{ "path": "/advisors/ny/new-york", "url": "https://advisorcensus.com/advisors/ny/new-york/page/20", "page_type": "metro", "title": "Financial advisors in New York, NY", "filters": {}, "scope_total": 3971, "faq": [ { "q": "How many financial advisory firms are there in New York, NY?", "a": "AdvisorCensus lists 3,971 investment advisory firms with a principal office in the New York metro area, from Form ADV filings as of October 2026: 2,691 SEC-registered, 551 state-registered, and 729 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in New York, NY?", "a": "518 of the 3,971 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in New York, NY offer financial planning?", "a": "851 of the 3,242 firms in New York, NY that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in New York, NY fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 518 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 3,971 investment advisory firms with a principal office in the New York metro area, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": "New York has 3,971 investment advisory firms with a principal office in the metro area as of October 2026: 2,691 SEC-registered, 551 state-registered, and 729 exempt reporting advisers. 518 of them meet AdvisorCensus's fee-only test (paid only by client fees, with no sales-related compensation ties such as an employee registered with a broker-dealer or licensed as an insurance agent), and 687 report under $100 million in regulatory assets under management. The metro area has 7,409,947 households, 1,637,705 of them with income of $200,000 or more, or 412 such households for each firm (Census Bureau, American Community Survey 2020–2024 5-year estimates).", "citation": "AdvisorCensus. Financial advisors in New York, NY: 3,971 firms from Form ADV filings as of October 2026.", "total_firms": 3971, "page": 20, "total_pages": 80, "sort": "name", "registration_types": { "sec": 2691, "state": 551, "exempt": 729 }, "fee_model_mix": [ { "code": "fee-only", "count": 518 }, { "code": "percentage_of_aum", "count": 2931 }, { "code": "hourly", "count": 536 }, { "code": "subscription", "count": 39 }, { "code": "fixed", "count": 999 }, { "code": "commissions", "count": 52 }, { "code": "performance_based", "count": 1761 }, { "code": "other", "count": 607 }, { "code": "not_reported", "count": 729 } ], "years_registered_distribution": [ { "code": "under_5", "count": 1495 }, { "code": "5_to_9", "count": 893 }, { "code": "10_to_19", "count": 1047 }, { "code": "20_plus", "count": 527 }, { "code": "not_reported", "count": 9 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 350 }, { "code": "25m_100m", "count": 337 }, { "code": "100m_500m", "count": 761 }, { "code": "500m_1b", "count": 362 }, { "code": "1b_5b", "count": 631 }, { "code": "over_5b", "count": 565 }, { "code": "not_reported", "count": 965 } ], "firms": [ { "crd_number": 140510, "name": "Comprehensive Wealth Management Group, LLC", "name_as_filed": "COMPREHENSIVE WEALTH MANAGEMENT GROUP, LLC", "url": "https://advisorcensus.com/firm/comprehensive-wealth-management-group-llc-staten-island-ny-140510", "city": "Staten Island", "state": "NY", "years_registered": 20, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147372, "name": "Comprehensive Wealth Services, LLC", "name_as_filed": "COMPREHENSIVE WEALTH SERVICES, LLC", "url": "https://advisorcensus.com/firm/comprehensive-wealth-services-llc-parsippany-nj-147372", "city": "Parsippany", "state": "NJ", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 292760, "name": "Concord Management Services, LLC", "name_as_filed": "CONCORD MANAGEMENT SERVICES, LLC", "url": "https://advisorcensus.com/firm/concord-management-services-llc-summit-nj-292760", "city": "Summit", "state": "NJ", "years_registered": 7, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 108715, "name": "Condata Group Inc", "name_as_filed": "CONDATA GROUP INC", "url": "https://advisorcensus.com/firm/condata-group-inc-new-york-ny-108715", "city": "New York", "state": "NY", "years_registered": 23, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "commissions" ], "enhanced": false }, { "crd_number": 104920, "name": "Condor Capital Wealth Management", "name_as_filed": "CONDOR CAPITAL WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/condor-capital-wealth-management-martinsville-nj-104920", "city": "Martinsville", "state": "NJ", "years_registered": 37, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288138, "name": "Conegliano Ventures, LLC", "name_as_filed": "CONEGLIANO VENTURES, LLC", "url": "https://advisorcensus.com/firm/conegliano-ventures-llc-new-york-ny-288138", "city": "New York", "state": "NY", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 283492, "name": "Conifer Management, LLC", "name_as_filed": "CONIFER MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/conifer-management-llc-new-york-ny-283492", "city": "New York", "state": "NY", "years_registered": 10, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 297755, "name": "Connective Portfolio Management, LLC", "name_as_filed": "CONNECTIVE PORTFOLIO MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/connective-portfolio-management-llc-new-york-ny-297755", "city": "New York", "state": "NY", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 113648, "name": "Conrad Capital Management, Inc.", "name_as_filed": "CONRAD CAPITAL MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/conrad-capital-management-inc-hauppauge-ny-113648", "city": "Hauppauge", "state": "NY", "years_registered": 24, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 317399, "name": "Consello Capital", "name_as_filed": "CONSELLO CAPITAL", "url": "https://advisorcensus.com/firm/consello-capital-new-york-ny-317399", "city": "New York", "state": "NY", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 112694, "name": "Consolidated Portfolio Review Corp", "name_as_filed": "CONSOLIDATED PORTFOLIO REVIEW CORP", "url": "https://advisorcensus.com/firm/consolidated-portfolio-review-corp-woodbury-ny-112694", "city": "Woodbury", "state": "NY", "years_registered": 34, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 167165, "name": "Consonance Capital Partners, LP", "name_as_filed": "CONSONANCE CAPITAL PARTNERS, LP", "url": "https://advisorcensus.com/firm/consonance-capital-partners-lp-new-york-ny-167165", "city": "New York", "state": "NY", "years_registered": 13, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 338708, "name": "Consonant Ventures", "name_as_filed": "CONSONANT VENTURES", "url": "https://advisorcensus.com/firm/consonant-ventures-new-york-ny-338708", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 147242, "name": "Constantine Barry Asset Management (Cbam)", "name_as_filed": "CONSTANTINE BARRY ASSET MANAGEMENT (CBAM)", "url": "https://advisorcensus.com/firm/constantine-barry-asset-management-cbam-new-york-ny-147242", "city": "New York", "state": "NY", "years_registered": 18, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 137463, "name": "Consulting Group Advisory Services LLC", "name_as_filed": "CONSULTING GROUP ADVISORY SERVICES LLC", "url": "https://advisorcensus.com/firm/consulting-group-advisory-services-llc-purchase-ny-137463", "city": "Purchase", "state": "NY", "years_registered": 20, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 319652, "name": "Contessa Capital", "name_as_filed": "CONTESSA CAPITAL", "url": "https://advisorcensus.com/firm/contessa-capital-new-york-ny-319652", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 334620, "name": "Conteur Capital Partners LLC", "name_as_filed": "CONTEUR CAPITAL PARTNERS LLC", "url": "https://advisorcensus.com/firm/conteur-capital-partners-llc-new-york-ny-334620", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 154645, "name": "Contour Asset Management LLC", "name_as_filed": "CONTOUR ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/contour-asset-management-llc-new-york-ny-154645", "city": "New York", "state": "NY", "years_registered": 16, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 162419, "name": "Contour Venture Partners", "name_as_filed": "CONTOUR VENTURE PARTNERS", "url": "https://advisorcensus.com/firm/contour-venture-partners-new-york-ny-162419", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 308201, "name": "Conversant Capital LLC", "name_as_filed": "CONVERSANT CAPITAL LLC", "url": "https://advisorcensus.com/firm/conversant-capital-llc-summit-nj-308201", "city": "Summit", "state": "NJ", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 157746, "name": "Cooper Creek Partners Management LLC", "name_as_filed": "COOPER CREEK PARTNERS MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/cooper-creek-partners-management-llc-new-york-ny-157746", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 173653, "name": "Coordinated Planning Group, Inc.", "name_as_filed": "COORDINATED PLANNING GROUP, INC.", "url": "https://advisorcensus.com/firm/coordinated-planning-group-inc-melville-ny-173653", "city": "Melville", "state": "NY", "years_registered": 11, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 321116, "name": "Copenhagen Infrastructure Partners Inc.", "name_as_filed": "COPENHAGEN INFRASTRUCTURE PARTNERS INC.", "url": "https://advisorcensus.com/firm/copenhagen-infrastructure-partners-inc-new-york-ny-321116", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "over_5b", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 130819, "name": "Corbin Capital Partners, L.P.", "name_as_filed": "CORBIN CAPITAL PARTNERS, L.P.", "url": "https://advisorcensus.com/firm/corbin-capital-partners-l-p-new-york-ny-130819", "city": "New York", "state": "NY", "years_registered": 22, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 310199, "name": "Cordoba Advisory Partners LLC", "name_as_filed": "CORDOBA ADVISORY PARTNERS LLC", "url": "https://advisorcensus.com/firm/cordoba-advisory-partners-llc-new-york-ny-310199", "city": "New York", "state": "NY", "years_registered": 5, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 329644, "name": "Cordoba Capital Partners, LLC", "name_as_filed": "CORDOBA CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/cordoba-capital-partners-llc-new-york-ny-329644", "city": "New York", "state": "NY", "years_registered": 2, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 343022, "name": "Core Asset Credit", "name_as_filed": "CORE ASSET CREDIT", "url": "https://advisorcensus.com/firm/core-asset-credit-new-york-ny-343022", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 150088, "name": "Corebridge Institutional Investments (U.S.), LLC", "name_as_filed": "COREBRIDGE INSTITUTIONAL INVESTMENTS (U.S.), LLC", "url": "https://advisorcensus.com/firm/corebridge-institutional-investments-u-s-llc-jersey-city-nj-150088", "city": "Jersey City", "state": "NJ", "years_registered": 17, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 332982, "name": "Corinthia Global Management", "name_as_filed": "CORINTHIA GLOBAL MANAGEMENT", "url": "https://advisorcensus.com/firm/corinthia-global-management-new-york-ny-332982", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 160346, "name": "Corinthian Capital Group, LLC", "name_as_filed": "CORINTHIAN CAPITAL GROUP, LLC", "url": "https://advisorcensus.com/firm/corinthian-capital-group-llc-new-york-ny-160346", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 109385, "name": "Corinthian Partners Asset Management LLC", "name_as_filed": "CORINTHIAN PARTNERS ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/corinthian-partners-asset-management-llc-new-york-ny-109385", "city": "New York", "state": "NY", "years_registered": 7, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 226779, "name": "Cornell Capital", "name_as_filed": "CORNELL CAPITAL", "url": "https://advisorcensus.com/firm/cornell-capital-new-york-ny-226779", "city": "New York", "state": "NY", "years_registered": 11, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 317086, "name": "Corner Capital Management, LLC", "name_as_filed": "CORNER CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/corner-capital-management-llc-new-york-ny-317086", "city": "New York", "state": "NY", "years_registered": 4, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 307189, "name": "Cornerstone Planning Group", "name_as_filed": "CORNERSTONE PLANNING GROUP", "url": "https://advisorcensus.com/firm/cornerstone-planning-group-fairfield-nj-307189", "city": "Fairfield", "state": "NJ", "years_registered": 6, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 115122, "name": "Cornerstone Professional Advisor Services, LLC", "name_as_filed": "CORNERSTONE PROFESSIONAL ADVISOR SERVICES, LLC", "url": "https://advisorcensus.com/firm/cornerstone-professional-advisor-services-llc-garden-city-ny-115122", "city": "Garden City", "state": "NY", "years_registered": 24, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 161451, "name": "Cornwall Capital Management LP", "name_as_filed": "CORNWALL CAPITAL MANAGEMENT LP", "url": "https://advisorcensus.com/firm/cornwall-capital-management-lp-new-york-ny-161451", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 161671, "name": "Corporate Partners II Management LLC", "name_as_filed": "CORPORATE PARTNERS II MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/corporate-partners-ii-management-llc-new-york-ny-161671", "city": "New York", "state": "NY", "years_registered": 7, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 111721, "name": "Corrado Advisors, LLC", "name_as_filed": "CORRADO ADVISORS, LLC", "url": "https://advisorcensus.com/firm/corrado-advisors-llc-ramsey-nj-111721", "city": "Ramsey", "state": "NJ", "years_registered": 26, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 161571, "name": "Corre Partners Management, LLC", "name_as_filed": "CORRE PARTNERS MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/corre-partners-management-llc-new-york-ny-161571", "city": "New York", "state": "NY", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 137887, "name": "Corsair Capital LLC", "name_as_filed": "CORSAIR CAPITAL LLC", "url": "https://advisorcensus.com/firm/corsair-capital-llc-new-york-ny-137887", "city": "New York", "state": "NY", "years_registered": 20, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 157029, "name": "Corsair Capital Management, L.P.", "name_as_filed": "CORSAIR CAPITAL MANAGEMENT, L.P.", "url": "https://advisorcensus.com/firm/corsair-capital-management-l-p-new-york-ny-157029", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 161429, "name": "Cortec Group Management Services, LLC", "name_as_filed": "CORTEC GROUP MANAGEMENT SERVICES, LLC", "url": "https://advisorcensus.com/firm/cortec-group-management-services-llc-new-york-ny-161429", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 158197, "name": "Corvex Management LP", "name_as_filed": "CORVEX MANAGEMENT LP", "url": "https://advisorcensus.com/firm/corvex-management-lp-new-york-ny-158197", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 307449, "name": "Countervew Capital Management LLC", "name_as_filed": "COUNTERVEW CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/countervew-capital-management-llc-jericho-ny-307449", "city": "Jericho", "state": "NY", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 340510, "name": "Courizon Partners LLC", "name_as_filed": "COURIZON PARTNERS LLC", "url": "https://advisorcensus.com/firm/courizon-partners-llc-new-york-ny-340510", "city": "New York", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 156776, "name": "Court Square Capital", "name_as_filed": "COURT SQUARE CAPITAL", "url": "https://advisorcensus.com/firm/court-square-capital-new-york-ny-156776", "city": "New York", "state": "NY", "years_registered": 14, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 306603, "name": "Courtside Ventures", "name_as_filed": "COURTSIDE VENTURES", "url": "https://advisorcensus.com/firm/courtside-ventures-new-york-ny-306603", "city": "New York", "state": "NY", "years_registered": 6, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 337515, "name": "Covara Capital, LLC", "name_as_filed": "COVARA CAPITAL, LLC", "url": "https://advisorcensus.com/firm/covara-capital-llc-new-york-ny-337515", "city": "New York", "state": "NY", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 316866, "name": "Cove Private Wealth, LLC", "name_as_filed": "COVE 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