Falists

New York · 8 advisers

Financial Advisors in Mount Kisco, New York

Looking for a financial advisor in Mount Kisco, New York? Falists indexes 8 SEC-registered and state-registered investment advisers in Mount Kisco — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 6 firms list a website you can visit directly. Firms in this directory manage up to $17.15B in reported assets. Compare advisers below and visit firm websites to learn more about their services.

Advisers

8

With website

6

Largest AUM

$17.15B

Financial planning

1

Filter by specialty

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

AllWealth6Planning1Trusts3RetirementInstitutional3

Top advisors in Mount Kisco

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

View all 8 →

BJS ADVISORS

Mount Kisco, NY

AUM

—

Team

1 advisors

Clients

—

Fees

SOLICITORS FEES FROM OTHER INVESTMENT ADVISORY FIRMS

917-453-2475

Full profileNo website

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Common questions

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