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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.
Firm Name | Firm CRD# | Total AUM | No. of Clients | Fee 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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