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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 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.
Finding the Best Retirement Planners in White Plains, New York
Last Updated - April 18, 2024White Plains has 13 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 28 non-vetted advisors in your local area. These retirement advisors in White Plains, New York have an average of 19 years of experience.
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List of Qualified Retirement Planning Advisors in White Plains, New York
VERIFIEDMasa Yamazaki
CPWA®, CEPA®, CDFA®
Oxler Private Wealth
Qualifications
CRD# 2526772
Firm CRD# 309684
Series 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, Estate Planning & Trusts, Insurance Products & Annuities.
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:
Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Annuities, Insurance Planning.
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDChristopher Badaracco
CFP®, EA
Rose Wealth Advisors
Qualifications
CRD# 7076172
Firm CRD# 7076172
Minimum Assets Required
$500,000
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based, Hourly, Flat Fee, Based on Assets
VERIFIEDWalter Varian
Edelman Financial Engines, LLC
Qualifications
CRD# 5322696
Firm CRD# 104510
Series 65
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
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
VERIFIEDMatt Cuiffo
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 2867751
Firm CRD# 104510
Series 65, 66
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDHIGHLAND Financial Advisors, LLC
RLP ®, CFP®, AIF®
Qualifications
CRD# 2063878
Firm CRD# 125838
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
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
VERIFIEDMichael Klein
CFP®
Bleakley Financial Group
Qualifications
CRD# 6281153
Firm CRD# 318366
Series 7, 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, Legal Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDJennifer Keiling
CRPC®
Edelman Financial Engines, LLC
Qualifications
CRD# 5311689
Firm CRD# 104510
Series 65
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
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 | PENTEGRA INVESTORS, INC. 701 Westchester Avenue, Suite 320e White Plains, NY, 10604-3805 | $6,243,737,063 | 347 | 13 | A Percentage of AUM, Fixed Fees |
| 2 | RETHINK CAPITAL PARTNERS, LLC 707 Westchester Avenue, Suite 401 White Plains, NY, 10604 | $2,944,855,000 | 25 | 36 | A Percentage of AUM, Performance Based, Other (DISPOSITION AND FINANCING FEES PERTAINING TO REAL ESATE FUNDS) |
| 3 | THE PORTFOLIO STRATEGY GROUP, LLC 50 Main Street, Suite 1280 White Plains, NY, 10606 | $1,993,847,890 | 401 | 11 | A Percentage of AUM, Performance Based |
| 4 | HALYARD ASSET MANAGEMENT LLC 707 Westchester Avenue, Suite 206 White Plains, NY, 10604 | $1,739,279,131 | 23 | 5 | A Percentage of AUM |
| 5 | TORTOISE INVESTMENT MANAGEMENT, LLC 2 Westchester Park Drive, Suite 215 White Plains, NY, 10604 | $1,236,582,769 | 2547 | 18 | A Percentage of AUM |
| 6 | MATRIX ASSET ADVISORS INC 10 Bank Street, Suite 590 White Plains, NY, 10606 | $884,546,246 | 585 | 12 | A Percentage of AUM, Fixed Fees, Other (PENSION CONSULTING SERVICES) |
| 7 | MARKSTON INTERNATIONAL LLC 445 Hamilton Avenue, Suite 407 White Plains, NY, 10601 | $861,800,536 | 15 | 6 | A Percentage of AUM |
| 8 | V3 CAPITAL MANAGEMENT, L.P. 50 Main Street, Suite 970 White Plains, NY, 10606 | $630,918,407 | 5 | 9 | A Percentage of AUM, Performance Based |
| 9 | AIFAM GROUP LLC 1025 Westchester Ave, Ste 305 White Plains, NY, 10604 | $625,507,773 | 8 | 17 | A Percentage of AUM, Fixed Fees, Performance Based |
| 10 | LNK PARTNERS, LLC 81 Main Street, White Plains, NY, 10601 | $481,266,610 | 3 | 7 | A Percentage of AUM, Performance Based |
| 11 | LYONROSS CAPITAL MANAGEMENT, LLC 445 Hamilton Avenue, Suite 1102 White Plains, NY, 10601 | $414,541,665 | 1 | 6 | A Percentage of AUM, Performance Based |
| 12 | PARADIGM ASSET MANAGEMENT 445 Hamilton Avenue, Floor 11 White Plains, NY, 10601 | $373,768,631 | 11 | 5 | A Percentage of AUM, Fixed Fees |
| 13 | MADISON ADVISORY SERVICES, INC. 10 New King St, Suite 104 White Plains, NY, 10604 | $355,185,981 | 2262 | 16 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 14 | TROOB CAPITAL MANAGEMENT LLC 777 Westchester Avenue, #203, White Plains, NY, 10604-3520 | $341,695,612 | 4 | 8 | A Percentage of AUM, Performance Based |
| 15 | SHERBROOKE PARK ADVISERS LLC 50 Main Street, Suite 1000 White Plains, NY, 10606 | $299,158,214 | 1 | 4 | A Percentage of AUM, Performance Based |
Information on Top Retirement Planning firms in White Plains, New York
QualificationsFirm CRD# 111503
Assets Under Management $6,243,737,063
No. Of Clients347
Clients Per Financial Advisor27
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 347 clients. The team consists of 13 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 171118
Assets Under Management $2,944,855,000
No. Of Clients25
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 25 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 AND FINANCING FEES PERTAINING TO REAL ESATE FUNDS)
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 166593
Assets Under Management $1,993,847,890
No. Of Clients401
Clients Per Financial Advisor36
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 401 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
- Performance Based
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 154493
Assets Under Management $1,739,279,131
No. Of Clients23
Clients Per Financial Advisor5
HALYARD ASSET MANAGEMENT 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 23 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 128723
Assets Under Management $1,236,582,769
No. Of Clients2547
Clients Per Financial Advisor142
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 2547 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 107408
Assets Under Management $884,546,246
No. Of Clients585
Clients Per Financial Advisor49
MATRIX ASSET ADVISORS INC is a financial advisory firm situated in White Plains, New York. With a nearly $885M assets under management, the firm specializes in crafting personalized retirement planning solutions for 585 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
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 107786
Assets Under Management $861,800,536
No. Of Clients15
Clients Per Financial Advisor3
MARKSTON INTERNATIONAL LLC is a financial advisory firm situated in White Plains, New York. With a nearly $862M assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 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
- Portfolio Management for Investment
- Portfolio Management for Business
QualificationsFirm CRD# 160464
Assets Under Management $630,918,407
No. Of Clients5
Clients Per Financial Advisor1
V3 CAPITAL MANAGEMENT, L.P. is a financial advisory firm situated in White Plains, New York. With a nearly $631M assets under management, the firm specializes in crafting personalized retirement planning solutions for 5 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
Financial Planning Services
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 158290
Assets Under Management $625,507,773
No. Of Clients8
Clients Per Financial Advisor0
AIFAM GROUP LLC is a financial advisory firm situated in White Plains, New York. With a nearly $626M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 17 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
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 157725
Assets Under Management $481,266,610
No. Of Clients3
Clients Per Financial Advisor0
LNK PARTNERS, LLC is a financial advisory firm situated in White Plains, New York. With a nearly $481M 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
QualificationsFirm CRD# 156637
Assets Under Management $414,541,665
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 $415M 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 of Other Advisors
QualificationsFirm CRD# 111479
Assets Under Management $373,768,631
No. Of Clients11
Clients Per Financial Advisor2
PARADIGM ASSET MANAGEMENT is a financial advisory firm situated in White Plains, New York. With a nearly $374M assets under management, the firm specializes in crafting personalized retirement planning solutions for 11 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 Business
QualificationsFirm CRD# 132386
Assets Under Management $355,185,981
No. Of Clients2262
Clients Per Financial Advisor141
MADISON ADVISORY SERVICES, INC. is a financial advisory firm situated in White Plains, New York. With a nearly $355M assets under management, the firm specializes in crafting personalized retirement planning solutions for 2262 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
- Hourly charges
- Fixed Fees
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
QualificationsFirm CRD# 161416
Assets Under Management $341,695,612
No. Of Clients4
Clients Per Financial Advisor1
TROOB CAPITAL MANAGEMENT LLC is a financial advisory firm situated in White Plains, New York. With a nearly $342M 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
QualificationsFirm CRD# 323576
Assets Under Management $299,158,214
No. Of Clients1
Clients Per Financial Advisor0
SHERBROOKE PARK ADVISERS LLC is a financial advisory firm situated in White Plains, New York. With a nearly $299M 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
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