AdvisorCensus / Financial advisors / New York / New York, NY / Pershing LLC
Financial advisors in New York, NY using Pershing LLC
84 SEC-registered investment advisory firms headquartered in the New York, NY metro area name Pershing LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Advice and Planning Services | New York | SEC-registered investment adviser | Over $5 billion |
| Allen Investment Management, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Ampfield Management | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Atomic Invest LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Aurora Private Wealth, Inc. | Totowa | SEC-registered investment adviser | $100 million to $500 million |
| Avestar Capital, LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Belle Haven Investments, L.P. | Rye Brook | SEC-registered investment adviser | Over $5 billion |
| Blackhill Capital, Inc | Morristown | SEC-registered investment adviser | $1 billion to $5 billion |
| Bluevine Advisory LLC | Jersey City | SEC-registered investment adviser | Under $25 million |
| BNY Mellon Advisors, Inc. | New York | SEC-registered investment adviser | Over $5 billion |
| BNY Mellon Securities Corporation | New York | SEC-registered investment adviser | Over $5 billion |
| Brave Warrior Advisors, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| BTG Pactual Asset Management US , LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Citigroup Global Markets Inc. | New York | SEC-registered investment adviser | Over $5 billion |
| Comprehensive Capital Management, Inc. | Totowa | SEC-registered investment adviser | $25 million to $100 million |
| Connective Portfolio Management, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Covision Advisors LLC | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Davidson Wealth Management LLC | Forked River | SEC-registered investment adviser | $100 million to $500 million |
| Douglass Winthrop Advisors LLC | New York | SEC-registered investment adviser | Over $5 billion |
| East End Financial Group, Inc. | Riverhead | SEC-registered investment adviser | $500 million to $1 billion |
| Family Manage LLC | New York | SEC-registered investment adviser | Over $5 billion |
| FCO Advisors LP | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| First Manhattan Co. LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Garden State Retirement Specialists, LLC | Red Bank | SEC-registered investment adviser | $100 million to $500 million |
| Gladowsky Capital Management Corp | Smithtown | SEC-registered investment adviser | $100 million to $500 million |
| GMS Group | East Hanover | SEC-registered investment adviser | Under $25 million |
| Gotham Asset Management, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Griffin Asset Management, LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Halyard Asset Management LLC | White Plains | SEC-registered investment adviser | $1 billion to $5 billion |
| Henley & Company Wealth Management LLC | Uniondale | SEC-registered investment adviser | $25 million to $100 million |
| Herold Advisors, Inc. | New York | SEC-registered investment adviser | $500 million to $1 billion |
| HSBC Securities (USA) Inc. | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Hyperion Capital Advisors LP | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Independent Investors Inc | Nesconset | SEC-registered investment adviser | $500 million to $1 billion |
| Jefferies Investment Advisers LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Kahn Brothers Advisors LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Karagosian Financial Services, Inc | Croton on Hudson | SEC-registered investment adviser | $25 million to $100 million |
| Kelleher Financial Advisors, LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| KPC Terrapin Group LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Lantern Wealth Advisors, LLC | Melville | SEC-registered investment adviser | $100 million to $500 million |
| Markin Asset Management, LP | Rye | SEC-registered investment adviser | $100 million to $500 million |
| Maxim Financial Advisors LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Murphy & Mullick Capital Management Corp | Smithtown | SEC-registered investment adviser | $100 million to $500 million |
| Nardis Advisors LLC | Scarsdale | SEC-registered investment adviser | $100 million to $500 million |
| Nestegg Advisors, Inc. | Hauppauge | SEC-registered investment adviser | $100 million to $500 million |
| New Vernon Capital | Morristown | SEC-registered investment adviser | $500 million to $1 billion |
| Next Level Private LLC | Harrison | SEC-registered investment adviser | $1 billion to $5 billion |
| Oliver Luxxe Assets LLC | Gladstone | SEC-registered investment adviser | $1 billion to $5 billion |
| Oppenheimer + Close, LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| Palumbo Wealth Management LLC | Great Neck | SEC-registered investment adviser | $500 million to $1 billion |
| Papamarkou Wellner Perkin Advisors | New York | SEC-registered investment adviser | $100 million to $500 million |
| Parisi Gray Wealth Management, LLC | Mendham | SEC-registered investment adviser | $500 million to $1 billion |
| Penbrook Management LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Point Windward Advisors, Inc. | New York | SEC-registered investment adviser | $100 million to $500 million |
| Private Client Group Asset Management | Gladstone | SEC-registered investment adviser | $100 million to $500 million |
| Quent Capital, LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| RBC Rochdale, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Reaves Asset Management | Jersey City | SEC-registered investment adviser | Over $5 billion |
| Redblack Advisers, Inc. | Oradell | SEC-registered investment adviser | $500 million to $1 billion |
| Robotti & Company Advisors, LLC | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Ruane Cunniff L.P. | New York | SEC-registered investment adviser | Over $5 billion |
| Sagewood Asset Management LP | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Saiph Capital, LLC | Wyckoff | SEC-registered investment adviser | $100 million to $500 million |
| Sandro Wealth Management LLC | Fairfield | SEC-registered investment adviser | $100 million to $500 million |
| Seelaus Asset Management, LLC | Chatham | SEC-registered investment adviser | $1 billion to $5 billion |
| Silverberg Bernstein Capital Management | Armonk | SEC-registered investment adviser | $100 million to $500 million |
| Silvercrest Asset Management Group LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Snowden Capital Advisors LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Snyder Wealth Group | Medford | SEC-registered investment adviser | $100 million to $500 million |
| Steinberg Asset Management, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Summit Trail Advisors, LLC | New York | SEC-registered investment adviser | Over $5 billion |
| TD Private Client Wealth LLC | New York | SEC-registered investment adviser | Over $5 billion |
| Tekmen Wells LLC | New York | SEC-registered investment adviser | $25 million to $100 million |
| The Northstar Group, Inc. | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Tocqueville Asset Management LP | New York | SEC-registered investment adviser | Over $5 billion |
| UAS Asset Management | New York | SEC-registered investment adviser | $100 million to $500 million |
| Valley Financial Management, Inc. | New York | SEC-registered investment adviser | Under $25 million |
| Valley Wealth Managers, Inc. | Paramus | SEC-registered investment adviser | $1 billion to $5 billion |
| Valueworks, LLC | New York City | SEC-registered investment adviser | $500 million to $1 billion |
| WBI Investments, LLC | Red Bank | SEC-registered investment adviser | $500 million to $1 billion |
| Wealthspire Advisors | New York | SEC-registered investment adviser | Over $5 billion |
| Wellington Shields & Co., LLC | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Wellington Shields Capital Management, LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Westfuller Advisors, LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Pershing LLC nationwide
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AdvisorCensus. Financial advisors in New York, NY using Pershing LLC. https://advisorcensus.com/advisors/ny/new-york/custodians/pershing https://advisorcensus.com/advisors/ny/new-york/custodians/pershing