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 |
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 Katonah, 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.
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 Services
Portfolio Management For Individuals And/or Small Businesses
Pension Consulting Services
Selection 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.
Get matched with an advisorMethodology
To find the top financial advisors in Katonah, 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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