Top financial advisors in East Amherst, NY
We’ve curated a list of the best financial advisors in East Amherst, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$52,000,000
Number of advisors
3 advisors
| $52,000,000 | 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.
Methodology
To generate our top financial advisors list in East Amherst, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case East Amherst. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Harvest Capital Assets, LLC
Harvest Capital Assets, LLC is a financial advisory firm established in August 2010, located in Sanborn, NY. The firm specializes in portfolio management services tailored to individual client goals, offering services such as investment strategy, asset allocation, and risk monitoring. Clients have the option to grant discretionary authority to the firm for investment decisions, which are made in accordance with fiduciary duties. Harvest Capital Assets primarily recommends individual securities but also advises on mutual funds, fixed income securities, real estate funds, and more to diversify portfolios. There is no minimum account size required for clients to access Harvest Capital Assets' services. The firm charges an annual asset-based fee of 1.55% for portfolio management, which is withdrawn monthly from client accounts. Clients are responsible for third-party fees, and the firm does not participate in wrap fee programs. Harvest Capital Assets has assets under management totaling $67 million as of December 2024. The firm's investment strategies include long-term trading, short-term trading, short sales, margin transactions, and options trading. Clients are informed of the risks associated with each strategy, such as potential capital loss and market volatility. Harvest Capital Assets does not accept performance-based fees and acts in the best interests of clients by avoiding conflicts of interest. The firm's investment philosophy is based on thorough analysis, risk management, and adherence to fiduciary duties.
$52,000,000 under management
3 advisors
Fee structure
A percentage of assets under your management
SUB ADVISORY
Services offered
Portfolio Management For Individuals And/or Small Businesses
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.
Methodology
To generate our top financial advisors list in East Amherst, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case East Amherst. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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