Top 10 advisors in White Plains
We’ve curated a list of the best financial advisors in White Plains, take a look at it below
Find an advisor in White Plains| # | Financial advisor | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | $3,930,013,798 | 13 advisors | ||
| 2 | $1,992,684,620 | 11 advisors | ||
| 3 | $1,344,005,740 | 4 advisors | ||
| 4 | $1,224,720,556 | 18 advisors | ||
| 5 | $894,199,000 | 36 advisors | ||
| 6 | $884,546,246 | 12 advisors | ||
| 7 | $861,800,536 | 6 advisors | ||
| 8 | $630,918,407 | 9 advisors | ||
| 9 | $625,507,773 | 17 advisors | ||
| 10 | $373,768,631 | 5 advisors |
How we came up with this list
To generate our top financial advisors list in White Plains, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case White Plains. 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. Pentegra Investors, Inc.
Assets under management
$3,930,013,798
Fee structure
A percentage of assets under your management
Fixed 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)
Pension Consulting Services
Selection Of Other Advisers
Comprehensive Advice To Third Party Internal Investment Committees
2. The Portfolio Strategy Group, LLC
Assets under management
$1,992,684,620
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Financial Planning Services
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)
Selection Of Other Advisers
Insurance Solutions And Credit And Cash Management Solutions
3. Halyard Asset Management LLC
Assets under management
$1,344,005,740
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)
4. Tortoise Investment Management, LLC
Assets under management
$1,224,720,556
Fee structure
A percentage of assets under your management
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
5. Rethink Capital Partners, LLC
Assets under management
$894,199,000
Fee structure
A percentage of assets under your management
Performance-based fees
DISPOSITION AND FINANCING FEES PERTAINING TO REAL ESATE FUNDS
Services offered
Portfolio Management For Pooled Investment Vehicles
6. Matrix Asset Advisors Inc
Assets under management
$884,546,246
Fee structure
A percentage of assets under your management
Fixed fees
PENSION CONSULTING SERVICES
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Consulting Agreement With Moneypaper Advisor Inc.
- Not sure which one to choose?Use our smart matching tool
7. Markston International LLC
Assets under management
$861,800,536
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 Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
8. V3 Capital Management, L.p.
Assets under management
$630,918,407
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
9. Aifam Group LLC
Assets under management
$625,507,773
Fee structure
A percentage of assets under your management
Fixed fees
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)
Selection Of Other Advisers
- Not sure which one to choose?Use our smart matching tool
10. Paradigm Asset Management
Assets under management
$373,768,631
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
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.