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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 - May 14, 2025Purchase 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 18 years of experience.
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List of Qualified Retirement Planning Advisors in Purchase, New York
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 10 Bank Street,
Suite 1215,
White Plains, NY 10606 See Details - 340 Madison Avenue,
New York, NY 10173 See Details - 1130 RXR Plaza,
Suite 1130,
Uniondale, NY 11556 See Details - 51 John F Kennedy Parkway,
Suite 270,
Short Hills, NJ 07078 See Details - 900 South Avenue,
Suite 203,
Staten Island, NY 10314 See Details - 328 Newman Springs Road,
Suite 1,
Red Bank, NJ 07701 See Details
Advisory Services:
Not Specified
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:
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
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDJohn 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
VERIFIEDGerard 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
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based
VERIFIEDQualifications
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
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
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, 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
VERIFIEDAnthony 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
VERIFIEDLouis 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
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
VERIFIEDQualifications
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
VERIFIEDDoug 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
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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 | 2000 Westchester Avenue, Purchase, NY, 10577-2530 | $1,402,425,838,334 | 2405783 | 29300 | A percentage of AUM, Fixed fees, Commission Based, Performance Based, Other (SEE SCHEDULE D MISCELLANEOUS) |
| 2 | 2 Manhattanville Road, Suite 105 Purchase, NY, 10577 | $11,934,079,000 | 4 | 9 | A percentage of AUM, Performance Based, Other (EXPENSE PASS-THROUGH ARRANGEMENT) |
| 3 | Three Manhattanville Road, Purchase, NY, 10577-2130 | $10,914,315,136 | 234 | 7 | A percentage of AUM, Performance Based |
| 4 | 2000 Westchester Avenue, Purchase, NY, 10577-6477 | $7,113,460,994 | 11 | 20 | A percentage of AUM |
| 5 | 4 Manhattanville Road, Suite 201 Purchase, NY, 10577-2119 | $3,894,613,378 | 56 | 31 | A percentage of AUM, Performance Based |
| 6 | 2500 Westchester Ave, Suite 401, Purchase, NY, 10577 | $3,675,146,923 | 22 | 156 | A percentage of AUM, Performance Based, Other (ASSET SERVICING EXPENSE) |
| 7 | 3000 Westchester Avenue, Suite 206 Purchase, NY, 10577 | $1,561,182,425 | 3945 | 51 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 2900 Westchester Ave., Suite 104 Purchase, NY, 10577 | $957,201,914 | 22 | 6 | A percentage of AUM |
| 9 | 4 Manhattanville Road, Suite 204 Purchase, NY, 10577-2119 | $728,047,923 | 2 | 12 | A percentage of AUM, Other (A PERCENTAGE OF ASSETS ALLOCATED TO MODEL PORTFOLIOS) |
| 10 | 2500 Westchester Avenue, Suite 300 Purchase, NY, 10577 | $718,620,427 | 163 | 14 | A percentage of AUM |
| 11 | 2500 Westchester Avenue, Suite 300 Purchase, NY, 10577 | $390,280,892 | 3 | 14 | A percentage of AUM, Performance Based |
| 12 | 287 Bowman Ave., Purchase, NY, 10577 | $283,111,904 | 372 | 12 | A percentage of AUM, Performance Based |
| 13 | 2 Manhattanville Road, Suite 103 Purchase, NY, 10577 | $276,179,004 | 3 | 7 | A percentage of AUM, Performance Based |
| 14 | 3000 Westchester Avenue, Suite 206 Purchase, NY, 10577-2524 | $103,590,377 | 74 | 3 | A percentage of AUM |
| 15 | 287 Bowman Avenue, 3rd Floor Purchase, NY, 10577 | $33,995,496 | 1 | 4 | 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)
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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