Search Results

2,506 advisors in new york
FirmFeeAUMMin.Clients

WESTCHESTER CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Valhalla, New YorkCRD #155686
Typical Fee--
AUM$2.8B
Minimum--
Clients7

WESTCHESTER CAPITAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Valhalla, New YorkCRD #135955
Typical Fee--
AUM$29M
Minimum--
Clients2

WESTCO ADVISORY SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Lynbrook, New YorkCRD #120755
Typical Fee--
AUM$254M
Minimum--
Clients324

WESTERN NEW YORK FINANCIAL GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Buffalo, New YorkCRD #306083
Typical Fee--
AUM$81M
Minimum--
Clients183

WESTFULLER ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #155054
Typical Fee--
AUM$2.1B
Minimum--
Clients75

WESTMORE ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Pearl River, New YorkCRD #164431
Typical Fee--
AUM$54M
Minimum--
Clients61

WESTPARK CAPITAL, INC.

Also Compensated via Brokerage
New York, New YorkCRD #39914
Typical Fee--
AUM$48M
Minimum--
Clients234

WHIPPOORWILL ASSOCIATES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
White Plains, New YorkCRD #107497
Typical Fee--
AUM$45M
Minimum--
Clients3

WHITE HAT CAPITAL PARTNERS LP

Fee-Only, No ConflictsClean Record
New York, New YorkCRD #288059
Typical Fee--
AUM$159M
Minimum--
Clients5

WHITEFORT CAPITAL MANAGEMENT, LP

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #288534
Typical Fee--
AUM$773M
Minimum--
Clients5

WHITNEY & COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Rochester, New YorkCRD #117307
Typical Fee--
AUM$1.2B
Minimum--
Clients1,744

WILDCAT CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #162178
Typical Fee--
AUM$3.9B
Minimum--
Clients4

WILKINSON GLOBAL ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #292470
Typical Fee--
AUM$2.1B
Minimum--
Clients597

WILLIAMS JONES WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #301925
Typical Fee--
AUM$11.6B
Minimum--
Clients4,609

WILLOW TREE CAPITAL CORP ADVISORS LLC

Fee-Only, No ConflictsClean Record
New York, New YorkCRD #328528
Typical Fee--
AUM$744M
Minimum--
Clients1

WILLOW TREE CREDIT PARTNERS LP

Fee-Only, No ConflictsClean Record
New York, New YorkCRD #287810
Typical Fee--
AUM$2.4B
Minimum--
Clients11

WILLOW WEALTH

Fee-OnlyAlso Compensated via Product Sales
New York, New YorkCRD #282487
Typical Fee--
AUM$1.9B
Minimum--
Clients209

WILLOWRIDGE PARTNERS, INC.

Fee-Only, No ConflictsClean Record
New York, New YorkCRD #157116
Typical Fee--
AUM$2.4B
Minimum--
Clients9

WILMINGTON CAPITAL SECURITIES, LLC

Also Compensated via Brokerage
Garden City, New YorkCRD #133839
Typical Fee--
AUM$258M
Minimum--
Clients279

WINDROSE HEALTH INVESTORS, LLC

Fee-Only, No ConflictsClean Record
New York, New YorkCRD #160311
Typical Fee--
AUM$3.7B
Minimum--
Clients8

WINGSPAN CAPITAL, LLC

Fee-Only, No ConflictsClean Record
New York, New YorkCRD #307759
Typical Fee--
AUM$115M
Minimum--
Clients31

WINSHORE CAPITAL PARTNERS LP

Fee-Only, No ConflictsClean Record
New York, New YorkCRD #300347
Typical Fee--
AUM$5.7B
Minimum--
Clients3

WINTHROP PARTNERS - EPA, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Buffalo, New YorkCRD #282098
Typical Fee--
AUM$60M
Minimum--
Clients127

WINTHROP PARTNERS - WNY, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Buffalo, New YorkCRD #282100
Typical Fee--
AUM$168M
Minimum--
Clients284

WINTHROP PARTNERS - WPA , LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Buffalo, New YorkCRD #282102
Typical Fee--
AUM$36M
Minimum--
Clients92

WISDOMTREE ASSET MANAGEMENT, INC.

Fee-Only, No Conflicts
New York, New YorkCRD #139684
Typical Fee--
AUM$81.7B
Minimum--
Clients79

WISDOMTREE DIGITAL MANAGEMENT, INC.

Fee-Only, No ConflictsClean Record
New York, New YorkCRD #322139
Typical Fee--
AUM$129M
Minimum--
Clients13

WISE WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
New York, New YorkCRD #133614
Typical Fee--
AUM$119M
Minimum--
Clients106

WNY ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Williamsville, New YorkCRD #153872
Typical Fee--
AUM$1.5B
Minimum--
Clients6,673

WOLFE RESEARCH ADVISORS, LLC

Fee-OnlyAlso Compensated via Product Sales
New York, New YorkCRD #326717
Typical Fee--
AUM$25M
Minimum--
Clients1
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