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Find Top Financial Advisors in Rye, New York

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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.

Qualifications of Financial Advisors in Rye

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

Information on Qualified Financial Advisors in Rye

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.

About Edelman Financial Engines, LLC

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

About The Highbridge Financial Group

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.

About Edelman Financial Engines, LLC

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.

About Edelman Financial Engines, LLC

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

About Iron Birch Advisors

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.

About Edelman Financial Engines, LLC

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.

About Ameriprise Financial Services, Inc.

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 Board’s 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.

About Personal Capital Advisors Corporation

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

Information on Additional Financial Advisors in or around Rye, New York

D. Chris Tucker

Greenwich Advisors, LLC

Qualifications CRD# 2452025
FirmCRD# 165892

Tel: (203) 4890707
640 W. Putnam Ave 3F,
Greenwich,
CT 
06830


Barbara Doran

BD8 Capital Partners, LLC

Qualifications CRD# 1308785

Tel: (917) 7337644
150 E. 52nd Street,
New York,
NY 
10022


Anil Bhandari

Aren Asset Management, LLC

Qualifications CRD# 702330

Tel: (646) 7870652
757 3rd Avenue, 20th Floor,
New York,
NY 
10017


John Halasz

Marche' Wealth

Qualifications CRD# 2942363

Tel: (212) 6973757
370 Lexington Ave,
New York,
NY 
10017


Matthew Ludmer

Aligned Wealth

Qualifications CRD# 1179469

Tel: (212) 2869146
757 Third Ave,
New York,
NY 
10017


Richard Eller

Blueprint Financial Group

Qualifications CRD# 1409368

Tel: (203) 5574930
19 Ludlow Rd.,
Westport,
CT 
06880


Victoria Feuer

Marche' Wealth

Qualifications CRD# 1889264

Tel: (212) 6973757
370 Lexington Ave,
New York,
NY 
10017


Andrew Aran

Regency Wealth Management

Qualifications CRD# 2025715
FirmCRD# 131208

Tel: (201) 4475850
500 North Franklin Turnpike,
Suite 212,
Ramsey,
NJ 
07446


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