Top advisors in Westchester
We’ve curated a list of the best financial advisors in Westchester, take a look at it below
Find an advisor in Westchester# | Financial advisor | Assets under management | Number of advisors | |
---|---|---|---|---|
1 | $269,405,414 | 6 advisors | ||
2 | $61,530,482 | 1 advisors |
How we came up with this list
To generate our top financial advisors list in Westchester, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Westchester. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management. If you’re looking for a financial advisor and don’t mind which state they’re in, check out our best financial advisor article, which breaks down the best firms nationwide.
Prairie Sky Financial Group
Prairie Sky Financial Group is a financial advisory firm based in Westchester, Illinois. It currently has approximately $269,405,414 of assets under management and employs about 6 people. Prairie Sky Financial Group uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$269,405,414
Headcount
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-79948
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Educational Seminars/workshops
Mcculley Financial Group, LLC
Mcculley Financial Group, LLC is a financial advisory firm based in Westchester, Illinois. It currently has approximately $61,530,482 of assets under management and employs about 1 people. Mcculley Financial Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Assets under management
$61,530,482
Headcount
1 advisor
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SEC number
801-129527
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Your first meeting is free.