AdvisorGrade

Financial advisers in Mount Kisco, NY

4 registered investment adviser firms in Mount Kisco managing $18.4B in assets, based on public SEC Form ADV filings.

Kohlberg & Company

Mount Kisco, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$17.1B
Per adviser
$286M
Advisers
60

No reported disclosures

Olympus Capital Holdings Asia LLC

Mount Kisco, NY · Est. 2012

RegionalInternational
Fee-only
AUM
$852M
Per adviser
$37M
Advisers
23

No reported disclosures

Edenbrook Capital, LLC

Mount Kisco, NY · Est. 2020

Local
Fee-only
AUM
$278M
Per adviser
$93M
Advisers
3

No reported disclosures

Clarity Investments + Planning LLC

Mount Kisco, NY · Est. 2008

LocalInternational
Fee-based
AUM
$141M
Per adviser
$141M
Advisers
1

No reported disclosures