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Find Retirement Advisors for Retirement Planning in White Plains, 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 White Plains, New York

Last Updated - April 25, 2025

White Plains has 19 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 24 non-vetted advisors in your local area. These retirement advisors in White Plains, New York have an average of 17 years of experience.

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List of Qualified Retirement Planning Advisors in White Plains, New York

advisor
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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

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

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advisor
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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

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advisor
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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
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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
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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

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
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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
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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
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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

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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

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advisor
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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 White Plains, New York (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

120 Bloomingdale Road, Suite 3400,
White Plains, NY, 10605
$11,448,363,3333844
A percentage of AUM
2

701 Westchester Avenue, Suite 320e
White Plains, NY, 10604-3805
$5,895,243,08029114
A percentage of AUM, Fixed fees
3

707 Westchester Avenue, Suite 401
White Plains, NY, 10604
$2,588,555,0002336
A percentage of AUM, Performance Based, Other (DISPOSITION, ACQUISTION FINANCING FEES PERTAINING TO REAL ESATE)
4

50 Main Street, Suite 1280
White Plains, NY, 10606
$2,159,778,40840514
A percentage of AUM, Performance Based
5

2 Westchester Park Drive, Suite 215
White Plains, NY, 10604
$1,461,211,898268518
A percentage of AUM
6

399 Knollwood Road, Suite 107b
White Plains, NY, 10603
$1,344,005,740234
A percentage of AUM
7

10 Bank Street, Suite 590
White Plains, NY, 10606
$1,021,341,46860612
A percentage of AUM, Fixed fees, Other (PENSION CONSULTING SERVICES)
8

50 Main Street,
White Plains, NY, 10606
$960,254,516916
A percentage of AUM, Performance Based
9

81 Main Street,
White Plains, NY, 10601
$553,995,05237
A percentage of AUM, Performance Based
10

50 Main Street, Suite 1000
White Plains, NY, 10606
$518,726,96336
A percentage of AUM, Performance Based
11

50 Main Street, Suite 1240
White Plains, NY, 10606
$466,259,06516
A percentage of AUM, Performance Based
12

10 New King St, Suite 104
White Plains, NY, 10604
$428,867,970221018
A percentage of AUM, Hourly charges, Fixed fees
13

445 Hamilton Avenue, Floor 11
White Plains, NY, 10601
$386,427,727105
A percentage of AUM, Fixed fees
14

50 Main Street, Ste 1000
White Plains, NY, 10606
$349,444,744511
A percentage of AUM, Fixed fees, Performance Based
15

75 South Broadway, Suite 4-747
White Plains, NY, 10601
$211,674,002153
A percentage of AUM, Performance Based, Other (VARIABLE NEGOTIATED FEES)

Information on Top Retirement Planning firms in White Plains, New York

QualificationsFirm CRD# 309185

Assets Under Management $11,448,363,333

No. Of Clients384

Clients Per Financial Advisor96

MILAGRE WEALTH MANAGEMENT, INC. is a financial advisory firm situated in White Plains, New York. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 384 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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QualificationsFirm CRD# 111503

Assets Under Management $5,895,243,080

No. Of Clients291

Clients Per Financial Advisor21

PENTEGRA INVESTORS, INC. is a financial advisory firm situated in White Plains, New York. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 291 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
  • Fixed fees

Financial Planning Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (COMPREHENSIVE ADVICE TO THIRD PARTY INTERNAL INVESTMENT COMMITTEES)
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QualificationsFirm CRD# 171118

Assets Under Management $2,588,555,000

No. Of Clients23

Clients Per Financial Advisor1

RETHINK CAPITAL PARTNERS, LLC is a financial advisory firm situated in White Plains, New York. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 23 clients. The team consists of 36 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Performance Based
  • Other (DISPOSITION
  • ACQUISTION FINANCING FEES PERTAINING TO REAL ESATE)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
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QualificationsFirm CRD# 166593

Assets Under Management $2,159,778,408

No. Of Clients405

Clients Per Financial Advisor29

THE PORTFOLIO STRATEGY GROUP, LLC is a financial advisory firm situated in White Plains, New York. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 405 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

  • 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
  • Other (INSURANCE SOLUTIONS AND CREDIT AND CASH MANAGEMENT SOLUTIONS)
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QualificationsFirm CRD# 128723

Assets Under Management $1,461,211,898

No. Of Clients2685

Clients Per Financial Advisor149

TORTOISE INVESTMENT MANAGEMENT, LLC is a financial advisory firm situated in White Plains, New York. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2685 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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QualificationsFirm CRD# 154493

Assets Under Management $1,344,005,740

No. Of Clients23

Clients Per Financial Advisor6

HALYARD ASSET MANAGEMENT LLC is a financial advisory firm situated in White Plains, New York. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 23 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

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
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QualificationsFirm CRD# 107408

Assets Under Management $1,021,341,468

No. Of Clients606

Clients Per Financial Advisor51

MATRIX ASSET ADVISORS INC is a financial advisory firm situated in White Plains, New York. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 606 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
  • Fixed fees
  • Other (PENSION CONSULTING SERVICES)

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
  • Other (CONSULTING AGREEMENT WITH MONEYPAPER ADVISOR INC.)
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QualificationsFirm CRD# 290415

Assets Under Management $960,254,516

No. Of Clients9

Clients Per Financial Advisor1

JADE MOUNTAIN PARTNERS, LLC is a financial advisory firm situated in White Plains, New York. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 16 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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QualificationsFirm CRD# 157725

Assets Under Management $553,995,052

No. Of Clients3

Clients Per Financial Advisor0

LNK PARTNERS, LLC is a financial advisory firm situated in White Plains, New York. With a nearly $554M 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# 323576

Assets Under Management $518,726,963

No. Of Clients3

Clients Per Financial Advisor1

SHERBROOKE PARK ADVISERS LLC is a financial advisory firm situated in White Plains, New York. With a nearly $519M 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 vehicles
View Full Profile

QualificationsFirm CRD# 156637

Assets Under Management $466,259,065

No. Of Clients1

Clients Per Financial Advisor0

LYONROSS CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in White Plains, New York. With a nearly $466M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 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

  • Selection for other advisors
  • Other (PORTFOLIO MANAGEMENT FOR SEPARATELY MANAGED ACCOUNTS)
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QualificationsFirm CRD# 132386

Assets Under Management $428,867,970

No. Of Clients2210

Clients Per Financial Advisor123

MADISON ADVISORY SERVICES, INC. is a financial advisory firm situated in White Plains, New York. With a nearly $429M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2210 clients. The team consists of 18 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
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QualificationsFirm CRD# 111479

Assets Under Management $386,427,727

No. Of Clients10

Clients Per Financial Advisor2

PARADIGM ASSET MANAGEMENT is a financial advisory firm situated in White Plains, New York. With a nearly $386M assets under management, the firm specializes in crafting personalized retirement planning solutions for 10 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
  • Fixed fees

Financial Planning Services

  • Portfolio management for businesses or institutional clients
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QualificationsFirm CRD# 158290

Assets Under Management $349,444,744

No. Of Clients5

Clients Per Financial Advisor0

AIFAM GROUP LLC is a financial advisory firm situated in White Plains, New York. With a nearly $349M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 clients. The team consists of 11 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Financial Planning Services

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

QualificationsFirm CRD# 138305

Assets Under Management $211,674,002

No. Of Clients15

Clients Per Financial Advisor5

LANX MANAGEMENT, LLC is a financial advisory firm situated in White Plains, New York. With a nearly $212M assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 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
  • Performance Based
  • Other (VARIABLE NEGOTIATED FEES)

Financial Planning Services

  • Portfolio management for pooled investment vehicles
  • Selection for other advisors
View Full Profile

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