Financial advisers in Purchase , NY

AUM: $11.7B
Per adviser: $2.9B
Advisers: 4

No reported disclosures

Consulting Group Advisory Services LLC

Purchase, NY · Est. 2005

Regional

AUM: $9.8B
Per adviser: $1.1B
Advisers: 9

No reported disclosures

Greywolf Capital Management LP

Purchase, NY · Est. 2006

AUM: $3.1B
Per adviser: $220M
Advisers: 14

No reported disclosures

Twinbeech Capital LP

Purchase, NY · Est. 2019

AUM: $2.5B
Per adviser: $503M
Advisers: 5

No reported disclosures

Seacrest Wealth Management, LLC

Purchase, NY · Est. 2008

National

Fee-based

AUM: $1.5B
Per adviser: $43M
Advisers: 36

No reported disclosures

Foresight Global Investors, INC.

Purchase, NY · Est. 2015

AUM: $955M
Per adviser: $318M
Advisers: 3

No reported disclosures

Alpine Saxon Woods

Purchase, NY · Est. 1999

AUM: $670M
Per adviser: $223M
Advisers: 3

No reported disclosures

Olstein Capital Management, L.P.

Purchase, NY · Est. 1995

AUM: $564M
Per adviser: $94M
Advisers: 6

No reported disclosures

Bracco Asset Management

Purchase, NY · Est. 2023

LocalInternational

AUM: $446M
Per adviser: $89M
Advisers: 5

No reported disclosures

One Oak Capital Management, LLC

Purchase, NY · Est. 2019

AUM: $419M
Per adviser: $38M
Advisers: 11

Alpine Woods Capital Investors, LLC

Purchase, NY · Est. 1997

AUM: $181M
Per adviser: $60M
Advisers: 3

No reported disclosures

Seacrest Investment Management, LLC

Purchase, NY · Est. 2010

AUM: $111M
Per adviser: $37M
Advisers: 3

No reported disclosures

Main Street Financial

Purchase, NY · Est. 2012

AUM: $71M
Per adviser: $24M
Advisers: 3

No reported disclosures

Viridian Capital

Purchase, NY · Est. 2025

AUM: $33M
Per adviser: $7M
Advisers: 5

No reported disclosures

Now Asset Management LLC

Purchase, NY · Est. 2026