How many financial advisors are in Purchase, New York?

Falists lists 17 registered investment advisers with a principal office or filing address in Purchase, New York, based on public SEC IAPD data.

How do financial advisors in Purchase charge fees?

Fee structures vary by firm. In Purchase, many advisers charge a percentage of assets under management (AUM), while others offer hourly, fixed, or subscription-based planning fees. Compare individual firm profiles on Falists to see each adviser's disclosed fee types.

Where does Falists get advisor data for Purchase?

All listings are sourced from the U.S. Securities and Exchange Commission Investment Adviser Public Disclosure (IAPD) database — the official public registry of registered investment advisers.

New York · 17 advisers

Financial Advisors in Purchase, New York

Looking for a financial advisor in Purchase, New York? Falists indexes 17 SEC-registered and state-registered investment advisers in Purchase — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 13 firms list a website you can visit directly. Firms in this directory manage up to $1.96T in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$1.96T

Financial planning

Filter by specialty

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

All Wealth15 Planning3 Trusts7 Retirement4 Institutional10

Top advisors in Purchase

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

View all 17 →

MORGAN STANLEY

Purchase, NY

AUM

$1.96T

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

13000 advisors

Clients

More than 500

Fees

Percentage of AUM · Fixed fees +3 more

914-225-5510

Full profile Visit site →

GREYWOLF CAPITAL MANAGEMENT LP

Purchase, NY

AUM

$3.08B

Wealth Mgmt

Team

14 advisors

Clients

26-50

Fees

Percentage of AUM; Performance-based fees

914-251-8200

Full profile Visit site →

TWINBEECH CAPITAL LP

Purchase, NY

AUM

$2.52B

Wealth Mgmt

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

914-315-9908

Full profile Visit site →

SEACREST WEALTH MANAGEMENT, LLC

Purchase, NY

AUM

$1.53B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

36 advisors

Clients

51-100

Fees

Percentage of AUM · Hourly charges +1 more

914-502-1900

Full profile Visit site →

FORESIGHT GLOBAL INVESTORS, INC.

Purchase, NY

AUM

$955.2M

Wealth MgmtTrusts & EstatesInstitutional

Team

3 advisors

Clients

—

Fees

Percentage of AUM

(914) 253-8809

Full profile Visit site →

ALPINE SAXON WOODS

Purchase, NY

AUM

$669.6M

Wealth MgmtTrusts & Estates

Team

3 advisors

Clients

—

Fees

Percentage of AUM

914-251-0880

Full profile Visit site →

OLSTEIN CAPITAL MANAGEMENT, L.P.

Purchase, NY

AUM

$564.1M

Wealth MgmtInstitutional

Team

6 advisors

Clients

—

Fees

Percentage of AUM

914-269-6100

Full profile Visit site →

BRACCO ASSET MANAGEMENT

Purchase, NY

AUM

$446.0M

Wealth Mgmt

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

(646) 989-4040

Full profile Visit site →

ONE OAK CAPITAL MANAGEMENT, LLC

Purchase, NY

AUM

$418.5M

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

11 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

914-205-5821

Full profile Visit site →

ALPINE WOODS CAPITAL INVESTORS, LLC

Purchase, NY

AUM

$180.6M

Wealth MgmtInstitutional

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

914-251-0880

Full profile Visit site →

SEACREST INVESTMENT MANAGEMENT, LLC

Purchase, NY

AUM

$110.9M

Wealth MgmtInstitutional

Team

3 advisors

Clients

—

Fees

Percentage of AUM

914-502-1905

Full profile Visit site →

MAIN STREET FINANCIAL

Purchase, NY

AUM

$71.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

3 advisors

Clients

Fees

Percentage of AUM; Hourly charges

914-698-8303

Full profile Visit site →

OTR GLOBAL LLC

Purchase, NY

AUM

—

Team

65 advisors

Clients

Fees

Subscription fees; Fixed fees

914-908-3994

Full profile Visit site →

GREENHAVEN ASSOCIATES INC

Purchase, NY

AUM

$11.66B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

4 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

914-253-9350

Full profileNo website

CONSULTING GROUP ADVISORY SERVICES LLC

Purchase, NY

AUM

$9.82B

Wealth Mgmt

Team

9 advisors

Clients

—

Fees

Percentage of AUM

914-225-1000

Full profileNo website

VIRIDIAN CAPITAL

Purchase, NY

AUM

$33.2M

Team

5 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

914-589-5969

Full profileNo website

NOW ASSET MANAGEMENT LLC

Purchase, NY

AUM

Wealth MgmtInstitutional

Team

2 advisors

Clients

Fees

Percentage of AUM; Performance-based fees

+1-914-901-1040

Full profileNo website

More cities in New York

New York (2,642)Brooklyn (62)Rochester (47)White Plains (43)Buffalo (33)Pittsford (31)Melville (30)Albany (26)Garden City (26)Rye Brook (20)Williamsville (18)New York City (17)

Common questions

How many financial advisors are in Purchase, New York?: 17 registered investment advisers are listed in our Purchase directory, sourced from public SEC filings.
What types of advisors are in Purchase?: 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 Purchase?: 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.