New York · 2 advisers
Financial Advisors in Mamaroneck, New York
Looking for a financial advisor in Mamaroneck, New York? Falists indexes 2 SEC-registered and state-registered investment advisers in Mamaroneck — 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 $685.6M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$685.6M
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Mamaroneck
Ranked by AUM · Fees, team & specialties at a glance
TOPSPIN MANAGEMENT COMPANY LBO LLC
Mamaroneck, NY
AUM
$685.6M
Team
8 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
914-834-7370
G-SQUARED ADVISORY LLC
Mamaroneck, NY
AUM
—
Team
2 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
914-263-1082
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Common questions
- How many financial advisors are in Mamaroneck, New York?
- 2 registered investment advisers are listed in our Mamaroneck directory, sourced from public SEC filings.
- What types of advisors are in Mamaroneck?
- 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 Mamaroneck?
- 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.