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Advisers in Rye Brook, NY

11 advisers in Rye Brook — 11 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Hourly fees (5)Flat / fixed fees (4)Retirement plan consulting (4)

All advisers

Beacon Financial Advisors800 Westchester Avenue, Suite 641 North · Rye Brook, NY 10573 · (914) 872-4040 · Financial planningCRD 119672 · % of assets, Hourly charges, Fixed fees · $228.0 million AUMSEC registeredNo commissions reported Belle Haven Investments, L.P.800 Westchester Avenue, Suite N607 · Rye Brook, NY 10573 · (914) 816-4633 · % of assets managedCRD 29278 · % of assets · $24.5 billion AUMSEC registeredNo commissions reported Five Factor Capital Advisors20 Eagles Bluff · Rye Brook, NY 10573 · (914) 705-4445 · Financial planningCRD 164516 · % of assets · $29.9 million AUMState registeredNo commissions reported Garrison Phillips, LLC800 Westchester Avenue, Suite 641 North · Rye Brook, NY 10573 · (914) 219-5194 · Financial planningCRD 136156 · % of assets, Hourly charges, Fixed fees · $7.0 million AUMState registeredNo commissions reported Meyer Handelman Company LLC800 Westchester Avenue, Suite S-618 · Rye Brook, NY 10573 · (914) 939-4060 · Financial planningCRD 107309 · % of assets, Fixed fees · $3.2 billion AUMSEC registeredNo commissions reported Municipal Asset Management INC3 International Drive, Suite 100 · Rye Brook, NY 10573 · (212) 935-8313 · Hourly feesCRD 108320 · % of assets, Hourly charges, Fixed fees · $112.8 million AUMSEC registeredNo commissions reported Navis Wealth Advisors LLC800 Westchester Avenue, Suite 700 · Rye Brook, NY 10573 · (914) 848-8300 · Financial planningCRD 311171 · % of assets, Hourly charges · $902.2 million AUMSEC registeredNo commissions reported Oxler Private Wealth800 Westchester Ave, Suite 641n · Rye Brook, NY 10573 · (212) 785-2860 · Financial planningCRD 309684 · % of assets, Hourly charges · $578.1 million AUMSEC registeredNo commissions reported Schultze Asset Management, LP800 Westchester Avenue, Suite S-632 · Rye Brook, NY 10573 · (914) 701-5260 · % of assets managedCRD 110927 · % of assets, Performance-based fees · $71.6 million AUMSEC registeredNo commissions reported Visdom Investment Group LLC4 International Drive, Suite 110 · Rye Brook, NY 10573 · (203) 803-7222 · % of assets managedCRD 327619 · % of assets · $53.1 million AUMSEC registeredNo commissions reported Westchester Wealth Advisors, LLC800 Westchester Avenue, Suite 641 North · Rye Brook, NY 10573 · (914) 872-4010 · Financial planningCRD 145114 · % of assets · $4.1 million AUMState registeredNo commissions reported

Talking to advisers in Rye Brook? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.