Best Financial Advisors in MOUNT KISCO, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
4
Registered Firms
0.95%
Median Fee
of assets/year
$852M
Median AUM
4
Firms Listed
in our database
Top-Ranked Advisors in MOUNT KISCO
#1
95
CLARITY INVESTMENTS + PLANNING LLC
MOUNT KISCO, NY · Since 2008
$141M AUM1 clientsFee: 0%
FiduciaryFee-Only
#2
95
OLYMPUS CAPITAL HOLDINGS ASIA LLC
MOUNT KISCO, NY · Since 2012
$852M AUM23 clientsFee: 0%
FiduciaryFee-Only
#3
95
KOHLBERG & COMPANY
MOUNT KISCO, NY · Since 2012
$17.1B AUM60 clientsFee: 0%
FiduciaryFee-Only
#4
95
EDENBROOK CAPITAL, LLC
MOUNT KISCO, NY · Since 2020
$278M AUM3 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 MOUNT KISCO?
The median advisory fee in MOUNT KISCO, 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.