AdvisorCensus / Financial advisors / New York / New York, NY / SEI Investments Distribution Co.
Financial advisors in New York, NY using SEI Investments Distribution Co.
8 SEC-registered investment advisory firms headquartered in the New York, NY metro area name SEI Investments Distribution Co. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Abbondandolo Wealth Management Corp | Glen Cove | SEC-registered investment adviser | $100 million to $500 million |
| Davidson Wealth Management LLC | Forked River | SEC-registered investment adviser | $100 million to $500 million |
| Eagle's Crest Advisors, LLC | Huntington | SEC-registered investment adviser | $100 million to $500 million |
| Madison Advisory Services, Inc. | White Plains | SEC-registered investment adviser | $500 million to $1 billion |
| Oakbourne Advisors | Berkeley Heights | SEC-registered investment adviser | $100 million to $500 million |
| Teplitz Financial Group LLC | Old Bridge | SEC-registered investment adviser | $100 million to $500 million |
| Tilson Financial Group Inc | New Providence | SEC-registered investment adviser | $500 million to $1 billion |
| TLG Advisors, Inc. | Summit | 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. SEI Investments Distribution Co. nationwide
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