AdvisorCensus / Financial advisors / New York / New York, NY / Pershing Advisor Solutions LLC
Financial advisors in New York, NY using Pershing Advisor Solutions LLC
23 SEC-registered investment advisory firms headquartered in the New York, NY metro area name Pershing Advisor Solutions LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| AJF Capital Management, Inc. | New York | SEC-registered investment adviser | $100 million to $500 million |
| Ameraudi Asset Management, Inc. | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Arax Advisory Partners | New York | SEC-registered investment adviser | Over $5 billion |
| ARS Investment Partners, LLC | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Chesapeake Asset Management LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| CSM Capital Corporation | New York | SEC-registered investment adviser | $1 billion to $5 billion |
| Deltec Asset Management LLC | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Ehrenkranz Partners L.P. | New York | SEC-registered investment adviser | Over $5 billion |
| Fusion Family Wealth, LLC | Woodbury | SEC-registered investment adviser | $1 billion to $5 billion |
| Gulfstream CM, LLC | Summit | SEC-registered investment adviser | $100 million to $500 million |
| Hollow Brook Wealth Management LLC | Katonah | SEC-registered investment adviser | $1 billion to $5 billion |
| Oxler Private Wealth | Rye Brook | SEC-registered investment adviser | $500 million to $1 billion |
| Platform Technology Partners | Locust Valley | SEC-registered investment adviser | $1 billion to $5 billion |
| Quantinno Capital Management LP | New York | SEC-registered investment adviser | Over $5 billion |
| RDM Capital Associates Inc | Red Bank | SEC-registered investment adviser | $100 million to $500 million |
| Shikiar Asset Management Inc | New York | SEC-registered investment adviser | $500 million to $1 billion |
| Sicart Associates, LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Sophis Investments LLC | New York | SEC-registered investment adviser | $100 million to $500 million |
| Steginsky Capital LLC | Port Washington | SEC-registered investment adviser | $500 million to $1 billion |
| Timecapital Investor Advisory Services Inc | Port Jefferson Station | SEC-registered investment adviser | $100 million to $500 million |
| TLG Advisors, Inc. | Summit | SEC-registered investment adviser | $1 billion to $5 billion |
| Wealthspring Capital LLC | West Harrison | SEC-registered investment adviser | $500 million to $1 billion |
| Westmore Asset Management | Pearl River | SEC-registered investment adviser | $25 million to $100 million |
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 Advisor Solutions LLC nationwide
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AdvisorCensus. Financial advisors in New York, NY using Pershing Advisor Solutions LLC. https://advisorcensus.com/advisors/ny/new-york/custodians/pershing-advisor-solutions https://advisorcensus.com/advisors/ny/new-york/custodians/pershing-advisor-solutions