Investment advisers in White Plains, NY

24 SEC-registered firms with a main office here.

Form ADV data as of 2026-09-01

All advisers in NY

Firm	Assets	Employees	Disclosures
The Portfolio Strategy Group, LLC	$2.62 billion	15	0
Rethink Capital Partners, LLC	$2.23 billion	34	0
Tortoise Investment Management, LLC	$2.07 billion	21	0
Halyard Asset Management LLC	$2.03 billion	4	0
Matrix Asset Advisors Inc	$1.40 billion	12	0
Lyonross Capital Management, LLC	$880.5 million	6	0
Lnk Partners, LLC	$748.6 million	2	0
Jade Mountain Partners, LLC	$588.4 million	16	0
Madison Advisory Services, Inc.	$509.7 million	16	0
Paradigm Asset Management	$441.7 million	5	0
Prato Capital Management	$224.6 million	4	0
Timber Point Capital Management	$188.3 million	4	0
Lanx Management, LLC	$187.7 million	2	0
Prism Planning and Solutions Group	$157.0 million	5	0
Milagre Wealth Management, Inc.	$137.1 million	4	0
Downtown Investment Advisory	$125.3 million	1	0
Dynamic Trading Management, LLC.	$116.6 million	3	2
Fox Financial Services, Inc.	$110.9 million	1	0
Stonebridge Partners LLC	$99.4 million	4	0
Arrowhead Investment Management LLC	$77.6 million	4	0
Financial Planning Associates, LLC	$74.7 million	1	0
Whippoorwill Associates Inc	$31.2 million	1	0
Derivaty Co	$28.0 million	3	0
Midfield Private Wealth, LLC	$0	2	0