DouxProcess Directory
Add to your AI

Ask for any business in the US.

NAICS 523940 · Portfolio Management and Investment Advice

you asked:

Financial advisors in New York

2,234 financial advisors listed in New York, each checked against the issuer's record. In the published order.

  1. Amerivet Securities, Inc.

    ActiveCorporation registered in SAM.gov

    New York, NY

    CallAsk it
    Proof for Amerivet Securities, Inc.
    SAM.gov registration
    SAM.gov FUF3BA3K57M2
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Apr 9, 2027
    Checked
    Oct 23, 2026
    Where
    New York, NY · serves New York
    Phone
    (646) 809-6940
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  2. Axonic Capital LLC

    ActiveCorporation registered in SAM.gov

    New York, NY

    CallAsk it
    Proof for Axonic Capital LLC
    SAM.gov registration
    SAM.gov LKEMNFNVCGU1
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Jan 5, 2027
    Checked
    Oct 23, 2026
    Where
    New York, NY · serves New York
    Phone
    (212) 259-0430
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  3. Blackrock

    ActiveCorporation registered in SAM.gov

    New York, NY

    CallAsk it
    Proof for Blackrock
    SAM.gov registration
    SAM.gov CQFDA5YZ6FN6
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Mar 17, 2027
    Checked
    Oct 23, 2026
    Where
    New York, NY · serves New York
    Phone
    (212) 810-5300
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  4. Ducera Partners LLC

    ActivePartnership or limited liability partnership registered in SAM.gov

    New York, NY

    CallAsk it
    Proof for Ducera Partners LLC
    SAM.gov registration
    SAM.gov WVMNGDKG9PK6
    Issuer
    SAM.gov
    Status
    Active
    Class
    Partnership or limited liability partnership registered in SAM.gov
    Expires
    Aug 10, 2027
    Checked
    Oct 23, 2026
    Where
    New York, NY · serves New York
    Phone
    (212) 671-9700
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  5. Forensic Economics, Inc.

    ActiveCorporation registered in SAM.gov

    Rochester, NY

    CallAsk it
    Proof for Forensic Economics, Inc.
    SAM.gov registration
    SAM.gov NK75WVUWPL27
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Feb 17, 2027
    Checked
    Oct 23, 2026
    Where
    Rochester, NY · serves New York
    Phone
    (585) 385-7440
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  6. Invessent, LLC

    ActiveCorporation registered in SAM.gov

    Rochester, NY

    CallAsk it
    Proof for Invessent, LLC
    SAM.gov registration
    SAM.gov WY2LRWF27TT3
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Sep 23, 2027
    Checked
    Oct 23, 2026
    Where
    Rochester, NY · serves New York
    Phone
    (585) 510-7060
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  7. Jefferies LLC

    ActiveCorporation registered in SAM.gov

    New York, NY

    CallAsk it
    Proof for Jefferies LLC
    SAM.gov registration
    SAM.gov LQZTZ2AQUKC3
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Jul 28, 2027
    Checked
    Oct 23, 2026
    Where
    New York, NY · serves New York
    Phone
    (212) 284-2300
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  8. Moelis & Company LLC

    ActiveCorporation registered in SAM.gov

    New York, NY

    CallAsk it
    Proof for Moelis & Company LLC
    SAM.gov registration
    SAM.gov M66QCMNWKLB7
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Mar 13, 2027
    Checked
    Oct 23, 2026
    Where
    New York, NY · serves New York
    Phone
    (212) 883-3800
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  9. Msci Inc

    ActiveCorporation registered in SAM.gov

    New York, NY

    CallAsk it
    Proof for Msci Inc
    SAM.gov registration
    SAM.gov J7T3YJRS6PP9
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Apr 27, 2027
    Checked
    Oct 23, 2026
    Where
    New York, NY · serves New York
    Phone
    (212) 804-3900
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  10. Perella Weinberg Partners LP

    ActivePartnership or limited liability partnership registered in SAM.gov

    New York, NY

    CallAsk it
    Proof for Perella Weinberg Partners LP
    SAM.gov registration
    SAM.gov VW76N9T97M95
    Issuer
    SAM.gov
    Status
    Active
    Class
    Partnership or limited liability partnership registered in SAM.gov
    Expires
    Feb 13, 2027
    Checked
    Oct 23, 2026
    Where
    New York, NY · serves New York
    Phone
    (212) 287-3200
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  11. Pjt Partners LP

    ActivePartnership or limited liability partnership registered in SAM.gov

    New York, NY

    CallAsk it
    Proof for Pjt Partners LP
    SAM.gov registration
    SAM.gov QW69BQLP7B28
    Issuer
    SAM.gov
    Status
    Active
    Class
    Partnership or limited liability partnership registered in SAM.gov
    Expires
    Sep 10, 2027
    Checked
    Oct 23, 2026
    Where
    New York, NY · serves New York
    Phone
    (212) 364-7800
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  12. Pzena Investment Management, LLC

    ActivePartnership or limited liability partnership registered in SAM.gov

    New York, NY

    CallAsk it
    Proof for Pzena Investment Management, LLC
    SAM.gov registration
    SAM.gov ESGWW7JX5NV7
    Issuer
    SAM.gov
    Status
    Active
    Class
    Partnership or limited liability partnership registered in SAM.gov
    Expires
    Nov 4, 2026
    Checked
    Oct 23, 2026
    Where
    New York, NY · serves New York
    Phone
    (212) 355-1600
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  13. Academy Asset Management LLC

    ActiveOther organization registered in SAM.gov

    New York, NY

    Ask it
    Proof for Academy Asset Management LLC
    SAM.gov registration
    SAM.gov H9M8GF257SP2
    Issuer
    SAM.gov
    Status
    Active
    Class
    Other organization registered in SAM.gov
    Expires
    Jul 31, 2027
    Checked
    Oct 23, 2026
    Where
    New York, NY · serves New York
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  14. Ain Management LLC

    ActiveCorporation registered in SAM.gov

    New York, NY

    Ask it
    Proof for Ain Management LLC
    SAM.gov registration
    SAM.gov T2M3BL5WJZD5
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    May 30, 2027
    Checked
    Oct 23, 2026
    Where
    New York, NY · serves New York
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  15. Azurest Partners LLC

    ActiveOther organization registered in SAM.gov

    Brooklyn, NY

    Ask it
    Proof for Azurest Partners LLC
    SAM.gov registration
    SAM.gov YZEPDHJDVJC6
    Issuer
    SAM.gov
    Status
    Active
    Class
    Other organization registered in SAM.gov
    Expires
    May 14, 2027
    Checked
    Oct 23, 2026
    Where
    Brooklyn, NY · serves New York
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  16. Baylis Digital Africa LLC

    ActivePartnership or limited liability partnership registered in SAM.gov

    Brooklyn, NY

    Ask it
    Proof for Baylis Digital Africa LLC
    SAM.gov registration
    SAM.gov PZPUQEX37383
    Issuer
    SAM.gov
    Status
    Active
    Class
    Partnership or limited liability partnership registered in SAM.gov
    Expires
    Sep 10, 2027
    Checked
    Oct 23, 2026
    Where
    Brooklyn, NY · serves New York
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  17. Cohen & Steers Capital Management, Inc.

    ActiveCorporation registered in SAM.gov

    New York, NY

    Ask it
    Proof for Cohen & Steers Capital Management, Inc.
    SAM.gov registration
    SAM.gov QQMWEDVYJK74
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Aug 27, 2027
    Checked
    Oct 23, 2026
    Where
    New York, NY · serves New York
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  18. Coinbase Inc, Coinbase, Inc.

    ActiveCorporation registered in SAM.gov

    New York, NY

    Ask it
    Proof for Coinbase Inc, Coinbase, Inc.
    SAM.gov registration
    SAM.gov CCKXXH3LHEE9
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Apr 10, 2027
    Checked
    Oct 23, 2026
    Where
    New York, NY · serves New York
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  19. Cpm Group LLC

    ActiveCorporation registered in SAM.gov

    Brooklyn, NY

    Ask it
    Proof for Cpm Group LLC
    SAM.gov registration
    SAM.gov WC29JNSXKTF7
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Sep 8, 2027
    Checked
    Oct 23, 2026
    Where
    Brooklyn, NY · serves New York
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

  20. Criticalx Materials LLC

    ActivePartnership or limited liability partnership registered in SAM.gov

    Brooklyn, NY

    Ask it
    Proof for Criticalx Materials LLC
    SAM.gov registration
    SAM.gov XB78VBK22363
    Issuer
    SAM.gov
    Status
    Active
    Class
    Partnership or limited liability partnership registered in SAM.gov
    Expires
    Mar 16, 2027
    Checked
    Oct 23, 2026
    Where
    Brooklyn, NY · serves New York
    Listing
    Built from public records. Not claimed yet, so call them directly.
    Proof → SAM.gov record

Cities

New York 996Brooklyn 55Rochester 53Buffalo 42Melville 36Garden City 34Syracuse 32Huntington 31Amherst 27Jericho 24Oyster Bay 23Albany 21Hauppauge 20White Plains 20Williamsville 19Pittsford 18Staten Island 16Great Neck 14Poughkeepsie 11Purchase 11Rye 11Fishkill 10Flushing 10Hempstead 10

Free for people · nobody pays to rank. Run one of these businesses? Claim it free.

Checked facts from public license files · How ranking works