Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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 - May 15, 2025White 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 18 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in White Plains, 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
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
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
VERIFIEDQualifications
Firm CRD# 104510
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
Advisory Services:
Financial Planning, Portfolio Management, Wealth Management, Estate Planning & Trusts
Compensation/Fee
Fee-Only, 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
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
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
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
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
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in White Plains, New York (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 120 Bloomingdale Road, Suite 3400, White Plains, NY, 10605 | $11,448,363,333 | 384 | 4 | A percentage of AUM |
| 2 | 701 Westchester Avenue, Suite 320e White Plains, NY, 10604-3805 | $5,895,243,080 | 291 | 14 | A percentage of AUM, Fixed fees |
| 3 | 707 Westchester Avenue, Suite 401 White Plains, NY, 10604 | $2,588,555,000 | 23 | 36 | 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 | $2,159,778,408 | 405 | 14 | A percentage of AUM, Performance Based |
| 5 | 2 Westchester Park Drive, Suite 215 White Plains, NY, 10604 | $1,461,211,898 | 2685 | 18 | A percentage of AUM |
| 6 | 399 Knollwood Road, Suite 107b White Plains, NY, 10603 | $1,344,005,740 | 23 | 4 | A percentage of AUM |
| 7 | 10 Bank Street, Suite 590 White Plains, NY, 10606 | $1,021,341,468 | 606 | 12 | A percentage of AUM, Fixed fees, Other (PENSION CONSULTING SERVICES) |
| 8 | 50 Main Street, White Plains, NY, 10606 | $960,254,516 | 9 | 16 | A percentage of AUM, Performance Based |
| 9 | 81 Main Street, White Plains, NY, 10601 | $553,995,052 | 3 | 7 | A percentage of AUM, Performance Based |
| 10 | 50 Main Street, Suite 1000 White Plains, NY, 10606 | $518,726,963 | 3 | 6 | A percentage of AUM, Performance Based |
| 11 | 50 Main Street, Suite 1240 White Plains, NY, 10606 | $466,259,065 | 1 | 6 | A percentage of AUM, Performance Based |
| 12 | 10 New King St, Suite 104 White Plains, NY, 10604 | $428,867,970 | 2210 | 18 | A percentage of AUM, Hourly charges, Fixed fees |
| 13 | 445 Hamilton Avenue, Floor 11 White Plains, NY, 10601 | $386,427,727 | 10 | 5 | A percentage of AUM, Fixed fees |
| 14 | 50 Main Street, Ste 1000 White Plains, NY, 10606 | $349,444,744 | 5 | 11 | A percentage of AUM, Fixed fees, Performance Based |
| 15 | 75 South Broadway, Suite 4-747 White Plains, NY, 10601 | $211,674,002 | 15 | 3 | 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
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)
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
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)
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
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
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.)
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
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
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
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)
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
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
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
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
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Brooklyn, New York
- Retirement Planners in Buffalo, New York
- Retirement Planners in Clifton Park, New York
- Retirement Planners in Commack, New York
- Retirement Planners in East Syracuse, New York
- Retirement Planners in Garden City, New York
- Retirement Planners in Hauppauge, New York
- Retirement Planners in Latham, New York
- Retirement Planners in Massapequa, New York
- Retirement Planners in New York, New York
- Retirement Planners in Pittsford, New York
- Retirement Planners in Rochester, New York
- Retirement Planners in Sackets Harbor, New York
- Retirement Planners in Slingerlands, New York
- Retirement Planners in Staten Island, New York
- Retirement Planners in Syracuse, New York
- Retirement Planners in Tarrytown, New York
- Retirement Planners in White Plains, New York
Looking for more choices? Use our free match service to compare retirement planners serving your area.