Top financial advisors in Tarrytown, NY
We've curated a list of the best financial advisors in Tarrytown, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $4,638,419,000 Number of advisors 140 advisors | |||
| 2 | Assets under management $457,491,752 Number of advisors 18 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 generate our top financial advisors list in Tarrytown, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Tarrytown. 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.
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.
Clarfeld
Clarfeld Financial Advisors, LLC, a subsidiary of Citizens Bank, N.A., is a registered investment adviser specializing in investment advisory services since 1981. The firm offers high net worth individuals and families access to skilled professionals through discretionary and non-discretionary investment management. Their open-architecture platform selects investment managers based on merits and alters asset allocation tactically when needed. The firm also offers services through Richter Bober Asset Management for fixed income investments and the Large Cap Strategy for US large cap equity investments. Additionally, services include Retirement Plan Consulting, Sub-Advisory Engagement, and Short-Term Asset Management. Clients may engage in socially responsible investing and are informed about cybersecurity risks. The firm's fee structure ranges from 0.25% to 1.00% for individual clients and 0.10% to 0.50% for institutional clients. The Registrant does not accept performance-based fees and primarily recommends Schwab, TD Ameritrade Institutional, Fidelity, or Pershing for brokerage services. The firm may receive benefits from TD Ameritrade Institutional and pays referral fees in compliance with regulations. Clients are encouraged to review financial planning issues annually, and the firm does not vote client proxies except for assets in the Large Cap Strategy. The Registrant has no financial conditions impairing its commitments and has not been subject to bankruptcy. For further details or inquiries, clients can contact Briana Rende, Deputy Chief Compliance Officer of Clarfeld.
$4,638,419,000 under management
140 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Investment Companies
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Selection Of Other Advisers
Onyx Bridge Wealth Group LLC
Onyx Bridge Wealth Group LLC is a financial advisory firm based in Tarrytown, New York. It currently has approximately $457,491,752 of assets under management and employs about 18 people. Onyx Bridge Wealth Group LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$457,491,752 under management
18 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
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
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 generate our top financial advisors list in Tarrytown, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Tarrytown. 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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