DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Find The Best Financial Advisors in White Plains, 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 White Plains is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in White Plains & pick the one as per your needs
How To Find The Best Financial Advisors in White Plains, New York
Last Updated - 13-Jun-2023
If you’re looking for qualified financial advisors in White Plains, New York, FinancialAdvisor.net is a useful resource. We've compiled a list of the 20 vetted financial advisors and 24 non-vetted financial advisors in White Plains, New York, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in White Plains, New York have an average of 17 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 White Plains, New York
877-208-7414
Top Financial Advisor Firms in White Plains, New York (Ranked by AUM)
| Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee Structure |
|---|---|---|---|---|
| MILAGRE WEALTH MANAGEMENT, INC. 120 Bloomingdale Road, Suite 3400, White Plains, NY, 10605 | 309185 | $11,448,363,333 | 384 | A percentage of AUM |
| PENTEGRA INVESTORS, INC. 701 Westchester Avenue, Suite 320e White Plains, NY, 10604-3805 | 111503 | $5,895,243,080 | 291 | A percentage of AUM, Fixed fees |
| RETHINK CAPITAL PARTNERS, LLC 707 Westchester Avenue, Suite 401 White Plains, NY, 10604 | 171118 | $2,588,555,000 | 23 | A percentage of AUM, Performance Based, Other (DISPOSITION, ACQUISTION FINANCING FEES PERTAINING TO REAL ESATE) |
| THE PORTFOLIO STRATEGY GROUP, LLC 50 Main Street, Suite 1280 White Plains, NY, 10606 | 166593 | $2,159,778,408 | 405 | A percentage of AUM, Performance Based |
| TORTOISE INVESTMENT MANAGEMENT, LLC 2 Westchester Park Drive, Suite 215 White Plains, NY, 10604 | 128723 | $1,461,211,898 | 2685 | A percentage of AUM |
| HALYARD ASSET MANAGEMENT LLC 399 Knollwood Road, Suite 107b White Plains, NY, 10603 | 154493 | $1,344,005,740 | 23 | A percentage of AUM |
| MATRIX ASSET ADVISORS INC 10 Bank Street, Suite 590 White Plains, NY, 10606 | 107408 | $1,021,341,468 | 606 | A percentage of AUM, Fixed fees, Other (PENSION CONSULTING SERVICES) |
| JADE MOUNTAIN PARTNERS, LLC 50 Main Street, White Plains, NY, 10606 | 290415 | $960,254,516 | 9 | A percentage of AUM, Performance Based |
| LNK PARTNERS, LLC 81 Main Street, White Plains, NY, 10601 | 157725 | $553,995,052 | 3 | A percentage of AUM, Performance Based |
| SHERBROOKE PARK ADVISERS LLC 50 Main Street, Suite 1000 White Plains, NY, 10606 | 323576 | $518,726,963 | 3 | A percentage of AUM, Performance Based |
| LYONROSS CAPITAL MANAGEMENT, LLC 50 Main Street, Suite 1240 White Plains, NY, 10606 | 156637 | $466,259,065 | 1 | A percentage of AUM, Performance Based |
| MADISON ADVISORY SERVICES, INC. 10 New King St, Suite 104 White Plains, NY, 10604 | 132386 | $428,867,970 | 2210 | A percentage of AUM, Hourly charges, Fixed fees |
| PARADIGM ASSET MANAGEMENT 445 Hamilton Avenue, Floor 11 White Plains, NY, 10601 | 111479 | $386,427,727 | 10 | A percentage of AUM, Fixed fees |
| AIFAM GROUP LLC 50 Main Street, Ste 1000 White Plains, NY, 10606 | 158290 | $349,444,744 | 5 | A percentage of AUM, Fixed fees, Performance Based |
| LANX MANAGEMENT, LLC 75 South Broadway, Suite 4-747 White Plains, NY, 10601 | 138305 | $211,674,002 | 15 | A percentage of AUM, Performance Based, Other (VARIABLE NEGOTIATED FEES) |
Select other cities around White Plains, New York to broaden your search for a financial advisor
- Financial Advisors in Brooklyn, New York
- Financial Advisors in Buffalo, New York
- Financial Advisors in Clifton Park, New York
- Financial Advisors in Commack, New York
- Financial Advisors in East Syracuse, New York
- Financial Advisors in Garden City, New York
- Financial Advisors in Hauppauge, New York
- Financial Advisors in Latham, New York
- Financial Advisors in Massapequa, New York
- Financial Advisors in New York, New York
- Financial Advisors in Pittsford, New York
- Financial Advisors in Rochester, New York
- Financial Advisors in Sackets Harbor, New York
- Financial Advisors in Slingerlands, New York
- Financial Advisors in Staten Island, New York
- Financial Advisors in Syracuse, New York
- Financial Advisors in Tarrytown, New York
- Financial Advisors in White Plains, New York
Frequently Asked Questions
Find an Advisor
It's Fast, Free & Easy
Your Information is Safe and Secure
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR