SEC-registered financial advisors in New York, NY
Common fee types
- 98%Percentage of assets
- 45%Fixed or flat fee
- 42%Performance-based
Showing 24 of 462
- 16th Amendment Advisors LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- 2201 Capital, LLC$25M to $100MSEC recordPercentage of assets
- Abernathy Group II LLC$25M to $100MSEC recordPercentage of assetsHourlyPerformance-basedOther
- Acorn Advisory Capital, L.P.$1B or moreSEC recordPercentage of assetsPerformance-based
- Adalta Capital Management LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Advent Capital Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Advice and Planning Services$1B or moreSEC recordPercentage of assetsOther
- Aegis Capital Corp.$1B or moreSEC recordPercentage of assetsHourly
- Aetos Alternatives Management$1B or moreSEC recordPercentage of assetsPerformance-based
- AG Dillon Asset Management LP$100M to $500MSEC recordPercentage of assetsPerformance-based
- AJF Capital Management, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat feeCommissions
- Alinea Advisory Services LLC$25M to $100MSEC recordNewsletter subscriptions
- Allen Investment Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Alpha$25M to $100MSEC recordPercentage of assets
- Altfest Personal Wealth Management$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Ameraudi Asset Management, Inc.$1B or moreSEC recordPercentage of assets
- American Capital Management Inc$1B or moreSEC recordPercentage of assets
- American Financial & Tax Strategies, Inc.$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Andrew Garrett, Inc.$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- AP Capital Delaware LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Apogem Capital LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Apollo Investment Management, L.P.$1B or moreSEC recordPercentage of assetsPerformance-based
- Appomattox Advisory, Inc$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Arax Advisory Partners$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
- Arbiter Partners$1B or moreSEC recordPercentage of assetsPerformance-based
- Arcadia Investment Partners$1B or moreSEC recordFixed or flat feePerformance-basedOther
- Arch Global Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Argus Investors' Counsel, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- ARI Group, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Arnhold LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Arrival Capital Management LLC$25M to $100MSEC recordPercentage of assets
- ARS Investment Partners, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Ascend Interplay, LLC$100M to $500MSEC recordPercentage of assets
- Ashbay Capital, LLC$100M to $500MSEC recordPercentage of assets
- Aspire Wealth Advisory Group, LLCUnder $25MSEC recordPercentage of assetsFixed or flat fee
- Astoria Portfolio Advisors LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Atalanta Sosnoff Management, LLC$1B or moreSEC recordPercentage of assets
- Atomic Invest LLC$100M to $500MSEC recordPercentage of assets
- Autopilot$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Avestar Capital, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Avrio Wealth LLC$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Axiom Investment Management LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Azura Partners US LLC$25M to $100MSEC recordPercentage of assetsPerformance-based
- Baron Capital Management, Inc.$1B or moreSEC recordPercentage of assets
- BBR Partners, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Beatrice Advisors LP$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Beck, Mack & Oliver LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Belzberg & Co.$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Betterment$1B or moreSEC recordPercentage of assets
- BH Asset Management, LLC$100M to $500MSEC recordPercentage of assets
- Bienville Capital Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Blackdiamond Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- BlackRock Financial Management, Inc$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Blackstone Liquid Credit Advisors I LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Blackstone Liquid Credit Strategies LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Blackstone Private Credit Strategies LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Bleichroeder LP$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Blue Spark Capital Advisors$100M to $500MSEC recordPercentage of assets
- Blue Square Asset Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- BNY Mellon Advisors, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- BNY Mellon Securities Corporation$1B or moreSEC recordPercentage of assets
- Bone Fide Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Boyar Asset Management, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- BPBI LLC$25M to $100MSEC recordPercentage of assets
- BQS Financial Advisors, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Brave Eagle Wealth Management$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Brave Warrior Advisors, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Brevet Capital Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Bridgewater Advisors Inc.$1B or moreSEC recordPercentage of assets
- Brookfield Public Securities Group LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Brooklawn Capital Advisors$100M to $500MSEC recordFixed or flat fee
- Bryden-Abrams Investment Management LLC$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- BTG Pactual Asset Management US, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeCommissionsPerformance-basedOther
- Canaras Capital Management, LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Cannell & Spears LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Cantor Fitzgerald Investment Advisors$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-basedOther
- Capital Counsel LLC$1B or moreSEC recordPercentage of assets
- Capricorn Investment Group LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Carret Asset Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Carrick Lane LLC$1B or moreSEC recordPercentage of assets
- Cavalcade Capital LLC$100M to $500MSEC recordPercentage of assets
- Cerity Partners LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Cerity Partners OCIO LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Certares Management LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- CH Global Capital Management, LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- Chamonix Partners Capital Management LLC$100M to $500MSEC recordPercentage of assets
- Charles Pratt & Company, L.L.C.$500M to $1BSEC recordPercentage of assets
- Chemistry Wealth Management LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Chesapeake Asset Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- CIO Capital Group LLC$25M to $100MSEC recordPercentage of assets
- Circle Advisers Inc$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Citigroup Global Markets Inc.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Citrin Cooperman Wealth Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Clarion Call Capital$25M to $100MSEC recordPercentage of assets
- Clarus Group LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Clear Haven Capital Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- ClearBridge Investments, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Clearbrook Investment Solutions LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Coastal Wealth Management$25M to $100MSEC recordPercentage of assetsPerformance-based
- Cohen Klingenstein, LLC$1B or moreSEC recordPercentage of assets
- Cohen & Steers Capital Management Inc.$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- Collaborative Capital Advisors LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Compound Planning, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Connective Portfolio Management, LLC$100M to $500MSEC recordPercentage of assets
- Constantine Barry Asset Management (CBAM)$100M to $500MSEC recordPercentage of assetsPerformance-based
- Cordoba Advisory Partners LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Corinthian Partners Asset Management LLC$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Crewcial Partners LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Cross Border Wealth, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- CSM Capital Corporation$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Cullen Capital Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Dasta Investments LLC$25M to $100MSEC recordOther
- Davis Capital Advisors, LLC$25M to $100MSEC recordPercentage of assetsPerformance-based
- Davis Selected Advisers - NY, Inc.$1B or moreSEC recordPercentage of assets
- DCM Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyPerformance-based
- Deltec Asset Management LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Diker Management LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Domain Money Advisors, LLC$25M to $100MSEC recordHourlyNewsletter subscriptionsFixed or flat fee
- Domani Advisors$100M to $500MSEC recordPercentage of assetsOther
- Dominari Securities LLC$25M to $100MSEC recordPercentage of assets
- Double Duty Money Management LLC$25M to $100MSEC recordPercentage of assets
- Douglas C. Lane & Associates$1B or moreSEC recordPercentage of assets
- Douglass Winthrop Advisors LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Dumont Global LP$100M to $500MSEC recordPercentage of assetsPerformance-based
- DWS Investment Management Americas, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- E. Magnus Oppenheim & Co. Inc.Under $25MSEC recordPercentage of assets
- Eagle Bay Family Office$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Eagle Capital Management LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Eagle's View Capital Management LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Eagle Strategies LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Eaglebrook Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- East End Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- East Rock Capital, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Edge Wealth Management, LLC$500M to $1BSEC recordPercentage of assets
- Ehrenkranz Partners L.P.$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- ELCO Management Company, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Ellevest$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- ElphinstoneUnder $25MSEC recordPercentage of assets
- Entrust Global Partners LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Epoch Investment Partners, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Equilibrium Ventures, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Equitable Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Estabrook Capital Management LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Ethic$1B or moreSEC recordPercentage of assets
- Evercore Wealth Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Exceed Advisory LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Family Manage LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Federated Global Investment Management Corp.$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- Fenix Trading$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feeOther
- Fiduciary Management Group, LLC$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Fiera Capital Inc.$1B or moreSEC recordPercentage of assets
- Financial Decisions, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Finhabits Advisors, LLC$100M to $500MSEC recordPercentage of assetsNewsletter subscriptions
- First Eagle Separate Account Management, LLC$500M to $1BSEC recordPercentage of assets
- First Manhattan Co. LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Fithian LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Flagstar Securities, Inc.$500M to $1BSEC recordPercentage of assets
- Four Points Advisors, LLC$25M to $100MSEC recordPercentage of assets
- Francis Financial$500M to $1BSEC recordPercentage of assetsHourly
- Franco Financial Advisors, Inc.$25M to $100MSEC recordPercentage of assetsHourly
- Franklin Templeton Institutional, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Franklin Templeton Private Portfolio Group, LLC$1B or moreSEC recordPercentage of assets
- Fred Alger Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Fruitful$25M to $100MSEC recordNewsletter subscriptions
- Gagnon Securities, LLC$500M to $1BSEC recordPercentage of assetsCommissions
- Garrison Bradford & Associates Inc$100M to $500MSEC recordPercentage of assets
- General Atlantic Service Company, L.P.$1B or moreSEC recordPercentage of assetsPerformance-based
- Gilder Gagnon Howe & Co. LLC$1B or moreSEC recordPercentage of assetsCommissions
- Giverny Capital Asset Management$500M to $1BSEC recordPercentage of assets
- Goalvest Advisory LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Goldman Sachs Asset Management, L.P.$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Goldman Sachs & Co. LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeCommissionsPerformance-basedOther
- Gotham Asset Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Grace & White, Inc$500M to $1BSEC recordPercentage of assets
- Grandfield & Dodd, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Granger Management LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Gravity Capital Management LLC$25M to $100MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Greenline Partners$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Greenwood Investors LLC$100M to $500MSEC recordPercentage of assetsPerformance-basedOther
- Greycliff Wealth Management, LLC$25M to $100MSEC recordPercentage of assets
- Griffin Asset Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Guardian Wealth Partners, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Guggenheim Investment Advisors, LLC$500M to $1BSEC recordPercentage of assets
- Guggenheim Partners Investment Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Guggenheim Private Investments, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Hamlin Capital Management, LLC$1B or moreSEC recordPercentage of assets
- Hemisphere Partners LLC$100M to $500MSEC recordPercentage of assets
- Henry James International Management, Inc.$100M to $500MSEC recordPercentage of assets
- Herold Advisors, Inc.$500M to $1BSEC recordPercentage of assetsOther
- Heronetta Management, L.P.$100M to $500MSEC recordPercentage of assets
- Hilbert 8, LLC$25M to $100MSEC recordPercentage of assetsPerformance-based
- Horiko Capital Management LLC$100M to $500MSEC recordPercentage of assetsHourlyPerformance-based
- Horizon Kinetics Asset Management LLC$1B or moreSEC recordPercentage of assetsNewsletter subscriptionsFixed or flat feePerformance-based
- HS Management Partners, LLC$100M to $500MSEC recordPercentage of assets
- HSBC Securities (USA) Inc.$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Hurley Capital, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Hyperion Capital Advisors LP$500M to $1BSEC recordPercentage of assetsPerformance-based
- Iadvise Partners$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- IDB Lido Wealth, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- IFC Personal Money Managers, Inc.$100M to $500MSEC recordHourlyFixed or flat fee
- Index Technologies Group LLC$100M to $500MSEC recordPercentage of assets
- Infrastructure Capital Advisors, LLC$1B or moreSEC recordPercentage of assetsOther
- Ingalls Investment Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Insight Investment$1B or moreSEC recordPercentage of assetsPerformance-based
- Institutional Investment Advisors Corp$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Integrity Advisory Partners LLC$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Investall, Inc.$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- Itau USA Asset Management$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- J.P. Morgan Investment Management Inc.$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- J.P. Morgan Private Investments Inc.$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- J.P. Morgan Securities LLC$1B or moreSEC recordPercentage of assetsOther
- J.P.morgan Wealth Management Solutions Inc.Under $25MSEC recordOther
- J. Safra Asset Management Corporation$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Jbglobal.com LLC$100M to $500MSEC recordPercentage of assets
- Jefferies Investment Advisers LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Jennison Associates$1B or moreSEC recordPercentage of assetsPerformance-based
- Joel Isaacson & Co., LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- John W. Bristol & Co., Inc.$1B or moreSEC recordPercentage of assets
- JPMorgan Alternative Asset Management$1B or moreSEC recordPercentage of assetsPerformance-based
- JVP Management$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- Kahn Brothers Advisors LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Karani Asset Management LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Kelleher Financial Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Kimelman & Baird, LLC$1B or moreSEC recordPercentage of assetsCommissions
- Kineo Capital LLC$25M to $100MSEC recordPercentage of assetsPerformance-based
- Klingenstein Fields Advisors$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Klingman and Associates, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- KPC Terrapin Group LLC$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- Ladenburg Thalmann Asset Management Inc$1B or moreSEC recordPercentage of assets
- Lagoda Investment Management, L.P.$100M to $500MSEC recordPercentage of assets
- Laidlaw Wealth Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Lazard Asset Management Canada Inc$1B or moreSEC recordPercentage of assetsPerformance-based
- Lazard Asset Management LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- LDR Capital Management, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Leeb Capital Management, Inc.$100M to $500MSEC recordPercentage of assets
- Legado Wealth Management LLC$25M to $100MSEC recordPercentage of assetsHourly
- Lehmann, Livian, Fridson Advisors, LLC$25M to $100MSEC recordPercentage of assets
- Levco Capital LP$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- Levin Capital Strategies, L.P.$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Lexion Capital Management LP$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Liberty Wealth Managers$25M to $100MSEC recordPercentage of assetsOther
- Lifecapital Partners LLC$100M to $500MSEC recordPercentage of assetsHourly
- Linden Global Strategies LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Lionhunter Capital Management LLC$100M to $500MSEC recordPercentage of assets
- Lionshead Wealth Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Lisanti Capital Growth LLC$100M to $500MSEC recordPercentage of assets
- Livian & Co.$100M to $500MSEC recordPercentage of assetsPerformance-based
- LK Financial Planning LLC$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Locust Wood Capital Advisers, LLC$1B or moreSEC recordPercentage of assetsPerformance-basedOther
- Loom Capital Management LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Luesink Stenstrom Financial$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Lumiere Financial$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Lyrical Asset Management LP$1B or moreSEC recordPercentage of assetsPerformance-based
- M.D. Sass, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Mace Capital Management, LLC$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- MacKay Shields LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Magnus Financial Group LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Malatai Capital LLC$25M to $100MSEC recordPerformance-based
- Manhattan Wealth Management Group$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Mark Asset Management LP$1B or moreSEC recordPercentage of assetsPerformance-based
- Masterworks Advisers, LLCUnder $25MSEC recordPercentage of assetsFixed or flat fee
- Matauro, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Mavros Capital Management, LLC$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- Maxim Financial Advisors LLC$100M to $500MSEC recordPercentage of assets
- Maytech Global Investments$500M to $1BSEC recordPercentage of assetsPerformance-based
- MB Family Advisors$100M to $500MSEC recordPercentage of assetsPerformance-based
- Merrill Lynch, Pierce, Fenner & Smith Incorporated$1B or moreSEC recordPercentage of assetsFixed or flat feeCommissions
- Millburn Ridgefield LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Millennial Advisers, LLC.$100M to $500MSEC recordPercentage of assets
- Minerva Wealth Advisory$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Mint Asset Management LLC$25M to $100MSEC recordPercentage of assetsOther
- MIO Partners, Inc.$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- MJB Asset Management LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Moerus Capital Management LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Momentum Advisors$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- MON Capital Management LLC$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- MoneylionUnder $25MSEC recordOther
- Montgomery Capital Advisors LLC$100M to $500MSEC recordPercentage of assets
- Montrose Advisors Inc$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Morgan Stanley Investment Management Inc.$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Mudrick Capital$1B or moreSEC recordPercentage of assetsPerformance-based
- Musaffa LLCUnder $25MSEC recordPercentage of assetsOther
- Museum Mile Funds LLC$25M to $100MSEC recordPercentage of assetsPerformance-based
- Muzinich & Co., Inc.$1B or moreSEC recordPercentage of assetsPerformance-based
- Nerdwallet Wealth Partners, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Neuberger Berman Investment Advisers LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Neville, Rodie & Shaw Inc$1B or moreSEC recordPercentage of assetsFixed or flat fee
- New Holland Capital, LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- New Legacy Group, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- New York Life Investment Management LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Next Capital Management LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Ninety One North America, Inc.$1B or moreSEC recordPercentage of assetsPerformance-based
- Ninth Eternity Asset Management LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Oberon Asset Management, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Odeon Capital Advisors LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Offit Capital$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Old Orchard Capital Management LP$1B or moreSEC recordPercentage of assetsPerformance-based
- Old Slip Registered Investment Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Omen Advisory, LLCUnder $25MSEC recordPercentage of assetsNewsletter subscriptions
- Onewelth Inc$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Open Field Capital LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Oppenheimer Asset Management$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Oppenheimer + Close, LLC$25M to $100MSEC recordPercentage of assetsHourlyPerformance-based
- Oppenheimer & Co. Inc.$1B or moreSEC recordPercentage of assetsFixed or flat feeCommissions
- Optima Asset Management LP$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- Osprey Private Wealth LLC$100M to $500MSEC recordPercentage of assets
- Overbrook Management Corporation$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Papamarkou Wellner Perkin Advisors$100M to $500MSEC recordPercentage of assetsPerformance-basedOther
- Park Avenue Securities LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Parkview US LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Passive Management LLCUnder $25MSEC recordPercentage of assets
- Pave Investment Advisors, LLC.$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Payne Capital Management, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Peconic Partners LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Penbrook Management LLC$100M to $500MSEC recordPercentage of assets
- Percent Advisors LLC$25M to $100MSEC recordPercentage of assetsPerformance-based
- Perennial$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Peter Kimmelman Asset Management LP$100M to $500MSEC recordPercentage of assetsPerformance-based
- Pincus Capital Management, LP$100M to $500MSEC recordPercentage of assets
- Pine Ridge Advisers LLC$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Pinnacle Associates, Ltd.$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Pivotal Advisors LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Point Windward Advisors, Inc.$100M to $500MSEC recordPercentage of assetsCommissions
- Premier Wealth Advisors, LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Pricap Advisors LLC$25M to $100MSEC recordPercentage of assets
- Princeton Value Partners LLC$25M to $100MSEC recordPercentage of assetsPerformance-based
- Prolific Solutions$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- Public Advisors LLCUnder $25MSEC recordPercentage of assets
- Pzena Investment Management LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Qapital Invest, LLC$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- Quantbase$25M to $100MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Quantel Asset Management LLC$25M to $100MSEC recordPercentage of assetsNewsletter subscriptionsFixed or flat feePerformance-based
- Quantinno Capital Management LP$1B or moreSEC recordPercentage of assetsPerformance-based
- Quantum Portfolio Management, LLC$100M to $500MSEC recordPercentage of assets
- Quent Capital, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Quint Capital Management$500M to $1BSEC recordPercentage of assets
- R. F. Lafferty & Co., Inc.$100M to $500MSEC recordPercentage of assetsCommissions
- Radix Organization, Inc.$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Raga Partners LP$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Raine Capital LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Ramirez Asset Management, Inc.$1B or moreSEC recordPercentage of assets
- Ratson Advisory LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- RBC Capital Markets, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- RBC Rochdale, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Re-Envision Wealth$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Redding Ridge Asset Management LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Retirable$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Revere Wealth Management LLC$25M to $100MSEC recordPercentage of assets
- Revolut Wealth Inc.Under $25MSEC recordPercentage of assets
- Ritholtz Wealth Management$1B or moreSEC recordPercentage of assetsFixed or flat fee
- River Partners Capital Management, LP$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- RM Sincerbeaux Capital Management, LLC.$100M to $500MSEC recordPercentage of assets
- RMR Wealth Management$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Robotti & Company Advisors, LLC$500M to $1BSEC recordPercentage of assetsPerformance-basedOther
- Rockefeller Capital Management$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Rockefeller Capital Management$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Rosci Lamb, LLC$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Rosecliff Capital Advisory LLC$25M to $100MSEC recordPercentage of assets
- Rothschild Capital Partners$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Royce Investment Partners$1B or moreSEC recordPercentage of assetsPerformance-based
- Ruane Cunniff L.P.$1B or moreSEC recordPercentage of assets
- S. Williams Capital, LLC$25M to $100MSEC recordPercentage of assetsPerformance-based
- Safran Wealth Advisors, LLC$100M to $500MSEC recordPercentage of assetsHourlyFixed or flat fee
- Sagewood Asset Management LP$1B or moreSEC recordPercentage of assetsPerformance-based
- Samjo Management, LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Satovsky Asset Management LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Savvy$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Schroder Investment Management North America Inc$1B or moreSEC recordPercentage of assetsPerformance-based
- Schroders Capital Management (US) Inc.$1B or moreSEC recordPercentage of assetsPerformance-based
- Seasons of Advice Wealth Management$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Secfi Advisory Limited$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Seeds$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Seer Capital Management LP$1B or moreSEC recordPercentage of assetsPerformance-based
- Select Equity Group, L.P.$1B or moreSEC recordPercentage of assetsPerformance-based
- Sfumato Capital Management LLC$25M to $100MSEC recordPercentage of assetsPerformance-based
- Sharpe Advisors, LLC$1B or moreSEC recordPercentage of assets
- Shenkman Capital Management, Inc.$1B or moreSEC recordPercentage of assetsPerformance-based
- Shikiar Asset Management Inc$500M to $1BSEC recordPercentage of assets
- Shufro, Rose & Co., LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Sicart Associates, LLC$100M to $500MSEC recordPercentage of assetsOther
- Siebert AdvisorNXT, LLC.$100M to $500MSEC recordPercentage of assets
- Silver Advisors, LLC$25M to $100MSEC recordPercentage of assetsFixed or flat feePerformance-based
- Silvercrest Asset Management Group LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Smith Affiliated Capital Corp.$1B or moreSEC recordPercentage of assets
- Snowden Capital Advisors LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Sophis Investments LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- South Street Advisors, LLC$500M to $1BSEC recordPercentage of assets
- Spring Street Wealth$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- Stacey Braun Associates Inc$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- Standard Investments LLC$1B or moreSEC recordPercentage of assetsOther
- Stash$1B or moreSEC recordPercentage of assetsNewsletter subscriptionsFixed or flat fee
- Stash Wealth, LLC$25M to $100MSEC recordPercentage of assetsFixed or flat feeOther
- Steinberg Asset Management, LLC$100M to $500MSEC recordPercentage of assetsPerformance-based
- Stelac Advisory Services LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Stifel Capital Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Stirlingshire Investments$100M to $500MSEC recordPercentage of assets
- Stone Temple Partners LLC$500M to $1BSEC recordPercentage of assetsFixed or flat feePerformance-based
- StrataCore Capital Management, LLC.$25M to $100MSEC recordPercentage of assets
- Strategas Asset Management, LLC$100M to $500MSEC recordPercentage of assetsOther
- Strategic Wealth Management Group$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat fee
- Stratton Capital Investment Advisory LLC$100M to $500MSEC recordPercentage of assets
- Summit Rock Advisors, LP$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-basedOther
- Summit Street Capital Management, LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Summit Trail Advisors, LLC$1B or moreSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Swarthmore Asset Management Ltd$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- TAG Associates Florida LLC$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- TAG Associates LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Target Rock Wealth Management, LLC$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- TD Private Client Wealth LLC$1B or moreSEC recordPercentage of assets
- Tekmen Wells LLC$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Terra Nova Asset Management LLC$100M to $500MSEC recordPercentage of assets
- The Mathes Company, Inc.$100M to $500MSEC recordPercentage of assets
- The Northstar Group, Inc.$1B or moreSEC recordPercentage of assetsHourlyFixed or flat fee
- The Quick Group LLC$100M to $500MSEC recordPercentage of assets
- Third Avenue Management LLC$1B or moreSEC recordPercentage of assets
- Tiedemann Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Timessquare Capital Management, LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Tinicum Incorporated$1B or moreSEC recordPercentage of assetsOther
- Tishman Capital Partners$500M to $1BSEC recordPercentage of assetsPerformance-basedOther
- Titan$1B or moreSEC recordPercentage of assets
- Tocqueville Asset Management LP$1B or moreSEC recordPercentage of assetsPerformance-based
- Toms Capital Investment Management LP$1B or moreSEC recordPercentage of assetsPerformance-based
- Transatlantique Private Wealth LLC$500M to $1BSEC recordPercentage of assets
- Transparent Wealth Consulting LLC$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Trian Fund Management, L.P.$1B or moreSEC recordPercentage of assetsPerformance-based
- Twentythree Advisory$25M to $100MSEC recordPercentage of assets
- Twin Point Capital LLC$100M to $500MSEC recordPercentage of assetsFixed or flat feePerformance-based
- UAS Asset Management$100M to $500MSEC recordPercentage of assetsPerformance-based
- UBS Asset Management (Americas) LLC$1B or moreSEC recordPercentage of assetsFixed or flat feePerformance-based
- Valley Financial Management, Inc.Under $25MSEC recordPercentage of assets
- Valorem LLC$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- Value Investment Professionals, LLC$100M to $500MSEC recordPercentage of assetsHourlyPerformance-based
- Valueworks, LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Valur Robo AdvisorsUnder $25MSEC recordPercentage of assets
- Vanderbilt Avenue Asset Management LLC$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Vanquour LLC$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- VantarUnder $25MSEC recordPercentage of assets
- Vectors Asset Management$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Vestwell Advisors LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Vinci Partners USA$100M to $500MSEC recordPercentage of assetsPerformance-based
- Vise AI Advisors$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Voya Investment Management Co. LLC$1B or moreSEC recordPercentage of assetsPerformance-based
- Wahed$1B or moreSEC recordPercentage of assets
- Wallstreeti.com$100M to $500MSEC recordPercentage of assetsFixed or flat fee
- Washington Square Capital Management LLC$25M to $100MSEC recordPercentage of assetsFixed or flat fee
- Water Asset Management, LLC$500M to $1BSEC recordPercentage of assetsPerformance-based
- Wealthedge Investment Advisors, LLC$100M to $500MSEC recordPercentage of assetsOther
- Wealthmeup Advisors LLCUnder $25MSEC recordPercentage of assets
- Wealthspire Advisors$1B or moreSEC recordPercentage of assetsFixed or flat feeOther
- Welara$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Wellington Shields Capital Management, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Wellington Shields & Co., LLC$500M to $1BSEC recordPercentage of assetsFixed or flat fee
- Wembley Strategic Advisory LLC$500M to $1BSEC recordPercentage of assetsHourlyFixed or flat feePerformance-based
- Westfuller Advisors, LLC$1B or moreSEC recordPercentage of assetsFixed or flat fee
- Wharton Wealth Planning, LLC$25M to $100MSEC recordPercentage of assetsHourlyFixed or flat fee
- Wilkinson Global Asset Management LLC$1B or moreSEC recordPercentage of assets
- Williams Jones Wealth Management, LLC$1B or moreSEC recordPercentage of assets
- Willow Wealth$1B or moreSEC recordPercentage of assetsPerformance-based
- Wingspan Capital, LLC$25M to $100MSEC recordPercentage of assetsPerformance-based
- Wise Wealth Management, LLC$100M to $500MSEC recordPercentage of assets
- Zephyr Management, L.P.$100M to $500MSEC recordPercentage of assetsPerformance-basedOther
- Zoe Financial, Inc.$100M to $500MSEC recordPercentage of assetsOther
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.