Advisers in New York City, NY

5 advisers in New York City — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

J. Safra Asset Management Corporation546 Fifth Avenue · New York City, NY 10036 · (212) 704-5553 · Financial planningCRD 131243 · % of assets, Fixed fees, Other · $6.3 billion AUMSEC registeredNo commissions reported Seaport Asset Management, LLC60 Broad Street · New York City, NY 10004 · (212) 847-2458 · Flat / fixed feesCRD 161157 · % of assets, Fixed feesState registeredNo commissions reported Valueworks, LLCOne World Trade, Suite 84g · New York City, NY 10007 · (212) 819-1818 · % of assets managedCRD 116850 · % of assets, Performance-based fees · $577.3 million AUMSEC registeredNo commissions reported Vise Ai Advisors521 Broadway, 3rd Floor · New York City, NY 10012 · (201) 375-3969 · Flat / fixed feesCRD 301761 · % of assets, Fixed fees · $8.5 billion AUMSEC registeredNo commissions reported Whiston Asset Management445 Park Ave., 9th Floor · New York City, NY 10022 · (212) 717-0557 · Hourly feesCRD 118691 · % of assets, Hourly charges, Performance-based fees · $21.0 million AUMState registeredNo commissions reported

Talking to advisers in New York City? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.