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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 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.
Finding the Best Retirement Planners in Purchase, New York
Last Updated - April 9, 2024Purchase has 11 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 16 non-vetted advisors in your local area. These retirement advisors in Purchase, New York have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in Purchase, New York
VERIFIEDMasa Yamazaki
CPWA®, CEPA®, CDFA®
Oxler Private Wealth
Qualifications
CRD# 2526772
Firm CRD# 309684
Series 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, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDCharles Helme
BH Asset Management, LLC
Qualifications
CRD# 712007
Firm CRD# 152117
Series 65
Minimum Assets Required
$500,000
Advisory Services:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Annuities, Insurance Planning.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDChristopher Badaracco
CFP®, EA
Rose Wealth Advisors
Qualifications
CRD# 7076172
Firm CRD# 7076172
Minimum Assets Required
$500,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDMatt Cuiffo
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 2867751
Firm CRD# 104510
Series 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDWalter Varian
Edelman Financial Engines, LLC
Qualifications
CRD# 5322696
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDAltfest 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
VERIFIEDPeter 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
VERIFIEDHIGHLAND Financial Advisors, LLC
RLP ®, CFP®, AIF®
Qualifications
CRD# 2063878
Firm CRD# 125838
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
VERIFIEDFrank 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
VERIFIEDMichael Klein
CFP®
Bleakley Financial Group
Qualifications
CRD# 6281153
Firm CRD# 318366
Series 7, 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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDJennifer Keiling
CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 5311689
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Purchase, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY 2000 Westchester Avenue, Purchase, NY, 10577-2530 | $1,185,061,196,999 | 2233188 | 28000 | A Percentage of AUM, Fixed Fees, Commission Based, Other (SEE SCHEDULE D MISCELLANEOUS) |
| 2 | TWINBEECH CAPITAL LP 2 Manhattanville Road, Suite 105 Purchase, NY, 10577 | $9,891,074,000 | 4 | 9 | A Percentage of AUM, Performance Based, Other (EXPENSE PASS-THROUGH ARRANGEMENT) |
| 3 | GREENHAVEN ASSOCIATES INC Three Manhattanville Road, Purchase, NY, 10577-2130 | $7,247,958,563 | 229 | 7 | A Percentage of AUM, Performance Based |
| 4 | CONSULTING GROUP ADVISORY SERVICES LLC 2000 Westchester Avenue, Purchase, NY, 10577-6477 | $6,102,740,542 | 11 | 20 | A Percentage of AUM |
| 5 | GREYWOLF CAPITAL MANAGEMENT LP 4 Manhattanville Road, Suite 201 Purchase, NY, 10577-2119 | $4,026,304,898 | 60 | 32 | A Percentage of AUM, Performance Based |
| 6 | ARENA INVESTORS, LP 2500 Westchester Ave, Suite 401, Purchase, NY, 10577 | $3,450,886,070 | 31 | 146 | A Percentage of AUM, Performance Based, Other (ASSET SERVICING EXPENSE) |
| 7 | SEACREST WEALTH MANAGEMENT, LLC 3000 Westchester Avenue, Suite 206 Purchase, NY, 10577 | $1,114,787,094 | 4125 | 51 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 8 | OLSTEIN CAPITAL MANAGEMENT, L.P. 4 Manhattanville Road, Suite 204 Purchase, NY, 10577-2119 | $790,330,195 | 2 | 13 | A Percentage of AUM, Other (A PERCENTAGE OF ASSETS ALLOCATED TO MODEL PORTFOLIOS) |
| 9 | SAXON WOODS ADVISORS LLC 2500 Westchester Avenue, Suite 300 Purchase, NY, 10577 | $753,466,009 | 152 | 15 | A Percentage of AUM |
| 10 | FORESIGHT GLOBAL INVESTORS, INC. 2900 Westchester Ave., Suite 104 Purchase, NY, 10577 | $701,407,759 | 22 | 7 | A Percentage of AUM |
| 11 | ALPINE WOODS CAPITAL INVESTORS, LLC 2500 Westchester Avenue, Suite 300 Purchase, NY, 10577 | $360,939,756 | 3 | 15 | A Percentage of AUM, Performance Based |
| 12 | ONE OAK CAPITAL MANAGEMENT, LLC 287 Bowman Ave., Purchase, NY, 10577 | $330,692,029 | 163 | 14 | A Percentage of AUM, Performance Based |
| 13 | BRACCO ASSET MANAGEMENT 2 Manhattanville Road, Suite 103 Purchase, NY, 10577 | $243,272,307 | 3 | 6 | A Percentage of AUM, Performance Based |
| 14 | ASPIRE ADVISORS, LLC 2975 Westchester Avenue, Suite 114 Purchase, NY, 10577 | $101,637,040 | 226 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 15 | SEACREST INVESTMENT MANAGEMENT, LLC 3000 Westchester Avenue, Suite 206 Purchase, NY, 10577-2524 | $100,635,461 | 95 | 5 | A Percentage of AUM |
Information on Top Retirement Planning firms in Purchase, New York
QualificationsFirm CRD# 149777
Assets Under Management $1,185,061,196,999
No. Of Clients2233188
Clients Per Financial Advisor80
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 2233188 clients. The team consists of 28000 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Commission Based
- Other (SEE SCHEDULE D MISCELLANEOUS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 298583
Assets Under Management $9,891,074,000
No. Of Clients4
Clients Per Financial Advisor0
TWINBEECH CAPITAL LP is a financial advisory firm situated in Purchase, New York. With a nearly $10B 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
QualificationsFirm CRD# 104729
Assets Under Management $7,247,958,563
No. Of Clients229
Clients Per Financial Advisor33
GREENHAVEN ASSOCIATES INC 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 229 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 137463
Assets Under Management $6,102,740,542
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 $6B 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
- Selection of Other Advisors
QualificationsFirm CRD# 138715
Assets Under Management $4,026,304,898
No. Of Clients60
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 60 clients. The team consists of 32 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
- Portfolio Management for Business
QualificationsFirm CRD# 269854
Assets Under Management $3,450,886,070
No. Of Clients31
Clients Per Financial Advisor0
ARENA INVESTORS, LP is a financial advisory firm situated in Purchase, New York. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 31 clients. The team consists of 146 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
- Portfolio Management for Business
QualificationsFirm CRD# 147092
Assets Under Management $1,114,787,094
No. Of Clients4125
Clients Per Financial Advisor81
SEACREST WEALTH MANAGEMENT, LLC 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 4125 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 38474
Assets Under Management $790,330,195
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 $790M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 13 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 109686
Assets Under Management $753,466,009
No. Of Clients152
Clients Per Financial Advisor10
SAXON WOODS ADVISORS LLC is a financial advisory firm situated in Purchase, New York. With a nearly $753M assets under management, the firm specializes in crafting personalized retirement planning solutions for 152 clients. The team consists of 15 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
QualificationsFirm CRD# 281818
Assets Under Management $701,407,759
No. Of Clients22
Clients Per Financial Advisor3
FORESIGHT GLOBAL INVESTORS, INC. is a financial advisory firm situated in Purchase, New York. With a nearly $701M assets under management, the firm specializes in crafting personalized retirement planning solutions for 22 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 112496
Assets Under Management $360,939,756
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 $361M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 clients. The team consists of 15 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
- Portfolio Management for Business
QualificationsFirm CRD# 170339
Assets Under Management $330,692,029
No. Of Clients163
Clients Per Financial Advisor12
ONE OAK CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Purchase, New York. With a nearly $331M 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
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 326536
Assets Under Management $243,272,307
No. Of Clients3
Clients Per Financial Advisor1
BRACCO ASSET MANAGEMENT is a financial advisory firm situated in Purchase, New York. With a nearly $243M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3 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
QualificationsFirm CRD# 150652
Assets Under Management $101,637,040
No. Of Clients226
Clients Per Financial Advisor32
ASPIRE ADVISORS, LLC is a financial advisory firm situated in Purchase, New York. With a nearly $102M assets under management, the firm specializes in crafting personalized retirement planning solutions for 226 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 143670
Assets Under Management $100,635,461
No. Of Clients95
Clients Per Financial Advisor19
SEACREST INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in Purchase, New York. With a nearly $101M assets under management, the firm specializes in crafting personalized retirement planning solutions for 95 clients. The team consists of 5 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
- Portfolio Management for Business
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