Falists

New York · 1 advisers

Financial Advisors in Yonkers, New York

Looking for a financial advisor in Yonkers, New York? Falists indexes 1 SEC-registered and state-registered investment advisers in Yonkers — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. Firms in this directory manage up to $5.5M in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

1

With website

0

Largest AUM

$5.5M

Financial planning

1

Filter by specialty

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

Top advisors in Yonkers

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

View all 1

AUM

$5.5M

Financial PlanningTrusts & Estates

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Fixed fees +1 more

914-205-6363

Full profileNo website

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Common questions

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