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Find Investment Firms Near You

The Advisor Finder profiles thousands of advisors and firms in cities across the country. Learn about their specialties and experience to find the best advisor near you.

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Firms or Advisors

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Assets (AUM)
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20B+
Years of Experience
0
20+
Location
State
10 Firms Found
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4DX VENTURES CRD: 308978
BROOKLYN, NY
Client Count and Type
NAN%General Clients
NAN%High Net Worth Clients
NAN%Banking Or Thrift Institutions
NAN%Investment Companies
NAN%Business Development Companies
NAN%Pooled Investment Vehicles
NAN%Pension Profit Sharing
NAN%Charitable Organizations
NAN%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
Match
ALPHA INERTIA CAPITAL CRD: 310967
BROOKLYN, NY
Client Count and Type
NAN%General Clients
NAN%High Net Worth Clients
NAN%Banking Or Thrift Institutions
NAN%Investment Companies
NAN%Business Development Companies
NAN%Pooled Investment Vehicles
NAN%Pension Profit Sharing
NAN%Charitable Organizations
NAN%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
Match
AMAZONIA WEALTH MANAGEMENT, LLC CRD: 172963
BROOKLYN, NY
Client Count and Type
76%General Clients
24%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
Match
ANHINGA INVESTMENT PARTNERS CRD: 300088
BROOKLYN, NY
Client Count and Type
Less than 1%General Clients
Less than 1%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
100%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
Match
ARMORI CAPITAL MANAGEMENT, LLC CRD: 281717
BROOKLYN, NY
Client Count and Type
Less than 1%General Clients
100%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
600K
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
Match
BARREL PARK INVESTMENTS CRD: 290166
BROOKLYN, NY
Client Count and Type
Less than 1%General Clients
Less than 1%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
100%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
Match
BETHANY BRISTOW FINANCIAL PLANNING, LLC CRD: 288861
BROOKLYN, NY
Client Count and Type
NAN%General Clients
NAN%High Net Worth Clients
NAN%Banking Or Thrift Institutions
NAN%Investment Companies
NAN%Business Development Companies
NAN%Pooled Investment Vehicles
NAN%Pension Profit Sharing
NAN%Charitable Organizations
NAN%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
Match
BLAZER ASSET MANAGEMENT, LLC CRD: 175504
BROOKLYN, NY
Client Count and Type
NAN%General Clients
NAN%High Net Worth Clients
NAN%Banking Or Thrift Institutions
NAN%Investment Companies
NAN%Business Development Companies
NAN%Pooled Investment Vehicles
NAN%Pension Profit Sharing
NAN%Charitable Organizations
NAN%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
Match
BOERUM HILL FINANCIAL ADVISORS LLC CRD: 288987
BROOKLYN, NY
Client Count and Type
100%General Clients
Less than 1%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
Less than 1%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
N/A
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
Match
BREWSTER FINANCIAL PLANNING LLC CRD: 125291
BROOKLYN, NY
Client Count and Type
22%General Clients
74%High Net Worth Clients
Less than 1%Banking Or Thrift Institutions
Less than 1%Investment Companies
Less than 1%Business Development Companies
Less than 1%Pooled Investment Vehicles
4%Pension Profit Sharing
Less than 1%Charitable Organizations
Less than 1%State Or Municipal
Assets Under Management
291.64K
Fee Structures
  • % of AUM
  • Hourly
  • Subscription fees
  • Fixed fees
  • Commissions
  • Performance-based fees
Match
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