Best Financial Advisors in WHITE PLAINS, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
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Top-Ranked Advisors in WHITE PLAINS
HALYARD ASSET MANAGEMENT LLC
WHITE PLAINS, NY · Since 2010
RETHINK CAPITAL PARTNERS, LLC
WHITE PLAINS, NY · Since 2015
LYONROSS CAPITAL MANAGEMENT, LLC
WHITE PLAINS, NY · Since 2012
PARADIGM ASSET MANAGEMENT
WHITE PLAINS, NY · Since 1995
LNK PARTNERS, LLC
WHITE PLAINS, NY · Since 2012
JADE MOUNTAIN PARTNERS, LLC
WHITE PLAINS, NY · Since 2018
WHIPPOORWILL ASSOCIATES INC
WHITE PLAINS, NY · Since 1993
MADISON ADVISORY SERVICES, INC.
WHITE PLAINS, NY · Since 2015
FINANCIAL PLANNING ASSOCIATES, LLC
WHITE PLAINS, NY · Since 2014
STONEBRIDGE PARTNERS LLC
WHITE PLAINS, NY · Since 2012
TIMBER POINT CAPITAL MANAGEMENT
WHITE PLAINS, NY · Since 2020
MILAGRE WEALTH MANAGEMENT, INC.
WHITE PLAINS, NY · Since 2020
DERIVATY CO
WHITE PLAINS, NY · Since 2020
PRISM PLANNING AND SOLUTIONS GROUP
WHITE PLAINS, NY · Since 2026
TORTOISE INVESTMENT MANAGEMENT, LLC
WHITE PLAINS, NY · Since 2006
THE PORTFOLIO STRATEGY GROUP, LLC
WHITE PLAINS, NY · Since 2013
MATRIX ASSET ADVISORS INC
WHITE PLAINS, NY · Since 1990
LANX MANAGEMENT, LLC
WHITE PLAINS, NY · Since 2010
FOX FINANCIAL SERVICES, INC.
WHITE PLAINS, NY · Since 2001
DOWNTOWN INVESTMENT ADVISORY
WHITE PLAINS, NY · Since 2017
ARROWHEAD INVESTMENT MANAGEMENT LLC
WHITE PLAINS, NY · Since 2017
PRATO CAPITAL MANAGEMENT
WHITE PLAINS, NY · Since 2017
DYNAMIC TRADING MANAGEMENT, LLC.
WHITE PLAINS, NY · Since 2006
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 WHITE PLAINS?
The median advisory fee in WHITE PLAINS, NY is 0.95% of assets under management per year, based on Form ADV filings from 23 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.