Top financial advisors in Larchmont, NY
We’ve curated a list of the best financial advisors in Larchmont, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$2,097,867,291
Number of advisors
3 advisors
| $2,097,867,291 | 3 advisors | |
| 2 |
Assets under management
$1,113,865,855
Number of advisors
20 advisors
| $1,113,865,855 | 20 advisors | |
| 3 |
Assets under management
$825,751,000
Number of advisors
10 advisors
| $825,751,000 | 10 advisors | |
| 4 |
Assets under management
$92,940,393
Number of advisors
3 advisors
| $92,940,393 | 3 advisors | |
| 5 |
Assets under management
$3,074,572
Number of advisors
2 advisors
| $3,074,572 | 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 Larchmont, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Larchmont. 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.
Rock Harbor Partners LLC
Rock Harbor Partners LLC is a financial advisory firm based in Larchmont, New York. It currently has approximately $2,097,867,291 of assets under management and employs about 3 people. Rock Harbor Partners LLC uses a fee structure of fixed fees, performance-based fees and discretionary bonus.
$2,097,867,291 under management
3 advisors
Fee structure
Fixed fees
Performance-based fees
DISCRETIONARY BONUS
Services offered
Portfolio Management For Individuals And/or Small BusinessesNew State Capital Partners
New State Capital Partners is a financial advisory firm based in Larchmont, New York. It currently has approximately $1,113,865,855 of assets under management and employs about 20 people. New State Capital Partners uses a fee structure of a percentage of assets under your management and performance-based fees.
$1,113,865,855 under management
20 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesEmerson Point Capital Lp
Emerson Point Capital Lp is a financial advisory firm based in Larchmont, New York. It currently has approximately $825,751,000 of assets under management and employs about 10 people. Emerson Point Capital Lp uses a fee structure of a percentage of assets under your management and performance-based fees.
$825,751,000 under management
10 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesHeydorn Stone Capital Management LLC
Heydorn|Stone Capital Management LLC is an independent Registered Investment Adviser established in June 2001 by Margaret S. Heydorn and Alana M. Stone. The firm primarily offers discretionary investment management services to individuals, trusts, retirement plans, endowments, foundations, and corporations. Services may include financial planning and consulting, with a focus on tailored investment strategies based on client goals and risk profiles. The firm's investment approach emphasizes diversification through asset allocation, utilizing mutual funds, individual bonds, ETFs, and separate account managers for individual stock portfolios. HSCM's fee structure is percentage-based, with fees billed quarterly and a minimum quarterly fee of $1,250. The firm manages discretionary assets of approximately $92,940,000 and non-discretionary assets of approximately $4,883,000. Clients with at least $500,000 of assets under management may request a complimentary financial plan. Heydorn|Stone Capital Management does not charge performance-based fees and serves individuals, high net worth individuals, trustees, pension and profit sharing plans, and charitable organizations with a minimum investment relationship size of $500,000. The firm's investment analysis includes qualitative and quantitative approaches, and the investment strategies are designed for long-term investors. Clients are reminded quarterly to update HSCM on any changes in objectives or circumstances. The firm does not vote proxies on behalf of clients and has no financial impairment affecting its ability to meet client commitments.
$92,940,393 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other AdvisersAfa Advisors LLC
AFA Advisors LLC, formerly American Fund Advisors, Inc., is a registered investment management firm established in 1973. They offer personalized private account management services using value-oriented techniques for long-term benefits. AFA provides advisory services for various investments, including Equity Securities, Debt Securities, ETFs, and Mutual Funds. Each client account is managed separately, with AFA making all investment decisions. The firm operates on a fully discretionary basis, managing portfolios based on client objectives. AFA charges annual management fees ranging from 0.75% to 1.5% of account value, payable quarterly. Clients must have a minimum initial investment of $350,000 for new portfolios. AFA does not participate in wrap fee programs and does not accept performance-based fees. The firm exercises investment discretion, selecting broker-dealers in conjunction with clients. AFA supervises its Financial Advisors to ensure adherence to client investment guidelines and internal policies. The firm does not hold or vote any securities and provides regular reports to clients for transparency. AFA Advisors LLC operates with a client-centric approach, focusing on long-term client success through personalized investment strategies.
$3,074,572 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Portfolio 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)
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 Larchmont, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Larchmont. 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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