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.
43 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
STONEBRIDGE PARTNERS LLC
White Plains, NY
AUM
$99.4M
Team
3 advisors
Clients
—
Fees
Fixed fees · Performance-based fees +1 more
914-682-2700
ARROWHEAD INVESTMENT MANAGEMENT LLC
White Plains, NY
AUM
$77.6M
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
203-485-0700
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
Page 1 of 2Next