AdvisorGrade

Financial advisers in Armonk, NY

6 registered investment adviser firms in Armonk managing $1.6B in assets, based on public SEC Form ADV filings.

Truman Capital Advisors, LP

Armonk, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$462M
Per adviser
$31M
Advisers
15

No reported disclosures

Settanni Financial LLC

Armonk, NY · Est. 2018

Local
Fee-based
AUM
$397M
Per adviser
$99M
Advisers
4

No reported disclosures

Silverberg Bernstein Capital Management

Armonk, NY · Est. 2023

LocalInternational
Fee-only
AUM
$283M
Per adviser
$142M
Advisers
2

No reported disclosures

Forteris Wealth Management, INC.

Armonk, NY · Est. 1993

Local
Fee-based
AUM
$219M
Per adviser
$73M
Advisers
3

No reported disclosures

Income & Asset Advisory, INC.

Armonk, NY · Est. 2009

Local
Fee-only
AUM
$175M
Per adviser
$58M
Advisers
3

No reported disclosures

Stuyvesant Capital Management Corporation

Armonk, NY · Est. 1978

Local
Fee-only
AUM
$43M
Per adviser
$43M
Advisers
1

No reported disclosures