Top advisors in Scarsdale

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

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.