New York · 3 advisers
Financial Advisors in Fishkill, New York
Looking for a financial advisor in Fishkill, New York? Falists indexes 3 SEC-registered and state-registered investment advisers in Fishkill — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $251.9M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$251.9M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Fishkill
Ranked by AUM · Fees, team & specialties at a glance
MURPHY WEALTH MANAGEMENT GROUP
Fishkill, NY
AUM
$251.9M
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
845-226-1200
FSC WEALTH ADVISORS, LLC
Fishkill, NY
AUM
$122.3M
Team
5 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
845-297-0300
CIRCLE N ADVISORS, LLC
Fishkill, NY
AUM
$94.2M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
845-897-1560
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Common questions
- How many financial advisors are in Fishkill, New York?
- 3 registered investment advisers are listed in our Fishkill directory, sourced from public SEC filings.
- What types of advisors are in Fishkill?
- 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 Fishkill?
- 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.