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Find Retirement Advisors for Retirement Planning in Purchase, 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 Purchase, New York

Last Updated - April 24, 2025

Purchase has 19 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 15 non-vetted advisors in your local area. These retirement advisors in Purchase, New York have an average of 17 years of experience.

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List of Qualified Retirement Planning Advisors in Purchase, New York

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

John Traut
AWMA®
Lpl

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

Minimum Assets Required
$10,000

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

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advisor
vector.svg VERIFIED

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

Qualifications
CRD# 4469120
Firm CRD# 120894

Minimum Assets Required
$100,000

Advisory Services:

Not Specified

Compensation/Fee

Not Specified

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

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advisor

Qualifications
CRD# 1037845
Firm CRD# 8733

Minimum Assets Required
Not Specified

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

Compensation/Fee

Not Specified

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advisor
vector.svg VERIFIED

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

Qualifications
Firm CRD# 110130
Series 65, 66

Minimum Assets Required
$1,000,000

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, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 302050

Minimum Assets Required
$0

Advisory Services:

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

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor
vector.svg VERIFIED

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

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

Minimum Assets Required
$100,000

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

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

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advisor
vector.svg VERIFIED

Dan Brady
Savvy Advisors

Qualifications
CRD# 2172300
Firm CRD# 318493

Minimum Assets Required
$250,000

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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

Anthony M. Errico
Port Capital Management

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

Minimum Assets Required
$500,000

Advisory Services:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts

Compensation/Fee

Fee-Only, Flat Fee, Based on Assets

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advisor
vector.svg VERIFIED

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

Qualifications
CRD# 2790531
Firm CRD# 318493

Minimum Assets Required
$250,000

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, Tax Advice and Services, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

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

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advisor
vector.svg VERIFIED

Frank Lepore
Bleakley Financial Group

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

Minimum Assets Required
$250,000

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 arrow-right
advisor

Qualifications
Firm CRD# 288239
Series 7, 66

Minimum Assets Required
Not Specified

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor
vector.svg VERIFIED

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

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

Minimum Assets Required
$250,000

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, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities

Compensation/Fee

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

Find An Advisor arrow-right

Top 15 Retirement Planning firms in Purchase, New York (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

2000 Westchester Avenue,
Purchase, NY, 10577-2530
$1,402,425,838,334240578329300
A percentage of AUM, Fixed fees, Commission Based, Performance Based, Other (SEE SCHEDULE D MISCELLANEOUS)
2

2 Manhattanville Road, Suite 105
Purchase, NY, 10577
$11,934,079,00049
A percentage of AUM, Performance Based, Other (EXPENSE PASS-THROUGH ARRANGEMENT)
3

Three Manhattanville Road,
Purchase, NY, 10577-2130
$10,914,315,1362347
A percentage of AUM, Performance Based
4

2000 Westchester Avenue,
Purchase, NY, 10577-6477
$7,113,460,9941120
A percentage of AUM
5

4 Manhattanville Road, Suite 201
Purchase, NY, 10577-2119
$3,894,613,3785631
A percentage of AUM, Performance Based
6

2500 Westchester Ave, Suite 401,
Purchase, NY, 10577
$3,675,146,92322156
A percentage of AUM, Performance Based, Other (ASSET SERVICING EXPENSE)
7

3000 Westchester Avenue, Suite 206
Purchase, NY, 10577
$1,561,182,425394551
A percentage of AUM, Hourly charges, Fixed fees
8

2900 Westchester Ave., Suite 104
Purchase, NY, 10577
$957,201,914226
A percentage of AUM
9

4 Manhattanville Road, Suite 204
Purchase, NY, 10577-2119
$728,047,923212
A percentage of AUM, Other (A PERCENTAGE OF ASSETS ALLOCATED TO MODEL PORTFOLIOS)
10

2500 Westchester Avenue, Suite 300
Purchase, NY, 10577
$718,620,42716314
A percentage of AUM
11

2500 Westchester Avenue, Suite 300
Purchase, NY, 10577
$390,280,892314
A percentage of AUM, Performance Based
12

287 Bowman Ave.,
Purchase, NY, 10577
$283,111,90437212
A percentage of AUM, Performance Based
13

2 Manhattanville Road, Suite 103
Purchase, NY, 10577
$276,179,00437
A percentage of AUM, Performance Based
14

3000 Westchester Avenue, Suite 206
Purchase, NY, 10577-2524
$103,590,377743
A percentage of AUM
15

287 Bowman Avenue, 3rd Floor
Purchase, NY, 10577
$33,995,49614
A percentage of AUM, Performance Based

Information on Top Retirement Planning firms in Purchase, New York

QualificationsFirm CRD# 149777

Assets Under Management $1,402,425,838,334

No. Of Clients2405783

Clients Per Financial Advisor82

MORGAN STANLEY is a financial advisory firm situated in Purchase, New York. With a nearly $1T assets under management, the firm specializes in crafting personalized retirement planning solutions for 2405783 clients. The team consists of 29300 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Commission Based
  • Performance Based
  • Other (SEE SCHEDULE D MISCELLANEOUS)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops
  • Other (ASSET ALLOCATION ADVICE)
View Full Profile

QualificationsFirm CRD# 298583

Assets Under Management $11,934,079,000

No. Of Clients4

Clients Per Financial Advisor0

TWINBEECH CAPITAL LP is a financial advisory firm situated in Purchase, New York. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (EXPENSE PASS-THROUGH ARRANGEMENT)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

QualificationsFirm CRD# 104729

Assets Under Management $10,914,315,136

No. Of Clients234

Clients Per Financial Advisor33

GREENHAVEN ASSOCIATES INC is a financial advisory firm situated in Purchase, New York. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 234 clients. The team consists of 7 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 individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 137463

Assets Under Management $7,113,460,994

No. Of Clients11

Clients Per Financial Advisor1

CONSULTING GROUP ADVISORY SERVICES LLC is a financial advisory firm situated in Purchase, New York. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 clients. The team consists of 20 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for investment companies
  • Selection for other advisors
  • Other (ASSET ALLOCATION ADVICE)
View Full Profile

QualificationsFirm CRD# 138715

Assets Under Management $3,894,613,378

No. Of Clients56

Clients Per Financial Advisor2

GREYWOLF CAPITAL MANAGEMENT LP is a financial advisory firm situated in Purchase, New York. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 56 clients. The team consists of 31 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
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 269854

Assets Under Management $3,675,146,923

No. Of Clients22

Clients Per Financial Advisor0

ARENA INVESTORS, LP is a financial advisory firm situated in Purchase, New York. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 22 clients. The team consists of 156 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (ASSET SERVICING EXPENSE)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 147092

Assets Under Management $1,561,182,425

No. Of Clients3945

Clients Per Financial Advisor77

SEACREST WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Purchase, New York. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 3945 clients. The team consists of 51 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 281818

Assets Under Management $957,201,914

No. Of Clients22

Clients Per Financial Advisor4

FORESIGHT GLOBAL INVESTORS, INC. is a financial advisory firm situated in Purchase, New York. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 22 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

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 38474

Assets Under Management $728,047,923

No. Of Clients2

Clients Per Financial Advisor0

OLSTEIN CAPITAL MANAGEMENT, L.P. is a financial advisory firm situated in Purchase, New York. With a nearly $728M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Other (A PERCENTAGE OF ASSETS ALLOCATED TO MODEL PORTFOLIOS)

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 109686

Assets Under Management $718,620,427

No. Of Clients163

Clients Per Financial Advisor12

SAXON WOODS ADVISORS LLC is a financial advisory firm situated in Purchase, New York. With a nearly $719M assets under management, the firm specializes in crafting personalized retirement planning solutions for 163 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
View Full Profile

QualificationsFirm CRD# 112496

Assets Under Management $390,280,892

No. Of Clients3

Clients Per Financial Advisor0

ALPINE WOODS CAPITAL INVESTORS, LLC is a financial advisory firm situated in Purchase, New York. With a nearly $390M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 14 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
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 170339

Assets Under Management $283,111,904

No. Of Clients372

Clients Per Financial Advisor31

ONE OAK CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Purchase, New York. With a nearly $283M assets under management, the firm specializes in crafting personalized retirement planning solutions for 372 clients. The team consists of 12 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 individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors
View Full Profile

QualificationsFirm CRD# 326536

Assets Under Management $276,179,004

No. Of Clients3

Clients Per Financial Advisor0

BRACCO ASSET MANAGEMENT is a financial advisory firm situated in Purchase, New York. With a nearly $276M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 7 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

QualificationsFirm CRD# 143670

Assets Under Management $103,590,377

No. Of Clients74

Clients Per Financial Advisor25

SEACREST INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Purchase, New York. With a nearly $104M assets under management, the firm specializes in crafting personalized retirement planning solutions for 74 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
View Full Profile

QualificationsFirm CRD# 141577

Assets Under Management $33,995,496

No. Of Clients1

Clients Per Financial Advisor0

THE TOKARZ GROUP ADVISERS LLC is a financial advisory firm situated in Purchase, New York. With a nearly $34M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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
  • Performance Based

Financial Planning Services

  • Portfolio management for pooled investment vehicles
View Full Profile

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