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Find The Best Financial Advisors in Port Chester, New York
Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!
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How To Find The Best Financial Advisors in Port Chester, New York
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in Port Chester, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 18 vetted financial advisors and 14 non-vetted financial advisors in Port Chester, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Port Chester, New York have an average of 16 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 Port Chester, New York
Edelman Financial Engines, LLC
877-208-7414
Address
- 10 Bank Street,
Suite 1215,
White Plains, NY 10606 See Details - 1130 RXR Plaza,
Suite 1130,
Uniondale, NY 11556 See Details - 340 Madison Avenue,
New York, NY 10173 See Details - 900 South Avenue,
Suite 203,
Staten Island, NY 10314 See Details - 51 John F Kennedy Parkway,
Suite 270,
Short Hills, NJ 07078 See Details - 328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details
Top Financial Advisor Firms in Port Chester, New York (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| BELLE HAVEN INVESTMENTS, L.P. 800 Westchester Avenue, Suite N607 Rye Brook, NY, 10573-1301 | 29278 | $17,670,293,947 | 22017 | A percentage of AUM |
| MEYER HANDELMAN COMPANY LLC 800 Westchester Avenue, Suite S-618 Rye Brook, NY, 10573-1373 | 107309 | $2,873,691,547 | 444 | A percentage of AUM, Fixed fees |
| LYNROCK LAKE LP 2 International Drive, Suite 130 Rye Brook, NY, 10573 | 292931 | $2,582,354,480 | 3 | A percentage of AUM, Performance Based |
| RESOLUTION CAPITAL (US) LIMITED 800 Westchester Avenue, Suite 641 North Rye Brook, NY, 10573 | 298109 | $2,075,990,241 | 25 | A percentage of AUM, Performance Based |
| FRESHFORD CAPITAL MANAGEMENT, LLC 800 Westchester Avenue, Suite N617 Rye Brook, NY, 10573 | 158448 | $948,698,987 | 4 | A percentage of AUM, Performance Based |
| CADENT ENERGY PARTNERS 800 Westchester Avenue, Suite 641-N Rye Brook, NY, 10573 | 157559 | $459,097,320 | 2 | A percentage of AUM, Performance Based |
| OXLER PRIVATE WEALTH 800 Westchester Ave, Suite 641n Rye Brook, NY, 10573 | 309684 | $440,752,337 | 258 | A percentage of AUM, Hourly charges |
| NAVIS WEALTH ADVISORS LLC 800 Westchester Avenue, Suite 700 Rye Brook, NY, 10573 | 311171 | $409,700,513 | 106 | A percentage of AUM, Hourly charges |
| TROOB CAPITAL MANAGEMENT LLC 4 International Drive, Suite 230 Rye Brook, NY, 10573 | 161416 | $362,158,715 | 4 | A percentage of AUM, Performance Based |
| BEACON FINANCIAL ADVISORS 800 Westchester Avenue, Suite 641 North Rye Brook, NY, 10573-1360 | 119672 | $181,202,193 | 338 | A percentage of AUM, Hourly charges, Fixed fees |
| MUNICIPAL ASSET MANAGEMENT INC 3 International Drive, Suite 100 Rye Brook, NY, 10573 | 108320 | $120,793,571 | 26 | A percentage of AUM, Hourly charges, Fixed fees |
| RPM CAPITAL MANAGEMENT, LLC 800 Westchester Avenue, Suite 641 North Rye Brook, NY, 10573 | 164200 | $85,941,067 | 178 | A percentage of AUM |
| SCHULTZE ASSET MANAGEMENT, LP 800 Westchester Avenue, Suite S-632 Rye Brook, NY, 10573 | 110927 | $60,454,779 | 16 | A percentage of AUM, Performance Based |
| HAWKS POINT CAPITAL PARTNERS LLC 800 Westchester Avenue, Suite 519 Rye Brook, NY, 10573 | 307006 | $53,000,000 | 2 | A percentage of AUM |
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