New York · 2 advisers
Financial Advisors in Pleasantville, New York
Looking for a financial advisor in Pleasantville, New York? Falists indexes 2 SEC-registered and state-registered investment advisers in Pleasantville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 1 firms list a website you can visit directly. Firms in this directory manage up to $4.18B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
1
Largest AUM
$4.18B
Financial planning
0
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Pleasantville
Ranked by AUM · Fees, team & specialties at a glance
CROSSINGBRIDGE ADVISORS, LLC
Pleasantville, NY
AUM
$4.18B
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(914) 741-1515
THOMASLLOYD CLIMATE SOLUTIONS LLC
Pleasantville, NY
AUM
$558.2M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(914) 449-9703
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Common questions
- How many financial advisors are in Pleasantville, New York?
- 2 registered investment advisers are listed in our Pleasantville directory, sourced from public SEC filings.
- What types of advisors are in Pleasantville?
- 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 Pleasantville?
- 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.