Falists

New York · 10 advisers

Financial Advisors in Armonk, New York

Looking for a financial advisor in Armonk, New York? Falists indexes 10 SEC-registered and state-registered investment advisers in Armonk — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $462.0M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

10

With website

6

Largest AUM

$462.0M

Financial planning

3

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth6Planning3Trusts5Retirement5Institutional5

Top advisors in Armonk

Ranked by AUM · Fees, team & specialties at a glance

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Common questions

How many financial advisors are in Armonk, New York?
10 registered investment advisers are listed in our Armonk directory, sourced from public SEC filings.
What types of advisors are in Armonk?
Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
How do I choose a financial advisor in Armonk?
Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
Is this data official?
Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.