New York · 2 advisers
Financial Advisors in Valhalla, New York
Looking for a financial advisor in Valhalla, New York? Falists indexes 2 SEC-registered and state-registered investment advisers in Valhalla — 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 $2.88B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
2
With website
2
Largest AUM
$2.88B
Financial planning
0
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Valhalla
Ranked by AUM · Fees, team & specialties at a glance
WESTCHESTER CAPITAL MANAGEMENT, LLC
Valhalla, NY
AUM
$2.88B
Team
6 advisors
Clients
—
Fees
Percentage of AUM
914-741-5600
WESTCHESTER CAPITAL PARTNERS, LLC
Valhalla, NY
AUM
$34.2M
Team
0 total employees
Clients
—
Fees
Percentage of AUM; Performance-based fees
914-741-5600
More cities in New York
Common questions
- How many financial advisors are in Valhalla, New York?
- 2 registered investment advisers are listed in our Valhalla directory, sourced from public SEC filings.
- What types of advisors are in Valhalla?
- 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 Valhalla?
- 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.