Financial advisers in White Plains, NY
23 registered investment adviser firms in White Plains managing $15.1B in assets, based on public SEC Form ADV filings.
The Portfolio Strategy Group, LLC
White Plains, NY · Est. 2013
- AUM
- $2.6B
- Per adviser
- $291M
- Advisers
- 9
No reported disclosures
Rethink Capital Partners, LLC
White Plains, NY · Est. 2015
- AUM
- $2.2B
- Per adviser
- $102M
- Advisers
- 22
No reported disclosures
Tortoise Investment Management, LLC
White Plains, NY · Est. 2006
- AUM
- $2.1B
- Per adviser
- $129M
- Advisers
- 16
No reported disclosures
Halyard Asset Management LLC
White Plains, NY · Est. 2010
- AUM
- $2.0B
- Per adviser
- $676M
- Advisers
- 3
No reported disclosures
Matrix Asset Advisors INC
White Plains, NY · Est. 1990
- AUM
- $1.4B
- Per adviser
- $175M
- Advisers
- 8
No reported disclosures
Lyonross Capital Management, LLC
White Plains, NY · Est. 2012
- AUM
- $881M
- Per adviser
- $176M
- Advisers
- 5
No reported disclosures
Lnk Partners, LLC
White Plains, NY · Est. 2012
- AUM
- $749M
- Per adviser
- $749M
- Advisers
- 1
No reported disclosures
Jade Mountain Partners, LLC
White Plains, NY · Est. 2018
- AUM
- $588M
- Per adviser
- $196M
- Advisers
- 3
No reported disclosures
Madison Advisory Services, INC.
White Plains, NY · Est. 2015
- AUM
- $510M
- Per adviser
- $46M
- Advisers
- 11
No reported disclosures
Paradigm Asset Management
White Plains, NY · Est. 1995
- AUM
- $442M
- Per adviser
- $110M
- Advisers
- 4
No reported disclosures
Prato Capital Management
White Plains, NY · Est. 2017
- AUM
- $225M
- Per adviser
- $75M
- Advisers
- 3
No reported disclosures
Timber Point Capital Management
White Plains, NY · Est. 2020
- AUM
- $188M
- Per adviser
- $63M
- Advisers
- 3
No reported disclosures
Lanx Management, LLC
White Plains, NY · Est. 2010
- AUM
- $188M
- Per adviser
- $188M
- Advisers
- 1
No reported disclosures
Prism Planning And Solutions Group
White Plains, NY · Est. 2026
- AUM
- $157M
- Per adviser
- $52M
- Advisers
- 3
No reported disclosures
Milagre Wealth Management, INC.
White Plains, NY · Est. 2020
- AUM
- $137M
- Per adviser
- $137M
- Advisers
- 1
No reported disclosures
Downtown Investment Advisory
White Plains, NY · Est. 2017
- AUM
- $125M
- Per adviser
- $125M
- Advisers
- 1
No reported disclosures
Dynamic Trading Management, LLC.
White Plains, NY · Est. 2006
- AUM
- $117M
- Per adviser
- $117M
- Advisers
- 1
No reported disclosures
Fox Financial Services, INC.
White Plains, NY · Est. 2001
- AUM
- $111M
- Per adviser
- $111M
- Advisers
- 1
No reported disclosures
Stonebridge Partners LLC
White Plains, NY · Est. 2012
- AUM
- $99M
- Per adviser
- $33M
- Advisers
- 3
No reported disclosures
Arrowhead Investment Management LLC
White Plains, NY · Est. 2017
- AUM
- $78M
- Per adviser
- $19M
- Advisers
- 4
No reported disclosures
Financial Planning Associates, LLC
White Plains, NY · Est. 2014
- AUM
- $75M
- Per adviser
- $75M
- Advisers
- 1
No reported disclosures
Whippoorwill Associates INC
White Plains, NY · Est. 1993
- AUM
- $31M
- Per adviser
- $31M
- Advisers
- 1
No reported disclosures
Derivaty Co
White Plains, NY · Est. 2020
- AUM
- $28M
- Per adviser
- $14M
- Advisers
- 2
No reported disclosures