New York · 3 advisers
Financial Advisors in Katonah, New York
Looking for a financial advisor in Katonah, New York? Falists indexes 3 SEC-registered and state-registered investment advisers in Katonah — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $1.37B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$1.37B
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Katonah
Ranked by AUM · Fees, team & specialties at a glance
HOLLOW BROOK WEALTH MANAGEMENT LLC
Katonah, NY
AUM
$1.37B
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
212-364-1848
ATWOB
Katonah, NY
AUM
$113.9M
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(914) 302-3233
PAUL M WILLIAMS LLC
Katonah, NY
AUM
—
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
504-321-7947
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Common questions
- How many financial advisors are in Katonah, New York?
- 3 registered investment advisers are listed in our Katonah directory, sourced from public SEC filings.
- What types of advisors are in Katonah?
- 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 Katonah?
- 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.