Vault-13

Managers in Woodbury, NY

United States · 111 asset managers within 25 km (3 in Woodbury itself) · 174 wealth managers, banks and others

WoodburyBronxvilleNewarkMontclairUnionStaten IslandGreat NeckParamusBedfordGreenwich
managers in the town (circle area)this placePick a circle to see who is there. Where places crowd, the map shows the largest; the lists below have them all.

Nearby: New York, NY 3,372 · Greenwich, CT 250 · Stamford, CT 197 · Westport, CT 72 · Brooklyn, NY 47 · Norwalk, CT 38 · Jersey City, NJ 36 · Darien, CT 35 · White Plains, NY 28 · Rye, NY 24 · Melville, NY 22 · Purchase, NY 21

Asset managers in and around Woodbury

#Manager People here Assets Visa salary
51 LAUFER WEALTH MANAGEMENT, LLC Babylon about 1main office
52 PLH FAMILY OFFICE, LLC Garden City about 1main office
53 Tinicum Inc private equity · Garden City TINICUM INCORPORATED · 2 related pages $4.2bn office $4.2bn
54 TSG ALPHA PARTNERS, LLC private equity · Hauppauge $134.9m office $134.9m
55 MORGAN STANLEY hedge funds, private equity, venture, real estate and 7 more · Garden City MORGAN STANLEY · 33 related pages $2.0tn office $2.0tn
56 BANK OF AMERICA CORP /DE/ hedge funds, private equity, institutions, futures and 3 more · Melville MERRILL LYNCH, PIERCE, FENNER & SMITH INC. · 9 related pages $1.8tn office $1.8tn
57 WELLS FARGO & COMPANY/MN wealth · Melville WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · 8 related pages $671.4bn office $671.4bn
58 PRINCIPAL FINANCIAL GROUP INC hedge funds, private equity, real estate, structured credit and 5 more · Melville PRINCIPAL SECURITIES, INC. · 9 related pages $427.7bn office $427.7bn
59 Nuveen, LLC public funds (AU), hedge funds, private equity, venture and 8 more · Melville TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · 23 related pages $419.2bn office $419.2bn
60 Voya Financial, Inc. hedge funds, private equity, structured credit, mutual funds and 4 more · Melville Voya Financial Advisors, Inc. · 8 related pages $274.9bn office $274.9bn
61 STIFEL FINANCIAL CORP private equity, venture, institutions, wealth · Garden City STIFEL NICOLAUS & CO INC \MO\ · 8 related pages $197.5bn office $197.5bn
62 Banco Santander, S.A. institutions, FCA fund manager, wealth, bank or insurer · Manhasset, Great Neck SANTANDER SECURITIES · 10 related pages $159.9bn 2 offices $159.9bn
63 Janney Montgomery Scott LLC wealth · Garden City JANNEY MONTGOMERY SCOTT LLC · 2 related pages $110.1bn office $110.1bn
64 TORONTO DOMINION BANK wealth, bank or insurer · Melville TD PRIVATE CLIENT WEALTH LLC · 8 related pages $60.1bn office $60.1bn
65 OPPENHEIMER & CO. INC. hedge funds, private equity, mutual funds, institutions and 2 more · Jericho OPPENHEIMER & CO. INC. · 5 related pages $36.7bn office $36.7bn
66 M&T Bank Corp private equity, real estate, mutual funds, futures and 2 more · Hauppauge WILMINGTON TRUST INVESTMENT MANAGEMENT · 8 related pages $34.1bn office $34.1bn
67 AMERITAS HOLDING COMPANY institutions, futures, wealth, bank or insurer · Melville Ameritas Advisory Services, LLC · 3 related pages $29.0bn office $29.0bn
68 ALLSTATE CORP structured credit, wealth · Plainview, Oceanside ALLSTATE FINANCIAL ADVISORS, LLC · 3 related pages $26.5bn 2 offices $26.5bn
69 A.G.P / ALLIANCE GLOBAL PARTNERS private equity, wealth · Lynbrook A.G.P / ALLIANCE GLOBAL PARTNERS · 2 related pages $2.9bn office $2.9bn
70 GM Advisory Group, LLC Melville $2.6bn based here $2.6bn
71 PFG Investments, LLC Woodbury $2.6bn based here $2.6bn
72 Fusion Family Wealth, LLC Woodbury $1.5bn based here $1.5bn
73 Lebenthal Diversified Asset Management Inc. Hauppauge $883.7m office $883.7m
74 Frisch Financial Group, Inc. Melville $582.9m based here $582.9m
75 SPIRIT OF AMERICA MANAGEMENT CORP/NY Syosset $530.5m based here $530.5m
76 STEINBERGANNA WEALTH MANAGEMENT Huntington $246.0m based here $246.0m
77 Long Island Wealth Management, Inc. Melville $242.2m based here $242.2m
78 Sassicaia Capital Advisers LLC Jericho $226.8m based here $226.8m
79 4Thought Financial Group Inc. Syosset $212.8m based here $212.8m
80 Arcadia Wealth Management, Inc. Smithtown $209.6m based here $209.6m
81 RLH Capital LLC hedge funds, private equity · Manhasset RLH Capital LLC · 2 related pages $208.8m based here $208.8m
82 Draper Asset Management, LLC Smithtown $197.7m based here $197.7m
83 Berbice Capital Management LLC Melville $193.2m based here $193.2m
84 WESTCO ADVISORY SERVICES INC /ADV Lynbrook $165.7m based here $165.7m
85 Merkkuri Wealth Advisors LLC Hicksville $161.2m based here $161.2m
86 Arthedge Capital Management, LLC hedge funds · Jericho $155.0m based here $155.0m
87 U S WEALTH GROUP, LLC. Woodbury $151.7m based here $151.7m
88 NESTEGG ADVISORS, INC. Hauppauge $141.4m based here $141.4m
89 STEPHEN J. GARRY & ASSOCIATES, LLC Garden City $137.1m based here $137.1m
90 Clear Point Advisors Inc. Melville $112.8m based here $112.8m
91 Meadowbrook Wealth Management, LLC Garden City $92.9m based here $92.9m
92 AMH Equity Ltd Manhasset $79.8m based here $79.8m
93 Broadfin Holdings LLC Melville $23.7m based here $23.7m
94 ARAMAS CAPITAL HOLDINGS LLC hedge funds, futures · Manhasset office
95 ARC CAPITAL MANAGEMENT LLC venture · Garden City office
96 ASLAN ROSE LLC hedge funds · Huntington office
97 BEB CREDIT MANAGEMENT, LLC Port Washington office
98 BRIO CAPITAL MANAGEMENT LLC hedge funds, private equity · Rockville Centre office
99 BZH CAPITAL PARTNERS LLC Great Neck office
100 COUNTERVEW CAPITAL MANAGEMENT LLC venture, real estate · Jericho office

111 families; one row per corporate family, linking to its largest page.

Offices and the people at each come from SEC filings (Form ADV: the main office and up to 25 others); 13F filers that file no Form ADV are placed by the address on their filing. “Asset managers” leaves out firms whose clients are mainly individuals (wealth managers), banks, insurers and companies that only file a 13F; the other filters show them. Places from GeoNames (CC BY 4.0), map outlines from Natural Earth.