Best Financial Advisors in PURCHASE, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in PURCHASE
OLSTEIN CAPITAL MANAGEMENT, L.P.
PURCHASE, NY · Since 1995
GREENHAVEN ASSOCIATES INC
PURCHASE, NY · Since 1988
ALPINE SAXON WOODS
PURCHASE, NY · Since 1999
MAIN STREET FINANCIAL
PURCHASE, NY · Since 2012
FORESIGHT GLOBAL INVESTORS, INC.
PURCHASE, NY · Since 2015
NOW ASSET MANAGEMENT LLC
PURCHASE, NY · Since 2026
CONSULTING GROUP ADVISORY SERVICES LLC
PURCHASE, NY · Since 2005
ALPINE WOODS CAPITAL INVESTORS, LLC
PURCHASE, NY · Since 1997
GREYWOLF CAPITAL MANAGEMENT LP
PURCHASE, NY · Since 2006
SEACREST INVESTMENT MANAGEMENT, LLC
PURCHASE, NY · Since 2010
ONE OAK CAPITAL MANAGEMENT, LLC
PURCHASE, NY · Since 2019
TWINBEECH CAPITAL LP
PURCHASE, NY · Since 2019
BRACCO ASSET MANAGEMENT
PURCHASE, NY · Since 2023
VIRIDIAN CAPITAL
PURCHASE, NY · Since 2025
SEACREST WEALTH MANAGEMENT, LLC
PURCHASE, NY · Since 2008
MORGAN STANLEY
PURCHASE, NY · Since 2009
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 PURCHASE?
The median advisory fee in PURCHASE, NY is 0.95% of assets under management per year, based on Form ADV filings from 16 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.