Directory of Professional Retirement Planners

National Coverage
Local Professionals

Home > Retirement Planners > new york > larchmont

Compare 2-3 financial advisors near you
matched to your specific needs

Free match service |
No obligation to hire

Personalized advice for Portfolio
Size of 100K and above

FINRA/SEC Registered Advisors

Find Retirement Advisors for Retirement Planning in Larchmont, New York

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 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 registration checks. 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.

Finding the Best Retirement Planners in Larchmont, New York

Last Updated - April 25, 2025

Larchmont has 19 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 5 non-vetted advisors in your local area. These retirement advisors in Larchmont, New York have an average of 17 years of experience.

I want to start planning.
HELP ME FIND MY PLANNER

List of Qualified Retirement Planning Advisors in Larchmont, New York

VERIFIED

Edelman Financial Engines, LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

John Traut
AWMA^®
Lpl

Qualifications
CRD# 6676325
Firm CRD# 6413
Series 7, 66

Minimum Assets Required
$10,000

Address

660 White Plains Rd,
Suite 530,
Tarrytown, NY 10591 See Details

Advisory Services:

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, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Altfest Personal Wealth Management
CPA, CFP^®, CFA^®, ChFC^®

Qualifications
Firm CRD# 110130
Series 65, 66

Minimum Assets Required
$1,000,000

Address

445 Park Avenue,
6th Floor,
New York, NY 10022 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor

VERIFIED

Edelman Financial Engines LLC

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Address

650 From Road, Suite 460,
Paramus, NJ 07652 See Details

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

Find An Advisor

VERIFIED

Farther Finance, LLC

Qualifications
Firm CRD# 302050

Minimum Assets Required
$0

Address

4 World Trade Center,
New York, NY 10019 See Details

Advisory Services:

Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Peter Levine
CFP^®, CLU^®, ChFC^®
Ameriprise Financial Services, LLC

Qualifications
CRD# 4022345
Firm CRD# 6363
Series 7, 63

Minimum Assets Required
$100,000

Address

481 8th Avenue,
Suite 1130,
New York, NY 10001 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Dan Brady
Savvy Advisors

Qualifications
CRD# 2172300
Firm CRD# 318493

Minimum Assets Required
$250,000

Address

900 Broadway Ste. 202,
New York, NY 10003 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Louis Green
CFP^®, CPWA^®, CFA^®
Savvy Advisors

Qualifications
CRD# 2790531
Firm CRD# 318493

Minimum Assets Required
$250,000

Address

363 Bond Street,
Apt 205,
Brooklyn, NY 11231 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Hourly, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Anthony M. Errico
Port Capital Management

Qualifications
CRD# 5679112
Firm CRD# 330252
Series 7, 63, 65, 66

Minimum Assets Required
$500,000

Address

684 Broadway,
Massapequa, NY 11758 See Details

Advisory Services:

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Gerard Gruber
CFP^®, CDFA^®
Harbor West Wealth Management & Planning

Qualifications
CRD# 4469120
Firm CRD# 120894

Minimum Assets Required
$100,000

Address

830 Post Road East Suite 102,
Westport, CT 06880 See Details

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Frank Lepore
Bleakley Financial Group

Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66

Minimum Assets Required
$250,000

Address

100 Passaic Avenue,
Suite 300,
Fairfield, NJ 07004 See Details

Advisory Services:

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

Compensation/Fee

Fee-Based, Flat Fee

Find An Advisor

VERIFIED

Clarity Wealth Advisors

Qualifications
CRD# 1037845
Firm CRD# 8733

Minimum Assets Required
Not Specified

Address

710 Flintlock Rd,
Southport, CT 06890 See Details

Advisory Services:

Compensation/Fee

Not Specified

Find An Advisor

VERIFIED

Procyon Partners, LLC

Qualifications
Firm CRD# 288239
Series 7, 66

Minimum Assets Required
Not Specified

Address

1 Corporate Drive,
Suite 225,
Shelton, CT 06484 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor

VERIFIED

Doug Frew
CFP^®, ChFC^®, AWMA^®
BroadFront Capital Management

Qualifications
CRD# 6030529
Firm CRD# 6413
Series 7, 63, 66

Minimum Assets Required
$250,000

Address

101 Crawfords Corner Rd, Suite 1120,
Holmdel, NJ 07733 See Details

Advisory Services:

Compensation/Fee

Fee-Based, Commissions, Flat Fee, Based on Assets

Find An Advisor

Top 5 Retirement Planning firms in Larchmont, New York (Ranked by AUM)

Rank	Firm Name	Assets Under Management	Total Clients	Total Advisors	Fee Structure
1	1865 Palmer Avenue, Suite 104 Larchmont, NY, 10538	$18,262,039,462	29	220	A percentage of AUM, Performance Based
2	1865 Palmer Avenue, Suite 108 Larchmont, NY, 10538	$2,120,160,114	61	3	Fixed fees, Performance Based, Other (DISCRETIONARY BONUS)
3	1890 Palmer Ave., Larchmont, NY, 10538	$270,003,845	4	6	A percentage of AUM, Performance Based
4	2039 Palmer Avenue, Suite 202 Larchmont, NY, 10538	$125,630,430	341	4	A percentage of AUM, Fixed fees
5	178 Myrtle Boulevard, Larchmont, NY, 10538	$35,217,016	39	1	A percentage of AUM, Hourly charges

Information on Top Retirement Planning firms in Larchmont, New York

BESSEMER VENTURE PARTNERS

Find an Advisor

QualificationsFirm CRD# 159279

Assets Under Management $18,262,039,462

No. Of Clients29

Clients Per Financial Advisor0

BESSEMER VENTURE PARTNERS is a financial advisory firm situated in Larchmont, New York. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 29 clients. The team consists of 220 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles

View Full Profile

ROCK HARBOR PARTNERS LLC

Find an Advisor

QualificationsFirm CRD# 322545

Assets Under Management $2,120,160,114

No. Of Clients61

Clients Per Financial Advisor20

ROCK HARBOR PARTNERS LLC is a financial advisory firm situated in Larchmont, New York. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 61 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

Fixed fees
Performance Based
Other (DISCRETIONARY BONUS)

Financial Planning Services

Portfolio management for individuals and/or small businesses

View Full Profile

METAVASI CAPITAL LP

Find an Advisor

QualificationsFirm CRD# 311581

Assets Under Management $270,003,845

No. Of Clients4

Clients Per Financial Advisor1

METAVASI CAPITAL LP is a financial advisory firm situated in Larchmont, New York. With a nearly $270M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 6 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Performance Based

Financial Planning Services

Portfolio management for pooled investment vehicles
Other (MARKET AND SECURITY RELATED COMMENTARY)

View Full Profile

HEYDORN STONE CAPITAL MANAGEMENT LLC

Find an Advisor

QualificationsFirm CRD# 125903

Assets Under Management $125,630,430

No. Of Clients341

Clients Per Financial Advisor85

HEYDORN STONE CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Larchmont, New York. With a nearly $126M assets under management, the firm specializes in crafting personalized retirement planning solutions for 341 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Fixed fees

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

View Full Profile

COUGHLIN FINANCIAL SERVICES, INC.

Find an Advisor

QualificationsFirm CRD# 120511

Assets Under Management $35,217,016

No. Of Clients39

Clients Per Financial Advisor39

COUGHLIN FINANCIAL SERVICES, INC. is a financial advisory firm situated in Larchmont, New York. With a nearly $35M assets under management, the firm specializes in crafting personalized retirement planning solutions for 39 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

A percentage of AUM
Hourly charges

Financial Planning Services

Financial planning services
Portfolio management for individuals and/or small businesses

View Full Profile

Retirement Planners Near You

Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:

Looking for more choices? Use our free match service to compare retirement planners serving your area.

Frequently Asked Questions

Why do I need a retirement planner?

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

How much does a retirement planner cost?

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

Are my current savings enough to get retired?
With my current savings, what will my post-retirement lifestyle look like?
Should I consider making investments right before my retirement?
When is the right time to pay off my mortgage-pre or post-retirement?
How can I mitigate my post-retirement financial risks?

Get Matched With Planners

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.