Firms by city
Registered investment advisers in White Plains, NY
18 SEC-registered advisers headquartered in White Plains, listed by regulatory assets under management as reported on Form ADV.
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18 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| The Portfolio Strategy Group | White Plains, NY | $2.62B |
| Rethink Capital Partners | White Plains, NY | $2.23B |
| Tortoise Investment Management | White Plains, NY | $2.07B |
| Halyard Asset Management | White Plains, NY | $2.03B |
| Matrix Asset Advisors | White Plains, NY | $1.4B |
| LyonRoss Capital Management | White Plains, NY | $881M |
| LNK Partners | White Plains, NY | $749M |
| Jade Mountain Partners | White Plains, NY | $588M |
| Madison Advisory Services | White Plains, NY | $510M |
| Paradigm Asset Management | White Plains, NY | $442M |
| Prato Capital Management | White Plains, NY | $225M |
| Timber Point Capital Management | White Plains, NY | $188M |
| Lanx Management | White Plains, NY | $188M |
| PPSgrp | White Plains, NY | $157M |
| Milagre Wealth Management | White Plains, NY | $137M |
| Maytal Asset Management | White Plains, NY | $125M |
| Dynamic Trading Management | White Plains, NY | $117M |
| Fox Financial Services | White Plains, NY | $111M |
- Headquarters
- White Plains, NY
- Regulatory AUM
- $2.62B
- Headquarters
- White Plains, NY
- Regulatory AUM
- $2.23B
- Headquarters
- White Plains, NY
- Regulatory AUM
- $2.07B
- Headquarters
- White Plains, NY
- Regulatory AUM
- $2.03B
- Headquarters
- White Plains, NY
- Regulatory AUM
- $1.4B
- Headquarters
- White Plains, NY
- Regulatory AUM
- $881M
- Headquarters
- White Plains, NY
- Regulatory AUM
- $749M
- Headquarters
- White Plains, NY
- Regulatory AUM
- $588M
- Headquarters
- White Plains, NY
- Regulatory AUM
- $510M
- Headquarters
- White Plains, NY
- Regulatory AUM
- $442M
- Headquarters
- White Plains, NY
- Regulatory AUM
- $225M
- Headquarters
- White Plains, NY
- Regulatory AUM
- $188M
- Headquarters
- White Plains, NY
- Regulatory AUM
- $188M
- Headquarters
- White Plains, NY
- Regulatory AUM
- $157M
- Headquarters
- White Plains, NY
- Regulatory AUM
- $137M
- Headquarters
- White Plains, NY
- Regulatory AUM
- $125M
- Headquarters
- White Plains, NY
- Regulatory AUM
- $117M
- Headquarters
- White Plains, NY
- Regulatory AUM
- $111M
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 White Plains 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.