National Retirement Planning Experts

National Coverage
Local Professionals

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!

We understand your financial needs are not always the same! Choosing the right financial advisor in Port Chester is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Port Chester & pick the one as per your needs

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

advisor-photo

Masa Yamazaki

Oxler Private Wealth

800 Westchester Ave
Suite 641N

Rye Brook, NY 10573

212-785-2860

advisor-photo

Bozidar Jovanovic

Honey Badger Advisors LLC

125 Central Avenue B9

Rye, NY 10580

914-393-4684

advisor-photo

Kevin Myers

Flynn Financial Partners

56 Harrison St
Suite 203

New Rochelle, NY 10580

914-819-1819

advisor-photo

Charles Helme

BH Asset Management, LLC

777 W Putnam Ave. 3rd Floor

Greenwich, CT 06830

203-987-6227

advisor-photo

Altfest Personal Wealth Management

Altfest Personal Wealth Management

445 Park Avenue
6th Floor

New York, NY 10022

212-796-8729

advisor-photo

U.S. Capital Wealth Advisors, LLC

U.S. Capital Wealth Advisors, LLC

150 East 52nd Street Suite 5001

New York, NY 10022

512-342-0202

advisor-photo

Peter Levine

Ameriprise Financial Services, LLC

481 8th Avenue
Suite 1130

New York, NY 10001

212-967-1428

advisor-photo

Farther

Farther, LLC

Four World Trade Center
150 Greenwich St, Ste 2946

New York, NY 10007

720-744-2145

advisor-photo

Future You Wealth

Future You Wealth LLC

200 Vesey Street
24th Floor

New York, NY 10282

917-426-2982

advisor-photo

Frank Lepore

Bleakley Financial Group

100 Passaic Avenue
Suite 300

Fairfield, NJ 07004

973-244-4237

Top Financial Advisor Firms in Port Chester, New York (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee 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 AdvisorOffice LocationPhone 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

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

Get Matched With Advisors