Top financial advisors in Harrison, NY
We’ve curated a list of the best financial advisors in Harrison, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$154,003,511,011
Number of advisors
120 advisors
| $154,003,511,011 | 120 advisors | |
| 2 |
Assets under management
$620,419,000
Number of advisors
11 advisors
| $620,419,000 | 11 advisors | |
| 3 |
Assets under management
$271,540,517
Number of advisors
5 advisors
| $271,540,517 | 5 advisors | |
| 4 |
Assets under management
$28,866,942
Number of advisors
2 advisors
| $28,866,942 | 2 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 Harrison, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Harrison. 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.
Mariner Investment Group, LLC
Mariner Investment Group, LLC is a financial advisory firm based in Harrison, New York. It currently has approximately $154,003,511,011 of assets under management and employs about 120 people. Mariner Investment Group, LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$154,003,511,011 under management
120 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Investment CompaniesPortfolio Management For Pooled Investment VehiclesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Next Level Private LLC
Next Level Private LLC is a financial advisory firm based in Harrison, New York. It currently has approximately $620,419,000 of assets under management and employs about 11 people. Next Level Private LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$620,419,000 under management
11 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting ServicesSykon Capital LLC
Sykon Capital LLC is a privately owned investment advisory firm established in 2023 and registered with the U.S. Securities and Exchange Commission. The firm manages approximately $330 million in assets for over 700 accounts, offering both discretionary and non-discretionary investment management services, financial planning, and consulting. Clients are required to enter into written agreements outlining the terms of the advisory relationship. The firm employs various investment strategies, including fundamental, cyclical, charting, and technical analysis, and offers diversified portfolios tailored to individual client needs and risk tolerance. Fees for investment management services range up to 1.60% annually and are assessed monthly based on the total asset value. Additionally, the firm offers financial planning, consulting, and performance reporting services on a fixed fee basis. Sykon Capital does not charge performance-based fees and does not require a minimum portfolio value for client accounts. The firm does not vote proxies for client securities or file proofs of claim for class action lawsuits. Clients have the option to direct brokerage transactions and may authorize the firm to vote proxies on their behalf. Schwab has provided a loan to the firm, guaranteed by the principals, which is used for business operations. The firm does not foresee any financial conditions that would impair its ability to meet client commitments. For more information, clients can contact the firm directly.
$271,540,517 under management
5 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesPublication Of Periodicals Or NewslettersEducational Seminars/workshopsConsultingGeocapital LLC
GeoCapital LLC is a SEC-registered investment adviser established in 1979, located in New York. The firm offers investment advisory services to individuals, families, related entities, and investment advisers. They provide continuous advice tailored to individual client needs, focusing on small capitalization stocks. GeoCapital manages advisory accounts on a discretionary basis, considering client objectives, tax implications, and diversification. The firm also advises on non-discretionary basis for limited partnerships sponsored by Buckland Partners Management Co., primarily investing in micro-capitalization issuers. Clients typically have a minimum initial investment of $250,000, subject to waiver based on various criteria. Annual fees range from 1% to 1.5% of assets under management, with flexibility for negotiation. GeoCapital does not charge performance-based fees and acts as a fiduciary for ERISA accounts. The firm uses fundamental analysis for investment decisions and employs long-term purchase strategies. Clients have investment discretion but can provide written instructions to limit it. The firm's Chief Investment Officer, Irwin Lieber, oversees account reviews and trading activities. GeoCapital LLC does not engage in principal transactions and votes proxies in the best interests of clients. The firm's compliance officer supervises trades and portfolios.
$28,866,942 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio Management For Individuals And/or Small BusinessesResearch Advisory Services To Private Equity & Hedge Fund Limited Partnerships
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 Harrison, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Harrison. 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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