Adviser Record

Investment advisers in Armonk, NY

6 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in NY

FirmAssetsEmployeesDisclosures
Truman Capital Advisors, LP$462.0 million150
Settanni Financial LLC$397.0 million40
Silverberg Bernstein Capital Management$283.0 million30
Forteris Wealth Management, Inc.$219.0 million30
Income & Asset Advisory, Inc.$174.8 million50
Stuyvesant Capital Management Corporation$43.0 million20