Top financial advisors in Katonah, NY
We’ve curated a list of the best financial advisors in Katonah, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$48,541,296
Number of advisors
3 advisors
| $48,541,296 | 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 Katonah, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Katonah. 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.
Atwob
AtwoB, a registered investment advisor located in New York, was founded in August 2014 by Richard Todd Rebori, CFA, Michael Tom, CFA, CFP®, and Jeffrey Wund. As a fiduciary, AtwoB offers investment advisory and financial planning services to individuals, high net worth individuals, trusts, charitable organizations, and businesses. The firm provides customized investment solutions primarily through diversified mutual funds and ETFs, with a focus on long-term strategies. AtwoB may also recommend unaffiliated money managers for client portfolios. The firm's fee structure for investment management services is tiered based on assets under management, with reduced fees for financial planning clients. AtwoB does not charge performance-based fees and does not engage in wrap fee programs. The firm does not accept or maintain custody of client funds, and all assets are managed within designated accounts at the custodian. AtwoB's principals, Richard Todd Rebori, Michael Tom, and Jeffrey Wund, have strong educational backgrounds and extensive experience in the financial industry. The firm's Privacy Policy ensures the protection and confidentiality of clients' personal information and outlines the limited circumstances under which information may be shared. Clients are provided with a copy of the Privacy Policy annually and notified of any material changes. For any questions or concerns, clients can contact AtwoB at (914) 302-3233.
$48,541,296 under management
3 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 ServicesSelection Of Other Advisers
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 Katonah, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Katonah. 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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