WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Rye, New York. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| Qualified Financial Advisors in Rye, New York | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Nick Friedman Edelman Financial Engines, LLC |
10 Bank Street, White Plains, NY 10606 |
(914) 618-3002 |
| The Highbridge Financial Group The Highbridge Financial Group |
660 White Plains Road, Suite 155, Tarrytown, NY 10591 |
(914) 332-0660 |
| Emil Ben-David Edelman Financial Engines, LLC |
1130 RXR Plaza, Uniondale, NY 11556 |
(516) 252-1413 |
| Rick Mueller Edelman Financial Engines, LLC |
650 From Road, Paramus, NJ 07652 |
(201) 575-4878 |
| Gregory Manto Iron Birch Advisors |
767 Third Avenue, 38th Floor, New York, NY 10017 |
(212) 759-2022 |
| Chris Sosa Edelman Financial Engines, LLC |
340 Madison Avenue, New York, NY 10173 |
(646) 779-2102 |
| Peter Levine CFP®, ChFC®, CLU® Ameriprise Financial Services, Inc. |
481 8th Avenue, New York, NY 10001 |
(212) 967-1428 |
| Personal Capital Personal Capital Advisors Corporation |
---, Prince, NY 10012 |
(650) 556-1310 |
Qualifications
CRD# 5465081
FirmCRD# 104510
Series 7, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
10 Bank Street,
White Plains,
NY 10606
Phone Number
(914) 6183002
Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2009. Earned the Certified Financial Planner certification(s). Bachelor's degree in Finance from University of Delaware.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 4124634
FirmCRD# 8032
Series 7, 63, 65
Compensation/Fee
Fee-Based (Fee and Commissions)
Office Location
660 White Plains Road, Suite 155,
Tarrytown,
NY 10591
Phone Number
(914) 3320660
Does Highbridge seem like a good fit for you? Contact us. We are happy to help. T: (914) 332-0660 C: (914) 458-1284
Establishing a relationship with a trusted and knowledgeable financial professional takes time and deserves careful consideration. At Highbridge, we provide a comprehensive approach to financial planning and wealth management and offer a vast range of financial solutions. Recognizing the value we can bring to our clients by combining our collective financial experience and knowledge, we formed The Highbridge Financial Group, Inc., an independent client-focused full-service financial services firm. We thank our clients for the trust they have placed in us, and we thank our prospective clients for their consideration.
Qualifications
CRD# 5723861
FirmCRD# 104510
Series 7, 66
Compensation/Fee
Fee Based Only - No Commissions
Office Location
1130 RXR Plaza,
Uniondale,
NY 11556
Phone Number
(516) 2521413
Joined Edelman Financial Engines in 2017. Began his career in the financial services industry in 2009. Earned the Certified Financial Planner certification(s). Bachelor's degree in Economics from Queens College.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 1141204
FirmCRD# 104510
Series 6, 7, 63, 65
Compensation/Fee
Fee Based Only - No Commissions
Office Location
650 From Road,
Paramus,
NJ 07652
Phone Number
(201) 5754878
Joined Edelman Financial Engines in 2013. Began his career in the financial services industry in 1992. Earned the Registered Financial Consultant and Certified Financial Planner certification(s). Bachelor's degree in Business from Farleigh Dickinson University.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 2724748
FirmCRD# 6363
Series 7, 24, 63, 65
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets
Office Location
767 Third Avenue, 38th Floor,
New York,
NY 10017
Phone Number
(212) 7592022
Iron Birch Advisors is a subsidiary of Ameriprise. We run this organization as a boutique practice with personalized care and attention. We attempt to meet with every client at least quarterly and a much larger in depth meeting, annually. Prior to becoming a client, several meetings are generally necessary to asses ones needs, appetite for risk and the goals of the individual and/or family.
Qualifications
CRD# 5130180
FirmCRD# 104510
Series 7, 63, 65
Compensation/Fee
Fee Based Only - No Commissions
Office Location
340 Madison Avenue,
New York,
NY 10173
Phone Number
(646) 7792102
Joined Edelman Financial Engines in 2016. Began his career in the financial services industry in 2006. Earned the Certified Financial Planner certification(s). Bachelor's degree in Economics and Business from Randolph Macon College and Master of Business Administration in Finance from Fordham University.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high- touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 4022345
FirmCRD# 6363
Series 7, 63
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee
Office Location
481 8th Avenue,
Suite 1130,
New York,
NY 10001
Phone Number
(212) 9671428
Financial Advice, Investments, and Insurance. People come to me with complex financial issues. I help them understand their current situation. Together, we develop a plan to help achieve their financial needs and goals.
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you plan to reach your financial goals through personalized and knowledgeable advice. Advisor is licensed/registered to do business with U.S. residents only in the states of CA, CT, DE, FL, IN, IL, IA, NJ, NY, NV, MA, NC, PA. Investment advisory services and products are made available through Ameriprise Financial Services, Inc., a registered investment adviser. Ameriprise Financial Services, Inc., Member FINRA and SIPC. Ameriprise Financial can not guarantee future financial results. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Boards initial and ongoing certification requirements.
Qualifications
FirmCRD# 155172
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets
Office Location
---,
Prince,
NY 10012
Phone Number
(650) 5561310
Key Differentiators: • See all your financial accounts with all your financial institutions, all in one place: You can link your checking, savings, 401k, IRA, mortgage, investments, credit cards, and more. • Personalization on a whole new level: Personal Capital offers personalized financial planning, for qualified clients. • Dynamic, Diversified Portfolios: Proprietary SmartWeighting™ technology helps minimize the risk of market drops by automatically rebalancing portfolios. • Access to Experts and Specialists: Clients also enjoy access to a wide range of experts in tax, income, retirement, estate planning, insurance, college savings, stock options, real estate, socially responsible investing and charitable giving. • Transparent fees: Clients pay one flat fee for all of our wealth management services. • We'll always act in your best interest: Personal Capital is a fiduciary, which means their advisors are legally obligated to act in your best interest.
Personal Capital is an industry-leading digital wealth management company. We do the right thing by the everyday investor by taking a holistic, 360ý approach to money management. Our state-of-the-art tools and technology provide investors with a complete financial picture and our financial advisors are fiduciaries, legally bound to act in your best interest to provide expert guidance, and logical strategies, based on a personal understanding of an investorýs financial picture and goals. We currently manage more than $10+ billion in assets, work with investors in each state and have offices across the U.S.
| List of Additional Financial Advisors in or around Rye, New York | ||
| Financial Advisor | Office Location | Phone Number |
| D. Chris Tucker Greenwich Advisors, LLC |
640 W. Putnam Ave 3F, Greenwich, CT 06830 |
(203) 489-0707 |
| Barbara Doran BD8 Capital Partners, LLC |
150 E. 52nd Street, New York, NY 10022 |
(917) 733-7644 |
| Anil Bhandari Aren Asset Management, LLC |
757 3rd Avenue, 20th Floor, New York, NY 10017 |
(646) 787-0652 |
| John Halasz Marche' Wealth |
370 Lexington Ave, New York, NY 10017 |
(212) 697-3757 |
| Matthew Ludmer Aligned Wealth |
757 Third Ave, New York, NY 10017 |
(212) 286-9146 |
| Richard Eller Blueprint Financial Group |
19 Ludlow Rd., Westport, CT 06880 |
(203) 557-4930 |
| Victoria Feuer Marche' Wealth |
370 Lexington Ave, New York, NY 10017 |
(212) 697-3757 |
| Andrew Aran Regency Wealth Management |
500 North Franklin Turnpike, Ramsey, NJ 07446 |
(201) 447-5850 |
Qualifications
CRD# 2452025
FirmCRD# 165892
Tel: (203) 4890707
640 W. Putnam Ave 3F,
Greenwich,
CT 06830
Qualifications
CRD# 1308785
Tel: (917) 7337644
150 E. 52nd Street,
New York,
NY 10022
Qualifications
CRD# 702330
Tel: (646) 7870652
757 3rd Avenue, 20th Floor,
New York,
NY 10017
Qualifications
CRD# 2942363
Tel: (212) 6973757
370 Lexington Ave,
New York,
NY 10017
Qualifications
CRD# 1179469
Tel: (212) 2869146
757 Third Ave,
New York,
NY 10017
Qualifications
CRD# 1409368
Tel: (203) 5574930
19 Ludlow Rd.,
Westport,
CT 06880
Qualifications
CRD# 1889264
Tel: (212) 6973757
370 Lexington Ave,
New York,
NY 10017
Qualifications
CRD# 2025715
FirmCRD# 131208
Tel: (201) 4475850
500 North Franklin Turnpike,
Suite 212,
Ramsey,
NJ 07446
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?
