Fiduciary advisors in Purchase, NY
16 registered advisers
Purchase is Westchester's corporate corridor, where PepsiCo and MasterCard headquarters generate executive-level advisory demand. The fee-only share stands at 94%, with 15 firms declining all forms of commission-based compensation. Each listing below includes compensation method, assets under management, and any disclosed regulatory history.
ALPINE WOODS CAPITAL INVESTORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$364M
Minimum--
Clients7
ARENA INVESTORS, LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$2.7B
Minimum--
Clients25
BRACCO ASSET MANAGEMENT
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$355M
Minimum--
Clients3
CONSULTING GROUP ADVISORY SERVICES LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$7.8B
Minimum--
Clients11
FORESIGHT GLOBAL INVESTORS, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$907M
Minimum--
Clients20
GREENHAVEN ASSOCIATES INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$11.7B
Minimum--
Clients225
GREYWOLF CAPITAL MANAGEMENT LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$3.5B
Minimum--
Clients47
MAIN STREET FINANCIAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$71M
Minimum--
Clients267
MORGAN STANLEY
Also Compensated via BrokerageTypical Fee0.12%
AUM$1.7T
Minimum$10,000
Clients2,539,760
OLSTEIN CAPITAL MANAGEMENT, L.P.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$649M
Minimum--
Clients2
ONE OAK CAPITAL MANAGEMENT, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$447M
Minimum--
Clients377
SAXON WOODS ADVISORS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$683M
Minimum--
Clients160
SEACREST INVESTMENT MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$111M
Minimum--
Clients70
SEACREST WEALTH MANAGEMENT, LLC
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$1.6B
Minimum--
Clients3,945
TWINBEECH CAPITAL LP
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$11.1B
Minimum--
Clients4
VIRIDIAN CAPITAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$33M
Minimum--
Clients1