Firms by city
Registered investment advisers in Tarrytown, NY
One SEC-registered adviser headquartered in Tarrytown, listed by regulatory assets under management as reported on Form ADV.
1 firm listed
| Firm | Headquarters | Regulatory AUM | Advisory staff | Clients |
|---|---|---|---|---|
| Citizens Private WealthCRD 106743 | Tarrytown, NY | $16.63B | 214 | 2,567 |
Citizens Private WealthCRD 106743$16.63B
- Headquarters
- Tarrytown, NY
- Advisory staff
- 214
- Clients
- 2,567
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 Tarrytown 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 every firm with an office 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.