New York · 4 advisers
Financial Advisors in Bronxville, New York
Looking for a financial advisor in Bronxville, New York? Falists indexes 4 SEC-registered and state-registered investment advisers in Bronxville — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $1.24B in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
4
With website
3
Largest AUM
$1.24B
Financial planning
1
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Bronxville
Ranked by AUM · Fees, team & specialties at a glance
SEVEN GRAND MANAGERS LLC
Bronxville, NY
AUM
$1.24B
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
914-498-1776
CAPITAL PRESERVATION PARTNERS, INC.
Bronxville, NY
AUM
$222.4M
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
914-337-2272
EAGLESTONE CAPITAL MANAGEMENT LLC
Bronxville, NY
AUM
$9.1M
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
914-202-8811
TRUFTON INVESTMENT MANAGEMENT, INC.
Bronxville, NY
AUM
$21.5M
Team
1 advisors
Clients
—
Fees
Percentage of AUM
914/840-1500
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Common questions
- How many financial advisors are in Bronxville, New York?
- 4 registered investment advisers are listed in our Bronxville directory, sourced from public SEC filings.
- What types of advisors are in Bronxville?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Bronxville?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.