Best Financial Advisors in BEDFORD HILLS, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
3
Registered Firms
0.95%
Median Fee
of assets/year
$59M
Median AUM
3
Firms Listed
in our database
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Top Rated Established Verified3 firms shown
Top-Ranked Advisors in BEDFORD HILLS
#1
84
PEAPOD LANE CAPITAL LLC
BEDFORD HILLS, NY · Since 2024
$108M AUM2 clientsFee: 0%
FiduciaryFee-Only
#2
76
MAGNIFINA, LLC
BEDFORD HILLS, NY · Since 2020
$54M AUM1 clientsFee: 0%
FiduciaryFee-Only
#3
WYSER-PRATTE MANAGEMENT CO., INC.
BEDFORD HILLS, NY · Since 1992
$59M AUM1 clientsFee: 0%
FiduciaryFee-Only3 complaints
Frequently Asked Questions
How are advisors ranked?
We use a Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.
What's the average financial advisor fee in BEDFORD HILLS?
The median advisory fee in BEDFORD HILLS, NY is 0.95% of assets under management per year, based on Form ADV filings from 3 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.