Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.
All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.
Harrison has 10 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 6 non-vetted advisors in your local area. These retirement advisors in Harrison, New York have an average of 20 years of experience.
Kevin Myers
CAIA®, CFP®, EA, CFA®
Flynn Financial Partners
Qualifications
CRD# 2976015
Firm CRD# 6413
Series 7, 63, 65
Minimum Assets Required
$0
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based
Masa Yamazaki
CPWA®, CEPA®, CDFA®
Oxler Private Wealth
Qualifications
CRD# 2526772
Firm CRD# 309684
Series 66
Minimum Assets Required
$1,000,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Only, Based on Assets
Charles Helme
BH Asset Management, LLC
Qualifications
CRD# 712007
Firm CRD# 152117
Series 65
Minimum Assets Required
$500,000
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Annuities, Insurance Planning.
Fee-Only, Based on Assets
Altfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
Qualifications
Firm CRD# 110130
Series 65, 66
Minimum Assets Required
$1,000,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Fee-Only, Based on Assets
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts.
Fee-Only, Flat Fee, Based on Assets
Peter Levine
CFP®, CLU®, ChFC®
Ameriprise Financial Services, LLC
Qualifications
CRD# 4022345
Firm CRD# 6363
Series 7, 63
Minimum Assets Required
$100,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Commissions, Flat Fee, Based on Assets
Christopher Badaracco
CFP®, EA
Rose Wealth Advisors
Qualifications
CRD# 7076172
Firm CRD# 7076172
Minimum Assets Required
$500,000
Not Specified.
Fee-Based, Hourly, Flat Fee, Based on Assets
HIGHLAND Financial Advisors, LLC
RLP ®, CFP®, AIF®
Qualifications
CRD# 2063878
Firm CRD# 125838
Minimum Assets Required
$1,000,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts.
Fee-Only, Based on Assets
Frank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Insurance Products & Annuities.
Fee-Based, Flat Fee
Michael Klein
CFP®
Bleakley Financial Group
Qualifications
CRD# 6281153
Firm CRD# 318366
Series 7, 66
Minimum Assets Required
$250,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Fee-Based, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | MARINER INVESTMENT GROUP, LLC 500 Mamaroneck Avenue, 4th Floor Harrison, NY, 10528 | $154,061,973,743 | 43 | 120 | A Percentage of AUM, Performance Based |
2 | NEXT LEVEL PRIVATE LLC 500 Mamaroneck Avenue, Suite 501 Harrison, NY, 10528 | $643,413,000 | 1827 | 11 | A Percentage of AUM, Hourly charges, Fixed Fees |
3 | SYKON CAPITAL LLC 500 Mamaroneck Ave, Suite 320 Harrison, NY, 10528 | $277,470,348 | 553 | 5 | A Percentage of AUM, Fixed Fees |
4 | LIGHTEDWAY ADVISORY SERVICES, INC. 83 Calvert St, Harrison, NY, 10528 | $70,000,000 | 216 | 1 | A Percentage of AUM |
5 | GEOCAPITAL LLC 500 Mamaroneck Avenue, Suite 212 Harrison, NY, 10528 | $49,249,918 | 49 | 2 | A Percentage of AUM |
6 | BESPOKE INVESTMENT GROUP, LLC 105 Calvert St., Suite 100, Harrison, NY, 10528 | $40,966,132 | 80 | 5 | A Percentage of AUM, Subscription Fees |
QualificationsFirm CRD# 124744
Assets Under Management $154,061,973,743
No. Of Clients43
Clients Per Financial Advisor0
MARINER INVESTMENT GROUP, LLC is a financial advisory firm situated in Harrison, New York. With a nearly $154B assets under management, the firm specializes in crafting personalized retirement planning solutions for 43 clients. The team consists of 120 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 313247
Assets Under Management $643,413,000
No. Of Clients1827
Clients Per Financial Advisor166
NEXT LEVEL PRIVATE LLC is a financial advisory firm situated in Harrison, New York. With a nearly $643M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1827 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 326728
Assets Under Management $277,470,348
No. Of Clients553
Clients Per Financial Advisor111
SYKON CAPITAL LLC is a financial advisory firm situated in Harrison, New York. With a nearly $277M assets under management, the firm specializes in crafting personalized retirement planning solutions for 553 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 312712
Assets Under Management $70,000,000
No. Of Clients216
Clients Per Financial Advisor216
LIGHTEDWAY ADVISORY SERVICES, INC. is a financial advisory firm situated in Harrison, New York. With a nearly $70M assets under management, the firm specializes in crafting personalized retirement planning solutions for 216 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110827
Assets Under Management $49,249,918
No. Of Clients49
Clients Per Financial Advisor25
GEOCAPITAL LLC is a financial advisory firm situated in Harrison, New York. With a nearly $49M assets under management, the firm specializes in crafting personalized retirement planning solutions for 49 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 144080
Assets Under Management $40,966,132
No. Of Clients80
Clients Per Financial Advisor16
BESPOKE INVESTMENT GROUP, LLC is a financial advisory firm situated in Harrison, New York. With a nearly $41M assets under management, the firm specializes in crafting personalized retirement planning solutions for 80 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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