Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in New York, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 14 vetted financial advisors and non-vetted financial advisors in New York, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in New York, New York have an average of 19 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
---|---|---|---|---|
ROKOS CAPITAL MANAGEMENT (US) LP 600 Lexington Avenue, New York City, NY, 10022 | 306046 | $14,132,419,417 | 4 | A Percentage of AUM, Other (RCM US LP RECEIVES A FEE FROM A RELATED PERSON, RCM LLP) |
SEGANTII CAPITAL MANAGEMENT (USA) LLC 520 Madison Avenue, Suite 21b, New York City, NY, 10022 | 310058 | $12,742,156,452 | 1 | Other (COMPANY RECEIVES A FEE FROM A RELATED PERSON.) |
J. SAFRA ASSET MANAGEMENT CORPORATION 546 Fifth Avenue, New York City, NY, 10036 | 131243 | $3,562,361,416 | 2809 | A Percentage of AUM, Fixed Fees, Other (% OF ASSETS UNDER CONSULTATION) |
AVENUE ASIA CAPITAL MANAGEMENT, L.P. 11 West 42nd Street, 9th Floor New York City, NY, 10036 | 113246 | $1,369,486,292 | 11 | A Percentage of AUM, Performance Based |
ASCRIBE CAPITAL LLC 590 Madison Avenue, 38th Floor New York City, NY, 10022 | 167218 | $1,114,429,564 | 8 | A Percentage of AUM, Performance Based |
AIGEN INVESTMENT MANAGEMENT, LP 411 Fifth Ave, Suite 702 New York City, NY, 10016 | 297391 | $957,867,761 | 5 | Performance Based |
VISE AI ADVISORS 521 Broadway, 3rd Floor New York City, NY, 10012 | 301761 | $481,740,685 | 3372 | A Percentage of AUM, Fixed Fees |
VALUEWORKS, LLC One World Trade, Suite 84g New York City, NY, 10007 | 116850 | $293,259,887 | 112 | A Percentage of AUM, Performance Based |
PARKVIEW US LLC 477 Madison Avenue, Floor 6 New York City, NY, 10022 | 160172 | $274,604,449 | 19 | A Percentage of AUM, Fixed Fees |
QSEMBLE CAPITAL MANAGEMENT, LP 1 Rockefeller Plaza, Suite 2304 New York City, NY, 10020 | 290920 | $261,165,980 | 3 | A Percentage of AUM, Performance Based |
SAGARD HOLDINGS MANAGER (US) LLC 280 Park Avenue, 29f East New York City, NY, 10017 | 322374 | $240,216,812 | 4 | A Percentage of AUM, Performance Based |
EMPERY ASSET MANAGEMENT, LP One Rockefeller Plaza, Suite 1205 New York City, NY, 10020 | 148180 | $195,165,527 | 6 | A Percentage of AUM, Fixed Fees, Performance Based |
QUANTBASE 30 Wall Street, Ste 801 New York City, NY, 10005 | 315414 | $3,150,790 | 1412 | A Percentage of AUM, Fixed Fees |
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