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NAICS 523940 · Portfolio Management and Investment Advice

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Financial advisors in New York, NY

996 financial advisors in New York, NY; 1,464 within 30 miles. Every listing checked against the issuer's record, in the published order.

  1. Amerivet Securities, Inc.

    ActiveCorporation registered in SAM.gov

    New York, NY

    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

    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

    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

    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. Jefferies LLC

    ActiveCorporation registered in SAM.gov

    New York, NY

    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
  6. Moelis & Company LLC

    ActiveCorporation registered in SAM.gov

    New York, NY

    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
  7. Msci Inc

    ActiveCorporation registered in SAM.gov

    New York, NY

    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
  8. Perella Weinberg Partners LP

    ActivePartnership or limited liability partnership registered in SAM.gov

    New York, NY

    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
  9. Pjt Partners LP

    ActivePartnership or limited liability partnership registered in SAM.gov

    New York, NY

    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
  10. Pzena Investment Management, LLC

    ActivePartnership or limited liability partnership registered in SAM.gov

    New York, NY

    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
  11. Academy Asset Management LLC

    ActiveOther organization registered in SAM.gov

    New York, NY

    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
  12. Ain Management LLC

    ActiveCorporation registered in SAM.gov

    New York, NY

    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
  13. Cohen & Steers Capital Management, Inc.

    ActiveCorporation registered in SAM.gov

    New York, NY

    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
  14. Coinbase Inc, Coinbase, Inc.

    ActiveCorporation registered in SAM.gov

    New York, NY

    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
  15. Crowdbureau Corporation

    ActiveCorporation registered in SAM.gov

    New York, NY

    Proof for Crowdbureau Corporation
    SAM.gov registration
    SAM.gov T9MVF7AH7YM5
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Dec 17, 2026
    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
  16. Kandupay Inc., Kandupay, Inc.

    ActiveCorporation registered in SAM.gov

    New York, NY

    Proof for Kandupay Inc., Kandupay, Inc.
    SAM.gov registration
    SAM.gov L172ZZ8KAHT3
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Jul 21, 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
  17. Lightsmith Group, LLC

    ActivePartnership or limited liability partnership registered in SAM.gov

    New York, NY

    Proof for Lightsmith Group, LLC
    SAM.gov registration
    SAM.gov QHN6VFPK9MJ6
    Issuer
    SAM.gov
    Status
    Active
    Class
    Partnership or limited liability partnership registered in SAM.gov
    Expires
    Jun 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
  18. Nasdaq, Inc.

    ActiveCorporation registered in SAM.gov

    New York, NY

    Proof for Nasdaq, Inc.
    SAM.gov registration
    SAM.gov N98DU11543H1
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Aug 17, 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. Ninety One North America, Inc.

    ActiveCorporation registered in SAM.gov

    New York, NY

    Proof for Ninety One North America, Inc.
    SAM.gov registration
    SAM.gov NU1ZXK7GC3N3
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Aug 4, 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
  20. Pink Otc Markets Inc

    ActiveCorporation registered in SAM.gov

    New York, NY

    Proof for Pink Otc Markets Inc
    SAM.gov registration
    SAM.gov H6NFQ3JTKVY5
    Issuer
    SAM.gov
    Status
    Active
    Class
    Corporation registered in SAM.gov
    Expires
    Mar 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

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