
| FIDARE WEALTH SOLUTIONS LLC CRD 331122 | New York, NY | Advisory firm LLC | $14.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| ORCHESTRAL FINANCIAL GROUP INC. CRD 144346 | Amherst, NY | Corporate platform Corporation | $14.1M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| RONALD A. BARTLETT & ASSOCIATES, LTD CRD 147038 | Flushing, NY | Corporate platform Corporation | $13.5M | 2 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| NEXUS CAPITAL, LLC CRD 288758 | Pittsford, NY | Advisory firm LLC | $13.3M | 1 advisors | Percentage of AUM | View | |
| PEO PARTNERS, LLC CRD 311201 | New York, NY | Advisory firm LLC | $13.3M | 5 advisors | Percentage of AUM · %OF FEES SUBJ. TO MIN. AMT +2 more | View | |
| WALLACE INVESTMENTS CRD 300335 | New York, NY | Advisory firm LLC | $13.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| ARÈNE CAPITAL MANAGEMENT LP CRD 337916 | New York, NY | Advisory firm LP | $13.0M | 4 advisors | Percentage of AUM; Performance-based fees | View | |
| TIGRESS FINANCIAL PARTNERS LLC CRD 154717 | New York, NY | Advisory firm LLC | $12.8M | 4 advisors | Percentage of AUM | View | |
| WALKER CAPITAL ADVISORS CRD 284621 | New York, NY | Advisory firm LLC | $12.5M | 1 advisors | Percentage of AUM; Hourly charges | View | |
| MONEYLION CRD 289521 | New York, NY | Advisory firm LLC | $12.4M | 13 employees | $1-5/MONTH DISCRETIONARY ACCT FEE; MEMBERSHIP FEE TO AFFILIATE | View | |
| FUNDAMENTAL INVESTMENT SERVICES, LLC CRD 330232 | NY | Advisory firm LLC | $12.2M | 2 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| GOLD COAST ADVISORS, LLC CRD 124217 | Port Washington, NY | Advisory firm LLC | $12.2M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| LONG CAST ADVISERS, LLC CRD 175005 | Brooklyn, NY | Advisory firm LLC | $12.1M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| TIMM FINANCIAL SERVICES CRD 331581 | Poughkeepsie, NY | Corporate platform Corporation | $11.8M | 2 advisors | Percentage of AUM; Fixed fees | View | |
| ENTERPRISE VALUE CAPITAL MANAGEMENT, LLC CRD 316054 | New York, NY | Advisory firm LLC | $11.5M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| PROSUS WEALTH MANAGEMENT CRD 312172 | New York, NY | Advisory firm LLC | $11.4M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| HUYGENS CAPITAL LLC CRD 168438 | White Plains, NY | Advisory firm LLC | $10.7M | 1 advisors | Percentage of AUM; Performance-based fees | View | |
| 9D CAPITAL LLC CRD 308524 | New York, NY | Advisory firm LLC | $10.6M | 3 advisors | Percentage of AUM · Hourly charges +1 more | View | |
| POWDER RIDGE CAPITAL LP CRD 309767 | Sagaponack, NY | Advisory firm LP | $10.4M | 1 advisors | Percentage of AUM · Fixed fees +1 more | View | |
| SCHROEDER CAPITAL MANAGEMENT, LLC CRD 324483 | Brooklyn, NY | Advisory firm LLC | $10.2M | 1 advisors | Percentage of AUM · Hourly charges +2 more | View | |
| CALCULATED FINANCIAL SOLUTIONS, LLC CRD 140028 | Cedarhurst, NY | Advisory firm LLC | $9.6M | 1 advisors | Percentage of AUM · Hourly charges +1 more | View |