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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!

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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 10 vetted financial advisors and 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 20 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

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Kevin Myers

Flynn Financial Partners

914-819-1819

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Masa Yamazaki

Oxler Private Wealth

212-785-2860

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Charles Helme

BH Asset Management, LLC

203-987-6227

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Christopher Badaracco

Rose Wealth Advisors

201-961-4887

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Peter Levine

Ameriprise Financial Services, LLC

212-967-1428

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Frank Lepore

Bleakley Financial Group

973-244-4237

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Michael Klein

Bleakley Financial Group

973-575-4180

Top Financial Advisor Firms in White Plains, New York (Ranked by AUM)

Firm NameFirm CRD#Total AUMNo. of ClientsFee Structure
PENTEGRA INVESTORS, INC.
701 Westchester Avenue, Suite 320e
White Plains, NY, 10604-3805
111503 $6,243,737,063 347 A Percentage of AUM, Fixed Fees
RETHINK CAPITAL PARTNERS, LLC
707 Westchester Avenue, Suite 401
White Plains, NY, 10604
171118 $2,944,855,000 25 A Percentage of AUM, Performance Based, Other (DISPOSITION AND FINANCING FEES PERTAINING TO REAL ESATE FUNDS)
THE PORTFOLIO STRATEGY GROUP, LLC
50 Main Street, Suite 1280
White Plains, NY, 10606
166593 $1,993,847,890 401 A Percentage of AUM, Performance Based
HALYARD ASSET MANAGEMENT LLC
707 Westchester Avenue, Suite 206
White Plains, NY, 10604
154493 $1,739,279,131 23 A Percentage of AUM
TORTOISE INVESTMENT MANAGEMENT, LLC
2 Westchester Park Drive, Suite 215
White Plains, NY, 10604
128723 $1,236,582,769 2547 A Percentage of AUM
MATRIX ASSET ADVISORS INC
10 Bank Street, Suite 590
White Plains, NY, 10606
107408 $884,546,246 585 A Percentage of AUM, Fixed Fees, Other (PENSION CONSULTING SERVICES)
MARKSTON INTERNATIONAL LLC
445 Hamilton Avenue, Suite 407
White Plains, NY, 10601
107786 $861,800,536 15 A Percentage of AUM
V3 CAPITAL MANAGEMENT, L.P.
50 Main Street, Suite 970
White Plains, NY, 10606
160464 $630,918,407 5 A Percentage of AUM, Performance Based
AIFAM GROUP LLC
1025 Westchester Ave, Ste 305
White Plains, NY, 10604
158290 $625,507,773 8 A Percentage of AUM, Fixed Fees, Performance Based
LNK PARTNERS, LLC
81 Main Street,
White Plains, NY, 10601
157725 $481,266,610 3 A Percentage of AUM, Performance Based
LYONROSS CAPITAL MANAGEMENT, LLC
445 Hamilton Avenue, Suite 1102
White Plains, NY, 10601
156637 $414,541,665 1 A Percentage of AUM, Performance Based
PARADIGM ASSET MANAGEMENT
445 Hamilton Avenue, Floor 11
White Plains, NY, 10601
111479 $373,768,631 11 A Percentage of AUM, Fixed Fees
MADISON ADVISORY SERVICES, INC.
10 New King St, Suite 104
White Plains, NY, 10604
132386 $355,185,981 2262 A Percentage of AUM, Hourly charges, Fixed Fees
TROOB CAPITAL MANAGEMENT LLC
777 Westchester Avenue, #203,
White Plains, NY, 10604-3520
161416 $341,695,612 4 A Percentage of AUM, Performance Based
SHERBROOKE PARK ADVISERS LLC
50 Main Street, Suite 1000
White Plains, NY, 10606
323576 $299,158,214 1 A Percentage of AUM, Performance Based

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