Best Financial Advisors in HARRISON, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in HARRISON
WELCH CAPITAL PARTNERS LLC
HARRISON, NY · Since 1996
BESPOKE INVESTMENT GROUP, LLC
HARRISON, NY · Since 2021
LIGHTEDWAY ADVISORY SERVICES, INC.
HARRISON, NY · Since 2021
SYKON ASSET MANAGEMENT LLC
HARRISON, NY · Since 2025
FRESHFORD CAPITAL MANAGEMENT, LLC
HARRISON, NY · Since 2011
NEXT LEVEL PRIVATE LLC
HARRISON, NY · Since 2021
SYKON CAPITAL LLC
HARRISON, NY · Since 2023
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 HARRISON?
The median advisory fee in HARRISON, NY is 0.95% of assets under management per year, based on Form ADV filings from 7 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.