RIA Intelligence

Investment Advisers in New York

6,655 registered firms

Sort by: AUM Name Employees Last Updated
TACTICAL ROTATION MANAGEMENT, LLC
CRD #333968 FOREST HILLS, NY
SEC
AUM
$59.9M
Employees
1
NEWSHOLME FINANCIAL GROUP, INC
CRD #126165 YORKTOWN HTS, NY
SEC
AUM
$59.9M
Employees
2
LUMIERE FINANCIAL GROUP LLC
CRD #319171 NEW YORK, NY
SEC
AUM
$59.9M
Employees
7
INTEGRATED MD SOLUTIONS LLC DBA RCG PARTNERS
CRD #165794 CLIFTON PARK, NY
SEC
AUM
$60M
Employees
0
PAGEONE FINANCIAL, INC.
CRD #105340 GLENS FALLS, NY
SEC Disclosures
AUM
$60M
Employees
1
ENDOWMENT RESEARCH GROUP, LLC
CRD #292634 NEW YORK, NY
SEC
AUM
$60M
Employees
2
LESLIE MARIE GIORDANO
CRD #126274 GARDEN CITY, NY
SEC
AUM
$60.1M
Employees
1
HAVELL CAPITAL MANAGEMENT LLC
CRD #110262 NEW YORK, NY
SEC
AUM
$60.2M
Employees
5
APPEL ASSET MANAGEMENT CORPORATION
CRD #108311 GREAT NECK, NY
SEC
AUM
$60.6M
Employees
10
STONEWATER CAPITAL LLC
CRD #129833 NEW YORK, NY
SEC
AUM
$60.6M
Employees
10
SHIELD WEALTH ADVISORS, LLC.
CRD #309538 WILLIAMSVILLE, NY
SEC
AUM
$60.7M
Employees
3
TARGET ROCK WEALTH MANAGEMENT, LLC
CRD #312279 NEW YORK, NY
SEC
AUM
$60.8M
Employees
3
LIBERTY WEALTH MANAGERS LLC
CRD #322131 NEW YORK, NY
SEC
AUM
$60.8M
Employees
2
HUNTER AND HARTNETT
CRD #104848 SYRACUSE, NY
SEC
AUM
$60.9M
Employees
5
BPBI LLC
CRD #288133 NEW YORK, NY
SEC
AUM
$61M
Employees
2
BRIDGEHAMPTON CAPITAL MANAGEMENT LLC
CRD #151755 BRIDGEHAMPTON, NY
SEC Private Funds
AUM
$61M
Employees
6
AGAMAS CAPITAL MANAGEMENT, LP
CRD #136519 NEW YORK, NY
SEC
AUM
$61M
Employees
--
ENSEMBLE FINANCIAL SERVICES, INC.
CRD #17443 PITTSFORD, NY
SEC
AUM
$61.1M
Employees
51
REINOSO ASSET MANAGEMENT, INC.
CRD #119161 NEW YORK, NY
SEC
AUM
$61.3M
Employees
5
SCHAENEN CAPITAL MANAGEMENT LLC
CRD #106384 NEW YORK, NY
SEC
AUM
$61.3M
Employees
5
MAIN STREET FINANCIAL LLC
CRD #118130 PURCHASE, NY
SEC
AUM
$61.3M
Employees
4
STEWARD ADVISORS GROUP, LLC
CRD #321846 HALFMOON, NY
SEC
AUM
$61.4M
Employees
9
C & C FINANCIAL SERVICES, INC.
CRD #106752 GREAT NECK, NY
SEC
AUM
$61.4M
Employees
2
CREATIVE WEALTH MANAGEMENT, LLC
CRD #119273 ISLANDIA, NY
SEC
AUM
$61.5M
Employees
2
RED DOT TRADING, LLC
CRD #156822 NEW YORK, NY
SEC
AUM
$61.6M
Employees
5