Top 10 advisors in Rye Brook

Top 10 advisors in Rye Brook

We’ve curated a list of the best financial advisors in Rye Brook, take a look at it below

Find an advisor in Rye Brook
# Financial advisor Assets under management Number of advisors
1 $15,255,969,174 43 advisors
2 $2,807,580,647 7 advisors
3 $2,569,541,020 15 advisors
4 $2,246,997,665 2 advisors
5 $958,767,499 11 advisors
6 $425,139,551 2 advisors
7 $385,249,527 4 advisors
8 $317,386,580 5 advisors
9 $222,708,002 7 advisors
10 $177,220,777 4 advisors

How we came up with this list

To generate our top financial advisors list in Rye Brook, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Rye Brook. 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. Belle Haven Investments, L.p.

    Assets under management

    $15,255,969,174

    Fee structure

    A percentage of assets under your management

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Investment Companies

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  • 2. Lynrock Lake Lp

    Assets under management

    $2,807,580,647

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • 3. Meyer Handelman Company LLC

    Assets under management

    $2,569,541,020

    Fee structure

    A percentage of assets under your management

    Fixed fees

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

    Selection Of Other Advisers

  • 4. Resolution Capital (us) Limited

    Assets under management

    $2,246,997,665

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  • 5. Freshford Capital Management, LLC

    Assets under management

    $958,767,499

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • 6. Cadent Energy Partners

    Assets under management

    $425,139,551

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Pooled Investment Vehicles

  • Not sure which one to choose?
    Use our smart matching tool

    7. Oxler Private Wealth

    Assets under management

    $385,249,527

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

    Asset Allocation Services

  • 8. Navis Wealth Advisors LLC

    Assets under management

    $317,386,580

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Pension Consulting Services

    Selection Of Other Advisers

  • 9. Schultze Asset Management, Lp

    Assets under management

    $222,708,002

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    SCHULTZE SPAC II PAID $10K/MO ADMIN FEE

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Pooled Investment Vehicles

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  • Not sure which one to choose?
    Use our smart matching tool

    10. Samuel Capital Management LLC

    Assets under management

    $177,220,777

    Fee structure

    A percentage of assets under your management

    Performance-based fees

    Services offered

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Pooled Investment Vehicles

It’s quick and easy to find the right financial advisor for you
Visit Unbiased.com — your resource to find independent financial advice focused on your needs
2
Answer a few questions about your needs.
Get started now
3
Connect with your perfectly matched financial advisor.
Your first meeting is free.