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 Wealth Management advisors in NY, WHITE PLAINS
24 advisers found
RETHINK CAPITAL PARTNERS, LLC
White Plains, NY
AUM
$2.23B
Wealth Mgmt
Team
22 advisors
Clients
0
Fees
Percentage of AUM · Performance-based fees +1 more
(914) 683-8474
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
HALYARD ASSET MANAGEMENT LLC
White Plains, NY
AUM
$2.03B
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
914-437-5600
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
LYONROSS CAPITAL MANAGEMENT, LLC
White Plains, NY
AUM
$880.5M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
212-218-3950
LNK PARTNERS, LLC
White Plains, NY
AUM
$748.6M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
914-824-5900
JADE MOUNTAIN PARTNERS, LLC
White Plains, NY
AUM
$588.4M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212-433-4324
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
PARADIGM ASSET MANAGEMENT
White Plains, NY
AUM
$441.7M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
212-771-6100
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
TIMBER POINT CAPITAL MANAGEMENT
White Plains, NY
AUM
$188.3M
Wealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM
9148983038
LANX MANAGEMENT, LLC
White Plains, NY
AUM
$187.7M
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
212-682-9075
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
DOWNTOWN INVESTMENT ADVISORY
White Plains, NY
AUM
$125.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
(917) 363-4919
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
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
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
HUYGENS CAPITAL LLC
White Plains, NY
AUM
$10.7M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
347-224-1303
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
DYNAMIC TRADING MANAGEMENT, LLC.
White Plains, NY
AUM
$116.6M
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
914-220-9404
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