FinGenADVISORS
Saved
FIND YOUR KIND OF ADVISOR

Financial advisory firms
in Purchase, NY.

Search financial advisors or advisory firms by filed office geography, public filed services, and client types.

19,214 financial advisors13 advisory firms1 city

Financial advisor coverage follows current affiliations with firms having filed offices in this geography. Counts are deduplicated; not a personal-branch or expertise claim.

13 advisory firmsCompare public facts. Verify experience directly.
19,214 financial advisors13 advisory firms1 city

Matching records for your current geography and filters. Category advisor counts reflect affiliated firms reporting that category, not individual service assertions.

ALPINE SAXON WOODSCRD 109686

Advisory firm

Filed advisory firm office: Purchase, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
ALPINE WOODS CAPITAL INVESTORS, LLCCRD 112496

Advisory firm

Filed advisory firm office: Purchase, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
BRACCO ASSET MANAGEMENTCRD 326536

Advisory firm

Filed advisory firm office: Purchase, NY

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
CONSULTING GROUP ADVISORY SERVICES LLCCRD 137463

Advisory firm

Filed advisory firm office: Purchase, NY

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
FORESIGHT GLOBAL INVESTORS, INC.CRD 281818

Advisory firm

Filed advisory firm office: Purchase, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
GREENHAVEN ASSOCIATES INCCRD 104729

Advisory firm

Filed advisory firm office: Purchase, NY

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
MAIN STREET FINANCIALCRD 118130

Advisory firm

Filed advisory firm office: Purchase, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
MORGAN STANLEYCRD 149777

Advisory firm

Filed advisory firm office: Purchase, NY

Filed firm type: Registered

Banking or thrift institutionsCharitable organizationsCorporations or other businessesHigh net worth individuals
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
NOW ASSET MANAGEMENT LLCCRD 341388

Advisory firm

Filed advisory firm office: Purchase, NY

Filed firm type: Registered

Portfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
ONE OAK CAPITAL MANAGEMENT, LLCCRD 170339

Advisory firm

Filed advisory firm office: Purchase, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Pension and profit sharing plansPooled investment vehicles (other than ICs)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
SEACREST WEALTH MANAGEMENT, LLCCRD 147092

Advisory firm

Filed advisory firm office: Purchase, NY

Filed firm type: Registered

Charitable organizationsCorporations or other businessesHigh net worth individualsIndividuals (other than HNW)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
TWINBEECH CAPITAL LPCRD 298583

Advisory firm

Filed advisory firm office: Purchase, NY

Filed firm type: Registered

Pooled investment vehicles (other than ICs)Portfolio management for pooled investment vehicles (other than investment companies)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
VIRIDIAN CAPITALCRD 337301

Advisory firm

Filed advisory firm office: Purchase, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
View profile
Public source record; verify directly
A MORE INFORMED FIRST CONVERSATION

A shortlist is just the start.

Confirm services, fees, credentials, availability and your advisor’s location directly. A public filing is a starting point, not a recommendation.

Prepare for your first meeting

More cities in NY

Explore related places and planning situations

CONTEXT FOR YOUR NEXT DECISION

Read, compare, then explore.

GUIDE

How to choose a financial advisor

Compare services, fit and the questions that matter before you choose.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Understand financial advisor fees

Make sense of compensation, total costs and written terms.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Questions for your first advisor meeting

Bring consistent questions and leave with a clearer basis for comparison.

Choosing an advisor · Preview guide · Named author and publication pendingRead more GUIDE

Check financial advisor credentials

Find the original public record and verify the advisor and firm separately.

Choosing an advisor · Preview guide · Named author and publication pendingRead more
All insights and guides