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Find The Best Financial Advisors in Purchase, New York
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How To Find The Best Financial Advisors in Purchase, New York
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Purchase, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 19 vetted financial advisors and 15 non-vetted financial advisors in Purchase, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Purchase, New York have an average of 18 years of experience.
If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.
List of Qualified Financial Advisors in Purchase, New York
Edelman Financial Engines, LLC
877-208-7414
Address
- 10 Bank Street,
Suite 1215,
White Plains, NY 10606 See Details - 340 Madison Avenue,
New York, NY 10173 See Details - 1130 RXR Plaza,
Suite 1130,
Uniondale, NY 11556 See Details - 51 John F Kennedy Parkway,
Suite 270,
Short Hills, NJ 07078 See Details - 900 South Avenue,
Suite 203,
Staten Island, NY 10314 See Details - 328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details
Top Financial Advisor Firms in Purchase, New York (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| MORGAN STANLEY 2000 Westchester Avenue, Purchase, NY, 10577-2530 | 149777 | $1,402,425,838,334 | 2405783 | A percentage of AUM, Fixed fees, Commission Based, Performance Based, Other (SEE SCHEDULE D MISCELLANEOUS) |
| TWINBEECH CAPITAL LP 2 Manhattanville Road, Suite 105 Purchase, NY, 10577 | 298583 | $11,934,079,000 | 4 | A percentage of AUM, Performance Based, Other (EXPENSE PASS-THROUGH ARRANGEMENT) |
| GREENHAVEN ASSOCIATES INC Three Manhattanville Road, Purchase, NY, 10577-2130 | 104729 | $10,914,315,136 | 234 | A percentage of AUM, Performance Based |
| CONSULTING GROUP ADVISORY SERVICES LLC 2000 Westchester Avenue, Purchase, NY, 10577-6477 | 137463 | $7,113,460,994 | 11 | A percentage of AUM |
| GREYWOLF CAPITAL MANAGEMENT LP 4 Manhattanville Road, Suite 201 Purchase, NY, 10577-2119 | 138715 | $3,894,613,378 | 56 | A percentage of AUM, Performance Based |
| ARENA INVESTORS, LP 2500 Westchester Ave, Suite 401, Purchase, NY, 10577 | 269854 | $3,675,146,923 | 22 | A percentage of AUM, Performance Based, Other (ASSET SERVICING EXPENSE) |
| SEACREST WEALTH MANAGEMENT, LLC 3000 Westchester Avenue, Suite 206 Purchase, NY, 10577 | 147092 | $1,561,182,425 | 3945 | A percentage of AUM, Hourly charges, Fixed fees |
| FORESIGHT GLOBAL INVESTORS, INC. 2900 Westchester Ave., Suite 104 Purchase, NY, 10577 | 281818 | $957,201,914 | 22 | A percentage of AUM |
| OLSTEIN CAPITAL MANAGEMENT, L.P. 4 Manhattanville Road, Suite 204 Purchase, NY, 10577-2119 | 38474 | $728,047,923 | 2 | A percentage of AUM, Other (A PERCENTAGE OF ASSETS ALLOCATED TO MODEL PORTFOLIOS) |
| SAXON WOODS ADVISORS LLC 2500 Westchester Avenue, Suite 300 Purchase, NY, 10577 | 109686 | $718,620,427 | 163 | A percentage of AUM |
| ALPINE WOODS CAPITAL INVESTORS, LLC 2500 Westchester Avenue, Suite 300 Purchase, NY, 10577 | 112496 | $390,280,892 | 3 | A percentage of AUM, Performance Based |
| ONE OAK CAPITAL MANAGEMENT, LLC 287 Bowman Ave., Purchase, NY, 10577 | 170339 | $283,111,904 | 372 | A percentage of AUM, Performance Based |
| BRACCO ASSET MANAGEMENT 2 Manhattanville Road, Suite 103 Purchase, NY, 10577 | 326536 | $276,179,004 | 3 | A percentage of AUM, Performance Based |
| SEACREST INVESTMENT MANAGEMENT, LLC 3000 Westchester Avenue, Suite 206 Purchase, NY, 10577-2524 | 143670 | $103,590,377 | 74 | A percentage of AUM |
| THE TOKARZ GROUP ADVISERS LLC 287 Bowman Avenue, 3rd Floor Purchase, NY, 10577 | 141577 | $33,995,496 | 1 | A percentage of AUM, Performance Based |
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