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Find Retirement Advisors for Retirement Planning in Port Chester, 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 Port Chester, New York
Last Updated - May 2, 2025Port Chester has 18 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 14 non-vetted advisors in your local area. These retirement advisors in Port Chester, New York have an average of 16 years of experience.
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List of Qualified Retirement Planning Advisors in Port Chester, New York
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Address
- 10 Bank Street,
Suite 1215,
White Plains, NY 10606 See Details - 1130 RXR Plaza,
Suite 1130,
Uniondale, NY 11556 See Details - 340 Madison Avenue,
New York, NY 10173 See Details - 900 South Avenue,
Suite 203,
Staten Island, NY 10314 See Details - 51 John F Kennedy Parkway,
Suite 270,
Short Hills, NJ 07078 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
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 14 Retirement Planning firms in Port Chester, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 800 Westchester Avenue, Suite N607 Rye Brook, NY, 10573-1301 | $17,670,293,947 | 22017 | 47 | A percentage of AUM |
| 2 | 800 Westchester Avenue, Suite S-618 Rye Brook, NY, 10573-1373 | $2,873,691,547 | 444 | 15 | A percentage of AUM, Fixed fees |
| 3 | 2 International Drive, Suite 130 Rye Brook, NY, 10573 | $2,582,354,480 | 3 | 7 | A percentage of AUM, Performance Based |
| 4 | 800 Westchester Avenue, Suite 641 North Rye Brook, NY, 10573 | $2,075,990,241 | 25 | 2 | A percentage of AUM, Performance Based |
| 5 | 800 Westchester Avenue, Suite N617 Rye Brook, NY, 10573 | $948,698,987 | 4 | 10 | A percentage of AUM, Performance Based |
| 6 | 800 Westchester Avenue, Suite 641-N Rye Brook, NY, 10573 | $459,097,320 | 2 | 2 | A percentage of AUM, Performance Based |
| 7 | 800 Westchester Ave, Suite 641n Rye Brook, NY, 10573 | $440,752,337 | 258 | 4 | A percentage of AUM, Hourly charges |
| 8 | 800 Westchester Avenue, Suite 700 Rye Brook, NY, 10573 | $409,700,513 | 106 | 6 | A percentage of AUM, Hourly charges |
| 9 | 4 International Drive, Suite 230 Rye Brook, NY, 10573 | $362,158,715 | 4 | 8 | A percentage of AUM, Performance Based |
| 10 | 800 Westchester Avenue, Suite 641 North Rye Brook, NY, 10573-1360 | $181,202,193 | 338 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 3 International Drive, Suite 100 Rye Brook, NY, 10573 | $120,793,571 | 26 | 3 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 800 Westchester Avenue, Suite 641 North Rye Brook, NY, 10573 | $85,941,067 | 178 | 2 | A percentage of AUM |
| 13 | 800 Westchester Avenue, Suite S-632 Rye Brook, NY, 10573 | $60,454,779 | 16 | 6 | A percentage of AUM, Performance Based |
| 14 | 800 Westchester Avenue, Suite 519 Rye Brook, NY, 10573 | $53,000,000 | 2 | 3 | A percentage of AUM |
Information on Top Retirement Planning firms in Port Chester, New York
QualificationsFirm CRD# 29278
Assets Under Management $17,670,293,947
No. Of Clients22017
Clients Per Financial Advisor468
BELLE HAVEN INVESTMENTS, L.P. is a financial advisory firm situated in Rye Brook, New York. With a nearly $18B assets under management, the firm specializes in crafting personalized retirement planning solutions for 22017 clients. The team consists of 47 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 investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 107309
Assets Under Management $2,873,691,547
No. Of Clients444
Clients Per Financial Advisor30
MEYER HANDELMAN COMPANY LLC is a financial advisory firm situated in Rye Brook, New York. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 444 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
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 292931
Assets Under Management $2,582,354,480
No. Of Clients3
Clients Per Financial Advisor0
LYNROCK LAKE LP is a financial advisory firm situated in Rye Brook, New York. With a nearly $3B 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# 298109
Assets Under Management $2,075,990,241
No. Of Clients25
Clients Per Financial Advisor13
RESOLUTION CAPITAL (US) LIMITED is a financial advisory firm situated in Rye Brook, New York. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 25 clients. The team consists of 2 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# 158448
Assets Under Management $948,698,987
No. Of Clients4
Clients Per Financial Advisor0
FRESHFORD CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Rye Brook, New York. With a nearly $949M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 10 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# 157559
Assets Under Management $459,097,320
No. Of Clients2
Clients Per Financial Advisor1
CADENT ENERGY PARTNERS is a financial advisory firm situated in Rye Brook, New York. With a nearly $459M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 2 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# 309684
Assets Under Management $440,752,337
No. Of Clients258
Clients Per Financial Advisor65
OXLER PRIVATE WEALTH is a financial advisory firm situated in Rye Brook, New York. With a nearly $441M assets under management, the firm specializes in crafting personalized retirement planning solutions for 258 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
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (ASSET ALLOCATION SERVICES)
QualificationsFirm CRD# 311171
Assets Under Management $409,700,513
No. Of Clients106
Clients Per Financial Advisor18
NAVIS WEALTH ADVISORS LLC is a financial advisory firm situated in Rye Brook, New York. With a nearly $410M assets under management, the firm specializes in crafting personalized retirement planning solutions for 106 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
- Hourly charges
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 161416
Assets Under Management $362,158,715
No. Of Clients4
Clients Per Financial Advisor1
TROOB CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Rye Brook, New York. With a nearly $362M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 8 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 (PORTFOLIO MANAGEMENT FOR SEPARATELY MANAGED ACCOUNT)
QualificationsFirm CRD# 119672
Assets Under Management $181,202,193
No. Of Clients338
Clients Per Financial Advisor113
BEACON FINANCIAL ADVISORS is a financial advisory firm situated in Rye Brook, New York. With a nearly $181M assets under management, the firm specializes in crafting personalized retirement planning solutions for 338 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 108320
Assets Under Management $120,793,571
No. Of Clients26
Clients Per Financial Advisor9
MUNICIPAL ASSET MANAGEMENT INC is a financial advisory firm situated in Rye Brook, New York. With a nearly $121M assets under management, the firm specializes in crafting personalized retirement planning solutions for 26 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
- Hourly charges
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (INVESTMENT ADVISOR TO STATE AND LOCAL GOVERNMENT AGENCIES)
QualificationsFirm CRD# 164200
Assets Under Management $85,941,067
No. Of Clients178
Clients Per Financial Advisor89
RPM CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Rye Brook, New York. With a nearly $86M assets under management, the firm specializes in crafting personalized retirement planning solutions for 178 clients. The team consists of 2 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# 110927
Assets Under Management $60,454,779
No. Of Clients16
Clients Per Financial Advisor3
SCHULTZE ASSET MANAGEMENT, LP is a financial advisory firm situated in Rye Brook, New York. With a nearly $60M assets under management, the firm specializes in crafting personalized retirement planning solutions for 16 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 individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 307006
Assets Under Management $53,000,000
No. Of Clients2
Clients Per Financial Advisor1
HAWKS POINT CAPITAL PARTNERS LLC is a financial advisory firm situated in Rye Brook, New York. With a nearly $53M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 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 businesses or institutional clients
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