AdvisorRanked

Best Financial Advisors in PURCHASE, New York

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

16
Registered Firms
0.95%
Median Fee
of assets/year
$670M
Median AUM
16
Firms Listed
in our database

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Top Rated Established Verified16 firms shown

Top-Ranked Advisors in PURCHASE

#1
92

GREENHAVEN ASSOCIATES INC

PURCHASE, NY · Since 1988

$11.7B AUM4 clientsFee: 0%
FiduciaryFee-Only
#2
92

CONSULTING GROUP ADVISORY SERVICES LLC

PURCHASE, NY · Since 2005

$9.8B AUM9 clientsFee: 0%
FiduciaryFee-Only
#3
89

OLSTEIN CAPITAL MANAGEMENT, L.P.

PURCHASE, NY · Since 1995

$564M AUM6 clientsFee: 0%
FiduciaryFee-Only
#4
88

ALPINE SAXON WOODS

PURCHASE, NY · Since 1999

$670M AUM3 clientsFee: 0%
FiduciaryFee-Only
#5
88

MAIN STREET FINANCIAL

PURCHASE, NY · Since 2012

$71M AUM3 clientsFee: 0%
FiduciaryFee-Only
#6
87

FORESIGHT GLOBAL INVESTORS, INC.

PURCHASE, NY · Since 2015

$955M AUM3 clientsFee: 0%
FiduciaryFee-Only
#7
83

GREYWOLF CAPITAL MANAGEMENT LP

PURCHASE, NY · Since 2006

$3.1B AUM14 clientsFee: 0%
FiduciaryFee-Only
#8
82

NOW ASSET MANAGEMENT LLC

PURCHASE, NY · Since 2026

$0 AUM2 clientsFee: 0%
FiduciaryFee-Only
#9
79

ALPINE WOODS CAPITAL INVESTORS, LLC

PURCHASE, NY · Since 1997

$181M AUM3 clientsFee: 0%
FiduciaryFee-Only
#10
79

TWINBEECH CAPITAL LP

PURCHASE, NY · Since 2019

$2.5B AUM5 clientsFee: 0%
FiduciaryFee-Only
#11
78

SEACREST INVESTMENT MANAGEMENT, LLC

PURCHASE, NY · Since 2010

$111M AUM3 clientsFee: 0%
FiduciaryFee-Only
#12
76

ONE OAK CAPITAL MANAGEMENT, LLC

PURCHASE, NY · Since 2019

$419M AUM11 clientsFee: 0%
FiduciaryFee-Only
#13
76

BRACCO ASSET MANAGEMENT

PURCHASE, NY · Since 2023

$446M AUM5 clientsFee: 0%
FiduciaryFee-Only
#14
74

VIRIDIAN CAPITAL

PURCHASE, NY · Since 2025

$33M AUM5 clientsFee: 0%
FiduciaryFee-Only
#15

SEACREST WEALTH MANAGEMENT, LLC

PURCHASE, NY · Since 2008

$1.5B AUM36 clientsFee: 0%
FiduciaryFee-Only
#16

MORGAN STANLEY

PURCHASE, NY · Since 2009

$1961.9B AUM13000 clientsFee: 0%
Broker-Dealer36 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 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.