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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 10 vetted financial advisors and 19 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 23 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
Altfest Personal Wealth Management
Altfest Personal Wealth Management
445 Park Avenue
6th Floor
212-796-8729
U.S. Capital Wealth Advisors, LLC
U.S. Capital Wealth Advisors, LLC
150 East 52nd Street Suite 5001
512-342-0202
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 | $15,956,646,245 | 17294 | A percentage of AUM |
| RESOLUTION CAPITAL (US) LIMITED 800 Westchester Avenue, Suite 641 North Rye Brook, NY, 10573 | 298109 | $3,074,346,671 | 31 | A percentage of AUM, Performance Based |
| MEYER HANDELMAN COMPANY LLC 800 Westchester Avenue, Suite S-618 Rye Brook, NY, 10573-1373 | 107309 | $2,823,695,484 | 376 | A percentage of AUM, Fixed fees |
| LYNROCK LAKE LP 2 International Drive, Suite 130 Rye Brook, NY, 10573 | 292931 | $2,266,484,611 | 3 | A percentage of AUM, Performance Based |
| FRESHFORD CAPITAL MANAGEMENT, LLC 800 Westchester Avenue, Suite N617 Rye Brook, NY, 10573 | 158448 | $959,976,925 | 4 | A percentage of AUM, Performance Based |
| OXLER PRIVATE WEALTH 800 Westchester Ave, Suite 641n Rye Brook, NY, 10573 | 309684 | $458,420,262 | 262 | A percentage of AUM, Hourly charges |
| MUNICIPAL ASSET MANAGEMENT INC 3 International Drive, Suite 100 Rye Brook, NY, 10573 | 108320 | $352,256,083 | 32 | A percentage of AUM, Hourly charges, Fixed fees |
| CADENT ENERGY PARTNERS 800 Westchester Avenue, Suite 641-N Rye Brook, NY, 10573 | 157559 | $286,415,188 | 2 | A percentage of AUM, Performance Based |
| NAVIS WEALTH ADVISORS LLC 800 Westchester Avenue, Suite 700 Rye Brook, NY, 10573 | 311171 | $284,218,965 | 202 | A percentage of AUM, Hourly charges |
| SCHULTZE ASSET MANAGEMENT, LP 800 Westchester Avenue, Suite S-632 Rye Brook, NY, 10573 | 110927 | $233,440,220 | 18 | A percentage of AUM, Performance Based, Other (SCHULTZE SPAC II PAID $10K/MO ADMIN FEE) |
| SAMUEL CAPITAL MANAGEMENT LLC 800 Westchester Ave, #N 317 Rye Brook, NY, 10573 | 282028 | $227,503,298 | 5 | A percentage of AUM, Performance Based |
| BEACON FINANCIAL ADVISORS 800 Westchester Avenue, Suite 641 North Rye Brook, NY, 10573-1360 | 119672 | $183,347,861 | 322 | A percentage of AUM, Hourly charges, Fixed fees |
| RPM CAPITAL MANAGEMENT, LLC 800 Westchester Avenue, Suite 641 North Rye Brook, NY, 10573 | 164200 | $108,157,636 | 198 | A percentage of AUM |
| PRAXIA FINANCIAL SERVICES, LLC 800 Westchester Avenue, Suite N641 Rye Brook, NY, 10573 | 175415 | $58,344,622 | 39 | A percentage of AUM |
| HAWKS POINT CAPITAL PARTNERS LLC 800 Westchester Avenue, Suite 519 Rye Brook, NY, 10573 | 307006 | $25,000,000 | 1 | A percentage of AUM |
Additional Financial Advisors in Port Chester, New York
* Additional advisors listing is provided in partnership with Yext
| Financial Advisor | Office Location | Phone Number |
|---|---|---|
| Anthony Rizzuto Inquire with Anthony | 800 Westchester Ave, Ste 300 Rye Brook, NY 10573 | 914-417-3243 |
| Steven Livingston Inquire with Steven | 800 Westchester Ave, Ste 300 Rye Brook, NY 10573 | 914-269-6725 |
| Christina Tikkanen Inquire with Christina | 800 Westchester Ave, Ste 508 Rye Brook, NY 10573 | 914-269-6717 |
| Michael Carter Inquire with Michael | 800 Westchester Ave, Ste 508 Rye Brook, NY 10573 | 914-253-0880 |
| Geri Pell Inquire with Geri | 800 Westchester Ave, Ste 300 Rye Brook, NY 10573 | 914-253-8800 |
| Douglas Messina Inquire with Douglas | 800 Westchester Ave, Ste 300 Rye Brook, NY 10573 | 845-241-8300 |
| Joseph P Lombardi Inquire with Joseph | 800 Westchester Ave, Ste 508 Rye Brook, NY 10573 | 914-253-0880 |
| Scott LaDore Inquire with Scott | 800 Westchester Ave, Ste 508 Rye Brook, NY 10573 | 914-253-0880 |
| Michael Paulmeno Inquire with Michael | 800 Westchester Ave, Ste 508 Rye Brook, NY 10573 | 914-253-0880 |
| Paul D Santucci Inquire with Paul | 800 Westchester Ave, Ste 508 Rye Brook, NY 10573 | 914-253-0880 |
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