Top financial advisors in Armonk, NY
We've curated a list of the best financial advisors in Armonk, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $137,757,400 Number of advisors 2 advisors | |||
| 2 | Assets under management $36,625,798 Number of advisors 3 advisors |
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Armonk, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Forteris Wealth Management, Inc.
Forteris Wealth Management, Inc. is an SEC registered investment adviser based in Armonk, New York, established on October 27, 1993. The firm offers discretionary and non-discretionary portfolio management services, tailored to meet clients' investment objectives. They provide financial planning services covering various areas such as tax planning, estate planning, and retirement analysis. Forteris primarily uses charting analysis, technical analysis, and fundamental analysis in their investment strategies. Clients are required to have a minimum account size of $500,000, which may be waived based on potential for asset growth. The fee structure for portfolio management services is based on a percentage of assets under management, with additional fees for financial planning and consulting services. The firm does not accept performance-based fees or engage in side-by-side management. Clients have the option to direct brokerage services, and Forteris recommends the services of Trade-PMR Inc. for brokerage and custodial services. The firm does not vote proxies on behalf of clients and does not have custody of client funds. Forteris prioritizes client privacy and maintains strict policies to protect personal information. They do not participate in legal proceedings involving client securities and will only assist in class action settlements upon client instruction.
$137,757,400 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Selection Of Other Advisers
Stuyvesant Capital Management Corporation
Stuyvesant Capital Management Corporation, established in 1978, offers investment advisory services on a fully discretionary basis, focusing on equity and balanced client accounts. The firm's investment strategy involves active management, asset allocation, and stock selection based on historical and forecasted earnings, cash flow, and other factors. Stuyvesant also manages accounts using a trend-following model called StuyvesanTrendsTM, primarily investing in exchange-traded funds (ETFs). The annual fee structure varies based on account type, with a minimum annual fee of $1,000. Clients have the option to impose reasonable restrictions on their accounts. Stuyvesant does not employ leverage or derivatives in managing client accounts but may trade ETFs that utilize these instruments. The firm's personnel, including Mr. John Cooper and Pete Daly, are responsible for managing client accounts. Stuyvesant provides investment advisory services to individuals, pension plans, trusts, and corporations. The firm has not been involved in any legal or disciplinary events in the past 10 years. Clients' accounts are held by unaffiliated custodians, and Stuyvesant has a discretionary investment management agreement allowing it to make investment decisions on behalf of clients. Stuyvesant votes proxies on behalf of clients and the Partnership in the best interest of maximizing shareholder value. The firm's complete proxy voting policy and procedures are available for client review. Stuyvesant has not filed for bankruptcy and maintains financial stability.
$36,625,798 under management
3 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Pooled Investment Vehicles
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Commitment
We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Get matched with an advisorMethodology
To find the top financial advisors in Armonk, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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