Top financial advisors in Nyack, NY
We've curated a list of the best financial advisors in Nyack, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $139,738,635 Number of advisors 4 advisors | |||
| 2 | Assets under management $27,950,822 Number of advisors 1 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 Nyack, 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.
Paolino, William
William Paolino is an independent investment advisory firm registered with the SEC since 2007. The firm, established in 1996, offers personalized investment management services on a discretionary basis, creating customized portfolios based on client risk profiles. As of December 31, 2022, the firm manages approximately $139,738,635 in client assets. Investment management fees are charged as a percentage of assets under management, with rates ranging from 0.50% to 1.00%. Financial planning services are also available at a rate of up to $225.00 per hour. Registrant is compensated solely by client fees and does not accept commissions from other sources. The firm does not engage in performance-based fees and acts as a fiduciary, prioritizing client interests. Clients have investment discretion with the ability to place restrictions on investments. Registrant's investment strategies include fundamental analysis, and it offers services to individuals, pension plans, trusts, estates, and charitable organizations. The firm does not have a disciplinary history and provides accounting and tax preparation services as well. Clients can contact Registrant for complaints or to request a copy of the firm's Code of Ethics or Privacy Policy.
$139,738,635 under management
4 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
O'brien Capital Management, Inc.
O'Brien Capital Management, Inc. is a registered investment adviser established in June 2005 by John M. O'Brien, CFP®. The firm offers investment advisory services emphasizing continuous personal client contact and interaction, with discretion limited to purchases and sales of securities. OCM tailors services to each client's financial objectives, risk tolerance, and tax situation, constructing portfolios with various asset classes. The firm primarily employs fundamental analysis and modern portfolio theory in its investment strategies, focusing on long-term buy and hold approaches. For investment advisory services, OCM charges an annual asset-based fee of 1.00%. Financial planning services are available on an hourly fee basis of $300 per hour or a flat fee ranging from $500 to $3,000. Fees are billed quarterly based on the market value of assets under management. OCM does not receive commissions or compensation from third parties, ensuring a fee-only structure. Clients of OCM include individuals, pension and profit-sharing plans, charitable organizations, and corporations, with a minimum asset requirement of $300,000. OCM does not engage in wrap fee programs and manages discretionary assets totaling $37,187,838 as of December 31, 2024. John M. O'Brien, the firm's President, is a Certified Financial Planner with a Bachelor's degree in Business Economics and over two decades of experience in the financial industry. OCM maintains a Code of Ethics and strict compliance guidelines to ensure fiduciary responsibilities are met.
$27,950,822 under management
1 advisor
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
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 Nyack, 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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