Top advisors in Larchmont
We’ve curated a list of the best financial advisors in Larchmont, take a look at it below
Find an advisor in Larchmont| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $2,097,867,291 | 3 advisors | ||
| 2 | $1,113,865,855 | 20 advisors | ||
| 3 | $825,751,000 | 10 advisors | ||
| 4 | $92,940,393 | 3 advisors | ||
| 5 | $3,074,572 | 2 advisors |
How we came up with this list
To generate our top financial advisors list in Larchmont, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Larchmont. 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.
1. Rock Harbor Partners LLC
Assets under management
$2,097,867,291
Fee structure
Fixed fees
Performance-based fees
DISCRETIONARY BONUS
Services offered
Portfolio Management For Individuals And/or Small Businesses
2. New State Capital Partners
Assets under management
$1,113,865,855
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
3. Emerson Point Capital Lp
Assets under management
$825,751,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
4. Heydorn Stone Capital Management LLC
Assets under management
$92,940,393
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
5. Afa Advisors LLC
Assets under management
$3,074,572
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Your first meeting is free.