Top financial advisors in Pearl River, NY
We've curated a list of the best financial advisors in Pearl River, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $32,197,591 Number of advisors 1 advisors | |||
| 2 | Assets under management $49,839,480,096 Number of advisors 14 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 Pearl River, 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.
Westmore Asset Management
Westmore Asset Management, operating under Rena Advisors, LLC, was established in May 2012 by principal owner Charles P. Carmona. The firm specializes in providing Investment Supervisory Services tailored to individual client goals, risk tolerance, and time horizons. Clients may grant discretionary authority for portfolio management, including investment selection and execution. The firm primarily focuses on managing mutual funds, equities, bonds, and other securities to diversify portfolios effectively. Additionally, Westmore offers limited Business Strategy Consulting services, assisting with strategic planning, risk management, and corporate governance. For potential clients, Westmore requires a minimum account size of $5,000,000, which may be waived based on client needs. The firm charges an annual fee of 0.90% of total assets under management, paid monthly or quarterly. Business Strategy Consulting fees are negotiable at $750 per hour. Clients are responsible for third-party fees, and RA does not participate in wrap fee programs or charge performance-based fees. The firm does not receive economic benefits for client referrals and maintains transparency in its brokerage practices. Westmore Asset Management does not accept voting authority for client securities and has not faced any financial conditions impairing its ability to meet client commitments.
$32,197,591 under management
1 advisor
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Selection Of Other Advisers
Business Strategy Consulting Services
Haidar Capital Management LLC
Haidar Capital Management LLC is a financial advisory firm based in Pearl River, New York. It currently has approximately $49,839,480,096 of assets under management and employs about 14 people. Haidar Capital Management LLC uses a fee structure of a percentage of assets under your management and performance-based fees.
$49,839,480,096 under management
14 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment Vehicles
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 Pearl River, 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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