Financial advisors in White Plains, NY

44 match · page 1 of 2

Gabriel Kaplan
Financial advisor at Wealth Habits
Wealth Habits · $84.3M AUM
CFP®VerifiedFinancial planningAnswers messages here
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Adrian Mohorovich
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Andrew Fox
Financial advisor at Fox Financial Services, Inc.
Fox Financial Services, Inc. · $110.9M AUM
CFP®VerifiedFinancial planning
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Avi Levine
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
CFP®VerifiedFinancial planning
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Bianca Schuman
Financial advisor at Trivium Point Advisory, LLC
Trivium Point Advisory, LLC · $1.63B AUM
CFP®VerifiedFinancial planning
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Brianna Melahn
Financial advisor at Prism Planning and Solutions Group
Prism Planning and Solutions Group · $157M AUM
CFP®VerifiedFinancial planning
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Christopher Sosa
Financial advisor at Mariner
Mariner · $125.41B AUM
CFP®VerifiedFinancial planning
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Courtney Bosi
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Cyril Wyse
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Daniel Saalman
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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David Glaser
Financial advisor at Eagle Strategies LLC
Eagle Strategies LLC · $32.04B AUM
CFP®VerifiedFinancial planning
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Denis Baftiq
Financial advisor at Midfield Private Wealth, LLC
Midfield Private Wealth, LLC
CFP®VerifiedFinancial planning
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Diana Defrate
Financial advisor at Vicus Capital, Inc.
Vicus Capital, Inc. · $2.99B AUM
CFP®VerifiedFinancial planning
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Dianne Corsbie
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Donna Goldman
Financial advisor at Oppenheimer & Co. Inc.
Oppenheimer & Co. Inc. · $36.71B AUM
CFP®VerifiedFinancial planning
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Elizabeth Landau
Financial advisor at Landau Advisory LLC
Landau Advisory LLC
CFP®VerifiedFinancial planning
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Fabian Degen
Financial advisor at Fmd Wealth Advisors LLC
Fmd Wealth Advisors LLC · $140K AUM
CFP®VerifiedFinancial planning
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George Kanas
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
CFP®VerifiedFinancial planning
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Harold Reinstein
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Jacques Boubli
Financial advisor at The Portfolio Strategy Group, LLC
The Portfolio Strategy Group, LLC · $2.62B AUM
CFP®VerifiedFinancial planning
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Javier Lugo
Financial advisor at Lpl Enterprise, LLC
Lpl Enterprise, LLC · $24.94B AUM
CFP®VerifiedFinancial planning
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Joanna Cecilia-Fleming
Financial advisor at Prime Capital Financial
Prime Capital Financial · $39.14B AUM
CFP®VerifiedFinancial planning
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John Lafferty
Financial advisor at Brownson, Rehmus & Foxworth, Inc.
Brownson, Rehmus & Foxworth, Inc. · $4.79B AUM
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Joseph Farrell
Financial advisor at Brownson, Rehmus & Foxworth, Inc.
Brownson, Rehmus & Foxworth, Inc. · $4.79B AUM
CFP®VerifiedFinancial planning
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Julia Peloso-Barnes
Financial advisor at Prism Planning and Solutions Group
Prism Planning and Solutions Group · $157M AUM
CFP®VerifiedFinancial planning
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Kimberly Ferry
Financial advisor at J.p. Morgan Securities LLC
J.p. Morgan Securities LLC · $429.69B AUM
CFP®VerifiedFinancial planning
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Larry Jacobs
Financial advisor at Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, Incorporated · $197.53B AUM
CFP®VerifiedFinancial planning
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Laura Rotter
Financial advisor at True Abundance Advisors
True Abundance Advisors · $32M AUM
CFP®VerifiedFinancial planning
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Matthew Fallon
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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Michael Mazzilli
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
CFP®VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in White Plains, NY

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in White Plains, NY.

How this list works

Before you hire an advisor in White Plains, NY