Best Financial Advisors in WHITE PLAINS, New York
Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.
Top-Ranked Advisors in WHITE PLAINS
MADISON ADVISORY SERVICES, INC.
WHITE PLAINS, NY · Since 2015
HALYARD ASSET MANAGEMENT LLC
WHITE PLAINS, NY · Since 2010
FINANCIAL PLANNING ASSOCIATES, LLC
WHITE PLAINS, NY · Since 2014
STONEBRIDGE PARTNERS LLC
WHITE PLAINS, NY · Since 2012
RETHINK CAPITAL PARTNERS, LLC
WHITE PLAINS, NY · Since 2015
JADE MOUNTAIN PARTNERS, LLC
WHITE PLAINS, NY · Since 2018
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
PARADIGM ASSET MANAGEMENT
WHITE PLAINS, NY · Since 1995
WHIPPOORWILL ASSOCIATES INC
WHITE PLAINS, NY · Since 1993
LYONROSS CAPITAL MANAGEMENT, LLC
WHITE PLAINS, NY · Since 2012
LNK PARTNERS, LLC
WHITE PLAINS, NY · Since 2012
DYNAMIC TRADING MANAGEMENT, LLC.
WHITE PLAINS, NY · Since 2006
MATRIX ASSET ADVISORS INC
WHITE PLAINS, NY · Since 1990
FOX FINANCIAL SERVICES, INC.
WHITE PLAINS, NY · Since 2001
TORTOISE INVESTMENT MANAGEMENT, LLC
WHITE PLAINS, NY · Since 2006
LANX MANAGEMENT, LLC
WHITE PLAINS, NY · Since 2010
THE PORTFOLIO STRATEGY GROUP, LLC
WHITE PLAINS, NY · Since 2013
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
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 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.