Best Financial Advisors in ARMONK, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
6
Registered Firms
0.95%
Median Fee
of assets/year
$283M
Median AUM
6
Firms Listed
in our database
Top-Ranked Advisors in ARMONK
#1
100
FORTERIS WEALTH MANAGEMENT, INC.
ARMONK, NY · Since 1993
$219M AUM3 clientsFee: 0%
FiduciaryFee-Only
#2
100
STUYVESANT CAPITAL MANAGEMENT CORPORATION
ARMONK, NY · Since 1978
$43M AUM1 clientsFee: 0%
FiduciaryFee-Only
#3
100
INCOME & ASSET ADVISORY, INC.
ARMONK, NY · Since 2009
$175M AUM3 clientsFee: 0%
FiduciaryFee-Only
#4
100
SILVERBERG BERNSTEIN CAPITAL MANAGEMENT
ARMONK, NY · Since 2023
$283M AUM2 clientsFee: 0%
FiduciaryFee-Only
#5
95
TRUMAN CAPITAL ADVISORS, LP
ARMONK, NY · Since 2012
$462M AUM15 clientsFee: 0%
FiduciaryFee-Only
#6
95
SETTANNI FINANCIAL LLC
ARMONK, NY · Since 2018
$397M AUM4 clientsFee: 0%
FiduciaryFee-Only
Frequently Asked Questions
How are advisors ranked?
We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.
What's the average financial advisor fee in ARMONK?
The median advisory fee in ARMONK, NY is 0.95% of assets under management per year, based on Form ADV filings from 6 registered firms.
Where does this data come from?
All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.