{ "path": "/advisors/ny/new-york/white-plains", "url": "https://advisorcensus.com/advisors/ny/new-york/white-plains", "page_type": "metro_city", "title": "Financial advisors in White Plains, NY", "filters": {}, "scope_total": 44, "faq": [ { "q": "How many financial advisory firms are there in White Plains, NY?", "a": "AdvisorCensus lists 44 investment advisory firms with a principal office in White Plains, New York (part of the New York metro area), from Form ADV filings as of October 2026: 23 SEC-registered, 8 state-registered, and 13 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV." }, { "q": "How many fee-only financial advisors are in White Plains, NY?", "a": "10 of the 44 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed." }, { "q": "How many financial advisors in White Plains, NY offer financial planning?", "a": "13 of the 31 firms in White Plains, NY that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports." }, { "q": "Are the financial advisors in White Plains, NY fiduciaries?", "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 10 firms that meet AdvisorCensus's fee-only test report none of those sales ties." }, { "q": "How do I check whether a financial advisor has disciplinary disclosures?", "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck." }, { "q": "Does AdvisorCensus rate, verify, or recommend these firms?", "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content." }, { "q": "What does regulatory assets under management mean?", "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality." } ], "period": "2026-10-01", "answer_paragraph": "AdvisorCensus lists 44 investment advisory firms with a principal office in White Plains, New York (part of the New York metro area), drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; the full New York metro area, including neighboring cities, is on its own page. Firms may request removal from the directory, so this count can differ from the number of firms that file Form ADV.", "about_market": null, "citation": "AdvisorCensus. Financial advisors in White Plains, NY: 44 firms from Form ADV filings as of October 2026.", "total_firms": 44, "page": 1, "total_pages": 1, "sort": "name", "registration_types": { "sec": 23, "state": 8, "exempt": 13 }, "fee_model_mix": [ { "code": "fee-only", "count": 10 }, { "code": "percentage_of_aum", "count": 27 }, { "code": "hourly", "count": 9 }, { "code": "subscription", "count": 0 }, { "code": "fixed", "count": 13 }, { "code": "commissions", "count": 0 }, { "code": "performance_based", "count": 10 }, { "code": "other", "count": 10 }, { "code": "not_reported", "count": 13 } ], "years_registered_distribution": [ { "code": "under_5", "count": 13 }, { "code": "5_to_9", "count": 10 }, { "code": "10_to_19", "count": 13 }, { "code": "20_plus", "count": 7 }, { "code": "not_reported", "count": 1 } ], "raum_band_distribution": [ { "code": "under_25m", "count": 5 }, { "code": "25m_100m", "count": 4 }, { "code": "100m_500m", "count": 9 }, { "code": "500m_1b", "count": 4 }, { "code": "1b_5b", "count": 5 }, { "code": "over_5b", "count": 0 }, { "code": "not_reported", "count": 17 } ], "firms": [ { "crd_number": 285032, "name": "Arrowhead Investment Management LLC", "name_as_filed": "ARROWHEAD INVESTMENT MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/arrowhead-investment-management-llc-white-plains-ny-285032", "city": "White Plains", "state": "NY", "years_registered": 9, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 164772, "name": "Bradford Equities Management, LLC", "name_as_filed": "BRADFORD EQUITIES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/bradford-equities-management-llc-white-plains-ny-164772", "city": "White Plains", "state": "NY", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 326920, "name": "CJS Securities IA, Inc.", "name_as_filed": "CJS SECURITIES IA, INC.", "url": "https://advisorcensus.com/firm/cjs-securities-ia-inc-white-plains-ny-326920", "city": "White Plains", "state": "NY", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [ "fixed", "other" ], "enhanced": false }, { "crd_number": 125915, "name": "Cozzene Advisors Inc.", "name_as_filed": "COZZENE ADVISORS INC.", "url": "https://advisorcensus.com/firm/cozzene-advisors-inc-white-plains-ny-125915", "city": "White Plains", "state": "NY", "years_registered": 22, "raum_band": "not_reported", "compensation_types": [ "other" ], "enhanced": false }, { "crd_number": 163078, "name": "D/B/A Riverside Capital Management", "name_as_filed": "D/B/A RIVERSIDE CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/d-b-a-riverside-capital-management-white-plains-ny-163078", "city": "White Plains", "state": "NY", "years_registered": 14, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 310249, "name": "Derivaty Co", "name_as_filed": "DERIVATY CO", "url": "https://advisorcensus.com/firm/derivaty-co-white-plains-ny-310249", "city": "White Plains", "state": "NY", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "other" ], "enhanced": false }, { "crd_number": 167581, "name": "Development Group LLC", "name_as_filed": "DEVELOPMENT GROUP LLC", "url": "https://advisorcensus.com/firm/development-group-llc-white-plains-ny-167581", "city": "White Plains", "state": "NY", "years_registered": 12, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 168812, "name": "Downtown Investment Advisory", "name_as_filed": "DOWNTOWN INVESTMENT ADVISORY", "url": "https://advisorcensus.com/firm/downtown-investment-advisory-white-plains-ny-168812", "city": "White Plains", "state": "NY", "years_registered": 9, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 322597, "name": "Dualitas", "name_as_filed": "DUALITAS", "url": "https://advisorcensus.com/firm/dualitas-white-plains-ny-322597", "city": "White Plains", "state": "NY", "years_registered": 3, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 142638, "name": "Dynamic Trading Management, LLC.", "name_as_filed": "DYNAMIC TRADING MANAGEMENT, LLC.", "url": "https://advisorcensus.com/firm/dynamic-trading-management-llc-white-plains-ny-142638", "city": "White Plains", "state": "NY", "years_registered": 19, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 326921, "name": "Event Capital Strategies Management, LLC", "name_as_filed": "EVENT CAPITAL STRATEGIES MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/event-capital-strategies-management-llc-white-plains-ny-326921", "city": "White Plains", "state": "NY", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 334596, "name": "FMD Wealth Advisors LLC", "name_as_filed": "FMD WEALTH ADVISORS LLC", "url": "https://advisorcensus.com/firm/fmd-wealth-advisors-llc-white-plains-ny-334596", "city": "White Plains", "state": "NY", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 308323, "name": "Forepont Capital LLC", "name_as_filed": "FOREPONT CAPITAL LLC", "url": "https://advisorcensus.com/firm/forepont-capital-llc-white-plains-ny-308323", "city": "White Plains", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 112506, "name": "Fox Financial Services, Inc.", "name_as_filed": "FOX FINANCIAL SERVICES, INC.", "url": "https://advisorcensus.com/firm/fox-financial-services-inc-white-plains-ny-112506", "city": "White Plains", "state": "NY", "years_registered": 25, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 343853, "name": "Future Proof Consulting Group LLC", "name_as_filed": "FUTURE PROOF CONSULTING GROUP LLC", "url": "https://advisorcensus.com/firm/future-proof-consulting-group-llc-white-plains-ny-343853", "city": "White Plains", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154493, "name": "Halyard Asset Management LLC", "name_as_filed": "HALYARD ASSET MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/halyard-asset-management-llc-white-plains-ny-154493", "city": "White Plains", "state": "NY", "years_registered": 16, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 283555, "name": "HI2 Investment Management, LLC", "name_as_filed": "HI2 INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/hi2-investment-management-llc-white-plains-ny-283555", "city": "White Plains", "state": "NY", "years_registered": 2, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 168438, "name": "Huygens Capital LLC", "name_as_filed": "HUYGENS CAPITAL LLC", "url": "https://advisorcensus.com/firm/huygens-capital-llc-white-plains-ny-168438", "city": "White Plains", "state": "NY", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 290415, "name": "Jade Mountain Partners, LLC", "name_as_filed": "JADE MOUNTAIN PARTNERS, LLC", "url": "https://advisorcensus.com/firm/jade-mountain-partners-llc-white-plains-ny-290415", "city": "White Plains", "state": "NY", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 175274, "name": "Kalka Investment Management, LLC", "name_as_filed": "KALKA INVESTMENT MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/kalka-investment-management-llc-white-plains-ny-175274", "city": "White Plains", "state": "NY", "years_registered": 11, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 138305, "name": "Lanx Management, LLC", "name_as_filed": "LANX MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lanx-management-llc-white-plains-ny-138305", "city": "White Plains", "state": "NY", "years_registered": 16, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 288461, "name": "Layer 7 Management LLC", "name_as_filed": "LAYER 7 MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/layer-7-management-llc-white-plains-ny-288461", "city": "White Plains", "state": "NY", "years_registered": null, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 297085, "name": "LCP Advisor I LLC", "name_as_filed": "LCP ADVISOR I LLC", "url": "https://advisorcensus.com/firm/lcp-advisor-i-llc-white-plains-ny-297085", "city": "White Plains", "state": "NY", "years_registered": 5, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 157725, "name": "LNK Partners, LLC", "name_as_filed": "LNK PARTNERS, LLC", "url": "https://advisorcensus.com/firm/lnk-partners-llc-white-plains-ny-157725", "city": "White Plains", "state": "NY", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "performance_based" ], "enhanced": false }, { "crd_number": 284238, "name": "Lsaf Management, LLC", "name_as_filed": "LSAF MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lsaf-management-llc-white-plains-ny-284238", "city": "White Plains", "state": "NY", "years_registered": 0, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 334172, "name": "Lsof Manager LLC", "name_as_filed": "LSOF MANAGER LLC", "url": "https://advisorcensus.com/firm/lsof-manager-llc-white-plains-ny-334172", "city": "White Plains", "state": "NY", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 156637, "name": "Lyonross Capital Management, LLC", "name_as_filed": "LYONROSS CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/lyonross-capital-management-llc-white-plains-ny-156637", "city": "White Plains", "state": "NY", "years_registered": 14, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 132386, "name": "Madison Advisory Services, Inc.", "name_as_filed": "MADISON ADVISORY SERVICES, INC.", "url": "https://advisorcensus.com/firm/madison-advisory-services-inc-white-plains-ny-132386", "city": "White Plains", "state": "NY", "years_registered": 11, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 107408, "name": "Matrix Asset Advisors Inc", "name_as_filed": "MATRIX ASSET ADVISORS INC", "url": "https://advisorcensus.com/firm/matrix-asset-advisors-inc-white-plains-ny-107408", "city": "White Plains", "state": "NY", "years_registered": 36, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 343256, "name": "Midfield Private Wealth, LLC", "name_as_filed": "MIDFIELD PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/midfield-private-wealth-llc-white-plains-ny-343256", "city": "White Plains", "state": "NY", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 309185, "name": "Milagre Wealth Management, Inc.", "name_as_filed": "MILAGRE WEALTH MANAGEMENT, INC.", "url": "https://advisorcensus.com/firm/milagre-wealth-management-inc-white-plains-ny-309185", "city": "White Plains", "state": "NY", "years_registered": 6, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum" ], "enhanced": false }, { "crd_number": 159941, "name": "MMA Pan Asia Fund I Management, LLC", "name_as_filed": "MMA PAN ASIA FUND I MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/mma-pan-asia-fund-i-management-llc-white-plains-ny-159941", "city": "White Plains", "state": "NY", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [], "enhanced": false }, { "crd_number": 111479, "name": "Paradigm Asset Management", "name_as_filed": "PARADIGM ASSET MANAGEMENT", "url": "https://advisorcensus.com/firm/paradigm-asset-management-white-plains-ny-111479", "city": "White Plains", "state": "NY", "years_registered": 31, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289917, "name": "Prato Capital Management", "name_as_filed": "PRATO CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/prato-capital-management-white-plains-ny-289917", "city": "White Plains", "state": "NY", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340003, "name": "Prism Planning and Solutions Group", "name_as_filed": "PRISM PLANNING AND SOLUTIONS GROUP", "url": "https://advisorcensus.com/firm/prism-planning-and-solutions-group-white-plains-ny-340003", "city": "White Plains", "state": "NY", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 171118, "name": "Rethink Capital Partners, LLC", "name_as_filed": "RETHINK CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/rethink-capital-partners-llc-white-plains-ny-171118", "city": "White Plains", "state": "NY", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "performance_based", "other" ], "enhanced": false }, { "crd_number": 119514, "name": "Saposh & Malter, Inc.", "name_as_filed": "SAPOSH & MALTER, INC.", "url": "https://advisorcensus.com/firm/saposh-and-malter-inc-white-plains-ny-119514", "city": "White Plains", "state": "NY", "years_registered": 28, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly" ], "enhanced": false }, { "crd_number": 160018, "name": "Stonebridge Partners LLC", "name_as_filed": "STONEBRIDGE PARTNERS LLC", "url": "https://advisorcensus.com/firm/stonebridge-partners-llc-white-plains-ny-160018", "city": "White Plains", "state": "NY", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 340763, "name": "The Mannsion Group LLC", "name_as_filed": "THE MANNSION GROUP LLC", "url": 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