RIA Intelligence

Investment Advisers in New York

6,655 registered firms

Sort by: AUM Name Employees Last Updated
LUNIN-PACK PLANNING AND ADVICE, LLC
CRD #334066 COLD SPRING, NY
SEC
AUM
$26.1M
Employees
1
AVRIO WEALTH LLC
CRD #337579 NEW YORK, NY
SEC
AUM
$26.1M
Employees
3
MANISPACE CAPITAL, LP
CRD #334852 NEW YORK, NY
SEC
AUM
$26.1M
Employees
5
PEAK WEALTH MANAGEMENT LLC
CRD #332411 SARATOGA SPRINGS, NY
SEC
AUM
$26M
Employees
1
EPSILON ASSET MANAGEMENT, LLC
CRD #288806 NEW YORK, NY
SEC
AUM
$26M
Employees
2
UPSTATE ADVISORS INC
CRD #108779 ROCHESTER, NY
SEC
AUM
$26M
Employees
5
JESUP & LAMONT SECURITIES CORP.
CRD #39056 NEW YORK, NY
SEC
AUM
$26M
Employees
51
GUARDIAN ASSET MANAGEMENT CORP.
CRD #111914 NEW YORK, NY
SEC
AUM
$26M
Employees
51
UCM GREYSTONE CAPITAL MANAGEMENT, LLC
CRD #127174 NEW YORK, NY
SEC
AUM
$26M
Employees
10
DUET USA ASSET MANAGEMENT LLC
CRD #288122 NEW YORK, NY
SEC Private Funds
AUM
$26M
Employees
6
ARTESIAN CAPITAL MANAGEMENT (DELAWARE) LP
CRD #325768 NEW YORK, NY
SEC Private Funds
AUM
$26M
Employees
7
GLOBAL LISTING ACCELERATOR SECURITIES LIMITED
CRD #327603 NEW YORK, NY
SEC
AUM
$26M
Employees
6
LIFE PLANNING ALLIANCE, LLC
CRD #297131 PURCHASE, NY
SEC
AUM
$26M
Employees
5
EVERCORE VENTURE ADVISORS L.L.C.
CRD #131622 NEW YORK, NY
SEC
AUM
$26M
Employees
5
DJA CAPITAL MANAGEMENT, LP
CRD #332825 NEW YORK, NY
SEC Private Funds
AUM
$25.9M
Employees
2
SAR SERVICES, INC.
CRD #113579 ROCHESTER, NY
SEC
AUM
$25.9M
Employees
1
THE KOLTA GROUP LLC
CRD #293436 NEW YORK, NY
SEC
AUM
$25.9M
Employees
1
ROSECLIFF CAPITAL ADVISORY LLC
CRD #305951 NEW YORK, NY
SEC
AUM
$25.8M
Employees
5
PGP FINANCIAL, INC.
CRD #21617 HAUPPAUGE, NY
SEC
AUM
$25.8M
Employees
10
ALCHEM INVESTMENT MANAGEMENT LP
CRD #140979 NEW YORK, NY
SEC
AUM
$25.8M
Employees
5
FOX POINT CAPITAL MANAGEMENT LLC
CRD #157118 NEW YORK, NY
SEC Private Funds
AUM
$25.8M
Employees
3
THINKSHOP ADVISORS LLC
CRD #281432 MELVILLE, NY
SEC Private Funds
AUM
$25.7M
Employees
3
SAFKHET CAPITAL MANAGEMENT LLC
CRD #291878 NEW YORK, NY
SEC Private Funds
AUM
$25.7M
Employees
2
CIO CAPITAL GROUP LLC
CRD #336490 NEW YORK, NY
SEC
AUM
$25.7M
Employees
5
VESTO FINANCIAL, INC
CRD #322205 NEW YORK, NY
SEC
AUM
$25.7M
Employees
1