New York · 3 advisers
Financial Advisors in Wappingers Falls, New York
Looking for a financial advisor in Wappingers Falls, New York? Falists indexes 3 SEC-registered and state-registered investment advisers in Wappingers Falls — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 2 firms list a website you can visit directly. Firms in this directory manage up to $268.4M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
2
Largest AUM
$268.4M
Financial planning
2
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Wappingers Falls
Ranked by AUM · Fees, team & specialties at a glance
SAGE INVESTMENT ADVISERS LLC
Wappingers Falls, NY
AUM
$268.4M
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(845) 240-1551
QUINT INVESTMENTS AND INSURANCE
Wappingers Falls, NY
AUM
$110.4M
Team
8 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
845-345-3628
GRIMALDI PORTFOLIO SOLUTIONS, INC
Wappingers Falls, NY
AUM
$133.0M
Team
2 advisors
Clients
0
Fees
Percentage of AUM
845-297-3500
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Common questions
- How many financial advisors are in Wappingers Falls, New York?
- 3 registered investment advisers are listed in our Wappingers Falls directory, sourced from public SEC filings.
- What types of advisors are in Wappingers Falls?
- 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 Wappingers Falls?
- 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.