How many financial advisors are in Tarrytown, New York?

Falists lists 7 registered investment advisers with a principal office or filing address in Tarrytown, New York, based on public SEC IAPD data.

How do financial advisors in Tarrytown charge fees?

Fee structures vary by firm. In Tarrytown, 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 Tarrytown?

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 · 7 advisers

Financial Advisors in Tarrytown, New York

Looking for a financial advisor in Tarrytown, New York? Falists indexes 7 SEC-registered and state-registered investment advisers in Tarrytown — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $15.54B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

With website

Largest AUM

$15.54B

Financial planning

Filter by specialty

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

All Wealth4 Planning5 Trusts4 Retirement2 Institutional3

Top advisors in Tarrytown

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

View all 7 →

CITIZENS PRIVATE WEALTH

Tarrytown, NY

AUM

$15.54B

Financial PlanningWealth MgmtTrusts & EstatesInstitutional

Team

204 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

914-846-0100

Full profile Visit site →

ONYX BRIDGE WEALTH GROUP LLC

Tarrytown, NY

AUM

$1.37B

Financial PlanningWealth MgmtTrusts & EstatesRetirement

Team

19 advisors

Clients

101-250

Fees

Percentage of AUM · Hourly charges +1 more

(914) 909-6699

Full profile Visit site →

HARVEY PARTNERS, LLC

Tarrytown, NY

AUM

$1.23B

Wealth MgmtTrusts & EstatesRetirementInstitutional

Team

3 advisors

Clients

—

Fees

Percentage of AUM; Performance-based fees

212-782-3740

Full profile Visit site →

MARTONE CAPITAL MANAGEMENT, INC.

Tarrytown, NY

AUM

$23.5M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

—

Fees

Percentage of AUM

914-318-9440

Full profile Visit site →

DEBANYFINANCIAL GROUP, LLC

Tarrytown, NY

AUM

—

Financial PlanningFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Hourly charges

914-366-4900

Full profile Visit site →

THE CAPITAL PRESERVE, INC.

Tarrytown, NY

AUM

—

Financial PlanningFee-Only/Hourly

Team

2 advisors

Clients

Fees

Hourly charges; Fixed fees

914-332-1100

Full profile Visit site →

SANDERS SMITH LIMITED

Tarrytown, NY

AUM

—

Financial Planning

Team

2 advisors

Clients

26-50

Fees

Fixed fees

914-524-9800

Full profileNo website

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Common questions

How many financial advisors are in Tarrytown, New York?: 7 registered investment advisers are listed in our Tarrytown directory, sourced from public SEC filings.
What types of advisors are in Tarrytown?: 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 Tarrytown?: 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.