Falists

New York · 6 advisers

Financial Advisors in Larchmont, New York

Looking for a financial advisor in Larchmont, New York? Falists indexes 6 SEC-registered and state-registered investment advisers in Larchmont — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 4 firms list a website you can visit directly. Firms in this directory manage up to $20.24B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

6

With website

4

Largest AUM

$20.24B

Financial planning

2

Filter by specialty

Wealth managers · Trusts & estates · Retirement · Institutional · Planning

AllWealth5Planning2Trusts2Retirement1Institutional1

Top advisors in Larchmont

Ranked by AUM · Fees, team & specialties at a glance

View all 6 →

ROCK HARBOR PARTNERS LLC

Larchmont, NY

AUM

$2.67B

Financial PlanningWealth MgmtTrusts & Estates

Team

4 advisors

Clients

0

Fees

Fixed fees · Performance-based fees +1 more

914-215-5873

Full profileNo website

AFA ADVISORS LLC

Larchmont, NY

AUM

$4.4M

Wealth MgmtInstitutional

Team

2 advisors

Clients

—

Fees

Percentage of AUM

516-487-0200

Full profileNo website

More cities in New York

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Common questions

How many financial advisors are in Larchmont, New York?
6 registered investment advisers are listed in our Larchmont directory, sourced from public SEC filings.
What types of advisors are in Larchmont?
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 Larchmont?
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.