AdvisorGrade

Financial advisers in Brooklyn, NY

24 registered investment adviser firms in Brooklyn managing $10.3B in assets, based on public SEC Form ADV filings.

Left Lane Capital

Brooklyn, NY · Est. 2023

RegionalInternational
Fee-only
AUM
$3.8B
Per adviser
$202M
Advisers
19

No reported disclosures

Kora Management LP

Brooklyn, NY · Est. 2014

RegionalInternational
Fee-only
AUM
$2.0B
Per adviser
$89M
Advisers
22

No reported disclosures

Maridea Wealth Management

Brooklyn, NY · Est. 2024

Regional
Fee-based
AUM
$959M
Per adviser
$37M
Advisers
26

No reported disclosures

Equinum, LLC

Brooklyn, NY · Est. 2019

LocalInternational
Fee-only
AUM
$566M
Per adviser
$113M
Advisers
5

No reported disclosures

Brooklyn Fi, LLC

Brooklyn, NY · Est. 2021

RegionalInternational
Fee-based
AUM
$563M
Per adviser
$56M
Advisers
10

No reported disclosures

Square Wave Capital

Brooklyn, NY · Est. 2022

Local
Fee-only
AUM
$429M
Per adviser
$143M
Advisers
3

No reported disclosures

Volt Investment Holdings LLC

Brooklyn, NY · Est. 2022

LocalInternational
Fee-based
AUM
$384M
Per adviser
$96M
Advisers
4

No reported disclosures

General Equity Holdings LP

Brooklyn, NY · Est. 2018

LocalInternational
Fee-only
AUM
$310M
Per adviser
$310M
Advisers
1

No reported disclosures

Strobe Ventures

Brooklyn, NY · Est. 2025

LocalInternational
Fee-only
AUM
$245M
Per adviser
$61M
Advisers
4

No reported disclosures

Bandera Partners

Brooklyn, NY · Est. 2012

LocalInternational
Fee-only
AUM
$244M
Per adviser
$122M
Advisers
2

No reported disclosures

Brewster Financial Planning LLC

Brooklyn, NY · Est. 2013

LocalInternational
Fee-based
AUM
$240M
Per adviser
$80M
Advisers
3

No reported disclosures

Carry Advisors LLC

Brooklyn, NY · Est. 2022

Local
Fee-based
AUM
$181M
Per adviser
$90M
Advisers
2

No reported disclosures

Walnut Investment Services LLC

Brooklyn, NY · Est. 2023

LocalInternational
Fee-only
AUM
$94M
Per adviser
$47M
Advisers
2

No reported disclosures

Thinking Big Financial

Brooklyn, NY · Est. 2022

Local
Fee-based
AUM
$93M
Per adviser
$47M
Advisers
2

No reported disclosures

Yearwood Young Advisors

Brooklyn, NY · Est. 2023

LocalInternational
Fee-based
AUM
$87M
Per adviser
$87M
Advisers
1

No reported disclosures

Bleecker Street Capital Management, LLC

Brooklyn, NY · Est. 2025

Local
Fee-only
AUM
$68M
Per adviser
$11M
Advisers
6

No reported disclosures

Boerum Hill Financial Advisors LLC

Brooklyn, NY · Est. 2024

Local
Fee-based
AUM
$46M
Per adviser
$46M
Advisers
1

No reported disclosures

Lionshares LLC

Brooklyn, NY · Est. 2025

Local
Fee-only
AUM
$6M
Per adviser
$6M
Advisers
1

No reported disclosures

Meta Investment Management Company LLC

Brooklyn, NY · Est. 2021

Local
Fee-only
AUM
$4M
Per adviser
$4M
Advisers
1

No reported disclosures

Wealthie Advisors

Brooklyn, NY · Est. 2026

Local
Fee-only
AUM
$27,322
Per adviser
$13,661
Advisers
2

No reported disclosures

Treasury Interactive Investment Advisers LLC

Brooklyn, NY · Est. 2023

Local
Fee-based
AUM
Per adviser
Advisers
2

No reported disclosures

Autonomous Wealth Management LLC

Brooklyn, NY · Est. 2025

Local
Fee-based
AUM
Per adviser
Advisers
1

No reported disclosures

Schonfeld Wealth Management, LLC

Brooklyn, NY · Est. 2026

Local
Fee-only
AUM
Per adviser
Advisers
2

No reported disclosures

Raijin Ai

Brooklyn, NY · Est. 2026

Local
Fee-based
AUM
Per adviser
Advisers
2

No reported disclosures