Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Port Chester has 9 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 20 years of experience.
Masa Yamazaki
CPWA®, CEPA®, CDFA®
Oxler Private Wealth
Qualifications
CRD# 2526772
Firm CRD# 309684
Series 66
Minimum Assets Required
$1,000,000
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.
Fee-Only, Based on Assets
Kevin Myers
CAIA®, CFP®, EA, CFA®
Flynn Financial Partners
Qualifications
CRD# 2976015
Firm CRD# 6413
Series 7, 63, 65
Minimum Assets Required
$0
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.
Fee-Based
Charles Helme
BH Asset Management, LLC
Qualifications
CRD# 712007
Firm CRD# 152117
Series 65
Minimum Assets Required
$500,000
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Annuities, Insurance Planning.
Fee-Only, Based on Assets
Altfest Personal Wealth Management
CPA, CFP®, CFA®, ChFC®
Qualifications
Firm CRD# 110130
Series 65, 66
Minimum Assets Required
$1,000,000
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.
Fee-Only, Based on Assets
Christopher Badaracco
CFP®, EA
Rose Wealth Advisors
Qualifications
CRD# 7076172
Firm CRD# 7076172
Minimum Assets Required
$500,000
Not Specified.
Fee-Based, Hourly, Flat Fee, Based on Assets
Peter Levine
CFP®, CLU®, ChFC®
Ameriprise Financial Services, LLC
Qualifications
CRD# 4022345
Firm CRD# 6363
Series 7, 63
Minimum Assets Required
$100,000
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.
Fee-Based, Commissions, Flat Fee, Based on Assets
HIGHLAND Financial Advisors, LLC
RLP ®, CFP®, AIF®
Qualifications
CRD# 2063878
Firm CRD# 125838
Minimum Assets Required
$1,000,000
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.
Fee-Only, Based on Assets
Frank Lepore
Bleakley Financial Group
Qualifications
CRD# 4695659
Firm CRD# 318366
Series 6, 7, 65, 66
Minimum Assets Required
$250,000
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.
Fee-Based, Flat Fee
Michael Klein
CFP®
Bleakley Financial Group
Qualifications
CRD# 6281153
Firm CRD# 318366
Series 7, 66
Minimum Assets Required
$250,000
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.
Fee-Based, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | BELLE HAVEN INVESTMENTS, L.P. 800 Westchester Avenue, Suite N607 Rye Brook, NY, 10573-1301 | $15,255,969,174 | 19484 | 43 | A Percentage of AUM |
2 | LYNROCK LAKE LP 2 International Drive, Suite 130 Rye Brook, NY, 10573 | $2,807,580,647 | 3 | 7 | A Percentage of AUM, Performance Based |
3 | MEYER HANDELMAN COMPANY LLC 800 Westchester Avenue, Suite S-618 Rye Brook, NY, 10573-1373 | $2,571,579,851 | 385 | 15 | A Percentage of AUM, Fixed Fees |
4 | RESOLUTION CAPITAL (US) LIMITED 800 Westchester Avenue, Suite 641 North Rye Brook, NY, 10573 | $2,246,997,665 | 27 | 2 | A Percentage of AUM, Performance Based |
5 | FRESHFORD CAPITAL MANAGEMENT, LLC 800 Westchester Avenue, Suite N617 Rye Brook, NY, 10573 | $958,767,499 | 4 | 11 | A Percentage of AUM, Performance Based |
6 | CADENT ENERGY PARTNERS 800 Westchester Avenue, Suite 641-N Rye Brook, NY, 10573 | $425,139,551 | 2 | 2 | A Percentage of AUM, Performance Based |
7 | OXLER PRIVATE WEALTH 800 Westchester Ave, Suite 641n Rye Brook, NY, 10573 | $388,056,717 | 253 | 4 | A Percentage of AUM, Hourly charges |
8 | NAVIS WEALTH ADVISORS LLC 800 Westchester Avenue, Suite 700 Rye Brook, NY, 10573 | $317,386,580 | 335 | 5 | A Percentage of AUM, Hourly charges |
9 | SCHULTZE ASSET MANAGEMENT, LP 800 Westchester Avenue, Suite S-632 Rye Brook, NY, 10573 | $222,708,002 | 19 | 7 | A Percentage of AUM, Performance Based, Other (SCHULTZE SPAC II PAID $10K/MO ADMIN FEE) |
10 | SAMUEL CAPITAL MANAGEMENT LLC 800 Westchester Ave, #N 317 Rye Brook, NY, 10573 | $177,220,777 | 5 | 4 | A Percentage of AUM, Performance Based |
11 | BEACON FINANCIAL ADVISORS 800 Westchester Avenue, Suite 641 North Rye Brook, NY, 10573-1360 | $160,893,560 | 333 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
12 | MUNICIPAL ASSET MANAGEMENT INC 3 International Drive, Suite 100 Rye Brook, NY, 10573 | $116,206,483 | 26 | 3 | A Percentage of AUM, Hourly charges, Fixed Fees |
13 | RPM CAPITAL MANAGEMENT, LLC 800 Westchester Avenue, Suite 641 North Rye Brook, NY, 10573 | $92,689,969 | 190 | 1 | A Percentage of AUM |
14 | HAWKS POINT CAPITAL PARTNERS LLC 800 Westchester Avenue, Suite 519 Rye Brook, NY, 10573 | $75,000,000 | 2 | 4 | A Percentage of AUM |
QualificationsFirm CRD# 29278
Assets Under Management $15,255,969,174
No. Of Clients19484
Clients Per Financial Advisor453
BELLE HAVEN INVESTMENTS, L.P. is a financial advisory firm situated in Rye Brook, New York. With a nearly $15B assets under management, the firm specializes in crafting personalized retirement planning solutions for 19484 clients. The team consists of 43 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 292931
Assets Under Management $2,807,580,647
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.
QualificationsFirm CRD# 107309
Assets Under Management $2,571,579,851
No. Of Clients385
Clients Per Financial Advisor26
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 385 clients. The team consists of 15 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 298109
Assets Under Management $2,246,997,665
No. Of Clients27
Clients Per Financial Advisor14
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 27 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 158448
Assets Under Management $958,767,499
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 $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 157559
Assets Under Management $425,139,551
No. Of Clients2
Clients Per Financial Advisor1
CADENT ENERGY PARTNERS is a financial advisory firm situated in Rye Brook, New York. With a nearly $425M 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.
QualificationsFirm CRD# 309684
Assets Under Management $388,056,717
No. Of Clients253
Clients Per Financial Advisor63
OXLER PRIVATE WEALTH is a financial advisory firm situated in Rye Brook, New York. With a nearly $388M assets under management, the firm specializes in crafting personalized retirement planning solutions for 253 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 311171
Assets Under Management $317,386,580
No. Of Clients335
Clients Per Financial Advisor67
NAVIS WEALTH ADVISORS LLC is a financial advisory firm situated in Rye Brook, New York. With a nearly $317M assets under management, the firm specializes in crafting personalized retirement planning solutions for 335 clients. The team consists of 5 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 110927
Assets Under Management $222,708,002
No. Of Clients19
Clients Per Financial Advisor3
SCHULTZE ASSET MANAGEMENT, LP is a financial advisory firm situated in Rye Brook, New York. With a nearly $223M assets under management, the firm specializes in crafting personalized retirement planning solutions for 19 clients. The team consists of 7 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 282028
Assets Under Management $177,220,777
No. Of Clients5
Clients Per Financial Advisor1
SAMUEL CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Rye Brook, New York. With a nearly $177M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 119672
Assets Under Management $160,893,560
No. Of Clients333
Clients Per Financial Advisor111
BEACON FINANCIAL ADVISORS is a financial advisory firm situated in Rye Brook, New York. With a nearly $161M assets under management, the firm specializes in crafting personalized retirement planning solutions for 333 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 108320
Assets Under Management $116,206,483
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 $116M 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.
QualificationsFirm CRD# 164200
Assets Under Management $92,689,969
No. Of Clients190
Clients Per Financial Advisor190
RPM CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Rye Brook, New York. With a nearly $93M assets under management, the firm specializes in crafting personalized retirement planning solutions for 190 clients. The team consists of 1 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 307006
Assets Under Management $75,000,000
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 $75M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2 clients. The team consists of 4 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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