Firms by city
Registered investment advisers in Armonk, NY
5 SEC-registered advisers headquartered in Armonk, listed by regulatory assets under management as reported on Form ADV.
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5 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Truman Capital Advisors | Armonk, NY | $462M |
| Sutton Place Investors | Armonk, NY | $397M |
| Silverberg Bernstein Capital Management | Armonk, NY | $283M |
| Forteris Wealth Management | Armonk, NY | $219M |
| Income & Asset Advisory | Armonk, NY | $175M |
- Headquarters
- Armonk, NY
- Regulatory AUM
- $462M
- Headquarters
- Armonk, NY
- Regulatory AUM
- $397M
- Headquarters
- Armonk, NY
- Regulatory AUM
- $283M
- Headquarters
- Armonk, NY
- Regulatory AUM
- $219M
- Headquarters
- Armonk, NY
- Regulatory AUM
- $175M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Armonk on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in New York.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.