Best Financial Advisors in LARCHMONT, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$2.7B
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in LARCHMONT
#1
100
ROCK HARBOR PARTNERS LLC
LARCHMONT, NY · Since 2023
$2.7B AUM4 clientsFee: 0%
FiduciaryFee-Only
#2
95
HEYDORN STONE CAPITAL MANAGEMENT LLC
LARCHMONT, NY · Since 2005
$142M AUM2 clientsFee: 0%
FiduciaryFee-Only
#3
95
BESSEMER VENTURE PARTNERS
LARCHMONT, NY · Since 2022
$20.2B AUM83 clientsFee: 0%
FiduciaryFee-Only
#4
95
METAVASI CAPITAL LP
LARCHMONT, NY · Since 2021
$421M AUM5 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 LARCHMONT?
The median advisory fee in LARCHMONT, NY is 0.95% of assets under management per year, based on Form ADV filings from 4 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.