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Financial advisory firms
in White Plains, NY.

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

8 financial advisors22 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.

22 advisory firmsCompare public facts. Verify experience directly.
8 financial advisors22 advisory firms1 city

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

ARROWHEAD INVESTMENT MANAGEMENT LLCCRD 285032

Advisory firm

Filed advisory firm office: White Plains, 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
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DERIVATY COCRD 310249

Advisory firm

Filed advisory firm office: White Plains, NY

Filed firm type: Registered

Other investment advisersPortfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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DOWNTOWN INVESTMENT ADVISORYCRD 168812

Advisory firm

Filed advisory firm office: White Plains, NY

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Other: RETIREMENT PLAN CONSULTING SERVICES
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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FINANCIAL PLANNING ASSOCIATES, LLCCRD 159404

Advisory firm

Filed advisory firm office: White Plains, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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FOX FINANCIAL SERVICES, INC.CRD 112506

Advisory firm

Filed advisory firm office: White Plains, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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HALYARD ASSET MANAGEMENT LLCCRD 154493

Advisory firm

Filed advisory firm office: White Plains, 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
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JADE MOUNTAIN PARTNERS, LLCCRD 290415

Advisory firm

Filed advisory firm office: White Plains, 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
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LNK PARTNERS, LLCCRD 157725

Advisory firm

Filed advisory firm office: White Plains, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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LYONROSS CAPITAL MANAGEMENT, LLCCRD 156637

Advisory firm

Filed advisory firm office: White Plains, NY

Filed firm type: Registered

High net worth individualsOther: PORTFOLIO MANAGEMENT FOR SEPARATELY MANAGED ACCOUNTSSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MADISON ADVISORY SERVICES, INC.CRD 132386

Advisory firm

Filed advisory firm office: White Plains, NY

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Pension and profit sharing plans
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MATRIX ASSET ADVISORS INCCRD 107408

Advisory firm

Filed advisory firm office: White Plains, NY

Filed firm type: Registered

Charitable organizationsHigh net worth individualsIndividuals (other than HNW)Investment companies
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MIDFIELD PRIVATE WEALTH, LLCCRD 343256

Advisory firm

Filed advisory firm office: White Plains, NY

Filed firm type: Registered

Financial planningPortfolio management for businesses or institutional clients (other than 3 and 4)Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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MILAGRE WEALTH MANAGEMENT, INC.CRD 309185

Advisory firm

Filed advisory firm office: White Plains, NY

Filed firm type: Registered

High net worth individualsIndividuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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PARADIGM ASSET MANAGEMENTCRD 111479

Advisory firm

Filed advisory firm office: White Plains, NY

Filed firm type: Registered

Corporations or other businessesPension and profit sharing plansState or municipal government entitiesPortfolio management for businesses or institutional clients (other than 3 and 4)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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PRATO CAPITAL MANAGEMENTCRD 289917

Advisory firm

Filed advisory firm office: White Plains, 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
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Public source record; verify directly
PRISM PLANNING AND SOLUTIONS GROUPCRD 340003

Advisory firm

Filed advisory firm office: White Plains, NY

Filed firm type: Registered

Individuals (other than HNW)Financial planningPortfolio management for individuals and/or small businesses
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
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Public source record; verify directly
RETHINK CAPITAL PARTNERS, LLCCRD 171118

Advisory firm

Filed advisory firm office: White Plains, 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
STONEBRIDGE PARTNERS LLCCRD 160018

Advisory firm

Filed advisory firm office: White Plains, NY

Filed firm type: Registered

Record typeAdvisory firm
Location basisAdvisory firm office
Source factsLimited
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THE PORTFOLIO STRATEGY GROUP, LLCCRD 166593

Advisory firm

Filed advisory firm office: White Plains, 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
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Public source record; verify directly
TIMBER POINT CAPITAL MANAGEMENTCRD 307366

Advisory firm

Filed advisory firm office: White Plains, NY

Filed firm type: Registered

Investment companiesOther investment advisersPortfolio management for investment companies (including mutual funds) and/or business development companiesSelection of other advisers (including private fund managers)
Record typeAdvisory firm
Location basisAdvisory firm office
Source factsFiled activities
View profile
Public source record; verify directly
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