Fiduciary advisors in White Plains, NY

23 registered advisers

23 SEC-registered fiduciary advisory firms operate in White Plains, New York. 21 of those firms -- 91% -- operate on a fee-only basis, accepting no commissions.

AIFAM GROUP LLC

Fee-Only, No ConflictsClean Record
White Plains, New YorkCRD #158290
Typical Fee--
AUM$289M
Minimum--
Clients3

DERIVATY CO

Fee-OnlyClean RecordAlso Compensated via Product Sales
White Plains, New YorkCRD #310249
Typical Fee--
AUM$30M
Minimum--
Clients3

DOWNTOWN INVESTMENT ADVISORY

Fee-OnlyClean RecordAlso Compensated via Product Sales
White Plains, New YorkCRD #168812
Typical Fee--
AUM$125M
Minimum--
Clients153

DYNAMIC TRADING MANAGEMENT, LLC.

Also Compensated via Brokerage
White Plains, New YorkCRD #142638
Typical Fee--
AUM$103M
Minimum--
Clients135

FINANCIAL PLANNING ASSOCIATES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
White Plains, New YorkCRD #159404
Typical Fee--
AUM$64M
Minimum--
Clients60

FOX FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
White Plains, New YorkCRD #112506
Typical Fee--
AUM$111M
Minimum--
Clients271

HALYARD ASSET MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
White Plains, New YorkCRD #154493
Typical Fee--
AUM$1.5B
Minimum--
Clients20

JADE MOUNTAIN PARTNERS, LLC

Fee-Only, No ConflictsClean Record
White Plains, New YorkCRD #290415
Typical Fee--
AUM$823M
Minimum--
Clients7

LANX MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
White Plains, New YorkCRD #138305
Typical Fee--
AUM$181M
Minimum--
Clients15

LNK PARTNERS, LLC

Fee-Only, No ConflictsClean Record
White Plains, New YorkCRD #157725
Typical Fee--
AUM$667M
Minimum--
Clients3

LYONROSS CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
White Plains, New YorkCRD #156637
Typical Fee--
AUM$642M
Minimum--
Clients2

MADISON ADVISORY SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
White Plains, New YorkCRD #132386
Typical Fee--
AUM$429M
Minimum--
Clients2,210

MATRIX ASSET ADVISORS INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
White Plains, New YorkCRD #107408
Typical Fee--
AUM$1.2B
Minimum--
Clients620

MILAGRE WEALTH MANAGEMENT, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
White Plains, New YorkCRD #309185
Typical Fee--
AUM$124M
Minimum--
Clients390

PARADIGM ASSET MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
White Plains, New YorkCRD #111479
Typical Fee--
AUM$373M
Minimum--
Clients10

PENTEGRA INVESTORS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
White Plains, New YorkCRD #111503
Typical Fee--
AUM$5.5B
Minimum--
Clients272

PRATO CAPITAL MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
White Plains, New YorkCRD #289917
Typical Fee--
AUM$196M
Minimum--
Clients665

RETHINK CAPITAL PARTNERS, LLC

Clean RecordAlso Compensated via Insurance
White Plains, New YorkCRD #171118
Typical Fee--
AUM$2.2B
Minimum--
Clients26

SHERBROOKE PARK ADVISERS LLC

Fee-Only, No ConflictsClean Record
White Plains, New YorkCRD #323576
Typical Fee--
AUM$748M
Minimum--
Clients3

STONEBRIDGE PARTNERS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
White Plains, New YorkCRD #160018
Typical Fee--
AUM$128M
Minimum--
Clients14

THE PORTFOLIO STRATEGY GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
White Plains, New YorkCRD #166593
Typical Fee--
AUM$2.4B
Minimum--
Clients442

TORTOISE INVESTMENT MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
White Plains, New YorkCRD #128723
Typical Fee--
AUM$1.7B
Minimum--
Clients2,832

WHIPPOORWILL ASSOCIATES INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
White Plains, New YorkCRD #107497
Typical Fee--
AUM$45M
Minimum--
Clients3
Fiduciary Advisors in White Plains, New York | FiduciaryListings