AdvisorGrade

Financial advisers in Harrison, NY

7 registered investment adviser firms in Harrison managing $3.0B in assets, based on public SEC Form ADV filings.

Next Level Private LLC

Harrison, NY · Est. 2021

LocalInternational
Fee-based
AUM
$1.4B
Per adviser
$137M
Advisers
10

No reported disclosures

Freshford Capital Management, LLC

Harrison, NY · Est. 2011

Local
Fee-only
AUM
$582M
Per adviser
$116M
Advisers
5

No reported disclosures

Welch Capital Partners LLC

Harrison, NY · Est. 1996

Local
Fee-only
AUM
$506M
Per adviser
$127M
Advisers
4

No reported disclosures

Sykon Capital LLC

Harrison, NY · Est. 2023

Local
Fee-based
AUM
$350M
Per adviser
$58M
Advisers
6

No reported disclosures

Lightedway Advisory Services, INC.

Harrison, NY · Est. 2021

Local
Fee-only
AUM
$115M
Per adviser
$115M
Advisers
1

No reported disclosures

Bespoke Investment Group, LLC

Harrison, NY · Est. 2021

Local
Fee-only
AUM
$101M
Per adviser
$20M
Advisers
5

No reported disclosures

Sykon Asset Management LLC

Harrison, NY · Est. 2025

Local
Fee-only
AUM
Per adviser
Advisers
2

No reported disclosures