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AdvisorCensus / Financial advisors / New York / New York, NY / Wilmington Trust

Financial advisors in New York, NY using Wilmington Trust

7 SEC-registered investment advisory firms headquartered in the New York, NY metro area name Wilmington Trust as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.

All firms headquartered in New York, NY ยท How this list is built

FirmCityRegistrationAssets band
John W. Bristol & Co., Inc.New YorkSEC-registered investment adviserOver $5 billion
Mount Logan ManagementNew YorkSEC-registered investment adviser$1 billion to $5 billion
Papamarkou Wellner Perkin AdvisorsNew YorkSEC-registered investment adviser$100 million to $500 million
Pivotal Advisors LLCNew YorkSEC-registered investment adviser$1 billion to $5 billion
Rothschild Capital PartnersNew YorkSEC-registered investment adviser$100 million to $500 million
Stuyvesant Capital Management CorporationArmonkSEC-registered investment adviser$25 million to $100 million
TR Capital Management, LLCRockville CentreSEC-registered investment adviser$100 million to $500 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. Wilmington Trust nationwide

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