Falists

New York · 43 advisers

Financial Advisors in White Plains, New York

Looking for a financial advisor in White Plains, New York? Falists indexes 43 SEC-registered and state-registered investment advisers in White Plains — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 36 firms list a website you can visit directly. Firms in this directory manage up to $2.62B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

43

With website

36

Largest AUM

$2.62B

Financial planning

12

Filter by specialty

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

AllWealth24Planning12Trusts14Retirement6Institutional11

Top advisors in White Plains

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

View all 43 →

DERIVATY CO

White Plains, NY

AUM

$28.0M

Wealth MgmtInstitutional

Team

2 advisors

Clients

—

Fees

Percentage of AUM; PERCENTAGE OF PRE-SPECIFIED "PROGRAM AMOUNT"

212-395-9471

Full profileVisit site →
View all 43 advisors in White Plains

More cities in New York

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Common questions

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