THE PORTFOLIO STRATEGY GROUP, LLC
White Plains, NY
AUM
$2.62B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
9 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
914-288-4900
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY, WHITE PLAINS
12 advisers found
TORTOISE INVESTMENT MANAGEMENT, LLC
White Plains, NY
AUM
$2.07B
Financial PlanningWealth MgmtTrusts & Estates
Team
16 advisors
Clients
More than 500
Fees
Percentage of AUM
914-686-0024
MATRIX ASSET ADVISORS INC
White Plains, NY
AUM
$1.40B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Fixed fees +1 more
212-486-2004
MADISON ADVISORY SERVICES, INC.
White Plains, NY
AUM
$509.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
11 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
914-328-8558
PRATO CAPITAL MANAGEMENT
White Plains, NY
AUM
$224.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
914-930-6871
MILAGRE WEALTH MANAGEMENT, INC.
White Plains, NY
AUM
$137.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
914-437-8066
FOX FINANCIAL SERVICES, INC.
White Plains, NY
AUM
$110.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
(914) 761-1639
FINANCIAL PLANNING ASSOCIATES, LLC
White Plains, NY
AUM
$74.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(914) 997-9229 X13
SAPOSH & MALTER, INC.
White Plains, NY
AUM
$24.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
646-876-5220
YOSHIDA WEALTH MANAGEMENT, INC.
White Plains, NY
AUM
$17.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
212-687-7886
FMD WEALTH ADVISORS LLC
White Plains, NY
AUM
$140K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
+1 (914) 222-0503
PRISM PLANNING AND SOLUTIONS GROUP
White Plains, NY
AUM
$0
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(914) 831-3050