Top advisors in Scarsdale
We’ve curated a list of the best financial advisors in Scarsdale, take a look at it below
Find an advisor in Scarsdale# | Financial advisor | Assets under management | Number of advisors | |
---|---|---|---|---|
1 | $7,116,381,207 | 9 advisors | ||
2 | $103,309,176 | 5 advisors | ||
3 | $83,711,000 | 3 advisors |
How we came up with this list
To generate our top financial advisors list in Scarsdale, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Scarsdale. 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. Prima Capital Advisors
Assets under management
$7,116,381,207
Fee structure
A percentage of assets under your management
Performance-based fees
MORTGAGE LOAN ORIGINATION FEES
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)
2. Nardis Advisors LLC
Assets under management
$103,309,176
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SELECTION FEE FOR OUTSIDE MANAGERS
Services offered
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection Of Other Advisers
Consulting
3. Dunham Lane Capital Partners LLC
Assets under management
$83,711,000
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Your first meeting is free.